#AI Analysis Reports
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Nebius Group N.V. (NBIS) recorded Q1 2026 (Jan-Mar) group revenue of $399 million (+684% YoY), with AI Cloud revenue of $390 million (+841% YoY) accounting for 98% of total revenue (earnings release, 2026-05-13). Nvidia reported a 9.3% stake in NBIS as of 2026-07-13 via Schedule 13G — including pre-funded warrants acquired on 2026-03-11 — confirmed in a 2026-07-21 filing. Nebius announced on 2026-07-17 that it had secured a $775 million senior secured loan collateralized by GPU assets and contracted customer cash flows. Q2 2026 (Apr-Jun) results are scheduled for release before market open on 2026-08-12 and had not yet been released as of the analysis date (2026-08-02).
BQAI (148780) resumed trading on 2026-08-04 following the relisting of merged shares from a 5:1 non-paid-in capital reduction (five common shares consolidated into one). The board of directors resolved on 2026-05-21 to reduce paid-in capital from KRW 15.7 billion to KRW 3.1 billion, and at the extraordinary general meeting of shareholders on 2026-06-29, shareholders approved both the capital reduction — aimed at offsetting the accumulated deficit — and the addition of new business purposes including physical AI and security tokens (STO). The company's core businesses are news-data collection, refinement and supply (RDPLINE), a news-monitoring SaaS (AISURFER), and its own small language model (RDP-N1); it recorded operating losses in every fiscal year from FY2020 through FY2025, excluding FY2023 for which data is unavailable.
Sandisk Corporation (SNDK) is a NAND flash storage company that was spun off from Western Digital on 2025-02-21 and began independent trading on NASDAQ under 'SNDK' on 2025-02-24. In FY2026 Q3 (2026-01-03 to 2026-04-03, reported 2026-04-30), revenue was $5.95B (+97% QoQ) and GAAP net income was $3,615M, with data-center revenue up +645% year-over-year. The company extended its NAND joint-production agreement with Kioxia through 2034-12-31 on 2026-01-29, and on 2026-04-30 the board approved a $6B share buyback program. The 2026-07-17 closing price was $1,354.82, down -3.99% versus the previous day, with volume of 19,810,859 shares.
AXT closed at $81.64 on the Nasdaq on 2026-08-14 (+5.41% vs. the previous day). In its Q2 2026 results announced on 2026-07-30, revenue reached a record quarterly high of $47.6 million (+77% quarter-over-quarter, +164% year-over-year), and GAAP operating income turned positive at $10.42 million (versus -$6.70 million in Q2 2025). The company signed long-term indium phosphide (InP) wafer supply agreements with Coherent, Casella, and Lumentum, each including upfront deposits, and its subsidiary Tongmei withdrew its Shanghai Stock Exchange listing application on 2026-06-26, shifting instead toward a Hong Kong Stock Exchange listing.
Applied Digital Corp. reported FY2026 (fiscal year ended 2026-05-31) results on 2026-07-27, with annual revenue of $611.31 million (+167% year-over-year) and fourth-quarter revenue of $258.7 million (+407% year-over-year). In the same disclosure, the company reported a GAAP annual net loss of $250.26 million (net loss per share of $0.91) alongside its first Adjusted EBITDA profit of $107.2 million, and stated it had secured 1.41GW of contracted IT load across five campuses with a small number of customers including CoreWeave, for total contracted lease revenue of approximately $36.2 billion. Following the earnings release, the stock fell -12.8% during regular trading on 2026-07-29 versus the prior close.
In its Q2 earnings released on 2026-07-28, Bloom Energy reported revenue of $1,065.4M (+165.5% year-over-year), surpassing $1 billion in quarterly revenue for the first time, and GAAP net income of $196.3M, swinging to profit from a net loss in the year-ago period. The company raised its full-year 2026 revenue guidance from $3.4B-$3.8B to $3.9B-$4.2B (2026-07-28). On 2026-07-08, short-seller outlet Hunterbrook Capital/Media published a report alleging China ties in the scandium supply chain, which the company rebutted via an SEC 8-K. The 2026-07-31 close of $205.81 (-0.63% day-over-day) largely retained the post-earnings surge.
