KEDI US AI Software Index

Salesforce is scheduled to report its first-quarter fiscal 2027 financial results on May 27, 2026, scheduled.

AppLovin will report financial results for the first quarter of 2026 on May 6, 2026, after the U.S. stock market closes. High importance is estimated as earnings reports frequently cause significant price movements, scheduled.

Fortinet's first quarter 2026 financial results and conference call, for which market impact is estimated at Low (>=1%) based on historical earnings volatility, scheduled.

The ex-dividend date for the proposed €2.50 per share dividend for fiscal year 2025 is scheduled for 2026-05-06, scheduled. A price impact of ≥1% is estimated due to the standard price adjustment on the ex-date.

As market impact is yet to be determined until the actual release, Datadog's Q1 2026 earnings release on 2026-05-05 is scheduled.

Palantir is scheduled to announce its Q1 2026 earnings on May 4, 2026. As the event has not yet occurred, the current market impact is low, scheduled.

Scheduled to report Q1 2026 financial results on 2026-04-30 after market close. Medium importance estimated as earnings releases typically trigger >5% price impact, scheduled.

Microsoft will publish its fiscal year 2026 third-quarter financial results after the market closes on April 29, 2026; high importance is estimated as earnings releases for major technology companies often lead to significant market reactions, scheduled.

SAP is scheduled to release its financial results for the first quarter of 2026 on 2026-04-23, expected. A price impact of ≥5% is estimated as quarterly results typically drive significant volatility.

First quarter 2026 financial results are scheduled to be released after market close on April 22, 2026, with analysts forecasting revenue of approximately $3.75 billion; high importance is estimated due to expected market volatility scheduled.

On 2026-04-09, Guggenheim analysts upgraded Datadog stock from Neutral to Buy and set a $175 price target. The stock declined on the day of the upgrade amid a broader software sector sell-off.

On April 9, 2026, the company announced its entire product portfolio will be AI-enabled, eliminating separate AI add-on pricing, and introduced a new 'Context Engine' to provide enterprise context for AI decisions.

Stock fell over 7% on April 9, 2026, reportedly due to investor concerns about rising competition from AI company Anthropic, which were highlighted in a post by investor Michael Burry.

A 5% price impact is estimated as analysts forecast the stock price to reach a new 52-week low of $135.33 on April 9, 2026, amid a broader tech sector downturn and concerns over growth prospects, forecasted.

Secured a $10 billion, 10-year software contract with the U.S. Army, described as the largest software contract in Army history.

Announced the appointment of Hilary Maxson as the new Chief Financial Officer, effective April 8, 2026. Market analysts estimate a price impact of 5-10% due to the strategic importance of the leadership transition, estimated.

Julia Liuson, President of Microsoft's Developer Division, announced on April 8, 2026, that she will be stepping down, effective June 2026, and moving into an advisory role. This is part of a broader series of leadership changes.

Announced executive succession plan on April 7, 2026. Giovanni Ge to be appointed CTO effective July 1, 2026, and Corina Cacovean to be appointed CLO effective August 1, 2026. Medium importance is estimated as leadership changes can impact strategic direction.

Strategic partnership with GoDaddy to integrate AI Crawl Control announced for April 7, 2026; Low importance estimated as partnerships typically drive >1% price impact, scheduled.

Announced a new multi-year agreement on April 7, 2026, with DXC Technology to modernize enterprise operations using AI, with DXC becoming the first enterprise to deploy ServiceNow's new agentic AI capabilities.

Board approved a $500 million increase to CrowdStrike's share repurchase authorization on 2026-04-06, bringing the total program to $1.5 billion; likely modestly positive as buybacks can support valuation, though no outsized market reaction was confirmed.