Thursday, August 20, 2026
Written before the market opens. Every price and move in this brief is as of the close on Wednesday, Aug 19; company pages show live prices. The Buildout is a website built on agentic AI tools, currently in beta, and could have factual errors.
Stocks slipped Wednesday — SPY closed down 0.35% at $766.40 and QQQ lost 0.49% to $712.54. The 523-stock AI infrastructure universe underperformed by 0.48 percentage points, with 149 advancers, 372 decliners, 2 flat, and an average move of -0.82%. Operators led at +0.83%, while power generation lagged at -2.82%. BTBT (Bit Digital) was the standout gainer at +9.3%, and WOLF (Wolfspeed) was the biggest decliner at -10.0%. GRRR (Gorilla Technology) and CHRN (ChronoScale) report today, with SHMD (SCHMID Group) on Friday.
ADI (Analog Devices) reported adjusted EPS of $3.45, above the $3.34 estimate by $0.11.
WOLF (Wolfspeed) reported an adjusted loss of $2.26 per share, narrower than the $2.45 estimated loss. The stock still fell 10.0% in the prior session, the worst in the universe.
NDSN (Nordson Corporation) reported EPS of $3.25 versus the $3.09 estimate.
SQM (Sociedad Química y Minera de Chile) reported EPS of $2.31, above the $2.03 estimate by $0.28.
CRWV (CoreWeave) said Hudson River Trading will build a next-generation research platform on CoreWeave Cloud, powered by NVDA (NVIDIA) Vera Rubin NVL72 systems. The announcement places another large-scale deployment of Nvidia’s next-generation compute architecture onto CoreWeave’s cloud.
MU (Micron Technology) launched Micron Research Labs, a U.S.-based long-horizon innovation hub focused on memory and AI. The effort formalizes R&D around future memory architectures that support AI training and inference.
KLAC (KLA Corporation) and Q (Qnity Electronics) announced next-generation KLA inspection capabilities for advanced-node materials innovation. The partnership is aimed at accelerating process control for new materials used in leading-edge semiconductor production.
GRRR (Gorilla Technology) reports today with an EPS estimate of $0.27. Its results will be a read on AI-enabled security and infrastructure deployments.
CHRN (ChronoScale) also reports today, with an EPS estimate of -$0.0626. It is a smaller-cap visibility item within the group.
SHMD (SCHMID Group) reports Friday. No EPS estimate is available, so the focus will be on management commentary and order trends tied to advanced packaging and process tooling demand.
Initial Jobless Claims (Aug/15) leads the macro calendar this week.