Eaton Corporation plc (NYSE: ETN) reported its Q2 FY2026 results on 2026-07-31. Revenue reached a record $8.5B (+21% YoY, +14% organic), and adjusted EPS of $3.15 beat the market consensus of $3.08. The company raised its full-year 2026 adjusted EPS guidance to $13.40-$13.60 (midpoint $13.50) and its organic growth guidance to 11-13%. The board approved a quarterly dividend of $1.10 per share on 2026-07-22 (record date 2026-08-07, payment date 2026-08-28).
NAVER reported record-high Q1 2026 results with consolidated revenue of KRW 3.2411 trillion (+16.3% YoY) and operating profit of KRW 541.8 billion (+7.2% YoY), the best first quarter on record. For FY2025, the company posted all-time-high annual revenue of KRW 12.035 trillion (+12.1%) and operating profit of KRW 2.2081 trillion (+11.6%). Starting in January 2026, NAVER reorganized its business segments into a three-segment structure — Naver Platform, Financial Platform, and Global Challenge — and is pursuing a plan, in partnership with Nvidia, to build a 200MW AI factory by 2028.
nVent Electric reported Q2 2026 (April–June) revenue of USD 1.471 billion, up 52.8% year-over-year, driven mainly by growing infrastructure demand for data centers (10-Q, accession no. 0001628280-26-051428, 2026-07-31). The Infrastructure (data center) segment's share of revenue expanded from 12% at the time of the 2018 spin-off to 60% in H1 2026. The closing price as of 2026-08-07 was 164.69 USD, up +0.85% from the prior day (163.30 USD), and a quarterly dividend of USD 0.21 per share was paid on the same day.
TSMC reported Q2 2026 (2Q26, as of 2026-06-30) revenue of US$40.20B (+33.7% YoY), gross margin of 67.7%, and operating margin of 60.3%. At its 2026-07-16 earnings call, the company raised its 2026 full-year revenue growth guidance from the mid-30% range to the low-40% range, raised its CapEx guidance from US$52-56B to US$60-64B, and announced an additional US$100B increase in Arizona fab investment, bringing the cumulative total to US$265B. 2Q26 revenue by application was 66% HPC (High-Performance Computing) and 22% smartphone, with advanced processes of 7nm and below accounting for 77% of total wafer revenue.
In its FY2026 fourth-quarter (fiscal period ended 2026-06-30) results announced after market close on 2026-08-06, Atlassian reported revenue of $1,766 million (+28% YoY, above consensus) and cloud revenue of $1,213 million (+31% YoY). Non-GAAP EPS was $1.87, above the consensus of $1.50, and GAAP net income turned positive at $139 million. Full-year FY2026 revenue was $6,572 million (+26% YoY). In reaction to these results, shares rose 35.31% on 2026-08-07, from the prior close of $110.17 to $149.07 (volume: 20,086,002 shares).
CEG is the largest private power generation company in the United States and the largest nuclear power generator, having completed its acquisition of Calpine Corporation on 2026-01-07 to form an integrated nuclear, natural gas, and geothermal portfolio (generating capacity of approximately 55GW) (SEC Form 8-K, 2026-01-07). Q1 results announced on 2026-05-11 showed revenue of USD 11.12B (+63.8% year-over-year) and adjusted EPS of USD 2.74 (+28% versus USD 2.14 in the prior-year period). In the PJM 2028/29 capacity market auction on 2026-07-14, a total of 18,875MW of CEG-affiliated generation, including 15,700MW of nuclear, cleared at USD 325/MW-day (the statutory cap) (SEC Form 8-K). The company has signed multiple long-term nuclear power supply agreements with hyperscalers including Microsoft, Meta, and Walmart.
Palantir Technologies reported FY2026 Q2 results after market close on 2026-08-03, posting revenue of $1.94 billion (+92.8% year-over-year). US commercial revenue was $764 million (+149%) and US government revenue was $809 million (+90%), and the company raised its FY2026 revenue guidance to $8.15–8.16 billion (from $7.65–7.66 billion previously). On the next trading day after the announcement, 2026-08-04, the stock closed at $162.66, up +29.45% from the previous close ($125.65), on volume of approximately 175.03 million shares. For full-year FY2025, the company posted revenue of $4.475 billion (+56%) and net income of $1.625 billion, continuing its profitable trend.
