KEDI Global AI Cloud Index

First quarter fiscal year 2027 earnings release on 2026-06-09 scheduled, with analyst EPS and revenue estimates forecasted. Importance is Medium as earnings releases are significant catalysts with ≥5% expected impact.

Datadog's annual conference, DASH, is scheduled to take place in New York City on June 9-10, 2026. Low impact is estimated as conference announcements typically have minimal market effect, scheduled.

Cloudflare announced it will host an Investor Day on June 9, 2026. Low importance is estimated as investor days provide updates but rarely cause immediate large price swings, scheduled.

Q1 2027 earnings release scheduled. Medium importance estimated as earnings releases typically drive significant volatility. Analysts forecast EPS around $1.18 forecasted.

Scheduled to participate in the BofA Technology Conference on June 2, 2026. Internal analysis estimates a 1% price impact scheduled.

Analysts estimate the Q4 Fiscal Year 2026 earnings release to occur on 2026-06-01; medium importance is estimated based on typical market volatility during earnings periods estimated.

Snowflake's Q1 fiscal year 2027 earnings report is scheduled. A medium impact is estimated based on typical earnings-related price movement.

NVIDIA is scheduled to announce its financial results for the first quarter of fiscal year 2027, which ended on April 26, 2026, after market close on May 20, 2026. High importance is estimated as earnings reports typically trigger significant price movement, scheduled.

Baidu is scheduled to report its financial results for the first quarter of 2026 on May 18, 2026, before the U.S. market opens. This is estimated to have a Low impact as the announcement of a reporting date typically results in minimal price movement scheduled.

Fourth quarter and full-year fiscal 2026 financial results are scheduled to be reported on May 13, 2026, scheduled.

Cisco's Q3 2026 earnings release and conference call are scheduled for May 13, 2026, scheduled.

CoreWeave First Quarter 2026 earnings conference call scheduled. High importance estimated due to potential for significant price impact exceeding 10%.

Cloudflare is scheduled to report its Q1 2026 financial results after the U.S. market closes on May 7, 2026. Medium importance is estimated as earnings releases typically cause significant price volatility, scheduled.

First quarter 2026 earnings release and investor conference call on May 7, 2026, scheduled

Datadog is scheduled to report its first quarter fiscal year 2026 financial results on May 7, 2026. Low impact is estimated as the announcement of the reporting date itself typically has minimal market effect, scheduled.

Arm Holdings is scheduled to report its fourth-quarter and full-year fiscal 2026 financial results after the market closes on May 6, 2026. Analysts forecast earnings of $0.58 per share and revenue of approximately $1.47 billion. This release is highly anticipated given the stock's significant rally in 2026, and the results and forward guidance will be critical in determining if the current valuation is justified. The event is scheduled.

First quarter 2026 financial results are scheduled to be released after the market close on May 5, 2026; high impact is estimated as earnings reports typically cause significant volatility, scheduled.

AMD fiscal Q1 2026 earnings results are scheduled to be released after market close on May 5, 2026; high impact expected as earnings typically drive >10% price volatility, scheduled.

Lumentum is scheduled to release its fiscal third quarter 2026 financial results after the market closes on May 5, 2026. Analysts forecast EPS of approximately $2.25 on revenue of $802.94 million, while the company's prior guidance was for EPS of $2.15–$2.35. High importance is estimated due to the potential for significant price volatility following the release. This release is expected.

Arista Networks Q1 2026 financial results release after U.S. markets close on May 5, 2026; medium importance estimated due to high AI-driven demand expectations and typical earnings-related price volatility, scheduled

Palantir is scheduled to release its Q1 2026 financial results after the market closes on May 4, 2026. Market impact is estimated at >=5% as earnings releases are primary volatility drivers, scheduled.

Effective May 1, 2026, Baidu implemented an organizational restructuring, unifying its professional and management job tracks into a single numerical grade system (Levels 5-12). This is estimated to have a Low impact as internal HR changes rarely cause immediate large-scale market movements expected.

