KEDI Global Generative AI Index
Invest in companies redefining industries with generative AI.
Sentiment Summary
Recent Events
Next quarterly earnings report is scheduled for June 4, 2026; a medium impact of approximately 5% based on historical volatility is expected.
Q3 2026 earnings release on 2026-06-03 with analysts forecast of $0.36 EPS. Importance is estimated as Medium based on typical market reaction to earnings reports scheduled.
Low importance estimated as market impact is pending results; Q2 2026 earnings release is scheduled.
Wix.com will announce its Q1 2026 financial results on or around May 20, 2026, based on past reporting schedules; earnings releases typically cause price movements exceeding 5% expected
Next quarterly earnings report for Q1 2026 scheduled on 2026-05-13; High importance estimated as a key performance indicator, scheduled.
First quarter 2026 financial results are scheduled to be released after the U.S. market closes. High importance is estimated due to historical price impact of earnings, scheduled
HubSpot's Q1 2026 earnings release is scheduled for May 6, 2026. This is an estimated date based on past reporting schedules. High impact expected based on historical volatility.
Snap Inc. is scheduled to release its first quarter 2026 financial results on May 6, 2026; High importance is estimated based on typical tech sector earnings volatility, scheduled.
Q1 2026 earnings report scheduled for May 5, 2026 expected.
Palantir announced on April 13, 2026, that its first-quarter 2026 financial results will be released on May 4, 2026. This announcement is estimated to cause a price impact of at least 5%, scheduled.
Q3 FY2026 earnings release scheduled.
Meta Platforms is scheduled to release its first quarter 2026 financial results after the market closes on April 29, 2026, with a conference call to follow. High importance is estimated as earnings releases typically result in price impacts exceeding 10% for Meta scheduled.
Microsoft's fiscal year 2026 third-quarter financial results are scheduled to be released after the market close on April 29, 2026, followed by a conference call. High impact is expected as earnings are a primary driver of stock volatility. scheduled
Nebius Group is scheduled to report its Q1 2026 earnings on April 29, 2026, as analysts forecast an EPS of -$0.77. This is a non-confirmed scheduled date. High importance expected due to potential high volatility in AI sector earnings forecasted.
Amazon is scheduled to release its Q1 2026 financial results on April 29, 2026, after market close, as announced by the company, scheduled.
Q1 2026 earnings release after market close scheduled
Analysts forecast revenue of $1.43 billion and EPS of $1.91 for the Q1 2026 earnings release; Medium importance estimated as earnings typically drive 5-10% price movement and event is scheduled.
SAP is scheduled to release its financial results for the first quarter of 2026 on April 23, 2026. This event is estimated to cause a market reaction of at least 5% based on historical volatility scheduled.
ServiceNow is scheduled to release its financial results for the first quarter of 2026 after the market closes on April 22, 2026; high importance is estimated due to the significant price impact typically associated with quarterly earnings, scheduled.
First quarter 2026 earnings results on April 21, 2026, with medium importance estimated due to typical earnings volatility, scheduled
Meta announced price increases for its Quest VR headsets effective April 19, 2026, citing rising memory chip costs and tight supply chains.
On 2026-04-16, CoreWeave announced the pricing of a $1 billion private offering of 9.750% senior notes due 2031 at 102% of principal; High importance estimated due to significant capital structure impact.
Oracle announced a partnership with AWS on April 16, 2026, to provide direct connections between OCI and AWS, enhancing multicloud capabilities. This strategic partnership is estimated to result in a price impact of approximately 5%, expected.
Announced expanded integrations with NVIDIA, Dell, and Red Hat for GPU-accelerated vector search on April 16, 2026; impact estimated at 1-2% due to AI partnership significance.
Meta announced in its 2026 proxy statement on April 16, 2026, that directors Hock E. Tan and Tracey T. Travis will retire from the board and not seek re-election at the May 27, 2026 annual meeting.
CEO Satya Nadella announced that the Fairweather AI data center in Wisconsin went live ahead of schedule on April 16, 2026. The news contributed to a stock price increase of nearly 2% during the trading day.
A securities class action lawsuit filing against Snowflake is scheduled for April 16, 2026, for investors who purchased stock between June 27, 2023, and February 28, 2024; a 1-2% impact is estimated as initial litigation typically has limited immediate market effect; expected.
Annual General Meeting of Stockholders held on April 16, 2026.
Announced the launch of 'Workday Recognition provided by Achievers,' an AI-powered employee recognition and rewards solution integrated directly into the Workday platform. Market reaction is estimated to be low as product launches typically have incremental impact.
On 2026-04-15, announced a $6 billion AI cloud agreement and $1 billion equity investment from Jane Street; High importance estimated due to substantial revenue growth and capital infusion.
Snap announced a major restructuring on April 15, 2026, planning to lay off approximately 1,000 employees to reduce costs, which led to a share price increase of over 10%.
Salesforce to announce 'Headless 360' platform and 'AgentExchange' at TDX 2026 on April 15, 2026; a ~5% price impact is scheduled.
Adobe announced the launch of its Firefly AI Assistant, a new conversational AI tool for its Creative Cloud applications, and a collaboration with Anthropic. The stock rose 3.55% on the news.
Announced an expanded partnership with NVIDIA to accelerate solutions for AI-driven chip design, physics-based simulation, and digital twins.
Announced a collaboration with Google to optimize the Cadence ChipStack AI Super Agent with Gemini on Google Cloud for agent-driven design automation.
On 2026-04-14, completed a private offering of $4 billion in 1.75% convertible notes due 2032 and $1.75 billion in 9.750% senior notes due 2031; High importance estimated due to the massive scale of financing.
HubSpot announced new and updated products at its Spring 2026 Spotlight on April 14, 2026, including HubSpot AEO and AI agents. Medium impact estimated due to the introduction of multiple AI-driven products.
Meta announced a multi-year strategic partnership with Broadcom on April 14, 2026, to co-develop custom AI silicon and enhance its AI infrastructure.
On April 13, 2026, Oracle announced an expanded partnership to procure up to 2.8 GW of power from Bloom Energy for AI data centers. This expansion is estimated to cause a stock surge with a price impact of at least 5%, expected.
BTIG initiated coverage on Adobe with a "Neutral" rating, citing uncertainty about how artificial intelligence will reshape the creative software market. Low impact estimated as analyst initiations typically have limited price effect.
On April 13, 2026, it was reported that Microsoft was pausing new carbon removal credit purchases to review its portfolio and market conditions, a move that could impact the carbon removal market where it is a dominant buyer.