Samsung Electronics closed at KRW 263,500 on 2026-07-21 (+4.77% vs. previous day, volume 36,698,805 shares). The same day, the Korea Customs Service announced that semiconductor exports for July 1-20 rose 180.6% year-over-year. Preliminary consolidated results for Q2 2026 showed revenue of KRW 171 trillion and operating profit of KRW 89.4 trillion, both quarterly records, with the DS (semiconductor) division accounting for approximately 94% of total operating profit as of Q1 2026 (Samsung Newsroom Korea). The combined stake of the specially related persons group stood at 19.69% as of 2026-07-10, with the largest shareholder, Samsung Life Insurance, holding 8.51% (DART).
IREN Ltd is a Nasdaq-listed company transitioning from bitcoin mining to AI cloud and data center leasing, and announced on 2026-08-13 that it had delivered the first phase (Horizon 1, 50MW at its Childress, Texas campus) of its five-year, $9.7 billion AI cloud agreement with Microsoft and had been granted 'Exemplar Cloud' status by NVIDIA. Q3 FY2026 (January–March 2026) revenue was $144.8 million, 34.14% below consensus, while AI cloud revenue rose 94.2% quarter-over-quarter to $33.6 million. On 2026-08-04, the company completed the acquisition of cloud software company Mirantis Inc., issuing approximately 12.6 million new shares. The 2026-08-14 closing price was $44.06, down 1.56% from the prior day.
Vertiv Holdings is a power management and thermal management infrastructure company serving data centers, telecommunications, and industrial facilities. On 2026-07-24, its closing price was 290.36 USD, down -4.50% from the previous close of 304.04 USD, with trading volume of 3,405,162 shares. Q1 2026 (2026-01-01 to 03-31) net sales were 2.65 billion USD, up +30% year-over-year, and the project backlog exceeded 15 billion USD, more than doubling year-over-year (as announced 2026-04-22). No negative company-specific disclosures or earnings releases were identified on the day of the decline, and Q2 2026 earnings are scheduled for release on 2026-07-29.
GE Vernova reported Q2 2026 (announced 2026-07-22) revenue of $11.1 billion (+21.9% YoY), adjusted EPS of $2.47, and adjusted EBITDA margin of 11.3% (vs. 8.5% in the year-ago period). Orders surged to $24.2 billion (organic +88% YoY), and total backlog reached $176.0 billion (+$13.0 billion from the prior quarter). The company raised its FY2026 revenue guidance to $45.5–46.5 billion and its free cash flow guidance to $11.5–12.5 billion (SEC 8-K, 2026-07-22). Meanwhile, the Wind segment continued to post losses with an EBITDA margin of -13.6%, and orders fell 40% YoY to $1.249 billion.
Haein (003010) is a KOSPI-listed company founded in 1960 that serves as the official domestic dealer for global brands such as Caterpillar, operating across five segments: engines and generators, construction equipment, industrial/logistics equipment, parts and maintenance services, and renewable energy. The closing price on 2026-08-14 was KRW 9,690, a 52-week high, following two upper-limit days on the 7th and 14th of the month and a +19.39% surge on the 11th, prompting the Korea Exchange to give advance notice of short-term overheating designation on August 11. Per the 2026 semiannual report (cumulative, standalone basis), revenue was KRW 1,045.2 (100mn), operating profit KRW 84.1 (100mn), and net income KRW 100.6 (100mn); revenue declined for two consecutive years after peaking at KRW 2,760.8 (100mn) in 2023, while operating margin and net margin showed an improving trend.
NVIDIA closed at 225.16 USD on 2026-08-14 (-0.06% vs. the previous day), with a market capitalization of approximately 5.449 trillion USD (Toss Securities stock information, as of 2026-08-15). Per its FY2026 annual report (accession no. 0001045810-26-000021), revenue was 215.938 billion USD (+65.47% YoY), operating income was 130.387 billion USD, and net income was 120.067 billion USD; in Q1 FY2027 (10-Q, accession no. 0001045810-26-000052), revenue continued to grow, reaching 81.615 billion USD (+85.23% YoY). On 2026-08-11, NVIDIA entered into an MOU with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR for an AI computing infrastructure financing platform, announcing a plan to raise more than 500 billion USD in third-party capital (NVIDIA official press release). Q2 FY2027 (period ending 2026-07-26) earnings are scheduled for release on 2026-08-26.
