KEDI Global AI Cloud Index

Q2 2026 earnings release scheduled for 2026-08-06. Analysts forecast EPS of around $1.60 forecasted. High importance estimated due to the 26% price movement in the previous earnings release scheduled.

Q2 2026 earnings release and conference call scheduled.

Next earnings release for Q2 2026 is estimated to be on or around August 4, 2026, based on past reporting schedules, estimated.

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.

Ericsson's Q2 2026 earnings report is scheduled. Estimated <5% price impact until the actual results are released.

Ex-dividend date on 2026-07-10 for a quarterly cash dividend of $0.52 per share payable on 2026-07-29; low importance estimated due to minor price impact; scheduled.

Micron Technology fiscal third-quarter 2026 financial results announcement scheduled. High importance expected due to historical price volatility of over 10% following earnings releases expected.

Oracle is scheduled to release its fourth quarter and full fiscal year 2026 financial results after the market close on June 10, 2026, with a conference call to follow. High importance is estimated as earnings releases typically result in significant price volatility, scheduled.

Cloudflare is scheduled to host its 2026 Investor Day at the New York Stock Exchange to provide updates on strategy and financials. This event is estimated to have a 5% price impact as strategic roadmaps are revealed, scheduled.

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.

Baidu's Annual General Meeting is scheduled for June 5, 2026. Minimal price impact is estimated as no proposals are submitted, making it a routine event scheduled.

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.

First quarter fiscal year 2027 financial results to be released after market close on June 3, 2026, scheduled. High importance is estimated due to expected significant price movement following the report.

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.

Announced an expanded collaboration with NVIDIA on 2026-06-02 to integrate its Guardicore Segmentation security solution with NVIDIA's BlueField-4 STX architecture, aiming to embed Zero Trust security into AI factories.

Arista's CFO presented at the William Blair 46th Annual Growth Stock Conference, reiterating the company's strong outlook, including its $11.5 billion revenue guidance for 2026 and a raised long-term growth forecast (CAGR) to over 20% for 2025-2028.

CrowdStrike and Cognizant announced an expanded strategic alliance to secure artificial intelligence across its lifecycle. Medium importance is estimated based on the potential for long-term revenue growth from AI security.

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.

Stock price fell 8% on June 2, 2026, following new product and partnership announcements at the company's annual Snowflake Summit event.

At its Cisco Live 2026 event on June 2, 2026, the company launched a suite of new AI-focused products and platforms, including Cisco Cloud Control and new AI security tools.

Moody's upgraded Ericsson's long-term credit rating to Baa3 (investment grade) from Ba1 with a stable outlook, citing stronger operations and profitability. Estimated <5% price impact as the upgrade was largely anticipated by the market.

Russia's Federal Security Service (FSB) accused Cloudflare of involvement in a cyber operation to spy on officials. This event is estimated to have a 1% price impact as geopolitical tensions have limited effect on tech stocks.

Reported Q4 & Fiscal Year 2026 earnings. Q4 revenue was $437.0M (+157% YoY) and non-GAAP EPS was $1.16, beating estimates. Despite the beat, the stock fell over 10% in after-hours trading due to extremely high investor expectations.

CoreWeave announced it is the first AI cloud provider to validate NVIDIA's next-generation Vera Rubin NVL72 platform, leading to a nearly 14% stock rally.

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.

Scheduled to announce privately-negotiated agreements on 2026-05-29 to exchange approximately $650.4 million of its 0.50% Convertible Senior Notes due 2028 for approximately 5.0 million shares of common stock. Medium importance is estimated as the positive impact of debt reduction is likely offset by share dilution, potentially leading to a 5-10% price impact; scheduled.

Oracle's stock price increased significantly following the announcement of a substantial cloud infrastructure agreement with the US government, positioning the company as a key provider of AI computing capacity for national security.

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.

CrowdStrike announced it was named a Leader in the 2026 Gartner® Magic Quadrant™ for Endpoint Protection Platforms for the seventh consecutive time. Low importance is estimated as this recognition is largely anticipated by the market.

Completed the acquisition of DustPhotonics, a silicon photonics company, for approximately $750 million in cash plus stock on 2026-05-28. The acquisition expands Credo's high-speed optical interconnect portfolio for the AI data center market.

MongoDB reported Q1 FY2027 earnings, beating revenue and EPS forecasts. Total revenue was $687.6 million, up 25% YoY, and adjusted EPS was $1.32. The company also raised its full-year revenue and earnings guidance. The stock price reacted with high volatility, initially surging over 20% in after-hours trading following the announcement.

Reported strong Q4 and FY2026 earnings, beating estimates with $1.95B revenue and $2.43 EPS, and announced a $1B share repurchase increase.

CrowdStrike announced the expansion of its Project QuiltWorks, adding major cyber insurers like Coalition and Liberty Mutual to address financial exposure to frontier AI risk. Medium importance is estimated due to the strategic entry into AI-related insurance.

On May 28, 2026, it was reported that hedge fund Situational Awareness, led by former OpenAI researcher Leopold Aschenbrenner, had acquired a 5.6% stake in the company, valued at approximately $2.6 billion.