KEDI US AI Value Chain TOP3Plus Index

Q2 2026 earnings release and conference call scheduled.

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.

Alphabet's Q2 2026 earnings release is scheduled.

Q2 2026 earnings release scheduled for July 23, 2026. Analysts forecast EPS of EUR 0.06. This major reporting event is estimated to have a medium market impact of 5% or more forecasted.

Micron Technology fiscal third-quarter 2026 financial results announcement scheduled. High importance expected due to historical price volatility of over 10% following earnings releases expected.

Meta's quarterly cash dividend of $0.525 per share has an ex-dividend date of June 15, 2026; a price impact of ≥1% is expected.

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.

Ex-dividend date for a quarterly cash dividend of $0.22 per share, a 5% increase from the prior quarter. The dividend was declared by the Board of Directors on April 27, 2026.

Broadcom is scheduled to release its Q2 2026 earnings results after the market closes on June 3, 2026. Analysts forecast revenue of approximately $22.1 billion and EPS of $2.40, with AI-related revenue expected to be a key focus; high importance is estimated due to historical earnings volatility exceeding 10%, scheduled.

Alphabet announced on June 1/2, 2026, a plan to raise up to $80 billion via stock offerings to fund AI infrastructure investments, citing that customer demand is exceeding its available compute supply. The plan includes a $10 billion private placement to Berkshire Hathaway.

CEO Matt Murphy delivered a keynote at COMPUTEX 2026. During the event, NVIDIA CEO Jensen Huang referred to Marvell as the 'next trillion-dollar company,' causing the stock to surge over 20%.

Arista's CFO presented at the William Blair 46th Annual Growth Stock Conference, reiterating the company's strong outlook, including its $11.5 billion revenue guidance for 2026 and a raised long-term growth forecast (CAGR) to over 20% for 2025-2028.

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.

Meta announced the global expansion of teen safety settings on June 2, 2026; a price impact of ≥1% is expected.

Announced progress on a production-grade digital twin capability for AI factory infrastructure, integrated with NVIDIA Omniverse DSX Blueprint.

U.S. government extended export license rules for advanced AI chips, including AMD's MI350x, to Chinese-owned firms located outside of China, closing a perceived loophole.

Announced new consumer products at Computex 2026, including the Ryzen 7 7700X3D CPU and the global launch of the Radeon RX 9070 GRE GPU, and extended AM5 platform support through 2029.

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.

Amazon continued to reduce its workforce in May 2026 across AWS, Prime Video, and other divisions, following major layoffs earlier in the year, as part of a broader restructuring and efficiency plan.