KEDI US AI Tech Top 10 Index

NVIDIA is scheduled to announce its financial results for the first quarter of fiscal year 2027, which ended on April 26, 2026, after market close on May 20, 2026. High importance is estimated as earnings reports typically trigger significant price movement, scheduled.

AMD fiscal Q1 2026 earnings results are scheduled to be released after market close on May 5, 2026; high impact expected as earnings typically drive >10% price volatility, scheduled.

Palantir is scheduled to release its Q1 2026 financial results after the market closes on May 4, 2026. Market impact is estimated at >=5% as earnings releases are primary volatility drivers, scheduled.

Amazon reported Q1 2026 net sales of $181.5B (up 17% YoY) and EPS of $2.78, beating analyst expectations. The results included a $16.8B pre-tax gain from its investment in Anthropic. AWS revenue grew 28% YoY. The company provided positive guidance for Q2 2026.

Alphabet reported Q1 2026 revenue of $109.9 billion and EPS of $5.11, significantly beating analyst estimates of $107 billion and $2.67, respectively. High importance is estimated due to the massive EPS beat which is expected to drive a >10% price impact, expected.

Reported Q1 2026 financial results on 2026-04-29, beating revenue and adjusted EPS estimates. However, the company raised its full-year capital expenditure guidance to $125-$145 billion, causing the stock to decline over 6% in after-hours trading.

Microsoft announced fiscal Q3 2026 results on April 29, 2026, with revenue of $82.9 billion and EPS of $4.27, beating analyst estimates. Azure revenue grew 40%. A 5% or greater price impact is estimated based on the significant earnings beat, expected.

Announced the complete liquidation of its stake in Arm Holdings between April 28-29, 2026, for approximately $231 million; estimated to have a >5% price impact from profit realization.

AMD announced its 'Advancing AI 2026' event on April 28, 2026, scheduled for July 23, 2026; medium impact expected as major event announcements typically influence price by ~5%.

Northland Capital Markets downgraded AMD stock to Market Perform on April 27, 2026; low impact expected as single analyst actions typically cause 1-3% price movement.

Microsoft and OpenAI announced amended partnership terms on April 27, 2026, granting OpenAI more flexibility and making Microsoft's IP license non-exclusive. A 1% or greater price impact is estimated due to the structural partnership adjustment, expected.

Announced plans on 2026-04-24 to reduce its workforce by approximately 10%, or 8,000 jobs, to enhance efficiency and reallocate resources towards investments in artificial intelligence. This is estimated to have a medium impact (≥5%) due to the significant scale of restructuring.

Alphabet announced its annual meeting for June 5, 2026, and filed proxy materials on April 24, 2026, including a proposal to add 200 million Class C shares to its 2021 Stock Plan. Low importance is estimated as this is a routine filing with expected <5% price impact, expected.