KEDI Nvidia Fixed Tech100 Index
The index comprises 100 U.S.-listed equities, with an enhanced weighting allocated to Nvidia.
Sentiment Summary
Recent Events
Q3 2026 earnings release scheduled.
ASML is scheduled to release its Q2 2026 financial results on 2026-07-15. The company guided for Q2 sales between €8.4 billion and €9.0 billion, with an estimated price impact of ≥5%, scheduled.
Q2 2026 earnings release scheduled.
2026 Annual Meeting of Stockholders to be held virtually on 2026-06-17. Medium importance due to ≥5% price impact scheduled.
Adobe's Q2 2026 earnings release, which typically results in a medium price impact of 5%, is scheduled.
Q1 fiscal 2027 earnings release scheduled for 2026-06-09. Analysts forecast EPS of $1.07. Low importance due to ≥1% price impact forecasted.
Ex-dividend date (2026-06-08) for a quarterly cash dividend of $0.22 per share, representing a 5% increase from the prior dividend. The dividend was declared on April 27, 2026 and is payable on June 15, 2026. A 1-2% price impact is estimated as dividend increases are generally viewed positively by the market, scheduled.
Baidu will hold its annual general meeting of shareholders on June 5, 2026. Low impact is estimated as AGMs typically result in ≥1% price movement, scheduled.
Q2 2026 earnings release scheduled. Medium importance justified by anticipation of key financial performance data.
The ex-dividend date for the quarterly dividend of $1.60 per share is June 4, 2026. The dividend is payable on June 18, 2026. Low importance is estimated as the dividend amount typically results in a price adjustment of approximately 1%, scheduled.
Q1 2027 earnings release is scheduled. This follows a previous quarter where strong results were overshadowed by weak forward guidance, making this release critical for investor sentiment. A medium price impact (>=5%) is expected.
Credo is expected to report its Q4 fiscal 2026 earnings on June 1, 2026. The company has guided for revenue between $425 million and $435 million, with analysts forecasting an EPS of approximately $1.03. High importance is estimated due to expected market volatility during the earnings release. This release is scheduled.
Q1 fiscal 2027 earnings release is scheduled for 2026-05-28. Analysts forecast non-GAAP EPS of $0.76-$0.80 and revenue of $2.40 billion, estimated and scheduled.
Synopsys is scheduled to report its Q2 fiscal year 2026 financial results after the market closes on May 27, 2026, with an EPS of $2.97 to $3.17 analysts forecasted; high importance estimated due to historical earnings volatility, scheduled
Quarterly dividend ex-date of $0.91 per share on 2026-05-21. The dividend was declared on March 10, 2026, and is payable on June 11, 2026.
Analog Devices is scheduled to release its second quarter fiscal year 2026 financial results on May 20, 2026; high importance is estimated due to historical earnings volatility, scheduled.
NVIDIA is scheduled to announce its financial results for the first quarter of fiscal year 2027, which ended on April 26, 2026. A conference call will be held on the same day. Market impact is estimated as Neutral until the actual financial data is released, scheduled.
The 2026 Annual Meeting of Stockholders is to be held virtually on May 20, 2026. Low importance is estimated as annual meetings are generally routine administrative events scheduled.
Company executives participate in the J.P. Morgan Global Technology, Media and Communications Conference on May 20, 2026; low impact estimated as conferences typically provide incremental updates scheduled
Palo Alto Networks is scheduled to announce its Q3 2026 earnings results on 2026-05-19. Analysts forecast EPS of around $0.79-$0.81 forecasted. Neutral impact is estimated as the market awaits actual performance against these estimates.
Baidu is scheduled to report Q1 2026 financial results on May 18, 2026. High impact is estimated as earnings releases typically trigger ≥10% price volatility, expected.
Fiscal Q2 2026 earnings results and conference call on May 14, 2026, scheduled; estimated to have a medium impact of ≥5%.
Cisco's Q3 2026 earnings release is scheduled for May 13, 2026. The company provided Q3 guidance of $15.4B-$15.6B in revenue and $1.02-$1.04 non-GAAP EPS expected.
