KEDI US AI Software Index

AppLovin's Q2 2026 earnings release is expected around August 5, 2026, based on past reporting schedules expected. Low impact estimated as the announcement of a date typically precedes the actual market-moving results.

Microsoft's fiscal Q4 2026 earnings release and conference call are scheduled for July 29, 2026. Analysts forecast earnings of $4.21-$4.23 per share, which is estimated to have a 5% price impact based on historical volatility forecasted.

Adobe is scheduled to release its Q2 fiscal year 2026 earnings results after the market closes on June 11, 2026. Analysts forecast non-GAAP EPS of $5.01, which is below the company's prior guidance of $5.80 to $5.85, creating uncertainty ahead of the release. High importance is estimated based on potential market reaction to the guidance discrepancy, scheduled.

Oracle is scheduled to release its fourth quarter and full fiscal year 2026 financial results after the market close on June 10, 2026, with a conference call to follow. High importance is estimated as earnings releases typically result in significant price volatility, scheduled.

Cloudflare is scheduled to host its 2026 Investor Day at the New York Stock Exchange to provide updates on strategy and financials. This event is estimated to have a 5% price impact as strategic roadmaps are revealed, scheduled.

First quarter fiscal year 2027 financial results to be released after market close on June 3, 2026, scheduled. High importance is estimated due to expected significant price movement following the report.

Reported fiscal Q3 2026 earnings with non-GAAP EPS of $0.85, beating estimates, and revenue of $3.0 billion, a 31% year-over-year increase. The company guided for Q4 revenue between $3.345 billion and $3.355 billion. The stock rose over 10% in after-hours trading following the announcement.

CrowdStrike and Cognizant announced an expanded strategic alliance to secure artificial intelligence across its lifecycle. Medium importance is estimated based on the potential for long-term revenue growth from AI security.

At its Build 2026 conference on June 2, 2026, Microsoft is scheduled to announce new AI models and the Majorana 2 quantum chip, which is estimated to have a 5% price impact due to major technological advancements scheduled.

Stock price fell 8% on June 2, 2026, following new product and partnership announcements at the company's annual Snowflake Summit event.

Russia's Federal Security Service (FSB) accused Cloudflare of involvement in a cyber operation to spy on officials. This event is estimated to have a 1% price impact as geopolitical tensions have limited effect on tech stocks.

Citigroup reaffirmed its 'buy' rating on AppLovin stock with a price target of $710.00 forecasted. Low impact estimated as analyst rating reaffirmations generally result in minor market adjustments.

Oracle's stock price increased significantly following the announcement of a substantial cloud infrastructure agreement with the US government, positioning the company as a key provider of AI computing capacity for national security.

CrowdStrike announced it was named a Leader in the 2026 Gartner® Magic Quadrant™ for Endpoint Protection Platforms for the seventh consecutive time. Low importance is estimated as this recognition is largely anticipated by the market.

CrowdStrike announced the expansion of its Project QuiltWorks, adding major cyber insurers like Coalition and Liberty Mutual to address financial exposure to frontier AI risk. Medium importance is estimated due to the strategic entry into AI-related insurance.

At the 2026 Annual Meeting of Stockholders on May 28, 2026, the company's stockholders approved an amendment to the 2013 Equity Incentive Plan, increasing the number of shares reserved for issuance by 34 million. Low importance is assigned as this is a routine administrative update with minimal immediate market impact.

SAP announced the successful placement of a €3.5 billion Eurobond on May 28, 2026, for general corporate purposes, including financing for acquisitions.