KEDI Palantir Fixed Tech100 Index

CEO Tim Cook is scheduled to transition to the role of Executive Chair, with John Ternus, current SVP of Hardware Engineering, becoming the new CEO on September 1, 2026, which analysts forecast will result in a ~5% price impact, scheduled.

Cisco's Q4 FY2026 earnings release is scheduled for August 12, 2026, based on past reporting schedules; high volatility is expected.

AMD Q2 2026 earnings release and $11.2B revenue guidance (46% YoY growth); medium importance justified by estimated >=5% price impact scheduled.

Amazon's Q2 2026 earnings release is scheduled for July 30, 2026, where analysts forecast an EPS of approximately $1.81-$1.82. Medium importance is estimated as earnings releases typically trigger 5-10% price volatility forecasted.

Comcast is scheduled to release its Q2 2026 earnings results on 2026-07-30. Analysts forecast earnings of approximately $0.99 per share. A price impact of ≥5% is estimated based on historical earnings volatility, scheduled.

Sanofi is scheduled to release its Q2 2026 financial results on July 30, 2026; a 1-5% impact is estimated as the market anticipates the report, scheduled.

Qualcomm is expected to release its Q3 2026 earnings results on 2026-07-29. This date is estimated based on past reporting schedules and is not yet confirmed by the company. Earnings releases typically cause >5% price volatility expected.

NXP Semiconductors is scheduled to release its Q2 2026 financial results after market close on July 28, 2026. High importance is estimated as earnings reports typically result in significant price volatility, scheduled.

Q2 2026 earnings release is scheduled for 2026-07-28. Analysts forecast EPS of approximately $1.92 estimated.

Q2 2026 earnings release scheduled for 2026-07-27. The company provided guidance for revenue between $1.555 billion and $1.595 billion. Analysts forecast EPS of approximately $2.05. Medium importance is estimated as earnings releases typically trigger 5-10% price movements expected.

Alphabet Q2 2026 earnings release on July 22, 2026, with an EPS of $2.85-$2.88 as analysts forecast; a neutral impact is estimated as the market awaits actual results, scheduled.

Netflix's Q2 2026 earnings release is scheduled for July 16, 2026. Analysts forecast EPS of around $0.79. Estimated price impact is Low based on historical stability, and the results are forecasted and scheduled.

ASML is scheduled to report its Q2 2026 financial results on 2026-07-15, with analysts forecasting EPS of approximately $8.10; high importance is estimated due to historical volatility following earnings, scheduled.

Ex-dividend date for a quarterly cash dividend of $0.33 per share on 2026-07-01. The payment date is July 22, 2026, scheduled.

Honeywell Aerospace spin-off from Honeywell International Inc. is scheduled to be completed on 2026-06-29; this major structural change is estimated to have a >10% price impact scheduled.

Micron is scheduled to report its fiscal Q3 2026 earnings on June 24, 2026, with record revenue and EPS expected; high impact estimated due to record guidance.

Paychex is expected to report Q4 2026 earnings on June 24, 2026, with analysts forecasting an EPS of approximately $1.32; High importance is estimated as earnings reports often trigger ≥10% price movement, scheduled.

Qualcomm Investor Day 2026 is scheduled for 2026-06-24, where executives are expected to outline the next phase of the company's growth and diversification strategy, with a focus on AI. Strategic updates often lead to ~5% price movement scheduled.

Quarterly dividend of $0.26 per share, ex-dividend date June 17, 2026, scheduled. Routine dividends typically result in a price impact of approximately 1%.

Workday's Annual Stockholder Meeting is scheduled for June 16, 2026, scheduled.

KLA Corp announced a 10-for-1 forward stock split of its common shares. Stockholders of record on June 4, 2026 will receive nine additional shares after the close on June 11, 2026, and KLAC is scheduled to begin trading on a split-adjusted basis on June 12, 2026.

Adobe is scheduled to report its Q2 2026 earnings results on 2026-06-11 with analysts forecasting revenue of approximately $6.46 billion. Medium importance is estimated as earnings reports typically drive significant volatility scheduled.

2026 Annual Meeting of Stockholders on 2026-06-11. Low importance justified by expected minimal price impact from routine meeting scheduled.

Apple's annual Worldwide Developers Conference (WWDC) is scheduled to begin on June 8, 2026, where major software updates like iOS 27 and AI advancements are expected to drive a ~5% price impact according to analyst forecasts, expected.

Baidu will hold its annual general meeting of shareholders on June 5, 2026. No proposals are scheduled to be submitted for shareholder approval, making it a routine governance event with an estimated price impact of approximately 1% scheduled.

Quarterly dividend of $1.60 per share, ex-dividend date is June 4, 2026, payable on June 18, 2026, scheduled. Importance is Low as dividends typically result in a price adjustment of approximately the dividend amount.

Annual Meeting of Stockholders of Netflix, Inc. is scheduled for June 4, 2026. Estimated price impact is Low as routine meetings typically result in minimal price movement. The meeting is scheduled.

