KEDI Global AI Cloud Index

Q2 2026 earnings release on June 4, 2026; a Medium impact is estimated as quarterly earnings are key drivers of stock volatility, scheduled.

Next earnings release for Q4 fiscal 2026 on June 1, 2026, scheduled.

Q1 2026 earnings release, a recurring event typically resulting in significant price movement, is scheduled.

Arm Holdings is scheduled to report its Q4 and full fiscal year 2026 earnings results on May 6, 2026; a price impact of over 10% is expected.

First quarter 2026 earnings release expected; analysts forecast revenue of $9.83B and EPS of $1.18-$1.27 forecasted.

Intel's Q1 2026 earnings release is scheduled for April 23, 2026, with analysts forecasting EPS of $0.01 and revenues of $11.7B-$12.7B; this is estimated to have a >=1% price impact and is scheduled.

Q1 2026 earnings release; low importance as the announcement of the date itself typically impacts price by >=1%, thus a minor reaction is scheduled.

Announced a cross-license and settlement agreement with Molex, LLC on March 26, 2026, ending all patent disputes. High importance estimated due to the resolution of significant legal uncertainty.

Lumentum announced plans on March 26, 2026, to build a new U.S. manufacturing facility in Greensboro, North Carolina, for AI data center lasers. This massive investment in AI infrastructure is estimated to have a >10% price impact, scheduled.

Announced a multi-year agreement with SoftBank Corp. to expand and modernize the operator's core network in Japan with Ericsson's dual-mode 5G Core solution; medium importance as this major contract is expected to impact price by >=5%, thus a positive reaction is expected.

Veritone announced on March 26, 2026, a multi-year agreement to migrate its AI solutions to Oracle Cloud Infrastructure (OCI), signaling a strategic customer win for Oracle's cloud business.

On March 26, 2026, reports emerged that Microsoft suspended new hiring in major divisions to cut costs ahead of its fiscal year-end. This hiring freeze may signal concerns about slowing revenue growth, potentially weighing on investor sentiment by 1% or more, scheduled.

Announced an expansion of its global partnership with management consulting firm Bain & Company on March 26, 2026, to deepen AI collaboration and broaden client access to Palantir's platforms.

S&P Global Ratings downgraded Akamai's credit rating to 'BBB' from 'BBB+' with a negative outlook, citing increased leverage due to higher capital expenditures for cloud infrastructure, a convertible note offering, and share buybacks.

AMD plans to raise CPU prices by 10-15% in April 2026; medium importance as price hikes can drive ≥5% price impact scheduled.

Announced an expanded strategic collaboration with IBM to integrate CrowdStrike's Charlotte AI with IBM's Autonomous Threat Operations Machine (ATOM). Medium importance is estimated due to the scale of the partnership and integration with IBM's security ecosystem.

Intel reportedly informed customers of CPU price increases of 10-15% starting in March 2026; this margin-expanding move is estimated to have a >=5% price impact.

Stock price declined amid mounting concerns over a securities-fraud class action lawsuit alleging the company misled investors regarding customer usage trends and the impact of efficiency improvements on revenue. The deadline for lead plaintiff is April 27, 2026.

On Mar 25, 2026, Amazon announced the acquisition of Fauna Robotics; analysts estimate a 1% market impact from the strategic technology expansion, estimated.

Announced an expanded partnership with Intel to optimize the CrowdStrike Falcon platform for Intel-powered AI PCs. Low importance is estimated as it is an optimization partnership for specific hardware.

Announced the launch of 'Flex for Services', extending its flexible Falcon Flex consumption model to its security services portfolio. Low importance is estimated as it is an extension of an existing consumption model.

Micron announced cash tender offers for senior notes maturing 2031-2035 on 2026-03-25. Low importance due to ≥1% estimated impact; expected.

Cloudflare launched Dynamic Workers on March 25, 2026, a new runtime environment designed to efficiently execute AI-generated code for high-volume AI agent workloads.

At its 'Arm Everywhere' investor event on March 24, 2026, the company announced a major strategic shift to develop and sell its own silicon products, starting with the 'Arm AGI CPU' for AI data centers. This marks a departure from its traditional IP licensing model. The stock price surged over 10% following the news.

On March 24, 2026, it was announced that Zonos selected the CoreWeave Cloud platform to power its AI-driven systems. Positive impact estimated as it demonstrates expanding commercial adoption.

Announced a Memorandum of Understanding with research center Forschungszentrum Jülich on March 24, 2026, to collaborate on developing advanced AI solutions for future 6G networks; low importance as MOUs typically impact price by >=1%, thus a minor reaction is expected.

NetApp announced strategic alliances with Commvault and Elastio for enterprise data protection and ransomware resilience, scheduled. Estimated price impact ≥1% due to expanded ecosystem.

Announced that the Nutanix Kubernetes Platform (NKP) has standardized on Traefik Proxy as its strategic ingress controller following the retirement of the widely used ingress-nginx project, scheduled. Low impact (≥1%) estimated for this technical infrastructure update.

Lumentum was added to the S&P 500 stock index, effective March 23, 2026. Index inclusion typically results in a >10% price impact due to institutional demand from index-tracking funds, scheduled.

Announced the general availability of Bits AI Security Analyst on March 23, 2026, an AI agent integrated into its Cloud SIEM. A 5% price impact is estimated due to the expansion of AI-driven security capabilities.

The Pentagon designated Palantir's Maven AI system as a 'program of record' on March 23, 2026, transitioning it from a pilot to a permanent, budget-backed program for weapons targeting across the U.S. military.

On March 23, 2026, Chief Development Officer Brannin McBee sold 143,750 shares under a pre-arranged Rule 10b5-1 trading plan. Negative impact estimated as insider sales can signal caution.