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
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.
Tempus to host its inaugural Investor Day on May 29, 2026, starting at 8:00 a.m. CT, 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 Annual General Meeting 2026 is scheduled to be held as a virtual event on May 15, 2026, scheduled. Medium impact estimated as AGMs provide critical updates on corporate governance and long-term strategy.
Q1 2026 earnings results are scheduled to be released after market close on May 11, 2026. High impact expected due to historical earnings volatility; scheduled.
Caris Life Sciences to report first quarter 2026 financial results on May 7, 2026, 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.
Recursion is scheduled to report its first quarter 2026 financial results and provide a business update before the market opens on May 6, 2026; price impact is estimated at ≥5% as the event is in the future scheduled
First quarter 2026 financial results and corporate update scheduled for release on May 5, 2026, scheduled. High impact estimated as quarterly earnings releases are primary drivers of stock price volatility in the biotechnology sector.
Tempus AI will report its financial results for the first quarter of 2026 after the market closes on May 5, 2026, expected.
Eli Lilly reported Q1 2026 revenue of $19.8 billion (+56% YoY) and non-GAAP EPS of $8.55, beating estimates. The company raised its full-year 2026 revenue guidance to $82-$85 billion, driven by strong sales of Mounjaro and Zepbound. This significant growth and guidance raise is estimated to result in a >10% price impact.
The U.S. FDA proposed removing tirzepatide, the active ingredient in Mounjaro and Zepbound, from the bulk drug substances list on 2026-04-30, restricting compounded versions. This regulatory protection of market share is estimated to result in a >10% price impact.
AbbVie reported Q1 2026 financial results on 2026-04-29, beating analyst expectations and raising its full-year guidance; this strong performance is estimated to result in a >10% price impact expected.
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.
Announced Q1 2026 financial results, reporting total revenue of $15.3 billion (up 8% at CER) and Core EPS of $2.58 (up 5% at CER), beating analyst expectations for revenue. The company reaffirmed its full-year 2026 guidance. Medium importance reflects the revenue beat and stable outlook.
AbbVie submitted an sNDA to the FDA for upadacitinib for the treatment of alopecia areata on 2026-04-28; this potential new indication is estimated to have a ~5% positive price impact expected.
Announced that the U.S. FDA approved Breztri Aerosphere for the maintenance treatment of asthma in patients 12 years and older, making it the first single-inhaler triple-combination therapy approved for this indication in the US. Low importance as the market impact for supplemental indications is typically 1-5%.
Announced positive high-level results from the Phase III MIRANDA trial for tozorakimab, which showed a statistically significant reduction in exacerbations in patients with chronic obstructive pulmonary disease (COPD). Low importance as Phase III results for new indications typically see a 1-5% market reaction.
AbbVie submitted a regulatory application for a SKYRIZI subcutaneous induction option on 2026-04-27; this incremental product improvement is estimated to have a ~1% positive price impact expected.