Sunday, August 16, 2026

The prior session closed modestly lower — SPY lost 0.20% to $776.34 and QQQ slipped 0.14% to $731.07. The 523-stock AI infrastructure universe outperformed the broad tape, with 344 advancers against 172 decliners and 7 flat, averaging a +1.11% move — +1.31% relative to SPY. Silicon design led the major segments at +2.38%, while software and design lagged at -1.24%. IPWR (Ideal Power Inc.) was the standout gainer at +22.8%, and TSSI (TSS, Inc.) fell 19.1% on the downside. This week’s reporting calendar opens Monday with FN (Fabrinet), moves through VNET (VNET Group, Inc.) and KEYS (Keysight Technologies, Inc.) on Tuesday, then ADI (Analog Devices, Inc.) and WOLF (Wolfspeed Inc.) on Wednesday, and closes Friday with SHMD (SCHMID Group N.V. Class A Ordinary Shares).

HIVE (HIVE Digital Technologies Ltd.) reported first-quarter fiscal 2027 revenue of $79.1 million. The company said contracted GPU cloud annualized recurring revenue reached approximately $110 million. The update shows the GPU cloud model building contracted recurring revenue even as quarterly reported revenue reflects current deployment and capacity timing.

Core Scientific completed a digital-infrastructure acquisition. CORZ (Core Scientific, Inc.) completed its acquisition of the Polaris DS platform, advancing the planned Muskogee expansion to 1.5 GW of gross power. The announcement moves a large power-centric compute site further toward execution and adds directly to the map of high-density AI infrastructure capacity.

Brookfield completed the Boralex acquisition. BAM (Brookfield Asset Management Ltd.) and BEP (Brookfield Renewable Partners L.P.) announced completion of the acquisition of BLX (Boralex). The transaction expands Brookfield’s renewable generation portfolio, which sits on the power-supply side of the AI buildout.

Diodes priced a convertible note offering. DIOD (Diodes Incorporated) announced pricing of a private placement of convertible senior notes. The raise puts new capital on the balance sheet for the silicon design name, which sells analog and discrete components into industrial, communications, and compute markets.

Cerebras set a SUPERNOVA livestream. CBRS (Cerebras Systems Inc.) will host a livestream of its 2026 SUPERNOVA event. The company did not detail the agenda in the release, but the event is its primary venue for platform and technology updates on wafer-scale AI compute.

FN (Fabrinet) reports Monday with an EPS estimate of $3.81. Fabrinet is a key read on optical packaging and manufacturing capacity for AI networking transceivers; the print will show whether 800G and 1.6T module demand is translating into volume. Also Monday, BHP (BHP Group Limited) reports with an EPS estimate of $2.67, and CHRN (ChronoScale Corporation) reports with an EPS estimate of -0.0626.

VNET (VNET Group, Inc.) reports Tuesday with an EPS estimate of -0.05575, alongside KEYS (Keysight Technologies, Inc.) at an estimate of $2.48. VNET is a direct read on Chinese data center leasing and capacity, while Keysight’s test-and-measurement demand touches both networking and chip development.

ADI (Analog Devices, Inc.) reports Wednesday with an EPS estimate of $3.34. NDSN (Nordson Corporation) reports the same day at $3.09, and WOLF (Wolfspeed Inc.) reports at -$2.45. The ADI and Wolfspeed prints matter for power-management and silicon-carbide content in high-performance power architectures.

SHMD (SCHMID Group N.V. Class A Ordinary Shares) reports Friday. No EPS estimate was provided in the data we track, but the company’s advanced packaging and wet processing equipment exposure makes it a useful read on panel-level and advanced substrate production.