CoreWeave is an AI-dedicated cloud infrastructure company built on Nvidia GPUs. For Q2 (ended 2026-06-30), announced on 2026-08-11, revenue rose 112% year-over-year to $2,575M, with adjusted EBITDA of $1,510M. On the same day, revenue backlog was reported at approximately $104B (as of 2026-06-30), and the company raised its FY2026 revenue guidance to $12.4B-$13.2B. On a GAAP basis, losses continued, with an operating loss of $49M and a net loss of $626M; total debt as of 2026-06-30 was $34,973M.
Alphabet Inc. (GOOGL) is a holding company composed of the Google Services, Google Cloud, and Other Bets segments. In FY2025 (fiscal year ended December 2025), it recorded revenue of 402.836 billion USD (+15.09% YoY) and net income of 132.17 billion USD (+32.01% YoY). Google Cloud's FY2025 revenue reached 58.71 billion USD, with operating margin expanding to 23.69%, widening its profit margin, and Q1 2026 revenue was 109.9 billion USD (+22% YoY). On 2026-07-16, the European Commission mandated search data sharing and Android openness under the Digital Markets Act (DMA), and around the same time the delay of the Gemini 3.5 Pro launch was confirmed. Q2 2026 earnings are pending, with the announcement date reported inconsistently across sources as either 07-22 or 07-28.
Vistra Corp. is a Texas-based integrated power generation and retail electricity company that closed at $148.19 as of 2026-07-31 (-0.29% vs. the previous day). Q1 2026 adjusted EBITDA was $1.5 billion, up year-over-year, and net income turned positive at $1.03 billion. S&P and Fitch upgraded Vistra's credit rating to investment grade (BBB-) on 2025-12-02 and 2026-03-17, respectively. In the PJM 2028/2029 capacity market auction on 2026-07-14, Vistra secured approximately 10,566 MW at cap-level pricing (approximately $333.44/MW-day).
Meta Platforms closed at $595.19 on 2026-07-24, marking a seventh consecutive trading day of declines (down approximately -8.8% cumulatively over the prior six trading days) and a -1.80% drop from the previous day. Q1 results announced on 2026-04-29 showed revenue of $56.31B (+33% year-over-year) and net income of $26.77B (+61% year-over-year), though a substantial portion of the net income increase reflected an $8.03B one-time tax benefit from U.S. tax law changes. The company raised its 2026 capital expenditure guidance to $125-145B, and unveiled a new cloud business, 'Meta Compute,' on 2026-07-01 and its proprietary image-generation AI, 'Muse Image,' on 2026-07-07. On 2026-07-10, the European Commission issued a preliminary finding that Instagram and Facebook's content design practices violate the Digital Services Act (DSA).
HD Hyundai Electric is a power equipment specialist supplying ultra-high-voltage transformers, distribution equipment, and rotating machinery, with approximately 70% of its revenue generated overseas (mainly North America). It posted 2025 consolidated revenue of KRW 4.0795 trillion (+22.8% YoY) and operating profit of KRW 995.3 billion (+48.8% YoY), and filed an amended disclosure raising its 2026 order target by 22.8% to $5.185 billion (2026-07-06). The 2026-07-24 closing price was KRW 815,000, down -6.75% from the previous day (KRW 874,000), on a day when the KOSPI overall fell -2.29% amid a surge in international oil prices and US Treasury yields, with the electrical/electronics sector also declining -3.40%.
SK hynix posted its highest-ever quarterly results in Q1 2026, with revenue of KRW 52.5763 trillion and operating profit of KRW 37.6103 trillion (operating margin of approximately 72%), and for full-year 2025 also recorded its highest-ever annual results, with revenue of KRW 97.1467 trillion and operating profit of KRW 47.2063 trillion (SK hynix Newsroom). On 2026-07-10, it listed American Depositary Shares (SKHY) on the Nasdaq, and the closing price as of 2026-07-21 was KRW 1,872,000 (+1.68% vs. the previous day, volume of 7,912,276 shares) (Toss Securities Open API). On the same day, institutions led net buying of KRW 695.2 billion while foreign investors net sold KRW 439.0 billion, with Q2 2026 results scheduled for release on July 29 (Herald Economy · Financial News).
