Sentiment Summary
Recent Events
Declared a quarterly cash dividend of $1.25 per share. The ex-dividend date is June 5, 2026, and the dividend is payable on June 26, 2026. Low importance is estimated as this is a routine dividend payment scheduled
Fourth quarter and full fiscal year 2026 earnings results for the period ending March 31, 2026 are scheduled.
NVIDIA is scheduled to announce its financial results for the first quarter of fiscal year 2027, which ended on April 26, 2026, after market close on May 20, 2026. High importance is estimated as earnings reports typically trigger significant price movement, scheduled.
Archer Aviation is scheduled to report its first quarter 2026 operating update and financial results after market close on May 11, 2026; medium importance is estimated as earnings reports typically drive significant price movement, scheduled.
Q1 2026 earnings release scheduled for after market close on May 6, 2026; analysts forecast EPS of $0.13 estimated. Market reaction is estimated at Medium (5%) based on historical earnings volatility scheduled.
Ex-dividend date on 2026-05-06 for the €2.50 per share annual dividend scheduled; dividend events typically have a 1-5% price impact.
AMD fiscal Q1 2026 earnings results are scheduled to be released after market close on May 5, 2026; high impact expected as earnings typically drive >10% price volatility, scheduled.
Leidos is scheduled to announce its first quarter 2026 financial results on May 5, 2026, before the market opens, scheduled. Earnings releases for major defense contractors typically result in price volatility of 5% or more.
Palantir is scheduled to release its Q1 2026 financial results after the market closes on May 4, 2026. Market impact is estimated at >=5% as earnings releases are primary volatility drivers, scheduled.
Q1 2026 final earnings results release confirming divisional performance following record preliminary guidance; high importance as confirmation of record profits typically drives >10% price impact scheduled.
Full-year fiscal 2026 (ended March 31, 2026) earnings release on April 30, 2026, scheduled. Analysts forecast revenue of ¥683.4B and operating income of ¥180.1B for the Jan-Mar quarter, with focus on the company's guidance for fiscal year 2027 forecasted.
L3Harris Technologies is scheduled to release its first-quarter 2026 financial results before the market opens on April 30, 2026, with an analyst call to follow. High importance is estimated based on typical earnings volatility scheduled
Amazon reported Q1 2026 net sales of $181.5B (up 17% YoY) and EPS of $2.78, beating analyst expectations. The results included a $16.8B pre-tax gain from its investment in Anthropic. AWS revenue grew 28% YoY. The company provided positive guidance for Q2 2026.
Alphabet reported Q1 2026 revenue of $109.9 billion and EPS of $5.11, significantly beating analyst estimates of $107 billion and $2.67, respectively. High importance is estimated due to the massive EPS beat which is expected to drive a >10% price impact, expected.
Reported Q1 2026 financial results on 2026-04-29, beating revenue and adjusted EPS estimates. However, the company raised its full-year capital expenditure guidance to $125-$145 billion, causing the stock to decline over 6% in after-hours trading.
Microsoft announced fiscal Q3 2026 results on April 29, 2026, with revenue of $82.9 billion and EPS of $4.27, beating analyst estimates. Azure revenue grew 40%. A 5% or greater price impact is estimated based on the significant earnings beat, expected.
Reports emerged of global job cuts, including 150 in Ireland, and concerns about key partner OpenAI missing internal growth targets, putting pressure on Oracle's stock due to its significant AI infrastructure investments.
Leidos announced it received a $456 million contract from the General Services Administration to manage the Military OneSource program for four years.
Reported Q2 2026 revenue of $10.6B (down 3% YoY) and non-GAAP EPS of $2.65, beating estimates. Issued Q3 revenue guidance of $9.2B-$10.0B and EPS of $2.10-$2.30, below consensus due to memory supply constraints. Stock fell ~4.5% in after-hours trading.
AMD announced its 'Advancing AI 2026' event on April 28, 2026, scheduled for July 23, 2026; medium impact expected as major event announcements typically influence price by ~5%.
Northland Capital Markets downgraded AMD stock to Market Perform on April 27, 2026; low impact expected as single analyst actions typically cause 1-3% price movement.
Announced the appointment of Troy Lahr as CFO (effective 2026-05-04) and Kristine Martin Anderson as President (effective 2026-05-01) on 2026-04-27.
Microsoft and OpenAI announced amended partnership terms on April 27, 2026, granting OpenAI more flexibility and making Microsoft's IP license non-exclusive. A 1% or greater price impact is estimated due to the structural partnership adjustment, expected.
Strategic partnership with S3NS for sovereign cloud solutions in France on 2026-04-27 scheduled; partnerships typically have a 1-5% price impact.
Ondas completed its merger with Mistral on 2026-04-24; the transaction qualifies as a trading-issue-relevant corporate action because Ondas issued 2,612,891 common shares at closing and committed to issue additional common stock installments as merger consideration, changing the company’s share count.
Announced plans on 2026-04-24 to reduce its workforce by approximately 10%, or 8,000 jobs, to enhance efficiency and reallocate resources towards investments in artificial intelligence. This is estimated to have a medium impact (≥5%) due to the significant scale of restructuring.
Alphabet announced its annual meeting for June 5, 2026, and filed proxy materials on April 24, 2026, including a proposal to add 200 million Class C shares to its 2021 Stock Plan. Low importance is estimated as this is a routine filing with expected <5% price impact, expected.
Intel reported Q1 2026 revenue of $13.6 billion and non-GAAP EPS of $0.29, significantly beating analyst forecasts. The strong results were driven by high demand for CPUs related to AI workloads. High importance is estimated due to the significant earnings beat expected.
Announced the closing of a $1 billion strategic investment from the Department of War into its Missile Solutions (MSL) business on April 23, 2026. The company plans to pursue an IPO for the MSL business in the second half of 2026.
Labor union rally on April 23, 2026, threatening a May strike if demands are not met; medium importance as production disruption risks typically cause ~5% price impact scheduled.
Leidos announced a $617 million award from the U.S. Army to build and deliver additional launchers for the Indirect Fire Protection Capability Increment 2 (IFPC Inc 2) system.
SAP Q1 2026 financial results announcement on 2026-04-23 scheduled; 12% revenue growth suggests a 5-10% price impact.