KEDI US AI Value Chain TOP3Plus Index

First quarter fiscal year 2027 earnings results are scheduled to be released on May 29, 2026. Market impact is estimated at >1% as earnings releases typically drive volatility scheduled.

NVIDIA Q1 FY2027 earnings release and conference call scheduled. Low importance is estimated as a date announcement typically has >=1% price impact.

First quarter 2026 financial results are scheduled to be released after market close on 2026-05-05, scheduled. This is estimated to have a Medium impact (≥5%) based on historical earnings volatility and revenue guidance of $9.8 billion.

Arista Networks is scheduled to announce its Q1 2026 financial results after U.S. markets close on Tuesday, May 5, 2026. Medium importance is estimated as earnings reports for high-growth networking companies often trigger price swings exceeding 5%, scheduled.

Palantir announced on April 13, 2026, that its first-quarter 2026 financial results will be released on May 4, 2026. This announcement is estimated to cause a price impact of at least 5%, scheduled.

Alphabet to announce its first quarter 2026 financial results after market close on April 29, 2026. High importance is assigned as earnings reports typically trigger significant price volatility, expected.

Meta Platforms is scheduled to release its first quarter 2026 financial results after the market closes on April 29, 2026, with a conference call to follow. High importance is estimated as earnings releases typically result in price impacts exceeding 10% for Meta scheduled.

Microsoft's fiscal year 2026 third-quarter financial results are scheduled to be released after the market close on April 29, 2026, followed by a conference call. High impact is expected as earnings are a primary driver of stock volatility. scheduled

Amazon is scheduled to release its Q1 2026 financial results on April 29, 2026, after market close, as announced by the company, scheduled.

Q1 2026 earnings release scheduled.

Vertiv will report its first quarter 2026 financial results on April 22, 2026, scheduled; analysts forecast significant year-over-year growth, forecasted. High importance is estimated as AI-driven earnings often result in >10% price movement.

Meta announced price increases for its Quest VR headsets effective April 19, 2026, citing rising memory chip costs and tight supply chains.

Bernstein analysts raise the price target on AMD to $265 on 2026-04-16, citing strong server demand and the company's deal with Meta, forecasted. This is estimated to have a High impact (≥10%) due to the significant price target increase and broader chip sector rally.

TSMC Q1 2026 earnings release with revenue of US$35.9 billion (+40.6% YoY) and EPS of NT$22.08 (+58.3% YoY) expected. High importance justified by significant revenue growth and guidance raise.

Oracle announced a partnership with AWS on April 16, 2026, to provide direct connections between OCI and AWS, enhancing multicloud capabilities. This strategic partnership is estimated to result in a price impact of approximately 5%, expected.

Meta announced in its 2026 proxy statement on April 16, 2026, that directors Hock E. Tan and Tracey T. Travis will retire from the board and not seek re-election at the May 27, 2026 annual meeting.

On April 16, 2026, Stifel analysts maintained a 'Buy' rating and raised their price target on the stock to $140 from $120. Market impact is estimated at >1% as analyst upgrades often influence investor sentiment forecasted.

CEO Satya Nadella announced that the Fairweather AI data center in Wisconsin went live ahead of schedule on April 16, 2026. The news contributed to a stock price increase of nearly 2% during the trading day.

On April 15, 2026, completed a $1 billion public offering of 5.300% Senior Notes due 2036 to be used for general corporate purposes. Market impact is estimated at >1% due to the scale of the financing.

Meta announced a multi-year strategic partnership with Broadcom on April 14, 2026, to co-develop custom AI silicon and enhance its AI infrastructure.

On April 14, 2026, the company launched NVIDIA Ising, a family of open-source AI models designed to accelerate research in quantum computing. Low importance is estimated as this niche product launch is expected to have a >=1% price impact.

On April 13, 2026, Oracle announced an expanded partnership to procure up to 2.8 GW of power from Bloom Energy for AI data centers. This expansion is estimated to cause a stock surge with a price impact of at least 5%, expected.

CEO and Chairperson Jayshree Ullal sold 112,812 shares of common stock on April 13, 2026, as part of a pre-arranged Rule 10b5-1 trading plan.

On April 13, 2026, it was reported that Microsoft was pausing new carbon removal credit purchases to review its portfolio and market conditions, a move that could impact the carbon removal market where it is a dominant buyer.