Investment Press Releases — Daily Digest

Full 58-company sweep · Official IR / BW / PRN / GNW / SEC only · Never invented

Date 2026-07-24 Window ~48h (Jul 22–24 UTC) Checked 58 In-window activity ~22 High (≥8) 12+ UTC check ~07:47–09:00

Top takeaways

INTC Q2 — Rev $16.1B (+25%), non-GAAP EPS $0.42, DCAI +59%, Foundry +31%; GAAP loss optics from escrow MTM.
AMS:BESI Q2 — AI packaging surge: orders +129% YoY, HB customers 15→21, AI ~60% of H1 orders; Q3 +10–15%.
OKLO — DOE startup authorization for Groves reactor (fuel load / path to first criticality).
ORCL — DoW ESI 10-yr IDIQ: $3.31B base / up to $6.99B options (ceiling ≠ committed backlog).
GOOGL / TSLA / EPA:SOI — Cloud +82% vs Tesla margin/FCF stress; Soitec Photonics-SOI doubled YoY.
CBRS — AMD disaggregated inference collab + CrowdStrike AIDR ahead of Aug 12 print.

High significance score 8–10 · full analysis

9 INTC High In-window 8-K 2.02 Intel Reports Second-Quarter 2026 Financial Results

Jul 23, 2026 · Financial / guidance · Full analysis

Rev $16.1B (+25% YoY); non-GAAP EPS $0.42; DCAI $6.3B (+59%); Foundry $5.8B (+31%); Q3 guide $15.8–16.8B. GAAP loss driven by ~$12.5B escrow MTM. Strongest growth print in years; foundry still loss-making.

9 AMS:BESI High In-window Besi Announces Q2-26 and H1-26 Results

Jul 23, 2026 · Earnings / AI packaging · Full analysis

Q2 rev €249.9M (+69% YoY); orders €292.9M; GM 65.7%; AI ~60% of H1 orders; hybrid bonding customers 15→21; Q3 rev +10–15% QoQ.

9 GOOGL High In-window 8-K 2.02 Alphabet Announces Second Quarter 2026 Results

Jul 22, 2026 · Financial / Cloud · Full analysis

Rev $119.8B (+24%); Google Cloud $24.8B (+82%); op. income $40.8B; heavy Q2 capex / negative FCF on AI spend. Dominant mega-cap AI infra print.

9 TSLA High In-window 8-K 2.02 Tesla Releases Second Quarter 2026 Financial Results

Jul 22, 2026 · Financial / results · Full analysis

Rev $28.2B (+26%); record Q2 deliveries 480k; op. margin 1.4%; non-GAAP EPS $0.33; FCF −$1.1B on elevated AI/R&D/capex. Volume strength vs margin/cash stress.

9 EPA:SOI High In-window Soitec reports first quarter revenue of fiscal year 2027

Jul 22, 2026 · Photonics-SOI / AI optical · Full analysis

Q1’27 rev €113m (+23% cFX) above ~15% guide; Photonics-SOI doubled; Edge&Cloud AI €65m (+46%); Q2 guide >30% YoY; Singapore 300mm HVM-qualified.

9 OKLO High In-window Oklo Receives DOE Startup Authorization for Groves Reactor

Jul 23, 2026 · Regulatory milestone · Full analysis

Final DOE Reactor Pilot Program gate for Groves isotope test reactor — clears fuel loading, startup testing, path to first criticality. Execution still pending; no revenue numbers.

8 ORCL High In-window DoW ESI — Oracle Solutions 10-year IDIQ

Jul 23, 2026 · Gov / defense contract · Full analysis

$3.31B five-year base / up to $6.99B with options. Commercial software, SaaS, services. Ceiling ≠ firm backlog — monitor task-order conversion.

8 ETR:LPK High In-window LPKF Presents Half-Year Financial Report

Jul 23, 2026 · Financial / packaging TAM · Full analysis

H1 rev €36.5m (−38%); adj. EBIT −10.4m; orders corrected to €44.0m; FY guide confirmed; Advanced Packaging TAM ~€1.7bn by 2030 (CPO-on-glass).

9* IREN High Latest known $2.8bn AI Cloud contracts; ARR target >$4bn

Jul 20, 2026 · Contracts · Full analysis (outside strict window)

9* SMCI High Latest known Q4 FY26 prelim — GM 15–17%; >$60B new Q4 orders

Jul 21, 2026 · Prelim results · Call Aug 11 (outside strict window)

9* TSEM / TSM / AEHR High Latest known Japan SiPho expansion · TSMC Q2 · Aehr FY26 backlog

Mid-July still dominant thesis items for those names

Medium significance score 5–7 · watchlist

7 CBRS Medium In-window AMD + Cerebras disaggregated inference (Helios + WSE)

Modeled ~5× tokens/sec/watt; Cerebras Cloud H2 2026. No $ disclosed. Also CrowdStrike AIDR partnership Jul 22 (score 6).

6 SMCI Medium In-window New AMD EPYC / liquid-cooling server portfolio (Helios 72-GPU)

Product PR — thesis-relevant AI server stack without quantified demand; secondary to Jul 21 prelim.

