Tuesday, September 22, 2026

SPY rose 1.55% to $773.50 and QQQ gained 2.77% to $741.47. Across the 523-stock AI infrastructure universe, 368 names advanced, 149 declined, and 6 were flat, with an average move of +1.61%, about six basis points ahead of SPY. Silicon Design led segment performance at +4.43%; Utilities & Energy lagged at -0.43%. The standout was CRML (Critical Metals Corp.) at +38.6%, while SBSW (Sibanye Stillwater Limited) was the biggest decliner at -4.5%. Today’s calendar includes WOR (Worthington Industries, Inc.), which reports today, while SNX (TD Synnex Corp) and UEC (Uranium Energy Corp.) report Thursday.

Digital Realty's latest survey indicated accelerating AI investment plans in Asia Pacific. DLR (Digital Realty Trust, Inc.) reported that more than half of Asia Pacific enterprises plan to increase AI investment by more than 25%. The survey is a demand signal for colocation and interconnection in a region that has been expanding data center capacity. It matters because APAC is a key growth market for AI infrastructure, and tenant investment intentions feed directly into capacity planning.

Solaris Energy Infrastructure announced a $1.0 billion senior notes offering due 2032. SEI (Solaris Energy Infrastructure, Inc.) said the notes are due 2032. It matters because access to capital is a gating factor for the energy infrastructure that AI data centers require.

ABM launched a technical training center aimed at semiconductor workforce development. ABM (ABM Industries Inc.) said the center will train technicians to support semiconductor manufacturing facilities. The initiative addresses a labor bottleneck in fab construction and operations. It matters because the AI buildout is constrained not just by capital but by available skilled labor for semiconductor facilities.

Worthington Industries reports today. WOR (Worthington Industries, Inc.) reports with consensus EPS of $0.751. WOR is not a direct AI infrastructure name, but its manufacturing and industrial products lines offer a small read on industrial demand. The report matters mainly as a check on the broader manufacturing economy around facility and equipment buildouts.

TD Synnex reports Thursday. SNX (TD Synnex Corp) reports September 24 with consensus EPS of $4.70. As one of the largest IT distributors, TD Synnex is a direct window into server, storage, and networking volumes, including AI hardware sold through channel partners. Its commentary on AI infrastructure demand and component availability will be a key data point for the segment.

Uranium Energy reports Thursday. UEC (Uranium Energy Corp.) reports September 24 with consensus EPS of -$0.039. Uranium fuel is a key input for nuclear power, which is part of the long-term power mix for AI data centers. The company's update on uranium pricing and contracting could inform how investors are thinking about nuclear's role in the AI power buildout.