KEDI US AI Value Chain TOP3Plus Index

Q2 2026 earnings release on June 4, 2026; a Medium impact is estimated as quarterly earnings are key drivers of stock volatility, scheduled.

First quarter 2026 earnings release expected; analysts forecast revenue of $9.83B and EPS of $1.18-$1.27 forecasted.

Nokia is scheduled to publish its Q1 2026 interim report on 2026-04-23, a routine earnings catalyst that typically moves the stock by more than 1% depending on guidance and network-demand trends, scheduled.

Vertiv's Q1 2026 earnings release is estimated for Wednesday, April 22, 2026, based on past reporting schedules; Medium importance is assigned as earnings for AI infrastructure leaders typically drive >5% price movement estimated.

Q1 2026 earnings release for 2026-04-16; analysts forecast continued growth. Importance is Medium as earnings releases typically drive significant price volatility, scheduled.

Veritone announced on March 26, 2026, a multi-year agreement to migrate its AI solutions to Oracle Cloud Infrastructure (OCI), signaling a strategic customer win for Oracle's cloud business.

On March 26, 2026, reports emerged that Microsoft suspended new hiring in major divisions to cut costs ahead of its fiscal year-end. This hiring freeze may signal concerns about slowing revenue growth, potentially weighing on investor sentiment by 1% or more, scheduled.

Announced an expansion of its global partnership with management consulting firm Bain & Company on March 26, 2026, to deepen AI collaboration and broaden client access to Palantir's platforms.

A New Mexico jury found Meta violated state consumer protection laws regarding child safety and ordered the company to pay $375 million in penalties on March 25, 2026.

A California jury found Meta liable for negligence in designing addictive platforms harmful to youth mental health on March 25, 2026, a landmark verdict that could influence thousands of similar cases.

AMD plans to raise CPU prices by 10-15% in April 2026; medium importance as price hikes can drive ≥5% price impact scheduled.

On Mar 25, 2026, Amazon announced the acquisition of Fauna Robotics; analysts estimate a 1% market impact from the strategic technology expansion, estimated.

Announced an expansion of its affiliate partner program on Facebook to include major retailers like Amazon, eBay, and Temu on March 25, 2026, set to roll out in the coming months.

Micron announced cash tender offers for senior notes maturing 2031-2035 on 2026-03-25. Low importance due to ≥1% estimated impact; expected.

On March 24, 2026, Vertiv announced the expansion of four new or expanded manufacturing facilities in the Americas to increase capacity for infrastructure, power, and rack systems.

The Pentagon designated Palantir's Maven AI system as a 'program of record' on March 23, 2026, transitioning it from a pilot to a permanent, budget-backed program for weapons targeting across the U.S. military.

Vertiv announced on March 23, 2026, its agreement to acquire ThermoKey, a move to expand its thermal infrastructure capabilities for high-density AI data centers.