KEDI Global Generative AI Index
Invest in companies redefining industries with generative AI.
Sentiment Summary
Recent Events
First quarter 2027 earnings release based on historical reporting schedules is expected; earnings releases typically result in significant price movement.
First quarter fiscal year 2027 earnings release scheduled. Analysts forecast EPS of approximately $1.07. Medium importance due to typical 5% volatility for earnings releases estimated.
Snowflake's next earnings release for Q1 2027 on May 20, 2026, is a standard quarterly report and is expected
Q1 2026 earnings release is scheduled for May 20, 2026, with analysts forecasting EPS of approximately $1.27; estimated to have a low market impact of at least 1% forecasted.
Analysts forecast Hut 8 will announce its Q1 2026 earnings results around May 14, 2026, based on historical reporting dates, though the company has not yet confirmed the date. Low importance is assigned as this is a routine forecast with expected minimal immediate price impact, and this release is forecasted.
Investor and Analyst Day to be held at the NASDAQ MarketSite in New York to discuss the company's data and AI strategy. Low impact estimated as informational strategy sessions rarely trigger immediate large price movements scheduled.
Full financial results for Q1 2026 are scheduled to be released before the market opens on May 7, 2026, with an estimated 5-10% price impact, scheduled
AppLovin is scheduled to report its financial results for the first quarter of 2026 after the U.S. market close on May 6, 2026, scheduled.
HubSpot is expected to release its Q1 2026 earnings report around May 6, 2026; a low impact is estimated for the announcement of the date itself, expected.
Q1 2026 earnings release is scheduled for May 6, 2026, with revenue guidance of $1.50-$1.53 billion scheduled.
SAP will hold its virtual Annual General Meeting on May 5, 2026, to vote on a dividend proposal of €2.50 per share for fiscal year 2025. Low importance is estimated as dividend votes are typically routine. scheduled
Palantir's first-quarter 2026 earnings release is scheduled; earnings reports typically result in significant price movement.
Q3 FY2026 earnings release on April 30, 2026, scheduled.
Amazon is scheduled to release its Q1 2026 financial results on April 29, 2026, expected. This event is estimated to have a high price impact of over 10% due to critical updates on AI infrastructure spending.
Meta Platforms is scheduled to release its Q1 2026 financial results after market close on April 29, 2026, followed by a conference call. This is a recurring high-importance event that typically causes significant stock price volatility, scheduled.
Microsoft's fiscal year 2026 third-quarter financial results are scheduled to be released after market close on April 29, 2026, expected.
Q1 2026 earnings release after market close. Low impact estimated as routine earnings reports typically align with market expectations scheduled.
Q1 2026 earnings release scheduled for 2026-04-27. Medium importance estimated as earnings results typically drive significant price movement; analysts forecast EPS of approximately $1.91 forecasted.
SAP is scheduled to release its first quarter 2026 financial results on April 23, 2026. High importance is estimated as cloud revenue and backlog trajectory are key drivers of stock volatility. scheduled
ServiceNow is scheduled to release its Q1 2026 financial results after the market closes on April 22, 2026; high importance is justified by historical ≥10% price volatility during earnings, scheduled.
Pegasystems is scheduled to release its Q1 2026 financial results after market close on 2026-04-21, with a conference call the following morning. This event is expected to have a medium impact as earnings reports typically drive price volatility of 5% or more scheduled.
Adobe will host an investor session with financial analysts and investors at the Adobe Summit on April 21, 2026, where the executive team will discuss company strategy and product innovations, scheduled. This routine event is estimated to have a low price impact (1-5%).
Announced on 2026-04-15 that trading firm Jane Street has committed approximately $6 billion to use CoreWeave's AI cloud platform and made a direct equity investment of $1 billion in Class A common stock.
On April 15, 2026, the European Commission threatened to impose interim measures on Meta, requiring it to revise WhatsApp's AI policies that allegedly harm competition. Potential fines can reach 10% of global revenue, creating significant regulatory risk.
Analysts from Citi, Oppenheimer, and Truist forecast price target cuts for ServiceNow on or around April 15, 2026, citing software market concerns; high importance is justified by the potential for ≥10% price impact, estimated.
On April 15, 2026, Snap Inc. announced a workforce reduction of approximately 16% to improve operational efficiency.
Named a Customers' Choice in the 2026 Gartner Peer Insights 'Voice of the Customer' report for Security Information and Event Management (SIEM).
DENSO announced on April 15, 2026, a strategic partnership to modernize its core supply chain systems using Oracle Fusion Cloud Applications and AI.
HubSpot announced new AI-powered products at its Spring 2026 Spotlight event on April 14, 2026, including HubSpot AEO and expanded AI agents; a medium impact is estimated as AI innovation is a key growth driver.
On April 14, 2026, Microsoft announced its intent to purchase land to significantly expand its datacenter operations in Cheyenne, Wyoming, as part of its AI infrastructure build-out.
Oracle announced an expanded partnership with Bloom Energy on April 13, 2026, to procure up to 2.8 gigawatts of fuel cell systems to power its AI data centers. The stock rose over 12% on the news.
CEO Andy Jassy's 2025 shareholder letter, published around April 12, 2026, revealed that the AWS AI revenue run rate surpassed $15 billion in Q1 2026 and justified the $200 billion capex plan for 2026, expected. This is estimated to have a medium price impact of over 5%.
On April 11, 2026, Adobe released a security advisory for a critical zero-day vulnerability (CVE-2026-34621) in its Acrobat and Reader software, confirming it was being actively exploited. This is estimated to have a low price impact (1-5%), expected.
Announced on 2026-04-10 a multi-year agreement with major AI lab Anthropic to support the development of its Claude AI models.
Announced on 2026-04-10 the pricing of an upsized $3.5 billion convertible senior notes offering to raise capital for expansion.
DigitalOcean Holdings (DOCN) will be added to the S&P MidCap 400 index, effective April 9, 2026, scheduled. High impact ≥10% expected due to mandatory buying by index-tracking funds.
Ex-dividend date on 2026-04-09 for a quarterly cash dividend of $0.44 per share, a 5.8% increase from the prior dividend. Low importance is estimated as dividend events typically have a >1% impact on share price. Expected.