KEDI Global Generative AI Index
Invest in companies redefining industries with generative AI.
Sentiment Summary
Recent Events
Unity's next earnings release for Q2 2026 is scheduled for August 5, 2026. Analysts forecast an EPS of $0.24. This will be the first full quarter reflecting the company's strategic shift away from non-core ad businesses. Medium importance is estimated as quarterly earnings typically result in significant price volatility scheduled.
AppLovin's Q2 2026 earnings release, which typically has low immediate price impact upon date announcement, is scheduled.
Meta's Q2 2026 earnings release is expected. Low price impact is estimated for the date announcement, though the actual results will likely be a high-impact event.
A low impact (>1%) is estimated until the actual results are released for Microsoft's Q4 2026 earnings report on July 29, 2026, expected.
Q2 2026 earnings release on 2026-07-27; >5% impact estimated based on historical volatility scheduled.
Oracle is scheduled to release its Q4 fiscal year 2026 financial results on June 16, 2026. The company has forecasted total revenue growth of 19-21% and non-GAAP EPS between $1.96 and $2.00, scheduled.
Adobe is scheduled to release its second-quarter 2026 earnings results on June 11, 2026. Analysts forecast EPS of approximately $5.61-$5.83 and revenue around $6.46 billion. High impact expected due to historical volatility around earnings. This event is scheduled.
An investor session is scheduled to be held during the PegaWorld 2026 annual conference on June 8, 2026, which will include a business and financial update scheduled. Low impact is estimated as investor sessions typically provide incremental updates rather than major market-moving news.
ServiceTitan to announce Fiscal First Quarter 2027 financial results for the period ended April 30, 2026 on June 4, 2026. High importance is estimated as earnings releases typically result in price movements exceeding 10%, scheduled.
First quarter fiscal year 2027 financial results release on June 3, 2026; earnings releases often cause price volatility exceeding 10%, scheduled.
Q4 and full fiscal year 2026 earnings results are scheduled to be released after market close on 2026-05-28; high importance is estimated due to historical price volatility following earnings reports scheduled
Q1 Fiscal 2027 earnings release for 2026-05-28, where analysts forecast EPS of $1.18 and revenue of $664.5 million, with high importance estimated due to historical volatility exceeding 10% during earnings scheduled.
Salesforce is scheduled to release its first quarter fiscal 2027 financial results after the market closes on May 27, 2026, scheduled.
Nutanix is scheduled to report its financial results for the third quarter of fiscal year 2026 on May 27, 2026. High importance is estimated due to historical price volatility of over 10% following earnings releases scheduled.
Snowflake is scheduled to release its Q1 fiscal 2027 results for the period ending April 30, 2026, on May 27, 2026; a 10% price impact is estimated based on historical volatility scheduled
Synopsys is scheduled to release its Q2 fiscal year 2026 financial results after market close on May 27, 2026, expected. Earnings releases for major EDA software companies typically result in price volatility of 5% or more.
Meta Platforms Inc. Annual Meeting 2026 is scheduled. Low price impact is estimated as routine governance matters typically do not trigger significant market volatility.
On May 22, 2026, SAP and Deutsche Telekom were awarded the contract to build a sovereign AI platform for Germany, with first services in early 2027 expected.
Synopsys announced its participation in a consortium with Meta, Broadcom, and others to establish a $125 million semiconductor research hub at UCLA on May 22, 2026, scheduled. Research partnerships generally have a minor immediate price impact of 1-5%.
Nebius stock surged nearly 13.9% in morning trading on 2026-05-21 after the company disclosed a landmark $2.6 billion, five-year cloud computing agreement with a major U.S. financial services firm.
Reported Q1 FY2027 financial results for the period ending April 30, 2026. Total revenues were $2.542 billion (+13.5% YoY) and non-GAAP diluted EPS was $2.66, beating analyst estimates. The company provided guidance for Q2 and updated its full-year fiscal 2027 outlook. High importance is estimated as earnings beats and guidance raises typically result in ≥10% price impact, expected.
Introduced new AI-powered agents, 'Sana for IT Service Management (ITSM)' and 'Travel Agent', to automate workflows across HR, finance, IT, and travel. Sana for ITSM is scheduled for early adopter availability in the second half of 2026. Medium importance is estimated as significant AI product launches typically result in ≥5% price impact, scheduled.
A low impact (>1%) is estimated as dividend-related price adjustments are typically minor for Microsoft's quarterly dividend ex-dividend date on May 21, 2026, scheduled.
Meta initiated layoffs for approximately 8,000 employees, representing about 10% of its global workforce, as part of a strategic restructuring to focus on artificial intelligence.
Nebius announced an agreement with Bloom Energy on 2026-05-20 to deploy fuel cell technology for its AI data centers, aiming to enhance energy efficiency and sustainability.
Luke Wood is to be appointed to the board of directors, effective May 20, 2026; analysts forecast a medium impact (approx. 5%) due to strengthened brand expertise, scheduled.
Announced a $16 million investment to expand water infrastructure in West Feliciana Parish, Louisiana, in connection with the development of its River Bend AI data center campus. The project is expected to be completed in the second half of 2026. Low importance justified by the relatively small investment size expected to have ~1% price impact; event scheduled.