Doximity reported fiscal Q1 2027 (quarter ended 2026-06-30) results after market close on 2026-08-06, posting revenue of 156.6M USD (+7% year-over-year), above both the company's guidance range and the market estimate of 151.7M USD. GAAP net income was 24.3M USD (EPS 0.13 USD), down from 53.3M USD (EPS 0.27 USD) in the prior-year period, while adjusted EBITDA was 74.8M USD (48% margin). On the same day, the company raised its FY2027 full-year revenue guidance range to 671–681M USD and lowered its adjusted EBITDA guidance range to 309–329M USD. The reference-date (2026-08-07) closing price was 27.4 USD, up +32.62% from the previous close, with volume of 65,315,795 shares.
Hanmi Semiconductor is a semiconductor back-end equipment maker specializing in TC bonders (thermo-compression bonders) for HBM (High Bandwidth Memory) manufacturing processes, recording the No. 1 global HBM TC bonder market share of 71.2% based on cumulative revenue through Q3 2025 (TechInsights research, cited via Sisa Journal-e and Korea Economic TV). In Q2 2026 (preliminary, consolidated), the company recorded revenue of KRW 251.1 billion and operating profit of KRW 130.3 billion (operating margin 51.9%), both quarterly record highs, up +39.5% and +51.0% YoY respectively (reported by Herald Economy, Seoul Economic Daily, CBC News, and others). The 2026-07-29 closing price was KRW 164,600 (-5.13% vs previous day, trading volume of 2,419,658 shares), and based on 95,312,200 total shares outstanding, market capitalization is approximately KRW 15.69 trillion (DART quarterly report, fiscal period-end 2026-03-31).
SK Inc. is the holding company of SK Group, with subsidiaries including SK hynix, SK Telecom, SK Innovation, and SK Square. Its closing price on 2026-08-06 was KRW 509,000 (a market cap of approximately KRW 36.9039 trillion based on 72,502,703 shares outstanding). Consolidated 2025 results showed revenue of KRW 122.7033 trillion, operating profit of KRW 1.8185 trillion, and net income of KRW 1.5975 trillion, turning profitable after two consecutive years of losses in 2023-2024. On 2026-03-10, the board resolved to retire treasury shares equivalent to approximately 20.3% of total shares outstanding (planned retirement value of approximately KRW 4.8343 trillion, scheduled retirement date 2027-01-04); the largest shareholder, Chairman Chey Tae-won, held a 25.66% stake (30.66% including special related parties) as of the 2026-05-19 large shareholding report. On 2026-07-31, a contract was signed to sell a 70.61% stake in SK Siltron to Doosan for KRW 2.3 trillion.
ASML posted Q2 2026 (period ended 2026-06-28) total net sales of €9.3billion, net income of €2.9billion, and gross margin of 54.0%, selling 86 new lithography systems and 5 used systems (announced 2026-07-15). The company raised its full-year 2026 net sales guidance range to €43-45billion with gross margin of 54-56%, and guided Q3 2026 net sales to a range of €11.0-12.0billion. Following reports on 2026-07-27 that a Chinese state-owned enterprise had begun mass production of a domestically made immersion DUV lithography system, ASML's share price fell 6.7% on a closing-price basis. The 2026 interim dividend, payable on 2026-08-05, is €1.88 per share.
Oklo Inc. is a publicly traded company developing the Aurora powerhouse, a sodium-cooled fast fission small modular reactor (SMR). For the first quarter of 2026 (January–March), it reported no commercial revenue and a net loss of $33.065 million (loss per share of -$0.19). The NRC (Nuclear Regulatory Commission) approved Aurora's Preliminary Design Certification (PDC) topical report on May 6, 2026, and completed a pre-application readiness assessment for a Combined License Application (COLA) for the first commercial Aurora at the Idaho National Laboratory site. The company has entered into non-binding power supply agreements with Switch (12 GW scale, through 2044) and Meta (1.2 GW nuclear campus), among others, but no binding long-term power purchase agreement (PPA) has yet been disclosed. Second-quarter 2026 (ended June 30, 2026) results are scheduled to be announced before market open on August 7, 2026.
Amazon closed at $233.66 on 2026-07-23, down -4.57% from the prior close of $244.85, with trading volume of 47,465,337 shares (Toss Securities Open API, as of 2026-07-23). FY2025 (fiscal year ended 2025-12-31) consolidated revenue was $716,924 million, up +12% year-over-year, and AWS revenue was $128,725 million, up +20% (Amazon 10-K, accession 0001018724-26-000004). Multiple media outlets cited a combination of factors behind the decline: Alphabet's and Tesla's 2026-07-22 announcements of expanded 2026 capital expenditure plans, a report that the US Senate Committee on Small Business had launched an investigation into allegations of Chinese influence over Amazon's Marketplace, and news of layoffs affecting part of the AGI organization. Q2 2026 earnings are scheduled for release on 2026-07-30 and remain unreported as of the analysis date (2026-07-24).
