Sunday, September 27, 2026

SPY closed at $771.35, up 0.54%, and QQQ at $744.50, up 0.46%. The 524 AI infrastructure names we track advanced 351 to 167, with 6 flat, averaging +0.59% and outperforming SPY by 0.05 percentage points. Silicon design led segment performance at +2.22%; operators lagged at -1.96%. SHMD (SCHMID Group N.V. Class A Ordinary Shares) was the session standout at +20.7%, while GWH (ESS Tech, Inc.) fell -38.2%. No universe companies are scheduled to report today; the week’s headline reports are MU (Micron Technology, Inc.) and JBL (Jabil Inc.) on Wednesday, with AYI (Acuity Brands, Inc.) on Thursday and CHRN (ChronoScale Corporation) on Monday.

NTAP (NetApp, Inc.) announced an intent to acquire PEAK:AIO to advance its scalable AI infrastructure architecture.

CLSK (CleanSpark, Inc.) closed $2.276 billion of senior secured notes. The financing gives CleanSpark additional capital as it expands bitcoin mining and HPC data center operations. The debt raise is a sizable balance-sheet event for the company and points to continued capital deployment into data center capacity.

CHRN (ChronoScale Corporation) reports Monday. The estimate is for EPS of -$0.0321.

MU (Micron Technology, Inc.) reports Wednesday. The memory readout is a key input for AI compute economics; HBM and high-density DDR pricing and bit demand influence accelerator and server margins. The estimate is for EPS of $31.52. Watch for datacenter memory commentary and any shift in HBM supply.

JBL (Jabil Inc.) reports Wednesday. Jabil’s data center and cloud manufacturing exposure makes the print a read on racks, power shelves, liquid cooling assemblies, and optical/photonics manufacturing. The estimate is for EPS of $4.06. Commentary on data center segment orders and margin mix will matter for the broader supply chain.

AYI (Acuity Brands, Inc.) reports Thursday. Acuity is not a pure AI infrastructure name, but its lighting and controls exposure ties to commercial and industrial construction, including data centers. The estimate is for EPS of $5.66. It is a secondary read on nonresidential construction trends.