Full 58-company sweep · official IR / wire / SEC only · scored 0–10 per ranking guide
Core Scientific + AMD AI infrastructure partnership
Definitive 15-year leases: 377 MW to AMD + 152 MW to Neocloud (~530 MW Phase 1). AMD reservation right for up to 1,925 MW more (path to ~2.5 GW). Frames >$14B base contracted / portfolio ~1.1 GW / $24B+. Market-priced warrant up to 30M shares @ $23.47. Delivery ramp 1H27–EOY28.
Navitas Q2 2026 financial results + Q3 guide
Rev $10.5M (+22% QoQ); non-GAAP GM 39.5%; cash $557M. Q3 guide $13.5M ± $0.5M (~28% sequential). AI infrastructure / 800 V data-center sampling narrative; mid-single-digit FY growth color.
Core Scientific Q2 2026 results — colocation ramp
Colo rev $136.7M; billing 395 MW (mid-Jul 437); Adj. EBITDA $41.1M; liquidity $1.82B. GAAP net loss driven by warrant fair-value (non-cash). Concurrent AMD deal headlines.
Record $266M USSF / RSLP suborbital multi-launch contract
Largest launch contract to date: 12 suborbital launches + up to 6 options for U.S. Space Force missile-defense maturation. First launch NEO end-2026; new site at PSCA Kodiak, Alaska. No 8-K observed at check.
Cortex AI Gateway + agentic AI security / cost management
Product step for agent governance and AI spend control; ecosystem integrations (Okta, SailPoint, etc.). No revenue/RPO/guidance — watchlist for competitive AI control-plane narrative.
SSI (Sutskever) long-term partnership + investment + Vera Rubin
NVIDIA invested in SSI (amount undisclosed) and provides Vera Rubin access for ~10× research compute scale. Frontier-lab signal; no 8-K / no $ terms → Medium, not High.
$900M AAA personal-loan ABS (PAID 2026-5)
Upsized AAA ABS; YTD personal-loan ABS $4.7B; total YTD issuance record $7.5B. Funding-capacity positive into Q2 print Jul 30.
Kestrel ASIC white paper — 5th-gen silicon for intelligent power / AI DC
Custom ASIC platform (GaN control, IQ SST) framed for AI data-center load dynamics. Tech narrative only — no contracts or $ metrics. Q2 results AMC Jul 28 not out at ~13:30 UTC check.
RFPro certified for Intel Foundry 14A and 18A-P
EDA design-enablement on leading-edge Intel Foundry nodes. Thesis-relevant for DES franchise; unquantified (no attach / $).
Jul 28 later: ENPH Q2 AMC · AMS:ASM Q2 (~18:00 CET) | Jul 29: LRCX · UMC · EPA:SOI AGM | Jul 30: COHU · MPWR · PWR · AXTI · PGY · ETR:AIXA H1 | Aug: PLTR 3 · SEDG/DASH 5 · ONTO/NVMI/MTSI/MP 6 · OKLO 7 · RKLB 10 · SMCI/CRWV/LITE 11
| Ticker | In-win | Top | One-liner |
|---|---|---|---|
| TSLA | No | 9* | Quiet; Jul 22 Q2 still top |
| AVGO | No | 8* | Quiet; Apple LTA context |
| INTC | No | 9* | Quiet post-Q2 Jul 23 |
| CSCO | No | — | Quiet; R&A Jul 8 |
| PL | No | 2* | Quiet; London office Jul 20 |
| LRCX | No | 2* | Earnings Jul 29 |
| GFS | No | — | Quiet; Q2 call Aug 5 |
| UMC | No | 7* | SiPh Jul 14; Q2 Jul 29 |
| SMCI | No | 9* | Q4 prelim Jul 21; full Aug 11 |
| TSEM | No | 9* | Japan METI capacity Jul 14 |
| DASH | Yes | 4 | Dollar Tree SNAP/EBT Jul 28 |
| SNOW | Yes | 6 | Cortex AI Gateway Jul 28 |
| ONTO | No | 2* | Q2 Aug 6 |
| NVDA | Yes | 6 | SSI partnership + Agent Toolkit |
| TSM | No | 9* | Q2 Jul 16 still dominant |
| RKLB | Yes | 8 | $266M USSF/RSLP Jul 27 |
| LEU | No | 2* | Q2 Aug 5 AMC |
| AEHR | No | 9* | FY26 results Jul 14 |
| COHU | No | 2* | Q2 Jul 30 |
| LITE | Yes | 2 | CEO Optica award Jul 27 |
| OKLO | Yes | 2 | Q2 date Aug 7 |
| LUNR | No | 8* | NASA CLPS #6 Jun 30 |
| AMS:ASM | No | 7* | Q2 due later Jul 28 CET |
| AMS:BESI | No | 9* | Q2/H1 Jul 23 still top |
| PLTR | No | 3* | Q2 Aug 3 AMC |
| NVMI | No | 6* | WMC Jul 2; results Aug 6 |
| PWR | No | 3* | Q2 Jul 30 |
| IREN | No | 9* | $2.8bn AI contracts Jul 20 |
| GOOGL | No | 9* | Q2 Jul 22 still top |
| PGY | Yes | 6 | $900M ABS Jul 27; Q2 Jul 30 |
| MP | No | 2* | Q2 Aug 6 AMC |
| SITM | No | 9* | Renesas close Jul 1; Q2 Aug 5 |
| MTSI | No | 2* | Q3 Aug 6 |
| RBRK | No | — | Quiet; Internet2 Jul 14 |
| ORCL | Yes | 2 | AU channel PR; DoW IDIQ carry 8* |
| NVTS | Yes | 9 | Q2 earnings Jul 27 + Q3 guide |
| MPWR | No | 2* | Q2 Jul 30 AMC |
| BTDR | No | 8* | Jun ops AI ARR ~$76M |
| CRWV | Yes | 2 | Q2 date Aug 11 |
| CIFR | No | 2* | Q2 Aug 4 |
| CORZ | Yes | 9 | AMD 530 MW + Q2 colo Jul 28 |
| CIEN | No | — | Quiet |
| AXTI | No | — | Q2 Jul 30 AMC |
| EPA:SOI | No | 9* | Photonics Jul 22; AGM Jul 29 |
| ETR:AIXA | WpHG | 2 | Voting rights only; H1 Jul 30 |
| SMTC | No | — | Quiet |
| HIMX | No | 6* | Call Aug 6 |
| ETR:SMHN | No | 5* | H1 Aug 6 |
| CAMT | No | 2* | Q2 Aug 10 |
| KEYS | Yes | 5 | Intel 14A/18A-P RFPro cert |
| SDSK | No | — | Unresolved ticker |
| POET | No | 6* | Quiet |
| LWLG | No | 5* | CFO Jul 20 context |
| ETR:LPK | WpHG | 2 | UBS 3% WpHG; H1 Jul 23 carry |
| CBRS | No | 7* | AMD inference Jul 23; Q2 Aug 12 |
| SPCX | No | 2* | Q2 date context Aug 4 |
| ENPH | Yes | 5 | Kestrel ASIC WP; Q2 AMC pending |
| SEDG | No | 2* | Q2 Aug 5 |
* = latest-known / carry-forward score, not a new in-window PR