Kakao posted Q1 2026 consolidated revenue of KRW 1.9421 trillion (+11% YoY) and operating profit of KRW 211.4 billion (+66%), its highest-ever Q1 result. Talk Biz revenue was KRW 608.6 billion (+9%, with ad revenue of KRW 338.4 billion, +16%), while the Content segment, led by music and media, posted revenue of KRW 759.4 billion (+5%). On a consolidated basis for FY2025, operating revenue was KRW 8.0991 trillion and operating profit was KRW 732.0 billion (per the DART business report); founder Kim Beom-soo, Head of the Future Initiative Center, is undergoing an appeal after a not-guilty verdict at the first trial over SM Entertainment stock price manipulation allegations.
MasTec reported second-quarter 2026 (announced 2026-07-30) revenue of $4.37 billion (+23% year-over-year) and adjusted EBITDA of $384.2 million (+40%), both quarterly records, while its 18-month backlog also reached a record $21.4 billion (+30% year-over-year). The company closed its acquisition of The Superior Group, a data-center-focused electrical contractor, for approximately $1.65 billion on 2026-07-20, and on 2026-08-06 priced $650 million of senior notes due 2036 at a 5.850% coupon. Second-quarter 2026 adjusted EPS of $2.22 came in slightly below the average analyst estimate, and Communications segment revenue grew just 6.2% year-over-year, a relatively lower growth rate than the other segments.
NuScale Power is a U.S. developer of small modular reactors (SMR). On 2025-05-29, the U.S. Nuclear Regulatory Commission (NRC) granted Standard Design Approval for its uprated 77MWe (US460) design. In Q1 2026 (as of 2026-03-31), revenue was $0.565 million, sharply down year-over-year, with a net loss of $44.0 million. During 2026, the company raised substantial capital through a $1 billion ATM program and a separate public offering, and Fluor Corporation, formerly its largest shareholder, sold its remaining stake entirely on 2026-04-21, fully divesting its holding.
Quanta Services reported Q2 2026 (announced 2026-07-30) revenue of USD 9.56 billion, up 41% year-over-year from USD 6.77 billion. Net income attributable to common stock was USD 451.4 million (GAAP diluted EPS of USD 2.96), with adjusted diluted EPS of USD 4.24. Backlog at quarter-end reached a record USD 53.4 billion, with remaining performance obligations (RPO) of USD 33.6 billion. On the analysis date (2026-07-31), the closing price was USD 667.36, up 1.43% from the prior day, with trading volume of 1,959,293 shares.
Talen Energy Corporation (NASDAQ: TLN) is a US independent power producer (IPP) in the PJM region that owns and operates approximately 15.6GW of generation capacity (including 2.2GW of nuclear), with its core asset being a 90% stake in the Susquehanna nuclear plant (2.5GW). It closed the acquisition of the Cornerstone generation assets (approximately 2.4GW) on 2026-06-15, and disclosed on 2026-07-14 that it was awarded 10,180MW at $325 per MW-day in the PJM 2028/2029 capacity auction. On 2026-06-11, it announced a restructuring of its 17-year, up to 1,920MW Susquehanna nuclear power supply agreement with AWS into a front-of-the-meter structure. Q2 2026 results are scheduled for release after market close on 2026-08-05.
Broadcom is a fabless semiconductor company operating two business segments, Semiconductor Solutions and Infrastructure Software, and reported Q2 FY2026 (fiscal quarter February–May 2026) results, announced on 2026-06-03, with revenue of $22.2 billion (YoY +48%) and AI semiconductor revenue of $10.8 billion (YoY +143%). The company guided FY2026 annual AI semiconductor revenue of $56.0 billion (YoY +180%), with Q3 guidance of $29.4 billion in revenue (AI semiconductor revenue of $16.0 billion). On 2026-07-08, it signed a custom silicon and wireless connectivity supply agreement with Apple worth over $30.0 billion through 2031, and on June 24 unveiled the jointly developed inference chip 'Jalapeño' with OpenAI. As of 2026-07-17, the stock closed at $370.825, down -0.97% from the previous close.
