KEDI US AI Value Chain TOP3Plus Index

Ex-dividend date for Q1 2026 cash dividend of NT$7.00 per share on 2026-09-16. High importance expected due to the substantial dividend yield and typical price adjustment; scheduled.

Q2 2026 earnings release scheduled. The company guided for revenue of approximately $11.2 billion, and analysts forecast EPS around $1.55-$1.60. High importance is estimated due to expected >10% volatility scheduled.

Amazon Q2 2026 earnings release is scheduled; the company forecasts net sales up to $199 billion, and a price impact of >5% is estimated based on historical volatility, scheduled.

Nokia's Q2 2026 earnings report is scheduled.

Alphabet is scheduled to announce its Q2 2026 financial results on July 22, 2026, with a medium price impact expected as earnings per share of approximately $2.86 analysts forecasted.

Q2 2026 earnings release on 2026-07-16. Analysts forecast revenue of approximately $40.02B estimated. High importance expected due to potential for significant price volatility following the report; scheduled.

Micron to report fiscal third quarter 2026 financial results on June 24, 2026, scheduled.

2026 Annual Meeting of Stockholders is scheduled for 2026-06-24. A price impact of ≥1% is expected from routine corporate updates, scheduled.

Marvell Technology is scheduled to be added to the S&P 500 index, effective prior to the open of trading on June 22, 2026. The announcement was made on June 5, 2026, causing a significant stock price increase due to anticipated demand from index funds. scheduled

Quarterly dividend of $0.65 per share, with an ex-dividend date of June 22, 2026. The dividend is payable on June 30, 2026.

Dan Durn will become the new Chief Financial Officer, effective June 15, 2026, succeeding Willem Meintjes. The announcement was made on June 11, 2026. This leadership change is expected to have a minor impact on the stock price. scheduled

Quarterly dividend of $0.0625 per share goes ex-dividend on June 15, 2026, scheduled.

Quarterly cash dividend of $0.525 per share, with an ex-dividend date of June 12, 2026, and announcement on May 28, 2026, scheduled.

S&P Global Ratings upgraded NVIDIA's long-term issuer credit rating to 'AA' from 'AA-'. A price impact of ≥10% is expected due to significant institutional rebalancing following the rare credit upgrade, expected.

Stock dropped over 11% on June 11, 2026, following the Q4 earnings report. While earnings beat expectations, investors reacted negatively to the announcement of substantial future capital expenditures (approx. $40 billion in FY2027) to fund AI infrastructure, raising concerns about potential shareholder dilution and near-term margin pressure.

Ex-dividend date for Q4 2025 cash dividend of NT$6.00 per share on 2026-06-11. The dividend is scheduled for payment on July 9, 2026. High importance due to significant price adjustment on the ex-date.

Announced on June 11, 2026, a partnership with OpenAI to make OpenAI's models available on Oracle Cloud Infrastructure (OCI), allowing customers to use existing cloud credits to access AI services and extending capacity for OpenAI.

Awarded a $395.8 million contract by the U.S. Office of Personnel Management (OPM) on June 11, 2026, to modernize the federal government's HR systems with Oracle Fusion Cloud HCM.

Released Q4 FY2026 earnings on June 10, 2026, beating analyst estimates. Reported non-GAAP EPS of $2.11 and revenue of $19.2 billion, driven by a 93% growth in Cloud Infrastructure (IaaS) revenue.

Announced record May 2026 consolidated revenue of NT$416.98 billion, a 30.1% increase year-over-year, driven by strong AI-related demand. High importance due to the significant growth exceeding market expectations.

Micron announced the selection of Bechtel as the construction partner for its new semiconductor manufacturing facility in Clay, New York.

The UK government announced on June 9, 2026, that it is reviewing its $441 million NHS contract with Palantir, considering a break clause for 2027. This is estimated to have a high impact due to the contract's scale and is scheduled.

Nokia announced a partnership with Indosat Ooredoo Hutchison to modernize its nationwide mobile network in Indonesia with advanced 5G RAN and AI-ready technologies.

The FCC granted Amazon a waiver for its July 2026 Project Kuiper deployment milestone, providing regulatory certainty for its satellite rollout with an estimated 1% price impact, expected.

Micron announced the appointment of Alexis Black Björlin to its Board of Directors, effective June 9, 2026.

Amazon entered into a $17.5 billion term loan agreement and issued a record C$14 billion in bonds to fund its $200 billion 2026 capital expenditure plan; this massive financing is expected to have a high market impact (>10%) due to the scale of AI investment, expected.

Announced plans to invest up to £2 billion over five years in the United Kingdom to accelerate AI innovation and research, including new strategic partnerships with several universities. Medium importance is estimated based on the expected >5% impact of major infrastructure investments estimated.

The ex-dividend date for Alphabet's increased quarterly cash dividend of $0.22 per share was June 8, 2026. The dividend was announced on April 29, 2026, and is payable on June 15, 2026, with a low price impact expected.

Announced multiple strategic partnerships in South Korea with SK Hynix, SK Telecom, Naver, and Doosan. A price impact of ≥5% is expected from these key AI ecosystem expansions, expected.

Stock fell ~6-7% following a Financial Times report on June 5, 2026, that the company was considering a multi-billion dollar equity sale to fund AI capital expenditures. Meta termed the report 'pure speculation'.

Significant shareholder Andreas Bechtolsheim sold 220,000 shares for approximately $34.7 million on June 5, 2026, under a pre-arranged Rule 10b5-1 trading plan. Price impact is estimated to be low as the sale was pre-arranged.

Alphabet held its 2026 Annual Meeting of Shareholders on June 5, 2026, with a low price impact expected.

Nokia issued EUR 500 million in senior unsecured notes maturing in 2032 with a 3.625% coupon for general corporate purposes, including refinancing existing debt.