KEDI Global AI Cloud Index

Cloudflare is scheduled to host an Investor Day on June 9, 2026; a >=5% price impact is estimated as the company provides strategic updates scheduled.

Q3 2026 earnings release on 2026-06-03 with analysts forecast of $0.36 EPS. Importance is estimated as Medium based on typical market reaction to earnings reports scheduled.

Q4 and Full Fiscal Year 2026 earnings release on 2026-06-01 expected. Analysts forecast EPS around $0.93 and revenue of approximately $431 million forecasted. Earnings releases typically cause 5-10% price movement.

NVIDIA Q1 FY2027 earnings release and conference call scheduled. Low importance is estimated as a date announcement typically has >=1% price impact.

Baidu's Q1 2026 earnings release is scheduled for May 19, 2026. Initial market reaction to the announcement of an earnings date is typically minimal, around 1%.

Next quarterly earnings report for Q1 2026 scheduled on 2026-05-13; High importance estimated as a key performance indicator, scheduled.

Q3 FY2026 earnings release and conference call scheduled. Analysts forecast EPS of $0.96 and revenue of $15.5B forecasted. Price impact of ~5% is expected.

Analysts estimate the Q4 and Full-Year Fiscal 2026 earnings release for 2026-05-13. This event is of Medium importance based on historical stock price volatility following earnings reports, as estimated.

Akamai is scheduled to announce its Q1 2026 financial results on May 7, 2026, scheduled.

Cloudflare is scheduled to report Q1 2026 financial results on May 7, 2026; a >=10% price impact is estimated based on historical earnings volatility scheduled.

Q4 and full fiscal year 2026 earnings release scheduled. This recurring event is estimated to have a high market impact (≥10%) based on historical earnings volatility, scheduled.

Astera Labs is scheduled to release its financial results for the first quarter of 2026 after the market close on May 5, 2026, with a conference call to follow; high volatility is anticipated for this AI-sector earnings release scheduled.

First quarter 2026 financial results are scheduled to be released after market close on 2026-05-05, scheduled. This is estimated to have a Medium impact (≥5%) based on historical earnings volatility and revenue guidance of $9.8 billion.

Arista Networks is scheduled to announce its Q1 2026 financial results after U.S. markets close on Tuesday, May 5, 2026. Medium importance is estimated as earnings reports for high-growth networking companies often trigger price swings exceeding 5%, scheduled.

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

Palantir announced on April 13, 2026, that its first-quarter 2026 financial results will be released on May 4, 2026. This announcement is estimated to cause a price impact of at least 5%, scheduled.

Q3 FY2026 earnings release scheduled.

Alphabet to announce its first quarter 2026 financial results after market close on April 29, 2026. High importance is assigned as earnings reports typically trigger significant price volatility, expected.

Microsoft's fiscal year 2026 third-quarter financial results are scheduled to be released after the market close on April 29, 2026, followed by a conference call. High impact is expected as earnings are a primary driver of stock volatility. scheduled

Nebius Group is scheduled to report its Q1 2026 earnings on April 29, 2026, as analysts forecast an EPS of -$0.77. This is a non-confirmed scheduled date. High importance expected due to potential high volatility in AI sector earnings forecasted.

Amazon is scheduled to release its Q1 2026 financial results on April 29, 2026, after market close, as announced by the company, scheduled.

Intel is scheduled to report its Q1 2026 financial results on 2026-04-23, scheduled. High impact estimated as it provides critical updates on the foundry business.

Baidu is scheduled to increase fees by 5% to 30% on a range of its cloud products and services starting from April 18, 2026 scheduled. Fee increases are expected to have a positive but moderate impact of 1-5% on revenue and stock price.

Ericsson's Q1 2026 earnings report is scheduled to be released on April 17, 2026. Analysts forecast adjusted EBITA to be SEK 5,840 million. This is a highly anticipated event, expected.

Bernstein analysts raise the price target on AMD to $265 on 2026-04-16, citing strong server demand and the company's deal with Meta, forecasted. This is estimated to have a High impact (≥10%) due to the significant price target increase and broader chip sector rally.

On 2026-04-16, CoreWeave announced the pricing of a $1 billion private offering of 9.750% senior notes due 2031 at 102% of principal; High importance estimated due to significant capital structure impact.

Susquehanna analysts raised their price target on Arm Holdings to $210 from $170, citing long-term growth potential from AI and data center expansion. This analyst update is estimated to have a medium market impact (≥5%), forecasted.

On April 16, 2026, the Board of Directors initiated a share buyback program of up to SEK 15 billion, following authorization from the Annual General Meeting on March 31, 2026. Repurchases will start no earlier than April 23, 2026.

JPMorgan Chase & Co. downgraded NetApp's stock rating from 'overweight' to 'neutral' and lowered the price target to $110, citing slowing growth and rising memory costs, analysts forecasted. This downgrade is estimated to have a ~5% negative impact due to lowered institutional confidence.

Announced a 4-year expanded collaboration with Google Cloud to integrate NetApp's storage solutions into Google's Distributed Cloud for high-security sectors, expected. This partnership is estimated to have a ~5% positive impact by expanding market reach.

Oracle announced a partnership with AWS on April 16, 2026, to provide direct connections between OCI and AWS, enhancing multicloud capabilities. This strategic partnership is estimated to result in a price impact of approximately 5%, expected.

Announced that first quarter fiscal year 2026 financial results will be reported on May 7, 2026, scheduled.

CEO Satya Nadella announced that the Fairweather AI data center in Wisconsin went live ahead of schedule on April 16, 2026. The news contributed to a stock price increase of nearly 2% during the trading day.

A securities class action lawsuit filing against Snowflake is scheduled for April 16, 2026, for investors who purchased stock between June 27, 2023, and February 28, 2024; a 1-2% impact is estimated as initial litigation typically has limited immediate market effect; expected.

On 2026-04-15, announced a $6 billion AI cloud agreement and $1 billion equity investment from Jane Street; High importance estimated due to substantial revenue growth and capital infusion.

Appointed Pete Shimer to its Board of Directors. Price impact of <1% is expected.

On 2026-04-14, completed a private offering of $4 billion in 1.75% convertible notes due 2032 and $1.75 billion in 9.750% senior notes due 2031; High importance estimated due to the massive scale of financing.

Evercore ISI analysts forecast an 'Outperform' rating and a $130 price target for Akamai on April 14, 2026, citing that the company's transition to a security and edge compute platform is not fully reflected in its valuation, forecasted.

CEO Rene Haas sold 9,299 shares on April 14, 2026, as part of a pre-arranged Rule 10b5-1 trading plan. This routine sale is estimated to have a low market impact (≥1%).

On April 14, 2026, the company launched NVIDIA Ising, a family of open-source AI models designed to accelerate research in quantum computing. Low importance is estimated as this niche product launch is expected to have a >=1% price impact.

Announced the settlement of all active electrical cable (AEC) patent disputes with Molex and TE Connectivity on 2026-04-13. Patent settlements typically cause 5-10% price movement.

On April 13, 2026, Oracle announced an expanded partnership to procure up to 2.8 GW of power from Bloom Energy for AI data centers. This expansion is estimated to cause a stock surge with a price impact of at least 5%, expected.

CEO and Chairperson Jayshree Ullal sold 112,812 shares of common stock on April 13, 2026, as part of a pre-arranged Rule 10b5-1 trading plan.

On April 13, 2026, it was reported that Microsoft was pausing new carbon removal credit purchases to review its portfolio and market conditions, a move that could impact the carbon removal market where it is a dominant buyer.