Sentiment Summary
Recent Events
Fourth quarter and full-year fiscal 2026 financial results and conference call scheduled.
Google's annual I/O developer conference is scheduled for May 19-20, 2026, where new developments in AI and Android are expected. Medium impact estimated due to potential major product reveals, expected.
LIG Nex1 is scheduled to release its Q1 2026 earnings report on May 18, 2026. Analysts forecast that operating profit will exceed consensus by 10% due to accelerated revenue recognition from overseas projects. This event is scheduled.
Q1 2026 earnings release scheduled. Earnings events typically result in 5% market volatility, scheduled.
Q1 2026 earnings release scheduled for May 6, 2026.
Q1 2026 earnings release scheduled. Analysts forecast EPS of $1.04 on revenue of about $9.85 billion. Medium importance estimated at ≥5% as earnings reports are key volatility drivers; forecasted.
Leidos is scheduled to release its first quarter 2026 financial results before the market opens on 2026-05-05. A price impact of ≥5% is estimated based on historical earnings volatility, 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.
High importance expected as annual results often result in price movements exceeding 10%; full-year fiscal 2026 earnings (ending March 31, 2026) on April 30, 2026, scheduled
L3Harris Technologies will release its first quarter 2026 financial results before the market opens on April 30, 2026, scheduled. Earnings releases typically result in price movements of 5% or more.
Full Q1 2026 earnings release and conference call scheduled. Low importance as the market typically reacts more significantly to the preliminary guidance.
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.
Alphabet's Q1 2026 earnings results and conference call are scheduled for April 29, 2026. Low impact estimated for this routine announcement, scheduled.
Qualcomm's second-quarter fiscal 2026 earnings release and conference call on April 29, 2026. This is estimated to have a low impact (>=1%) as a routine financial disclosure, scheduled.
Intel is scheduled to release its Q1 2026 financial results after market close on April 23, 2026. The company previously guided for Q1 revenue between $11.7 billion and $12.7 billion with non-GAAP EPS of approximately $0.00, which is considered a critical test for its ongoing turnaround. This event is expected.
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
IBM is scheduled to release its Q1 2026 financial results after the market closes on April 22, 2026. Analysts forecast earnings of approximately $1.81 per share on revenue of $15.60 billion. This event is expected to have a medium impact as earnings reports typically drive significant price movement, scheduled.
Northrop Grumman's first quarter 2026 financial results are scheduled to be released before the market opens on April 21, 2026; a price impact of approximately 5% is estimated based on historical earnings volatility scheduled.
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.
Ondas announced the launch of ONBERG Autonomous Systems, its joint venture with Heidelberg, establishing a European hub for drone defense system production and deployment, commencing operations on April 15, 2026 scheduled. High importance estimated due to strategic expansion into the European defense market.
Leidos announced a joint venture with investment firm Altaris, combining its Security Enterprise Solutions (SES) business with Altaris-owned Analogic on 2026-04-15; Leidos will retain a 41.5% stake in the new entity. A price impact of ≥5% is estimated due to the strategic restructuring of the security segment.
Oppenheimer raised its price target on Marvell stock to $170 from $150 on April 15, 2026, citing an 'unequivocally bullish' outlook from management on AI-driven growth. Analysts forecast a medium price impact (≥5%) as it reinforces market confidence, estimated.
Aptoide filed an antitrust lawsuit against Google on April 15, 2026, alleging abuse of dominance in the Android app distribution market.
Announced a $1.27 billion investment to expand solid rocket motor production capacity at its Orange County, Virginia site.
DENSO announced on April 15, 2026, a strategic partnership to modernize its core supply chain systems using Oracle Fusion Cloud Applications and AI.
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.
NVIDIA announced 'Ising' on April 14, 2026, the world's first family of open-source AI models designed to accelerate research and development in quantum computing by improving processor calibration and error correction.
Announced a $475.3 million contract modification from the Missile Defense Agency on April 14, 2026, to accelerate the development of its Glide Phase Interceptor (GPI) design, increasing the total project value to $1.31 billion.
Announced on April 14, 2026, that the B-21 Raider stealth bomber successfully completed its first aerial refueling tests, a key milestone in its flight test campaign.
On April 14, 2026, NVIDIA officially denied a media report that it was in discussions to acquire a major PC manufacturer. The rumor had caused a brief stock price increase for PC makers like HP and Dell.
Announced receipt of a ~$68 million order for heavy engineering vehicles, representing the first phase of a $140 million multi-year program on April 13, 2026 scheduled. High importance estimated due to the order representing over 30% of projected annual revenue.
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.
Announced a contract award from the U.S. Army for its NOVA night-vision goggle system, with a potential value of up to $465 million over seven years.
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%.
Qualcomm and Snap's subsidiary, Specs Inc., announced a multi-year strategic partnership on April 10, 2026, to develop future augmented reality (AR) 'Specs' glasses powered by Snapdragon platforms, with a new version scheduled for a 2026 launch. This partnership is estimated to have a medium impact (>=5%) as it strengthens Qualcomm's position in the growing AR market.
A quarterly dividend of $0.06 per share was announced, with a record date of April 10, 2026, and a payment date of April 30, 2026. This routine corporate action is estimated to have a low price impact (≥1%), expected.
Executive Vice President and Chief Business Officer Sumit Sadana sold 24,000 shares of Micron stock on April 10, 2026, for approximately $10.1 million. Analysts estimate a 1% price impact expected.