KEDI Global AI Cloud Index

Q3 2026 earnings release scheduled.

Q2 2026 earnings release scheduled.

2026 Annual Meeting of Stockholders to be held virtually on 2026-06-17. Medium importance due to ≥5% price impact scheduled.

Medium importance is estimated as investor days often provide significant strategic updates for the Cloudflare Investor Day on June 9, 2026, scheduled.

Q1 fiscal 2027 earnings release scheduled for 2026-06-09. Analysts forecast EPS of $1.07. Low importance due to ≥1% price impact forecasted.

Ex-dividend date (2026-06-08) for a quarterly cash dividend of $0.22 per share, representing a 5% increase from the prior dividend. The dividend was declared on April 27, 2026 and is payable on June 15, 2026. A 1-2% price impact is estimated as dividend increases are generally viewed positively by the market, scheduled.

Baidu will hold its annual general meeting of shareholders on June 5, 2026. Low impact is estimated as AGMs typically result in ≥1% price movement, scheduled.

Q2 2026 earnings release scheduled. Medium importance justified by anticipation of key financial performance data.

Q1 2027 earnings release is scheduled. This follows a previous quarter where strong results were overshadowed by weak forward guidance, making this release critical for investor sentiment. A medium price impact (>=5%) is expected.

Credo is expected to report its Q4 fiscal 2026 earnings on June 1, 2026. The company has guided for revenue between $425 million and $435 million, with analysts forecasting an EPS of approximately $1.03. High importance is estimated due to expected market volatility during the earnings release. This release is scheduled.

NetApp is scheduled to report its fourth quarter and full fiscal year 2026 financial results on May 28, 2026, after the market closes. High importance is estimated due to the potential for a price impact of 10% or more following the annual results scheduled.

Nutanix is scheduled to release its financial results for the third quarter of fiscal year 2026. Analysts forecast EPS of around $0.11-$0.35 and revenue of approximately $686 million, forecasted. Earnings releases typically result in >5% price volatility. This event is scheduled.

Snowflake's Q1 2027 earnings release, with low importance estimated due to typical 1-5% price movements for standard quarterly reports, is scheduled.

Quarterly dividend ex-date of $0.91 per share on 2026-05-21. The dividend was declared on March 10, 2026, and is payable on June 11, 2026.

NVIDIA is scheduled to announce its financial results for the first quarter of fiscal year 2027, which ended on April 26, 2026. A conference call will be held on the same day. Market impact is estimated as Neutral until the actual financial data is released, scheduled.

Company executives participate in the J.P. Morgan Global Technology, Media and Communications Conference on May 20, 2026; low impact estimated as conferences typically provide incremental updates scheduled

Baidu is scheduled to report Q1 2026 financial results on May 18, 2026. High impact is estimated as earnings releases typically trigger ≥10% price volatility, expected.

Dynatrace is scheduled to report its fourth quarter and full fiscal year 2026 financial results on May 13, 2026, before the market opens. High importance is estimated due to the potential for significant price volatility following the annual results announcement scheduled.

Cisco's Q3 2026 earnings release is scheduled for May 13, 2026. The company provided Q3 guidance of $15.4B-$15.6B in revenue and $1.02-$1.04 non-GAAP EPS expected.

Intel's Annual Stockholders' Meeting on May 13, 2026; low importance justified by expected <1% impact from routine proceedings, scheduled.

Q1 2026 earnings release scheduled for May 07, 2026. Importance is estimated as High due to significant stock volatility following the last earnings report. scheduled

Datadog is scheduled to report its Q1 2026 financial results on May 7, 2026; high importance is estimated due to expected earnings volatility scheduled.

Cloudflare will report its financial results for the first quarter of 2026 on May 7, 2026, scheduled. High importance is estimated due to historical high volatility during earnings releases. Analysts forecast EPS of $0.23 and revenue of $622.81 million, forecasted.

Q1 2026 earnings release and conference call. The company previously guided for Q1 non-GAAP EPS between $1.50 and $1.67. A medium impact is estimated as quarterly earnings results often lead to price fluctuations of 5% or more. Scheduled.

Q4 and full fiscal year 2026 earnings release scheduled after market close on May 6, 2026; high importance is estimated due to the potential for significant price movement following annual results, expected.

AMD is scheduled to report its fiscal first quarter 2026 financial results after the market close on May 5, 2026. This is a future event, and its impact will depend on the reported figures and forward guidance. Importance is estimated as High due to the significant potential for price movement typical of earnings releases. scheduled

Arista Networks is scheduled to release its Q1 2026 financial results after the market close on May 5, 2026. Analysts forecast revenue of approximately $2.62 billion and EPS of $0.81; the impact is neutral pending actual results, scheduled.

Lumentum is scheduled to announce fiscal Q3 2026 results on May 5, 2026. Market analysts estimate this release will have a >10% price impact following the previous record quarter scheduled.

Palantir is scheduled to release its Q1 2026 earnings results on May 4, 2026, after the close of U.S. markets. Options markets are pricing in a potential post-earnings stock move of over 10%, expected.

Released Q3 FY2026 results on April 30, 2026, with revenue of $1.79 billion and non-GAAP EPS of $1.75, significantly beating analyst estimates. The company reported a GAAP net loss of $98.4 million, including restructuring charges, and provided Q4 revenue guidance of $1.653-$1.661 billion.

Announced the integration of Anthropic's Claude Opus 4.7 AI model across the CrowdStrike Falcon platform on 2026-04-30 to enhance AI-powered vulnerability discovery and remediation. Medium importance due to ≥5% price impact expected.

Announced on Apr 30, 2026, the expansion of CoreWeave SUNK capabilities to accelerate the deployment of AI workloads across multi-cloud environments. Importance is Low as product expansions typically have limited immediate price impact.

Amazon reported Q1 2026 earnings, beating analyst expectations with revenue of $181.5 billion and EPS of $2.78. AWS revenue growth accelerated to 28% YoY.

Alphabet announced Q1 2026 revenue of $109.9 billion (up 22% YoY) and EPS of $5.11 on 2026-04-29, significantly beating analyst estimates. Growth was driven by strong performance in Google Search and a 63% revenue increase in Google Cloud. A >10% price impact is estimated due to the significant earnings beat, expected.

Awarded contract by Costa Rica's state-owned operator Grupo ICE to lead the deployment of its nationwide 5G network.

Microsoft reported Q3 2026 earnings on 2026-04-29 with revenue of $82.9 billion and EPS of $4.27, beating analyst expectations. However, Q4 guidance was slightly below forecasts and the company announced a significant increase in planned 2026 capital expenditures, leading to a minor stock price decline in after-hours trading.

Baidu is scheduled to implement a major adjustment to its internal job grade system on April 28, 2026. Medium impact is estimated as restructuring often leads to ≥5% price movement, expected.

On April 28, 2026, Dynatrace issued a press release acknowledging a shareholder letter, highlighting its strategy for long-term value creation, consistent ARR growth, and capital return programs. This followed reports of activist investor Starboard Value taking a stake in the company.

On April 28, 2026, AMD announced its flagship global AI event, "Advancing AI 2026," to be held on July 23, 2026, to showcase its latest AI solutions.

On April 27, 2026, a trust associated with the company's CTO sold 27,500 shares as part of a pre-arranged Rule 10b5-1 trading plan. This follows reports of other insider sales over the prior months.

On April 27, 2026, it was announced that Oracle partnered with Bloom Energy to power its 'Project Jupiter' AI data center in New Mexico using fuel cell technology.