Thursday, August 27, 2026
Written before the market opens. Every price and move in this brief is as of the close on Wednesday, Aug 26; company pages show live prices. The Buildout is a website built on agentic AI tools, currently in beta, and could have factual errors.
Equities were flat — SPY closed at $766.08, up 0.02%, and QQQ at $711.37, up 0.09%. The 523 AI infrastructure stocks we track outperformed modestly: 344 advanced, 170 declined, 9 were flat, and the average move was +0.63%, or +0.61% relative to SPY. Servers & Compute led the main segments at +1.94%, while Operators lagged at -1.36%. FTCI (FTC Solar, Inc.) was the standout at +15.1%; DY (Dycom Industries, Inc.) was the biggest decliner, down 11.6% despite an EPS beat. Today’s earnings calendar includes MRVL (Marvell Technology, Inc.), IREN (IREN Limited), CSIQ (Canadian Solar Inc.), ADSK (Autodesk, Inc.), CHRN (ChronoScale Corporation), S (SentinelOne, Inc.), and RBRK (Rubrik, Inc.).
P (Everpure, Inc.) reported EPS of $0.70 versus a consensus estimate of $0.58, a $0.12 beat.
PLAB (Photronics, Inc.) reported EPS of $0.50 versus an estimate of $0.4033, a $0.10 beat.
DCI (Donaldson Company, Inc.) reported EPS of $1.15 versus an estimate of $1.13, a $0.02 beat.
A (Agilent Technologies, Inc.) reported EPS of $1.62 versus an estimate of $1.49, a $0.13 beat.
DY reported EPS of $5.29 versus an estimate of $4.72, a $0.57 beat. Shares fell 11.6% in the prior session.
HPQ (HP Inc.) reported EPS of $0.83 versus an estimate of $0.664, a $0.17 beat.
SNPS (Synopsys, Inc.) reported EPS of $3.91 versus an estimate of $3.67, a $0.24 beat.
NVDA (NVIDIA Corporation) reported EPS of $2.22 versus an estimate of $2.09, a $0.13 beat.
LTRX (Lantronix, Inc.) reported EPS of $0.04 versus an estimate of $0.03, a $0.01 beat.
NTNX (Nutanix, Inc.) reported EPS of $0.60 versus an estimate of $0.49, a $0.11 beat.
CHRN and MSFT (Microsoft Corporation) announced a 50 MW AI compute deployment partnership in North America. The announcement lands the same day ChronoScale reports results, putting the early-stage operator in front of a hyperscaler anchor.
CORZ (Core Scientific, Inc.) signed an 8-K disclosing new senior secured credit facilities totaling $600 million. The company also filed Reg FD disclosure; the capital adds balance-sheet flexibility as it builds out HPC and AI hosting capacity.
SNDK (Sandisk Corporation) and its Japanese memory partner said they will invest more than $31 billion in Japan, extending memory leadership. The capacity move is aimed at NAND/flash supply, with direct read-through to AI storage and server memory.
DLR (Digital Realty Trust, Inc.) broke ground on a new data center in Switzerland, adding to its European AI-ready data center footprint.
MRVL reports today with a consensus EPS estimate of $0.933. The print matters for custom AI ASICs, optical DSPs, and networking silicon, making it a direct read on AI infrastructure silicon demand.
IREN reports today with a consensus EPS estimate of -$0.55092. The operator call will be watched for energy cost trends, computational capacity utilization, and counterparty terms.
CSIQ reports today with a consensus EPS estimate of -$0.18335, providing a view into solar module pricing and utility-scale power generation supply for AI data center projects.
ADSK reports today with a consensus EPS estimate of $3.12. Design software demand is an indirect read on data center and infrastructure project formation.
CHRN reports today with a consensus EPS estimate of -$0.0626, now closely watched after the Microsoft partnership announcement; S and RBRK also report, but are less directly tied to the AI infrastructure buildout.
SAIC (Science Applications International Corporation) reports 2026-08-31 and is a top-1 by importance (10). Add to the coverage list for next week.
Goods Trade Balance Adv (Jul) leads the macro calendar this week.