Intel's Annual Stockholders' Meeting on May 13, 2026; low importance justified by expected <1% impact from routine proceedings, scheduled.
Coinbase is scheduled to release its Q1 2026 financial results after market close on May 7, 2026, as announced on April 13, 2026. High importance is estimated due to historical price volatility during earnings releases scheduled.
Datadog is scheduled to report its Q1 2026 financial results on May 7, 2026; high importance is estimated due to expected earnings volatility scheduled.
Gilead is scheduled to release its first quarter 2026 financial results after the market closes on May 7, 2026, and will host a webcast to discuss the results and provide a business update, which is scheduled. High importance is estimated due to typical earnings volatility.
Q4 and full-year fiscal 2026 financial results are scheduled to be released after the market closes on May 7, 2026. High importance is estimated as annual results typically drive significant price volatility exceeding 10%. This is scheduled.
Natera is scheduled to release its first quarter 2026 financial results after the market closes on May 7, 2026, with analysts forecasting revenue of approximately $617.5 million and an EPS of -$0.55; high importance is expected due to typical earnings volatility, scheduled.
Rocket Lab is scheduled to release its Q1 2026 financial results after the market closes on May 7, 2026. Analysts forecast earnings of -$0.04 to -$0.08 per share and revenue of $189M to $191M. Expected price impact is ~5% based on historical earnings volatility. Analyst estimates are forecasted and the event is scheduled.
Fortinet is scheduled to announce its Q1 2026 financial results after the market closes on May 6, 2026. Analysts forecast EPS of $0.62 and revenue of $1.7318 billion, while the company's guidance is for EPS between $0.59-$0.63. High importance is estimated as earnings releases for cybersecurity firms often result in price movements exceeding 10%. This event is scheduled.
AppLovin is scheduled to announce its financial results for the first quarter of 2026 after the market closes on May 6, 2026. Analysts forecast revenue of approximately $1.77 billion and EPS of $3.40. Medium importance is estimated based on historical earnings volatility, scheduled.
Axon Enterprise is scheduled to release its Q1 2026 earnings after the market closes on May 6, 2026. Analysts forecast earnings of approximately $1.60-$1.66 per share. Medium importance is estimated as earnings reports for high-growth technology companies typically result in price movements exceeding 5%, scheduled.
AMD is scheduled to report its fiscal first quarter 2026 financial results after the market close on May 5, 2026. This is a future event, and its impact will depend on the reported figures and forward guidance. Importance is estimated as High due to the significant potential for price movement typical of earnings releases. scheduled
First-quarter 2026 financial results for the period ended March 31, 2026 are scheduled to be announced on May 5, 2026, before markets open. Market reaction to the quarterly results is estimated to be at least 5% scheduled.
Palantir is scheduled to release its Q1 2026 earnings results on May 4, 2026, after the close of U.S. markets. Options markets are pricing in a potential post-earnings stock move of over 10%, expected.
Vertex Pharmaceuticals is scheduled to report its first quarter 2026 financial results after the market closes on May 4, 2026; earnings reports often cause 5% or more price movement, scheduled.
The ex-dividend date for the annual dividend of $2.42248 per ADR share is set for May 4, 2026; low market impact estimated as dividend adjustments are usually minor, scheduled.
Linde is scheduled to release its Q1 2026 financial results on May 1, 2026. Analysts forecast an EPS of $4.27, an 8.1% year-over-year increase, forecasted. Medium importance is estimated as an 8.1% EPS growth typically results in a price impact of at least 5%, scheduled.
Belén Garijo's tenure as Chief Executive Officer begins on May 1, 2026, following her appointment's approval at the Annual General Meeting on April 29, 2026; low market impact estimated as CEO transitions typically have limited immediate effect, scheduled.
Apple announced record Q2 2026 financial results on April 30, 2026, with revenue of $111.2 billion and EPS of $2.01, both beating analyst expectations. The company also announced a $100 billion share buyback program and a dividend increase. High importance is estimated due to the significant earnings beat and capital return program expected.
