Full 58-company sweep · ~48h official IR / wire / SEC · ranked 0–10
Revenue $1.935B (+93% Y/Y, +19% Q/Q); U.S. commercial $764M (+149% Y/Y); adj op income $1.194B (62% margin); Rule of 40 155%; adj FCF $1.220B; cash $9.2B (no debt). FY26 rev guide raised to $8.150–$8.158B (~82% Y/Y); U.S. commercial >$3.424B (≥134%). Primary AI-software demand print — full model / thesis update.
Closes May-announced ground-station package: Goonhilly UK (£37.0M, 50/50 cash-stock incl. 960,649 Class A shares) + COMSAT ($10M base cash). Expands deep-space / satcom ground network for IM-3 and Altus-1. Bolt-on vs scale — watchlist; next catalyst Q2 results Thu Aug 13 BMO.
Three-tranche term-out; proceeds for general corporate purposes including repayment of commercial paper and senior credit facility. Close expected Aug 6 (watch Item 2.03 8-K). No earnings/backlog content — capital-structure log only after strong Jul 30 Q2 print.
| Score | Ticker | Date | Item | Action |
|---|---|---|---|---|
| 3 | SNOW | Aug 3 | Q2 FY27 results date Sep 2 AMC (+ conferences) | Calendar |
| 3 | LWLG | Aug 3 | Q2 results call Aug 11 8:30 a.m. ET | Calendar |
| 3 | POET | Aug 3 | Board appointments (Pezeshki, Rankin); Malinge resigns | Log |
| 3 | BTDR | Aug 3 | 6-K auditor change → Deloitte Singapore | Log |
| 2 | AVGO | Aug 3 | Q3 FY26 results date Sep 2 AMC | Calendar |
| 2 | RBRK | Aug 3 | CSA AI Resilience Center of Excellence (Lead Founding Partner) | Log |
| 2 | ORCL | Aug 3 | Minor Hotels × Oracle Cloud customer PR | Log |
| 1 | GOOGL | Aug 3 | Austin nonprofit venue (CSR) | Log |
| 1 | ETR:AIXA | Aug 3–4 | Routine WpHG Art. 40 notices only | Log |
Aug 4: SPCX AMC · CIFR BMO (recheck) · TSEM · Aug 5: SEDG BMO · DASH AMC · SITM · GFS · Aug 6: ONTO · NVMI · MTSI · HIMX · MP · ETR:SMHN H1 · LEU · UMC sales · Aug 7: OKLO · Aug 10–13: RKLB/BTDR/CAMT · SMCI/CRWV/LITE/LWLG · CBRS · LUNR · Aug 18: KEYS · Aug 26: NVDA · Sep 2: AVGO · SNOW
| Ticker | Max | Tier | One-liner |
|---|---|---|---|
| TSLA | — | Quiet | No new formal PR/8-K; post-Q2 monitor |
| AVGO | 2 | Low | Q3 FY26 results date Sep 2 AMC |
| INTC | — | Quiet | No new formal PR/8-K |
| CSCO | — | Quiet | No new formal PR/8-K |
| PL | — | Quiet | No new formal PR/8-K |
| LRCX | — | Quiet | Post Jun-qtr quiet; prior High carry-forward |
| GFS | — | Quiet | Q2 results calendar Aug 5 |
| UMC | — | Quiet | Post-Q2 quiet; July sales ~Aug 6 |
| SMCI | — | Quiet | Q4/FY26 results Aug 11 |
| TSEM | — | Quiet | Q2 due ~Aug 4 — recheck after print |
| DASH | — | Quiet | Q2 results Aug 5 AMC |
| SNOW | 3 | Low | Q2 FY27 date Sep 2 + conf schedule |
| ONTO | — | Quiet | Q2 results Aug 6 AMC |
| NVDA | — | Quiet | Q2 FY27 call Aug 26 |
| TSM | — | Quiet | July monthly sales ~Aug 10 |
| RKLB | — | Quiet | Q2 Aug 10 AMC; prior contract Highs carry-forward |
| LEU | — | Quiet | Q2 webcast Aug 6 |
| AEHR | — | Quiet | Post-FY26 quiet |
| COHU | — | Quiet | Post-Q2 quiet (Jul 30 High carry-forward) |
| LITE | — | Quiet | FY26 results Aug 11 AMC |
| OKLO | — | Quiet | Q2 results Aug 7 |
| LUNR | 7 | Medium | Goonhilly+COMSAT closed; Q2 Aug 13 |
| AMS:ASM | — | Quiet | Post-Q2 quiet (Jul 28 High carry-forward) |
| AMS:BESI | — | Quiet | Post-Q2 quiet (Jul 23 High carry-forward) |
| PLTR | 10 | High | Q2 beat + large FY guide raise |
| NVMI | — | Quiet | Q2 results Aug 6 BMO |
| PWR | 5 | Medium | $2B senior notes pricing (close ~Aug 6) |
| IREN | — | Quiet | Jul 20 AI Cloud High carry-forward |
| GOOGL | 1 | Low | Austin nonprofit CSR only |
| PGY | — | Quiet | Post-Q2 quiet (Jul 30 High carry-forward) |
| MP | — | Quiet | Q2 results Aug 6 AMC |
| SITM | — | Quiet | Q2 results Aug 5 AMC |
| MTSI | — | Quiet | Q3 FY26 results Aug 6 BMO |
| RBRK | 2 | Low | CSA AI Resilience CoE partner PR |
| ORCL | 2 | Low | Minor Hotels customer PR |
| NVTS | — | Quiet | Post-Q2 quiet |
| MPWR | — | Quiet | Post-Q2 quiet (Jul 30 High carry-forward) |
| BTDR | 3 | Low | Auditor 6-K; Q2 Aug 10 |
| CRWV | — | Quiet | Q2 call Aug 11 |
| CIFR | — | Quiet | Q2 BMO Aug 4 — recheck wire/EDGAR |
| CORZ | — | Quiet | Jul 28 AMD HDC High carry-forward |
| CIEN | — | Quiet | No new formal PR |
| AXTI | — | Quiet | Jul 29–30 LTA+Q2 High carry-forward |
| EPA:SOI | — | Quiet | Post-AGM quiet |
| ETR:AIXA | 1 | Low | WpHG only; H1 High carry-forward |
| SMTC | — | Quiet | No new formal PR |
| HIMX | — | Quiet | Q2 results Aug 6 |
| ETR:SMHN | — | Quiet | H1 report due ~Aug 6 |
| CAMT | — | Quiet | Q2 results Aug 10 |
| KEYS | — | Quiet | Q3 FY26 results Aug 18 |
| SDSK | — | Unresolved | Ticker identity unresolved — not SNDK |
| POET | 3 | Low | Board appointments (6-K) |
| LWLG | 3 | Low | Q2 call Aug 11 |
| ETR:LPK | — | Quiet | Post-H1 quiet |
| CBRS | — | Quiet | Q2 results Aug 12 AMC (Cerebras) |
| SPCX | — | Quiet | Q2 AMC Aug 4 — recheck after print |
| ENPH | — | Quiet | Post-Q2 quiet (Jul 28) |
| SEDG | — | Quiet | Q2 results Aug 5 BMO |