KEDI US AI Software Index

Roblox is scheduled to report its Q2 2026 financial results on 2026-08-12; medium importance estimated due to potential for >5% price volatility scheduled.

Q2 2026 earnings release is scheduled. Analysts forecast EPS of ~$3.70 and revenue of ~$1.94 billion. High importance is estimated due to expected price volatility exceeding 10% and the event is scheduled.

Datadog is scheduled to release its Q2 2026 financial results before the market opens, scheduled. High importance is estimated as earnings reports often lead to price movements exceeding 10%.

SAP Q2 and Half-Year 2026 financial results are scheduled to be released on July 23, 2026; low importance expected as a routine scheduled event scheduled.

Oracle declared a quarterly cash dividend of $0.50 per share, with an ex-dividend date of July 10, 2026.

CrowdStrike confirmed a 4-for-1 stock split in the form of a stock dividend. Holders of record on 2026-06-25 receive three additional shares for each share held after the close on 2026-07-01, and CRWD begins trading on a split-adjusted basis on 2026-07-02. The claimed June 24, 2026 ex-dividend date is not supported; the ex-distribution/trading-impact date is July 2, 2026.

The European Commission announced its preliminary view on 2026-06-25 that Microsoft's Azure should be a 'gatekeeper' under the DMA, which could lead to significant fines and regulatory changes expected.

Roblox faces a securities class action lawsuit alleging misleading statements regarding growth and age-verification between October 2025 and April 2026; high importance estimated due to potential for >10% price impact from legal liabilities expected.

SAP introduced an integrated solution for EU's CBAM on June 25, 2026, using sustainability software; medium importance expected due to regulatory demand expected.

Fortinet announced the appointment of Derek Kan, a public sector leader and tech executive, to its Board of Directors.

Oracle filed a prospectus supplement on June 23, 2026, for a new equity distribution program to sell up to $20 billion of common stock, signaling significant potential dilution for existing shareholders to fund its capital-intensive AI infrastructure build-out.

Reports emerged that Palantir's £330 million contract with the UK's National Health Service (NHS) is under review, with officials facing political pressure to consider exercising a break clause in 2027.

EVP and CFO Dipak Golechha sold 5,000 shares on June 23, 2026, under a pre-arranged Rule 10b5-1 trading plan.

Announced a strategic partnership with Zeta Global to build a unified data and AI infrastructure for the marketing industry, with Zeta rearchitecting its platform on Palantir's Foundry.

Fitch Ratings upgraded AppLovin's long-term issuer default rating to 'BBB+' from 'BBB', citing the company's strong market position and financial performance.