Alnylam Pharmaceuticals reported Q1 2026 financial results, with EPS of $1.99 beating analyst estimates of $0.91 and revenue of $1.17 billion exceeding forecasts of $1.12 billion. The company achieved its first-ever quarter with over $1 billion in net product revenues. High importance is estimated due to the significant EPS beat and milestone revenue.
Amgen reported Q1 2026 results on April 30, 2026, with EPS beating analyst forecasts and revenue meeting expectations. This is expected to have a medium market impact (>=5%) due to strong financial performance and a guidance raise, expected.
Announced the integration of Anthropic's Claude Opus 4.7 AI model across the CrowdStrike Falcon platform on 2026-04-30 to enhance AI-powered vulnerability discovery and remediation. Medium importance due to ≥5% price impact expected.
Multiple analyst firms, including Citigroup, Stifel, and Wells Fargo, raised their price targets for Equinix in late April 2026, citing the company's strong position to benefit from AI-driven data center demand. Medium importance assigned as multiple analyst upgrades often drive 5-10% price movement. forecasted
Monolithic Power Systems reported Q1 2026 revenue of $804.2 million and non-GAAP EPS of $5.10 on April 30, 2026, beating analyst expectations and providing strong Q2 guidance; a 5% price impact is estimated based on the earnings beat, expected.
Coinbase Asset Management announced the launch of the Coinbase Stablecoin Credit Strategy (CUSHY), a tokenized credit fund for qualified institutional investors, on April 30, 2026.
Announced a favorable court ruling on April 30, 2026, in a patent infringement lawsuit brought by Bel Power Solutions; a 1% price impact is estimated due to the legal victory, expected.
Palo Alto Networks announced its intent to acquire Portkey, a company specializing in AI gateway technology, on 2026-04-30, with the deal expected to close in the fourth quarter of fiscal 2026 expected. Positive impact is estimated as the acquisition strengthens its AI security portfolio.
The U.S. Department of Commerce ordered Applied Materials to halt shipments of advanced tools to Hua Hong on April 28-29, 2026, increasing regulatory risk; estimated to have a high impact due to significant revenue exposure to China.
Amazon reported Q1 2026 earnings, beating analyst expectations with revenue of $181.5 billion and EPS of $2.78. AWS revenue growth accelerated to 28% YoY.
Equinix reported Q1 2026 revenue of $2.444 billion, a 10% year-over-year increase, but missed analyst estimates of ~$2.51 billion. The company raised its full-year 2026 guidance for revenue, adjusted EBITDA, and AFFO, citing strong AI-related demand. High importance assigned as earnings reports typically trigger ≥10% price volatility. scheduled
The U.S. FDA accepted Gilead's New Drug Application (NDA) for its once-daily single-tablet HIV treatment combination, bictegravir/lenacapavir, and granted it priority review with a PDUFA action date set for August 27, 2026, which is scheduled. High importance is estimated as this is a key pipeline milestone.
Alphabet announced Q1 2026 revenue of $109.9 billion (up 22% YoY) and EPS of $5.11 on 2026-04-29, significantly beating analyst estimates. Growth was driven by strong performance in Google Search and a 63% revenue increase in Google Cloud. A >10% price impact is estimated due to the significant earnings beat, expected.
KLA reported Q3 FY2026 revenue of $3.42 billion and non-GAAP EPS of $9.40, beating analyst estimates, with strong Q4 guidance on 2026-04-29 expected; High importance justified by typical ≥10% price impact from earnings beats in this sector.
Qualcomm reported Q2 fiscal 2026 non-GAAP EPS of $2.65 and revenue of $10.6 billion on April 29, 2026, beating analyst estimates, though weak Q3 guidance resulted in a price impact of over 10%.
Reported Q1 2026 financial results, beating analyst expectations. Revenue increased 19% YoY to $3.6 billion, and non-GAAP EPS was $9.47. A new $3.0 billion share repurchase program was also authorized. High importance assigned due to significant earnings beat and buyback, estimated to impact price by ≥10% scheduled.
Automatic Data Processing Inc. reported Q3 2026 earnings, beating analyst expectations with revenue of $5.9 billion and adjusted EPS of $3.37, and raised its full-year fiscal 2026 guidance; Medium importance estimated due to historical price volatility following guidance raises expected.
