KEDI Global Generative AI Index

AppLovin's Q2 2026 earnings release is expected around August 5, 2026, based on past reporting schedules expected. Low impact estimated as the announcement of a date typically precedes the actual market-moving results.

Snap Inc. is scheduled to report its Q2 2026 earnings on 2026-08-04, with company revenue guidance between $1.52 billion and $1.55 billion estimated; importance is Medium as earnings reports typically cause 5-10% price volatility expected.

Q2 2026 earnings release scheduled.

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.

The Q2 2026 earnings release is scheduled for July 28, 2026. Market impact is estimated at Low as it is a routine quarterly announcement, expected.

Q2 2026 earnings release expected; high importance due to potential for significant price movement following the report expected.

Meta's quarterly cash dividend of $0.525 per share has an ex-dividend date of June 15, 2026; a price impact of ≥1% is expected.

Adobe is scheduled to release its Q2 fiscal year 2026 earnings results after the market closes on June 11, 2026. Analysts forecast non-GAAP EPS of $5.01, which is below the company's prior guidance of $5.80 to $5.85, creating uncertainty ahead of the release. High importance is estimated based on potential market reaction to the guidance discrepancy, scheduled.

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.

ServiceTitan is scheduled to announce its fiscal first quarter 2027 financial results on June 4, 2026, after the market closes. Analysts forecast EPS of approximately $0.28 and revenue of $256.65 million. High importance is estimated as earnings releases typically result in significant price volatility, 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.

CEO Anirudh Devgan is scheduled to present at the Bank of America (BofA) Securities 2026 Global Technology Conference; low importance due to typically minimal market reaction to such presentations scheduled.

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.

Workday shares dropped 8% on June 2, 2026, following the announcement of new AI product enhancements and partnerships at its DevCon event, including an integration with Amazon Web Services (AWS).

Meta announced the global expansion of teen safety settings on June 2, 2026; a price impact of ≥1% is expected.

Snap's Senior Director Jim Shepherd departed to join Meta on 2026-06-02; Low importance as executive departures below C-suite typically have 1-5% price impact.

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.

Shares surged over 11% on 2026-06-01 due to continued momentum from its AI-focused strategy and recent strong earnings.

Citigroup reaffirmed its 'buy' rating on AppLovin stock with a price target of $710.00 forecasted. Low impact estimated as analyst rating reaffirmations generally result in minor market adjustments.

Announced a workforce reduction of approximately 1,000 employees, about 20% of its staff, citing the impact of AI advancements and currency pressures on 2026-05-29. This significant restructuring is estimated to have a high market impact.

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.

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.

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.

Elastic reported Q4 and full-year fiscal 2026 results. Q4 revenue was $451 million, up 16% YoY, and non-GAAP EPS was $0.61, beating estimates. The company guided for FY2027 revenue of $1.985-$2.0 billion and non-GAAP EPS of $3.21-$3.29. The stock initially fell over 8% in after-hours trading but rallied in subsequent days.

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.

At the 2026 Annual Meeting of Stockholders on May 28, 2026, the company's stockholders approved an amendment to the 2013 Equity Incentive Plan, increasing the number of shares reserved for issuance by 34 million. Low importance is assigned as this is a routine administrative update with minimal immediate market impact.

SAP announced the successful placement of a €3.5 billion Eurobond on May 28, 2026, for general corporate purposes, including financing for acquisitions.