KEDI US AI Tech Top 10 Index
Top 10 U.S. companies driving the future of technology.
Sentiment Summary
Recent Events
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.
Tesla's Q2 2026 earnings release is scheduled for July 22, 2026. Analysts forecast an EPS of approximately $0.42 to $0.45. A medium impact is estimated based on historical volatility, forecasted.
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.
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.
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.
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.
Tesla resolved a supply dispute with Syrah Resources on May 31, 2026, by withdrawing a default notice related to a graphite supply agreement. This resolution secures a domestic US source for battery anode material. A low impact is estimated due to supply chain stabilization, scheduled.
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.
Tesla was granted authorization by the State of Texas to operate driverless vehicles commercially, effective May 28, 2026. This allows the company to self-certify its autonomous vehicles for commercial robotaxi services under a new state law. A medium impact is estimated as this opens a significant new revenue stream, scheduled.