KEDI Global Generative AI Index
Invest in companies redefining industries with generative AI.
Sentiment Summary
Recent Events
Amazon's Q2 2026 earnings release is scheduled for July 30, 2026. Low importance is estimated as the specific market impact is unknown until the actual release, scheduled.
Q2 2026 earnings release on July 29, 2026, is scheduled. Analysts forecast revenue to be in the range of $58-61 billion, forecasted. This event is estimated to have a medium market impact based on historical earnings volatility, scheduled.
Q2 2026 earnings release is scheduled for July 27, 2026. Importance is estimated as High as earnings reports for a company of this size typically have significant market impact.
ServiceNow Q2 2026 earnings release is scheduled for 2026-07-22. Medium importance is estimated as historical earnings volatility for this stock is approximately 5-7% and the event is scheduled.
Rajesh Jha, EVP of Experiences + Devices, to retire effective July 1, 2026. Medium importance estimated as the departure of a key executive overseeing core products typically causes 5% market volatility, scheduled.
Workday's 2026 annual meeting of stockholders is scheduled to be held virtually on June 16, 2026, scheduled.
Adobe's Q2 2026 earnings report is scheduled for release on June 11, 2026. Analysts forecast EPS of approximately $5.83. Importance is estimated as Low (>=1%) as earnings releases typically trigger at least a 1% price movement. forecasted scheduled
Oracle is expected to report its Q4 FY2026 earnings results around June 10, 2026, based on past reporting schedules. Medium importance is estimated as earnings releases typically result in a price impact of 5% or more, expected.
Pegasystems will host its annual PegaWorld conference in Las Vegas from June 7-9, 2026, where it is expected to showcase its latest AI and automation technologies. An investor session is also scheduled. Estimated price impact of +/- 1% as conferences typically provide incremental updates, scheduled.
ServiceTitan is scheduled to announce its fiscal first quarter 2026 financial results after market close on June 4, 2026. The impact is estimated as Medium as it provides a key update on financial performance, scheduled.
CrowdStrike is scheduled to release its financial results for the first quarter of fiscal year 2027, which ended on April 30, 2026, followed by a conference call. High price impact is estimated based on historical earnings volatility, scheduled
Elastic is scheduled to announce its fourth quarter and full fiscal year 2026 financial results after the U.S. market close on May 28, 2026. High importance reflects the potential for price impact exceeding 10% common in year-end reports, scheduled.
MongoDB is scheduled to report its financial results for the first quarter of fiscal year 2027 after the market closes on May 28, 2026. High importance is estimated based on the 20% price impact observed in the previous quarter, scheduled.
Salesforce is scheduled to release its first quarter fiscal 2027 financial results after the market closes on May 27, 2026. High impact is estimated based on historical earnings volatility, scheduled.
Snowflake is scheduled to release its financial results for the first quarter of fiscal year 2027, which ended April 30, 2026, after the close of U.S. markets on May 27, 2026. This is a future event, so the market impact is not yet known, but earnings releases are typically high-impact events, scheduled.
Q3 2026 earnings release scheduled for 2026-05-27 after market close. Analysts forecast EPS of $0.35 and revenue of $686 million. Medium importance is estimated as earnings releases for this stock historically result in >5% price volatility scheduled.
Q2 FY2026 earnings release on May 27, 2026 scheduled. Market reaction is expected to be neutral as it is a standard reporting event.
Workday is scheduled to announce its fiscal 2027 first quarter financial results after market close on May 21, 2026. Analysts forecast earnings of $2.49 per share and revenue of $2.5174 billion. High importance is estimated due to historical price volatility of over 10% following earnings releases, scheduled.
Ex-dividend date for Microsoft's $0.91 quarterly dividend on May 21, 2026, following the March 10 declaration. Low importance estimated as routine dividend adjustments typically result in 1% price changes, scheduled.
Meta announced workforce restructuring on May 20, 2026, involving laying off approximately 8,000 employees (about 10% of its workforce) and reassigning 7,000 others to AI-focused roles. This significant restructuring is estimated to have a high market impact due to cost-cutting and strategic shift, expected.
Amazon held its 2026 Annual Meeting of Shareholders virtually on May 20, 2026.
Guggenheim maintained a 'Buy' rating but lowered its price target on Elastic stock to $106 from $116 on May 19, 2026, citing potential guidance risk. Low importance reflects the typical 1-5% price impact from analyst target adjustments, estimated.
$16M water system expansion investment on 2026-05-19 for AI data center project; minor infrastructure spend estimated to have ≥1% price impact scheduled.
On May 19, 2026, Meta proposed a plan to allow competing AI chatbots to use WhatsApp in Europe to address EU antitrust concerns under the Digital Markets Act (DMA). This regulatory move is estimated to have a low market impact, expected.
D.A. Davidson downgraded its rating on Nebius stock from 'Buy' to 'Neutral' on May 18, 2026, citing the stock's significant recent appreciation and a belief that the premium valuation could limit short-term upside. The stock price fell approximately 12% following the downgrade.
Bank of America analyst Tal Liani reinstated coverage on Salesforce with an 'Underperform' rating and a $160 price target on May 18, 2026, forecasted.
CEO Marc Benioff stated on May 18, 2026, that the company plans to spend nearly $300 million on Anthropic AI tokens in 2026 for AI-assisted software development.
D.A. Davidson initiated coverage on 2026-05-18 with a 'Neutral' rating and $100 price target due to high debt and insider selling; >5% price impact estimated.
Multiple analysts, including those from BMO and Citi, raised their price targets on MongoDB ahead of its earnings report, citing AI momentum and Atlas growth. The stock rose more than 8% on the news, estimated.
Bank of America analysts forecast a 'Buy' rating and a $130 price target on 2026-05-18, citing ServiceNow's role in AI; the stock rallied over 8% and the price target is estimated.
Pegasystems is scheduled to present at the J.P. Morgan 54th Annual Global Technology, Media and Communications Conference on May 18, 2026. Estimated price impact of +/- 1% as conference presentations usually have limited immediate market impact, scheduled.
CoreWeave launched Sandboxes for AI workloads on 2026-05-14; >1% price impact scheduled.
Released Q1 2026 financial results on May 13, 2026, reporting revenue of $399 million, a 684% year-over-year increase, and adjusted EBITDA of $130 million, a significant swing from a loss in the prior year. The stock surged over 15% on the day of the announcement.
Wix.com reported Q1 2026 results on May 13, 2026, with non-GAAP EPS of $0.68, missing analyst estimates by over 40%. The significant earnings miss and concerns over margin compression led to a sharp stock price decline of over 25% in pre-market trading.
On May 13, 2026, the company held its Investor & Analyst Day, highlighting its AI-driven strategy and reiterating its raised 2026 guidance.
On May 13, 2026, Workday announced it was named a Leader in the 2026 Gartner® Magic Quadrant™ for Talent Acquisition (Recruiting) Suites.