Reported Q1 2026 results with revenue of $2.48 billion and non-GAAP EPS of $3.57, beating analyst expectations. Full-year 2026 non-GAAP EPS guidance was lowered to $14.25-$15.25 due to acquired IPR&D charges.
Meta reported Q1 2026 revenue of $56.31B (+33% YoY) and EPS of $10.44, both beating analyst expectations. However, the company also raised its full-year 2026 capital expenditure guidance to $125B-$145B to support AI investments, causing the stock to decline over 8% on April 30.
The European Commission announced preliminary findings that Meta may have violated the Digital Services Act (DSA) by not adequately preventing children under 13 from accessing its platforms. A confirmed breach could result in fines of up to 6% of the company's global revenue. This significant regulatory risk is estimated to have a medium market impact of at least 5%.
Announced in its Q1 2026 report that the FDA approved extending the dosing intervals for EYLEA HD up to every 20 weeks for patients with wet age-related macular degeneration (wAMD) and diabetic macular edema (DME). Medium importance assigned due to expanded label for a key product, estimated to impact price by ≥5% scheduled.
The Board of Directors declared a quarterly cash dividend of $5.16 per share, payable on June 17, 2026, to shareholders of record on May 20, 2026. Low importance assigned as dividend declarations typically result in <5% price movement. scheduled
Awarded contract by Costa Rica's state-owned operator Grupo ICE to lead the deployment of its nationwide 5G network.
Microsoft reported Q3 2026 earnings on 2026-04-29 with revenue of $82.9 billion and EPS of $4.27, beating analyst expectations. However, Q4 guidance was slightly below forecasts and the company announced a significant increase in planned 2026 capital expenditures, leading to a minor stock price decline in after-hours trading.
Tesla announced plans on April 29, 2026, to expand FSD V14 Lite to international markets; low importance justified by the limited immediate financial impact scheduled.
The U.S. FDA's CDER proposed withdrawing the approval for Amgen's Tavneos on April 28, 2026, citing safety concerns and data manipulation. This is expected to have a high market impact (>=10%) due to the loss of a commercial product and regulatory risks, expected.
Released Q1 2026 earnings on April 28, 2026, reporting revenue of $3.18 billion and non-GAAP EPS of $3.05, beating analyst estimates. The stock rose over 14% post-announcement.
Reported record Q1 2026 financial results, with revenue of $1.282 billion and non-GAAP EPS of $2.56, beating analyst estimates. Despite the strong results driven by AI demand, the stock fell over 10% on concerns about future growth and guidance for Q2.
Baidu is scheduled to implement a major adjustment to its internal job grade system on April 28, 2026. Medium impact is estimated as restructuring often leads to ≥5% price movement, expected.
Reported Q1 2026 financial results with revenue of $5.53 billion (up 16% YoY) and GAAP EPS of $1.36 (up 239% YoY). Results were noted to be impacted by the Middle East conflict.
On April 28, 2026, AMD announced its flagship global AI event, "Advancing AI 2026," to be held on July 23, 2026, to showcase its latest AI solutions.
Tesla announced a recall of 173 Cybertrucks on April 28, 2026, due to potential wheel stud issues; low importance justified by the small number of vehicles affected expected.
Board member Suketu Upadhyay announced his decision not to stand for re-election at the 2026 annual meeting due to his new appointment as CFO of Incyte Corporation; board changes can impact price by 1% or more.
Reports emerged on April 27, 2026, that Qualcomm will be a key chip supplier for OpenAI's AI-native smartphone, causing a stock price increase of over 10%.
Reported Q1 2026 revenue of $1.474 billion and non-GAAP EPS of $1.96, beating analyst expectations. The company raised its full-year 2026 revenue guidance to $6.125-$6.225 billion. The stock rose 1.1% following the release.
On April 27, 2026, a trust associated with the company's CTO sold 27,500 shares as part of a pre-arranged Rule 10b5-1 trading plan. This follows reports of other insider sales over the prior months.