CrowdStrike is scheduled to release its financial results for the first quarter of fiscal year 2027, which ended on April 30, 2026, on 2026-06-03. The announcement is expected after the U.S. market close. High importance is assigned as earnings releases typically result in significant price volatility exceeding 10% scheduled

Q2 2026 earnings release scheduled for June 3, 2026. Analysts forecast an EPS of $2.32. Estimated price impact is Medium (5-10%) as quarterly results typically drive significant market movement scheduled.

On June 2, 2026, Palo Alto Networks will release its financial results for the fiscal third quarter 2026. High importance is assigned as earnings releases for major cybersecurity firms typically trigger price volatility exceeding 10%. This event is scheduled.

Declared a quarterly cash dividend of $1.10 per share with an ex-dividend date of 2026-06-02. Market analysts estimate a 1% price adjustment on the ex-date as the dividend value is detached from the share price, estimated.

Fourth quarter and full fiscal year 2026 earnings release. High importance is estimated as this is a highly anticipated report given the company's significant recent growth in the AI sector, scheduled.

First quarter fiscal 2027 earnings release is scheduled. Analysts forecast revenue of approximately $664.5 million and EPS of $1.18. High importance is estimated as the event is expected to have a significant market impact, scheduled.

CEO Haviv Ilan is scheduled to speak at the Bernstein 42nd Annual Strategic Decisions Conference on 2026-05-28 scheduled.

Marvell is scheduled to report its Q1 fiscal 2027 earnings after the market close on May 27, 2026. Analysts forecast strong results, and options traders price in a 13% move, which justifies the high importance estimate scheduled.

Synopsys is scheduled to report its Q2 fiscal year 2026 earnings results after the market closes on 2026-05-27; earnings releases for major technology companies typically result in price movements of 5% or more, scheduled.

CEO Brian Armstrong publicly outlined a vision for upgrading the global financial system, calling for innovation-friendly regulation and highlighting the potential of tokenized assets and stablecoins, amid reported SEC delays on tokenized stock trading.

Announced relocation of Stockholm headquarters and operations from Kista to Hagastaden on May 25, 2026, with the move starting in 2028, scheduled; relocation is a significant operational change.

Reports on May 25, 2026, indicated the European Union is preparing to impose a fine on Google for Digital Markets Act violations.

At a J.P. Morgan conference, company executives detailed their 'Everything Exchange' strategy to expand beyond spot crypto trading into derivatives and other assets, noting that regulatory clarity is a key catalyst for this expansion.

On May 22, 2026, Micron announced the start of 1-alpha DRAM manufacturing at its Manassas, Virginia, fab; medium impact estimated due to production expansion.

Announced participation with Meta, Applied Materials, and others in a $125 million, five-year commitment to establish a semiconductor research hub at UCLA focused on AI chips.

Received FDA accelerated approval for Hepcludex (bulevirtide-gmod), the first approved treatment for chronic Hepatitis Delta Virus (HDV) in the U.S. The approval resulted in a 2.8% price impact.

Received a positive opinion from the European Medicines Agency's CHMP for Trodelvy for the first-line treatment of a specific subgroup of metastatic triple-negative breast cancer (mTNBC). Estimated price impact is ≥1% due to positive regulatory progress.

Quarterly cash dividend ex-date of 2026-05-22 for $0.455 per share, announced on May 7, 2026.

London's mayor blocked a potential £50 million contract between Palantir and the Metropolitan Police for an AI system, citing concerns about the procurement process. Market reaction is estimated at ≥1% due to the loss of a significant government contract.

Successfully launched the 'Viva La StriX' mission from New Zealand on 2026-05-22, deploying the ninth dedicated satellite for Synspective. This routine success is estimated to have a low impact (approx. 1%).

Japan's regulatory authority worked with Amgen's partner Kissei to update the Tavneos (avacopan) prescribing information to include a warning on serious liver injury, following reports of 20 patient deaths in Japan since 2022. This follows a temporary recommendation on May 15 to halt new patient prescriptions. High importance: significant regulatory risk and safety concerns; internal analysis estimates a >=10% price impact, estimated.

Biogen and partner Denali Therapeutics announced that the Phase 2b LUMA study of their investigational Parkinson's disease drug, BIIB122, failed to meet its primary and secondary endpoints on May 21, 2026. Development for this indication will be discontinued. High importance is estimated as clinical trial failures for major indications typically result in significant market reaction exceeding 10%. Expected.

Workday reported fiscal 2027 Q1 results on May 21, 2026, with $2.542 billion revenue and $2.66 EPS, beating estimates and causing a significant stock price increase.

AMD $10B investment in Taiwan semiconductor ecosystem and 2nm EPYC 'Venice' CPU production confirmation; medium importance justified by estimated >=5% price impact scheduled.

Expansion of Austin sequencing facility to support growing test volume expected.

Announced an expanded multi-year technology collaboration with Stellantis on 2026-05-21 to integrate Qualcomm's Snapdragon Digital Chassis across Stellantis's next-generation vehicle lineup, covering cockpit, connectivity, and ADAS. Strategic partnership expected to result in ~5% price impact expected.