Powell Industries (POWL), founded in 1947 and headquartered in Houston, Texas, is a manufacturer of electrical distribution and control equipment (switchgear). In fiscal Q2 2026 (period ended 2026-03-31), the company reported revenue of $296.6 million (+6% YoY) and net income of $45.9 million, while backlog expanded to $1.8 billion (+33% YoY). After the Q2 close, the company disclosed its largest single order in company history — a data center contract worth over $400 million — extending through fiscal year 2028. The company completed a 3-for-1 stock split on 2026-04-02. Fiscal Q3 (period ended 2026-06-30) results are scheduled for release after market close on 2026-08-03 and had not yet been reported as of the reference date (2026-08-02).
Dominion Energy is a regulated electric and gas utility serving Virginia, North Carolina, and South Carolina. In Q2 2026 it posted adjusted operating EPS of $0.79 (above consensus of $0.75) and revenue of $4.48 billion, reaffirming its 2026 annual guidance of $3.45-$3.69 per share (2026-07-31 earnings release). On 2026-05-18 it agreed to an all-stock merger with NextEra Energy valued at $67.3 billion, filed for regulatory approval with three state utility commissions, FERC, and the NRC on 2026-07-15, and on 2026-08-06 Virginia's governor announced direct intervention in the proceeding. The Coastal Virginia Offshore Wind project was approximately 81% complete as of 2026-08-03, with total project cost raised to $11.7 billion and final completion delayed to late 2027. On 2026-08-05 the Virginia SCC ordered development of a rate structure to allocate transmission infrastructure costs to large-load users such as data centers.
NextEra Energy is the largest U.S. regulated electric utility holding company, operating two business segments — Florida Power & Light (FPL) and NextEra Energy Resources. It posted Q2 2026 adjusted EPS of $1.15 (+9.5% YoY), and its renewable & storage contracted backlog expanded to approximately 35.1GW (Q2 2026 earnings release, 2026-07-24). On 2026-05-18, it entered into an all-stock merger agreement with Dominion Energy (exchange ratio 0.8138, deal value approximately $67B), which is undergoing regulatory approval; on 2026-08-06, the Virginia governor signaled intent to intervene in the Virginia State Corporation Commission (SCC) review. FY2026 adjusted EPS guidance was maintained at $3.92-$4.02 (company guidance, 2026-07-24).
Intel은 2026년 2분기(2026-06-27 마감) 매출 161억 달러로 전년동기 대비 25% 성장해 15년 내 최고 성장률을 기록했으며, Data Center and AI 세그먼트 매출이 63억 달러로 59% 성장하며 실적 개선을 이끌었다(SEC 8-K, 2026-07-23 발표). 다만 미국 정부가 보유한 CHIPS Act 에스크로 주식의 시가평가 손실 약 125억 2,900만 달러가 반영되며 2분기 GAAP 기준 순손실이 약 110억 달러 발생했다. 2026년 상반기 누적 매출은 297억 500만 달러, 순손실은 147억 6,100만 달러이며(시스템 정본 재무 데이터, 접수번호 0000050863-26-000157), 2026-08-07 종가는 101.65달러로 전일 대비 1.84% 상승 마감했다.
Polibeli Group Ltd (PLBL) is a digital supply chain and distribution platform for small and medium-sized retailers (SMEs), headquartered in Jakarta, Indonesia, and listed on the Nasdaq Global Market on 2025-08-08 via a SPAC merger with Chenghe Acquisition II Co. (deal size US$3.6B). FY2025 (ended 2025-12-31) revenue was $26.42 million, down from the prior year ($30.23 million), while net loss narrowed to $5.97 million from $10.98 million in the prior year (Form 20-F, filed 2026-04-24). The company disclosed non-binding MOUs for preliminary feasibility studies of AI computing centers/data centers with Thailand's Authaikam Co. on 2026-06-30 and Indonesia's PT Grosirone Prima Nusantara on 2026-07-01, respectively (Form 6-K). Majority shareholder Xingyun International Company Limited holds 98.26% of total issued shares and 99.19% of voting rights, making the company a 'controlled company' under Nasdaq rules (Form 20-F Item 7, filed 2026-04-24).
