Friday, August 28, 2026

Equities closed higher — SPY gained 0.66% to $771.10 and QQQ added 1.37% to $721.11. The 523 AI infrastructure names we track averaged +0.84%, a 0.18-point outperformance relative to SPY, with 295 advancing, 220 declining, and 8 flat. Software & design led with a +6.64% average gain; cooling lagged at -0.76%. MOVE (Corvex, Inc.) was the day's standout at +16.4%, while SLND (Southland Holdings, Inc.) fell 10.4%. No major universe companies report today; on the coming earnings calendar, the largest names are AVGO (Broadcom Inc.), ORCL (Oracle Corporation), DELL (Dell Technologies Inc.), and CIEN (Ciena Corporation).

ADSK (Autodesk, Inc.) reported fiscal 2027 second quarter EPS of $3.30, ahead of the $3.12 consensus estimate. The company also announced plans to present at upcoming investor conferences.

CSIQ (Canadian Solar Inc.) reported a loss of $1.40 per share, wider than the $0.18 loss expected. The result is a negative datapoint in the power generation segment, though its direct AI infrastructure read-through is limited.

IREN (IREN Limited) reported FY26 results with EPS of -$1.88, well below the -$0.55 estimate. The company operates power-intensive compute assets, making its per-share loss relevant to how quickly it can fund continued infrastructure buildout.

S (SentinelOne, Inc.) reported EPS of $0.08 versus a $0.07145 estimate, a slight beat. Shares closed up 10.7% in the prior session.

MRVL (Marvell Technology, Inc.) reported second quarter fiscal 2027 EPS of $0.94 versus a $0.933 estimate, a modest beat. The report covers custom silicon and optical interconnect demand tied to AI data center buildouts.

RBRK (Rubrik, Inc.) reported EPS of $0.20 versus a $0.03908 estimate, a substantial beat. Shares gained 11.3% in the prior session.

NVDA (NVIDIA Corporation) announced a multi-year partnership with Hark to advance personalized agentic AI supported by gigawatt-scale compute. The release does not disclose financial terms. The gigawatt-scale wording points directly to the scale of underlying infrastructure — large data center campuses, utility interconnection capacity, and high-density power delivery.

KD (Kyndryl Holdings, Inc.) expanded its alliance with AVGO to drive secure-by-design private cloud environments for the AI era. The initiative targets enterprise AI workloads outside hyperscale public cloud, pulling Broadcom silicon, networking, and software into private data center environments.

DBRG (DigitalBridge Group, Inc.) agreed to acquire PLUS ES, an Australian smart metering platform. The transaction adds power monitoring and grid-edge data capabilities to DigitalBridge's digital infrastructure portfolio, a theme that sits adjacent to AI data center power management.

DIOD (Diodes Incorporated) completed its acquisition of ElevATE Semiconductor, expanding its presence in the high-growth ATE market. ATE demand is a direct function of semiconductor test intensity across AI silicon, advanced packaging, and leading-edge nodes.

ETR (Entergy Corporation) said customers are beginning to see benefits from data center agreements under its Fair Share Plus framework. The utility framed the agreements as keeping money in customers' pockets while data center load centers come online, another example of utilities structuring AI-related load growth.

AVGO reports Sep 2 with an EPS estimate of $3.22. The print is a key readout for custom AI accelerator and high-performance Ethernet switching demand; its semiconductor and software outlook matters for AI networking and custom silicon order patterns.

SAIC (Science Applications International Corporation) reports Aug 31 with an EPS estimate of $2.31. The print is a scheduled release this week; watch for actual results against the estimate.

DELL reports Sep 1 with an EPS estimate of $4.91. Dell sits at the server and compute layer of the AI buildout; AI server backlog and margin commentary will be parsed for demand across high-density compute and attached storage. Sep 1 also brings prints from CRDO and PANW.

CIEN (Ciena Corporation) reports Sep 3 with an EPS estimate of $1.72. Ciena is a direct read on optical transport capacity connecting AI data centers; order commentary matters for metro and long-haul network equipment. Sep 2 adds HPE, NTAP, and AGX (Argan, Inc.).

ORCL reports Sep 8 with an EPS estimate of $1.73. Oracle's cloud infrastructure buildout and remaining performance obligations are directly relevant to AI data center capacity and capex; the report will be watched for OCI utilization and new deployment commentary.