Announced a $90 million contract award from the U.S. Space Force's Space Systems Command on 2026-05-21 to design, manufacture, and operate two geostationary satellites. This is estimated to have a medium impact (approx. 5%) due to significant revenue growth potential.

Announced a new at-the-market equity distribution agreement on 2026-05-21 to sell up to $3 billion in common stock over time. This is estimated to have a medium negative impact (approx. 5%) due to potential shareholder dilution.

CrowdStrike announced an integration with Claude's Compliance API on 2026-05-21 to provide visibility and monitoring for Claude AI activity.

Announced over 100 upcoming innovations for its da Vinci 5 surgical system on 2026-05-21, including enhancements to remote collaboration and instrument capabilities. Low importance estimated as product updates typically result in >=1% but <5% price impact.

Quarterly dividend ex-date on 2026-05-21 for a payment of $0.91 per share. Low importance estimated as dividend ex-dates typically result in 1-5% price movement.

Announced positive results from the Phase 1/2 LINKER-AL2 trial for Lynozyfic (linvoseltamab) in patients with systemic amyloid light chain (AL) amyloidosis.

Increased quarterly cash dividend to $0.13 per share from $0.12, with an ex-dividend date of May 21, 2026. A low importance is estimated as dividend increases typically result in a modest positive market reaction of 1-5%.

Announced that Health Canada accepted for review a New Drug Submission (NDS) for suzetrigine for the treatment of moderate-to-severe acute pain. Regulatory progress is estimated to result in a minor positive impact of at least 1%.

Announced record Q1 FY2027 revenue of $81.6 billion (+85% YoY), provided Q2 revenue guidance of $91.0 billion, and announced a 25-fold increase in the quarterly dividend to $0.25 per share. [High importance estimated: >10% price impact expected due to significant growth and dividend hike]. scheduled

Announced a significant increase in its quarterly cash dividend from $0.01 to $0.25 per share on 2026-05-20, with a record date of June 4, 2026. An additional $80 billion was also authorized for share repurchases. [High importance estimated: >10% price impact expected due to the massive scale of the buyback and dividend hike]. scheduled

Reported fiscal Q2 2026 earnings on 2026-05-20, with revenue of $3.62 billion and adjusted EPS of $3.09, beating analyst expectations. Provided strong Q3 revenue guidance of $3.8B-$4.0B. Despite the positive results and outlook, the stock declined over 7% in a 'sell-the-news' reaction.

Amazon held its 2026 Annual Meeting of Shareholders on May 20, 2026, where shareholders elected the board and approved executive compensation. Medium importance is assigned as governance decisions can impact sentiment by ~5% scheduled.

UBS analysts raised their price target on ASML to €1,900 on 2026-05-20, forecasting a significant potential upside driven by memory demand and AI-related investments; medium importance is estimated as major price target changes typically influence sentiment by 5-10%, forecasted.

Announced a collaboration with South Korean AI company Rebellion to integrate Credo's Active Electrical Cables (AECs) into Rebellion's AI inference hardware.

Meta is scheduled to initiate a major round of layoffs on May 20, 2026, cutting approximately 8,000 jobs (about 10% of its workforce); a Medium importance (>=5% impact) is expected due to the scale of the restructuring.

AMD Ryzen AI Max PRO 400 Series and Ryzen AI Halo platform launch; partner systems expected in Q3 2026; low importance justified by estimated >=1% price impact expected.

Announced a joint R&D collaboration with Applied Materials as an innovation partner on its EPIC platform to accelerate advanced packaging for next-gen AI chips.

CrowdStrike was named the Overall Champion in the Omdia 2026 Cybersecurity Platform Ecosystems Leadership Matrix on 2026-05-20, ranking highest among 24 vendors.

Quarterly dividend ex-date of $5.16 per share on May 20, 2026. The dividend is payable on June 17, 2026.

Announced the establishment of a Panel-Level Packaging Center of Excellence in Salzburg, Austria, to advance chip-packaging technology.

Company presented at the JP Morgan 2026 Global Technology, Media and Communications Conference, reiterating strong business momentum and recovery.

On May 20, 2026, the company entered into privately negotiated agreements to exchange $185.9 million of its 3.50% Exchangeable Senior Notes due 2028 for cash and a number of ordinary shares, with the transaction expected to close around May 26, 2026.

Announced the retirement of Peter Griffith, Executive Vice President and Chief Financial Officer. Medium importance: CFO transition; internal analysis estimates a >=5% price impact, estimated.

Announced a global partnership with Net Feasa on May 19, 2026, to deploy carrier-grade 4G/5G and AI-ready connectivity for the maritime industry, scheduled; partnership is a standard business development.

Google held its annual I/O developer conference on May 19, 2026, showcasing new AI models and product updates.

Announced the availability of new Surface Pro and Laptop for Business on 2026-05-19. Low importance estimated as product launches typically result in 1-5% price movement.

Tesla officially abandoned its plans to build a manufacturing facility in India on May 19, 2026, following impasses over import tariffs; price impact is estimated at 1% as the market had already factored in the delays expected.