KEDI U.S. Medical AI Index
The index consists of U.S.-listed equities that are highly related to medical AI.
Sentiment Summary
Recent Events
Tempus AI is scheduled to report its Q2 2026 financial results; earnings releases typically result in price moves of 5% or more, scheduled.
Next earnings release for Q2 2026 on 2026-08-03 is scheduled. Low importance is estimated for the scheduling announcement itself.
Q2 2026 earnings release for 2026-07-30. Low importance as it is a routine announcement scheduled.
Alphabet's Q2 2026 earnings release is scheduled.
Intuitive Surgical's Q2 2026 earnings release, a major stock catalyst, is scheduled.
2026 Annual Meeting of Stockholders scheduled for June 17, 2026. Market reaction not yet occurred; low importance assigned due to likely <5% price impact from annual meeting scheduled.
Company management will participate in a fireside chat at the Goldman Sachs 47th Annual Global Healthcare Conference on 2026-06-09. Low importance as conference participation typically has minimal immediate price impact scheduled.
Participation in the Goldman Sachs 47th Annual Global Healthcare Conference scheduled for June 9, 2026. Market reaction not yet occurred; low importance assigned due to likely <5% price impact from conference participation scheduled.
Ex-dividend date for a quarterly cash dividend of $0.22 per share, a 5% increase from the prior quarter. The dividend was declared by the Board of Directors on April 27, 2026.
Alphabet announced on June 1/2, 2026, a plan to raise up to $80 billion via stock offerings to fund AI infrastructure investments, citing that customer demand is exceeding its available compute supply. The plan includes a $10 billion private placement to Berkshire Hathaway.
European Commission approved AQUIPTA (atogepant) for acute migraine treatment on 2026-06-02. Low importance as label expansions typically result in moderate price movement.
Wolfe Research analysts forecast an 'Outperform' rating and a $260 price target on 2026-06-02 estimated.
Positive results from the EMERALD-3 Phase III trial were presented at the ASCO 2026 meeting on 2026-06-01, showing that Imfinzi and Imjudo combined with lenvatinib and TACE reduced the risk of disease progression or death by 30% in patients with unresectable liver cancer; high market impact (>=10%) expected due to significant clinical efficacy.
Tempus announced the upcoming clinical availability of its first whole-genome sequencing assay, xH, for hematologic malignancies.
Announced positive Phase 3 results for cancer drug Retevmo in early-stage RET fusion-positive non-small cell lung cancer, showing an 83% reduction in the risk of disease recurrence or death; high impact due to breakthrough clinical data expected
Tempus announced the launch of the next-generation of Lens, its agentic AI platform for oncology drug development.
Announced encouraging interim Phase 2 data for its investigational lung cancer treatment, pumitamig, on 2026-05-30, showing high response rates in non-small cell lung cancer (NSCLC). High importance is estimated based on the significant clinical impact of Phase 2 oncology data.
The US FDA approved Imfinzi in combination with BCG therapy for the treatment of adult patients with a specific type of high-risk, non-muscle-invasive bladder cancer on 2026-05-29; medium market impact (>=5%) expected due to indication expansion.
European Commission authorized expanded label for VENCLYXTO (venetoclax) for untreated CLL on 2026-05-29. Low importance as label expansions typically result in moderate price movement.
The CARES Phase III clinical program for anselamimab did not meet its primary endpoint on 2026-05-29, but a prespecified subgroup analysis showed a clinically meaningful benefit for patients with kappa light chain amyloidosis; low market impact (>=1%) expected due to mixed clinical results.
Scheduled to announce a collaboration with Diakonos Oncology for a Phase I/II clinical trial on 2026-05-29; Low importance due to expected >1% price impact from clinical collaboration scheduled.
Tempus AI held its inaugural investor day, providing overviews of its Diagnostics and Data and Applications segments and financial expectations.
U.S. FDA approved Decnupaz (pivekimab sunirine-pvzy), an ADC acquired via ImmunoGen, for adult BPDCN on 2026-05-28. High importance is estimated as the first ADC for this rare blood cancer, likely driving significant market impact.
CVS Caremark announced it will add Lilly's obesity drugs Foundayo and Zepbound to its preferred formularies, significantly expanding patient access; high impact due to increased market share expected
The US FDA extended the decision date for the SERENA-6 regulatory filing of camizestrant to 2026-05-28 to enable the review of additional data; low market impact (>=1%) expected due to regulatory delay.
Expanded its 'Hims & Hers Benefits' program by adding eight new health and wellness partners, including iFIT, MyFitnessPal, and HelloFresh; low importance estimated due to the incremental nature of the update.