9LRCXEarnings · 8-K 2.02
June quarter results — record revenue + strong September guide
Rev $6.72B (+15% QoQ), GAAP EPS $1.81; Sept guide rev $8.10B ± $400M, EPS $2.15 ± $0.15. AI WFE demand print. Full analysis.
Full 58-company sweep · 2026-07-31 UTC · ~last 48h official PRs
Rev $6.72B (+15% QoQ), GAAP EPS $1.81; Sept guide rev $8.10B ± $400M, EPS $2.15 ± $0.15. AI WFE demand print. Full analysis.
Rev NT$68.73B (+12.6% QoQ / +17% YoY), GM 32.5%, util 85% → Q3 90%+. Singapore P4 SiPh + Tainan fab shell (P7/P8). Full analysis.
Strong sequential/AI ALD demand; H2 >+20% vs H1. Full analysis.
Adj EPS $4.24; FY rev $39.3–39.7B; four acquisitions (~$1.2–1.4B 2026 rev). AI data-center + grid. Full analysis.
Beats on volume/revenue/Adj. EBITDA; FY26 GAAP NI guidance lift. Full analysis.
Q3 guide $1.14–1.16B; board +$500M buyback (auth $1B). 800V DC sampling color. Full analysis.
Plus record Q2 rev $47.6M / return to profit (score 8). Optical InP supply thesis. Full analysis.
HPC/AI test pipeline raised (~$850M context). Full analysis.
Optoelectronics / SiC / GaN momentum; rev soft but guide intact. Full analysis.
Malta NY + Burlington VT; ~1% DOC equity expected. Watch definitive award.
Edge of ~48h window; model update / SST multi-GW note. Full analysis.
Strategic long-term logistics optionality; not near-term P&L. Q2 Aug 5.
No $ disclosed. Prior $266M USSF (Jul 27) still larger. Q2 Aug 10.
Definitive agreements TBD; no $ / capacity. Q2 Aug 11.
Risk resolution with quantified cash + NOL impact. AGM/buyback also in window (Low).
Meaningful for small-cap; modest absolute size.
No orders/guidance change. H1 ~Aug 6.
CORZ Jul 28 AMD/Neocloud leases · GOOGL Jul 22 Q2 · IREN Jul 20 $2.8bn AI contracts · NVTS Jul 27 Q2 · RKLB Jul 27 $266M USSF · SMCI Jul 21 prelim · AMS:BESI Jul 23 Q2 · others on file.
Aug 3 PLTR · Aug 4–5 SPCX / CIFR / SEDG / DASH / SITM · Aug 6 ONTO NVMI MTSI HIMX MP ETR:SMHN · Aug 7 OKLO · Aug 10–13 RKLB TSM SMCI CRWV LITE CBRS LUNR · Aug 18 KEYS · Aug 26 NVDA.
| Ticker | Top | Note |
|---|---|---|
| TSLA | — | Quiet (Q2 Jul 22) |
| AVGO | — | Quiet |
| INTC | 3 | Packaging feature Low |
| CSCO | — | Quiet |
| PL | 5 | Scotland AI ag award |
| LRCX | 9 | Record qtr + Sept guide |
| GFS | 8 | CHIPS LOI $300M SiPh |
| UMC | 9 | Q2 + CAPEX + fab/SiPh |
| SMCI | 4 | AI racks; results Aug 11 |
| TSEM | — | Quiet; Q2 Aug 4 |
| DASH | 6 | DoorDash Air Part 135 |
| SNOW | — | Quiet |
| ONTO | — | Q2 Aug 6 |
| NVDA | 2 | Call date Aug 26 |
| TSM | — | Quiet |
| RKLB | 6 | iQPS Electrons; $266M* |
| LEU | — | Quiet |
| AEHR | — | Quiet |
| COHU | 8 | Q2 + AI pipeline |
| LITE | 4 | EVP retirement 5.02 |
| OKLO | 3 | Officers; Q2 Aug 7 |
| LUNR | 2 | Q2 Aug 13 |
| AMS:ASM | 9 | Q2 record + outlook |
| AMS:BESI | 2 | Buyback exec; Q2* |
| PLTR | — | Q2 Aug 3 |
| NVMI | — | Q2 Aug 6 |
| PWR | 9 | Q2 + FY raise + M&A |
| IREN | — | $2.8bn AI contracts* |
| GOOGL | 3 | Partner PR; Q2* |
| PGY | 9 | Q2 + NI raise |
| MP | — | Aug 6 |
| SITM | — | Aug 5 |
| MTSI | — | Aug 6 BMO |
| RBRK | — | Quiet |
| ORCL | 4 | Gemini×apps partner |
| NVTS | — | Post-Jul 27 Q2 |
| MPWR | 9 | Q2 AI power + guide |
| BTDR | — | June ops* |
| CRWV | 6 | Leidos federal AI |
| CIFR | 2 | Conferences; Aug 4 |
| CORZ | 3 | Board; AMD leases* |
| CIEN | — | Quiet |
| AXTI | 9 | Lumentum CRA + Q2 |
| EPA:SOI | 6 | Tax settlement |
| ETR:AIXA | 8 | H1 orders + guide |
| SMTC | — | Quiet |
| HIMX | — | Aug 6 |
| ETR:SMHN | 5 | €45m packaging center |
| CAMT | 2 | AGM; Q2 Aug 10 |
| KEYS | — | Q3 Aug 18 |
| SDSK | — | Unresolved ticker |
| POET | — | Quiet |
| LWLG | — | Quiet |
| ETR:LPK | 2 | WpHG only |
| CBRS | — | Cerebras; Aug 12 |
| SPCX | — | SpaceX; Aug 4 AMC |
| ENPH | 8 | Q2 results (Jul 28) |
| SEDG | — | Q2 Aug 5 BMO |
* = material item outside ~48h window (carry-forward).