Atlassian is scheduled to release its financial results for the third quarter of fiscal year 2026 after the market closes on April 30, 2026, with a conference call at 2:00 PM PT. Analysts forecast earnings of $1.33 per share and revenue of $1.6958 billion. High importance is estimated as earnings reports for high-growth tech companies frequently result in price movements exceeding 10% scheduled.

Amazon reported Q1 2026 net sales of $181.5B (up 17% YoY) and EPS of $2.78, beating analyst expectations. The results included a $16.8B pre-tax gain from its investment in Anthropic. AWS revenue grew 28% YoY. The company provided positive guidance for Q2 2026.

Alphabet reported Q1 2026 revenue of $109.9 billion and EPS of $5.11, significantly beating analyst estimates of $107 billion and $2.67, respectively. High importance is estimated due to the massive EPS beat which is expected to drive a >10% price impact, expected.

On April 29, 2026, it was reported that Taiwan Semiconductor Manufacturing Co. (TSMC) sold its entire remaining stake in Arm Holdings for approximately $231 million. Arm's shares fell over 7% following the news.

On April 29, 2026, reports emerged that Chinese authorities halted new robotaxi licenses after more than 100 Baidu Apollo Go vehicles stalled in Wuhan in March 2026. This is estimated to have a Medium impact as regulatory setbacks in key growth areas can significantly affect investor sentiment expected.

Microsoft announced fiscal Q3 2026 results on April 29, 2026, with revenue of $82.9 billion and EPS of $4.27, beating analyst estimates. Azure revenue grew 40%. A 5% or greater price impact is estimated based on the significant earnings beat, expected.

Q1 2026 earnings were released on April 29, 2026. Analysts forecasted EPS of ($0.81) and revenue of $375.13 million.

Reports emerged of global job cuts, including 150 in Ireland, and concerns about key partner OpenAI missing internal growth targets, putting pressure on Oracle's stock due to its significant AI infrastructure investments.

Wells Fargo and Oppenheimer analysts forecast strong revenue prospects, raising price targets to $135 and $150 respectively; forecasted.

AMD announced its 'Advancing AI 2026' event on April 28, 2026, scheduled for July 23, 2026; medium impact expected as major event announcements typically influence price by ~5%.

Stock price fell nearly 6% on April 28, 2026, after a report that key partner OpenAI had missed internal revenue and user growth targets.

On April 28, 2026, the company acknowledged receiving a letter from activist investor Starboard Value LP; activist involvement typically causes >5% price volatility.

A Seeking Alpha analyst issued a "Sell" rating on April 28, 2026, citing extreme valuation and execution risk.

Deadline for lead plaintiff appointment in a securities class-action lawsuit filed against Snowflake, concerning disclosures made between June 2023 and February 2024.

Northland Capital Markets downgraded AMD stock to Market Perform on April 27, 2026; low impact expected as single analyst actions typically cause 1-3% price movement.

Mizuho analysts upgraded CRWD stock to 'Outperform' from 'Neutral' and raised the price target to $520 on 2026-04-27. Importance is Low as analyst upgrades typically result in ≥1% price impact.

Microsoft and OpenAI announced amended partnership terms on April 27, 2026, granting OpenAI more flexibility and making Microsoft's IP license non-exclusive. A 1% or greater price impact is estimated due to the structural partnership adjustment, expected.

Alphabet announced its annual meeting for June 5, 2026, and filed proxy materials on April 24, 2026, including a proposal to add 200 million Class C shares to its 2021 Stock Plan. Low importance is estimated as this is a routine filing with expected <5% price impact, expected.

Intel reported Q1 2026 revenue of $13.6 billion and non-GAAP EPS of $0.29, significantly beating analyst forecasts. The strong results were driven by high demand for CPUs related to AI workloads. High importance is estimated due to the significant earnings beat expected.

Announced a €74 million investment to expand its Irish operations by 2027, including the creation of approximately 200 new roles focused on engineering and AI.