6 NVTS Medium In-window Magnachip partnership — GeneSiC HV/UHV SiC license

IP license to Korea fab; unquantified economics. Q2 results Jul 27 AMC.

5 ETR:AIXA Medium In-window AIXTRON Malaysia plant progress (~150 YE hires)

Ops update, not new capacity decision. H1 report Jul 30.

7* UMC Medium Latest known SILITH SiPh mass production (Singapore 12")

Jul 14 · Watch Q2 Jul 29

Low tier & calendar (score 0–4) — expand

4DASHU.S. fee redesign (effort-based) — no GOV impact disclosed

4NVDAKAIST joint AI research lab ($300M / ~$50M-yr compute)

4CRWVAnam AI avatars on CoreWeave / RTX PRO Blackwell

3AXTIBoard appointment Jia-Bin Duh (8-K 5.02)

2LEU / MTSI / RKLB / CBRSEarnings-date calendar notices (Aug 5–12 cluster)

2ETR:SMHNUBS WpHG voting-rights notices

—SDSKUnresolved ticker (not on Yahoo/EDGAR; possible SNDK confusion)

At-a-glance — all 58

Ticker	New	Top	One-liner
TSLA	Yes	9	Q2 earnings Jul 22 — rev +26%, margin 1.4%, FCF −$1.1B
AVGO	No	6–8*	Quiet; Std Chartered Jul 16; Apple ASIC context
INTC	Yes	9	Q2 earnings Jul 23 — rev $16.1B (+25%), non-GAAP EPS $0.42
CSCO	No	—	Quiet; latest formal PRs early July
PL	No	3*	Quiet; London office Jul 20
LRCX	No	2*	Quiet; earnings Jul 29
GFS	No	1*	Quiet; Q2 call Aug 5
UMC	No	7*	Jul 14 SiPh HVM; Q2 Jul 29
SMCI	Yes	6 / 9*	AMD liquid-cooling portfolio (6); Jul 21 prelim still 9*
TSEM	No	9*	Japan SiPho Jul 14; results Aug 4
DASH	Yes	4	U.S. fee redesign Jul 23; Q2 Aug 5
SNOW	No	—	Quiet
ONTO	No	2*	Quiet; Q2 Aug 6
NVDA	Yes	4	KAIST AI research lab Jul 23
TSM	No	9*	Q2 Jul 16 still dominant
RKLB	Yes	2	Q2 date Aug 10
LEU	Yes	2	Call date Aug 6; results Aug 5 AMC
AEHR	No	9*	FY26 results/backlog Jul 14
COHU	No	2*	Quiet; Q2 Jul 30
LITE	No	1*	Quiet; FY Aug 11
OKLO	Yes	9	DOE startup authorization Groves Jul 23
LUNR	No	8*	NASA CLPS #6 Jun 30
AMS:ASM	No	4*	Quiet; Q2 call ~Jul 28–29
AMS:BESI	Yes	9	Q2/H1 Jul 23 — hybrid bonding / AI packaging
PLTR	No	3*	Quiet
NVMI	No	6*	Quiet; results Aug 6
PWR	No	3*	Quiet
IREN	No	9*	Jul 20 $2.8bn AI contracts still top
GOOGL	Yes	9	Q2 Jul 22 — Cloud +82%
PGY	No	2–5*	Quiet
MP	No	2*	Quiet
SITM	No	9*	Renesas close Jul 1; Q2 Aug 5
MTSI	Yes	1	Q3 date Aug 6
RBRK	No	—	Quiet
ORCL	Yes	8	DoW ESI IDIQ $3.31B / $6.99B
NVTS	Yes	6	Magnachip SiC partnership; Q2 Jul 27
MPWR	No	2*	Quiet; Q2 Jul 30
BTDR	No	8*	June ops / AI ARR Jul 21
CRWV	Yes	4	Anam AI avatar inference PR
CIFR	No	2*	Quiet; call date context Aug 4
CORZ	No	3*	Quiet
CIEN	No	—	Quiet
AXTI	Yes	3	Board appointment; Q2 Jul 30
EPA:SOI	Yes	9	Q1 FY27 Photonics-SOI 2×
ETR:AIXA	Yes	5	Malaysia plant progress; H1 Jul 30
SMTC	No	—	Quiet
HIMX	No	6*	Quiet; Q2 call Aug 6
ETR:SMHN	Filing	2	UBS WpHG; H1 Aug 6
CAMT	No	8*	$105M orders context; Q2 Aug 10
KEYS	No	4*	Quiet (multiphysics Jul 21 outside)
SDSK	—	—	Unresolved ticker
POET	No	6*	Quiet; Jun 30 commercial update
LWLG	No	5*	Quiet after Jul 20 CFO
ETR:LPK	Yes	8	H1 report — packaging TAM re-rate
CBRS	Yes	7	AMD inference + CrowdStrike; Q2 Aug 12
SPCX	No	2*	Quiet; Q2 Aug 4 (SpaceX)
ENPH	No	4*	Quiet; Q2 call Jul 28
SEDG	No	2*	Quiet; Q2 Aug 5