KEDI Global AI Cloud Index

Cloudflare will host an Investor Day on Tuesday, June 9, 2026, at the New York Stock Exchange, scheduled.

Broadcom's second-quarter fiscal year 2026 earnings release and conference call, estimated to have a >10% price impact given the high volatility of AI-related earnings, is scheduled.

First quarter fiscal year 2027 earnings release scheduled. Analysts forecast EPS of approximately $1.07. Medium importance due to typical 5% volatility for earnings releases estimated.

Q4 and Full Fiscal Year 2026 earnings release and conference call, for which low market impact is estimated as it is a routine date announcement, scheduled.

Q4 and full fiscal year 2026 earnings release for May 28, 2026, with analyst forecasts of $2.25 EPS and $1.86 billion revenue. Low importance is estimated as this is a routine event that is scheduled.

Snowflake's next earnings release for Q1 2027 on May 20, 2026, is a standard quarterly report and is expected

Google's annual I/O developer conference is scheduled for May 19-20, 2026, where new developments in AI and Android are expected. Medium impact estimated due to potential major product reveals, expected.

Baidu is scheduled to report its Q1 2026 earnings on May 19, 2026, with analysts forecasting revenue of approximately $4.67 billion and EPS of around $1.66 forecasted. This event is scheduled.

Dynatrace is expected to report its Q4 and full-year fiscal 2026 financial results on 2026-05-13. Medium importance is estimated as earnings reports typically result in ≥5% price volatility, scheduled.

Cisco's Q3 FY2026 earnings release is scheduled for 2026-05-13. This event is estimated to have a low market impact until results are disclosed; scheduled.

Q1 2026 earnings release for 2026-05-07, with high market impact estimated based on the previous 14.1% price drop following guidance updates, scheduled.

Cloudflare is scheduled to report its financial results for the first quarter ended March 31, 2026, after the U.S. market closes on Thursday, May 7, 2026, scheduled.

Arm Holdings is scheduled to report its Q4 and full-year fiscal 2026 financial results after the market close on May 6, 2026. This earnings release is expected to have a medium price impact of at least 5%, scheduled.

First quarter 2026 financial results and conference call on 2026-05-05 scheduled. High importance is estimated as earnings releases typically result in price movements exceeding 10%.

Astera Labs will release its first quarter 2026 financial results after the market close on May 5, 2026, with a conference call to follow. This event is scheduled.

Q1 2026 earnings release scheduled. Analysts forecast EPS of $1.04 on revenue of about $9.85 billion. Medium importance estimated at ≥5% as earnings reports are key volatility drivers; forecasted.

Q1 2026 earnings release on May 5, 2026, expected.

Lumentum is scheduled to announce its fiscal third quarter 2026 financial results on May 5, 2026, after the market closes scheduled.

Palantir's first-quarter 2026 earnings release is scheduled; earnings reports typically result in significant price movement.

Q3 FY2026 earnings release on April 30, 2026, scheduled.

Amazon is scheduled to release its Q1 2026 financial results on April 29, 2026, expected. This event is estimated to have a high price impact of over 10% due to critical updates on AI infrastructure spending.

Microsoft's fiscal year 2026 third-quarter financial results are scheduled to be released after market close on April 29, 2026, expected.

Alphabet's Q1 2026 earnings results and conference call are scheduled for April 29, 2026. Low impact estimated for this routine announcement, scheduled.

Intel is scheduled to release its Q1 2026 financial results after market close on April 23, 2026. The company previously guided for Q1 revenue between $11.7 billion and $12.7 billion with non-GAAP EPS of approximately $0.00, which is considered a critical test for its ongoing turnaround. This event is expected.

Ericsson is scheduled to release its Q1 2026 financial report on April 17, 2026. Analysts forecast adjusted EBITA to be SEK 5,840 million, down from SEK 6,933 million in the prior year period, forecasted. Medium importance is estimated as earnings reports typically cause significant price volatility, scheduled.

Announced on 2026-04-15 that trading firm Jane Street has committed approximately $6 billion to use CoreWeave's AI cloud platform and made a direct equity investment of $1 billion in Class A common stock.

Stock price increased by over 8% on April 15, 2026, reportedly due to a wave of bullish analyst commentary framing Datadog as a key beneficiary of AI-driven growth.

Piper Sandler upgraded Cloudflare's stock rating to 'Overweight' from 'Neutral' with a $222 price target, citing the company's strong position for AI adoption and viewing a recent stock pullback as an attractive entry point, estimated.

Named a Customers' Choice in the 2026 Gartner Peer Insights 'Voice of the Customer' report for Security Information and Event Management (SIEM).

Aptoide filed an antitrust lawsuit against Google on April 15, 2026, alleging abuse of dominance in the Android app distribution market.

DENSO announced on April 15, 2026, a strategic partnership to modernize its core supply chain systems using Oracle Fusion Cloud Applications and AI.

Arm Holdings announced on April 14, 2026, an alliance with SK Telecom and Rebellions to develop AI inference infrastructure for sovereign AI and telecom data centers, utilizing Arm's new AGI CPU. This marks a significant early adoption of Arm's new direct silicon strategy, which is expected to have a high price impact of over 10%.

On April 14, 2026, Microsoft announced its intent to purchase land to significantly expand its datacenter operations in Cheyenne, Wyoming, as part of its AI infrastructure build-out.

NVIDIA announced 'Ising' on April 14, 2026, the world's first family of open-source AI models designed to accelerate research and development in quantum computing by improving processor calibration and error correction.

Cloudflare launched Cloudflare Mesh, a private networking solution designed to unify AI agents, humans, and multicloud infrastructure into a single secure fabric.

Cloudflare announced a partnership with Wiz to enhance security for AI applications, providing tools to analyze and protect AI-powered apps across various infrastructures.

On April 14, 2026, NVIDIA officially denied a media report that it was in discussions to acquire a major PC manufacturer. The rumor had caused a brief stock price increase for PC makers like HP and Dell.

Oracle announced an expanded partnership with Bloom Energy on April 13, 2026, to procure up to 2.8 gigawatts of fuel cell systems to power its AI data centers. The stock rose over 12% on the news.

CEO Andy Jassy's 2025 shareholder letter, published around April 12, 2026, revealed that the AWS AI revenue run rate surpassed $15 billion in Q1 2026 and justified the $200 billion capex plan for 2026, expected. This is estimated to have a medium price impact of over 5%.

Announced on 2026-04-10 a multi-year agreement with major AI lab Anthropic to support the development of its Claude AI models.

Announced on 2026-04-10 the pricing of an upsized $3.5 billion convertible senior notes offering to raise capital for expansion.

CEO Jitendra Mohan sold 123,750 shares for approximately $18.5 million on April 10, 2026, under a pre-arranged Rule 10b5-1 trading plan.

Executive Vice President and Chief Business Officer Sumit Sadana sold 24,000 shares of Micron stock on April 10, 2026, for approximately $10.1 million. Analysts estimate a 1% price impact expected.