Hyosung Heavy Industries disclosed that its Q2 2026 consolidated operating profit reached KRW 264.3 billion (a record quarterly high, up 60.9% year-over-year), and its order backlog at the end of Q2 stood at KRW 17.5 trillion (up 63.0% year-over-year). Per the 2026 semi-annual report (receipt no. 20260813001554), cumulative first-half revenue was KRW 3.0451 trillion and operating profit was KRW 416.6 billion. In the first half of 2026, 71% of new orders in the Heavy Industries segment originated from the United States, and the company raised its 2026 full-year new order target from KRW 8.4 trillion to KRW 12 trillion.
Southern Company is a utility holding company that supplies electricity and gas across the southeastern United States, including Georgia, Alabama, and Mississippi, and posted second-quarter 2026 adjusted EPS of $1.13 (up $0.21 year-over-year). On July 22, 2026, Georgia Power signed a 25-year, 3.2GW power supply agreement with OpenAI, and data-center-related electricity usage rose 55% year-over-year. In early August 2026, the company issued a total of $2.731 billion in convertible preferred notes, and its credit ratings were upgraded to Moody's Baa1 and S&P BBB+. The company raised its April 2026 quarterly dividend to $0.76 per share (annualized $3.04), extending its streak of dividend increases to 25 consecutive years.
Tesla closed at $342.27 on 2026-08-14, up +0.68% from the previous close. Q2 2026 (reported 2026-07-22) revenue was $28.24 billion, up +26% year-over-year, and vehicle deliveries reached a quarterly record of 480,126 units, while operating margin declined to 1.4%. During the same period, the NHTSA upgraded its federal investigation into FSD from a preliminary evaluation to an engineering analysis, and unsupervised robotaxi service expanded to 6 cities across Texas and Florida as of August 2026.
Hubbell Incorporated (NYSE: HUBB) manufactures and sells electrical and utility solutions in the United States and internationally, organized into two segments: Utility Solutions (63% of fiscal 2025 revenue) and Electrical Solutions (37%) (2025 10-K). In Q2 2026 (reported 2026-07-28), revenue rose 15% year-over-year to $1,711.8 million, and adjusted EPS was $5.52, up 12% year-over-year, beating market expectations. The company completed the acquisition of NSI Industries for approximately $3.0 billion on 2026-06-09, and declared a quarterly dividend of $1.42 per share on 2026-07-24 (payable 2026-09-15).
KOSES (089890) closed at KRW 24,850 on 2026-07-24, down -7.28% from the previous close (KRW 26,800), with trading volume of 466,650 shares (Toss Securities Open API). On the same day, the KOSPI and KOSDAQ plunged -5.73% and -5.32% respectively, triggering the year's 21st sidecar (program trading suspension), with large-cap semiconductor stocks such as Samsung Electronics and SK Hynix declining together (Hankook Ilbo, Korea Economic Daily, 2026-07-24). On 2026-07-13, KOSES disclosed a KRW 150.4 billion supply contract with US-based Bloom Energy for AI-server SOFC electrode cell automation equipment (equivalent to 183% of recent revenue) (Bloter, 2026-07-13). No individual disclosures regarding contract termination, litigation, or other special items for KOSES were found in the Seoul Economic Daily corporate disclosure and daily memo listings (2026-07-23, 24).
Fluence Energy (NASDAQ: FLNC), which sells grid-connected battery energy storage systems (BESS) and optimization software, reported FY2026 Q3 (period ended 2026-06-30, reported 2026-08-05) revenue of $649.8 million, up 7.9% year-over-year, but posted a GAAP net loss of $44.3 million (a swing from a net profit of $6.9 million in the year-ago period). GAAP gross margin plunged to 5.1% (from 14.8% a year earlier) due to delays in bringing new production facilities online and prepayment costs tied to overseas long-term battery cell supply agreements, among other factors, and the company lowered its FY2026 revenue guidance range to $2.9 billion-$3.1 billion (from $3.2 billion-$3.6 billion) and its adjusted EBITDA guidance range to -$30 million to $10 million (from $40 million-$60 million). In the same quarter, new bookings reached a record $1.44 billion (roughly 3x year-over-year), and backlog reached a record high of $6.4 billion.
Apple posted FY2026 Q2 (ended 2026-03-28) revenue of $111.2 billion (+17% year-over-year) and diluted EPS of $2.01 (+22%), with gross margin reaching 49.3%, the top end of the company's guided range (48-49%) (Apple 10-Q FY2026 Q2, earnings release 2026-04-30). FY2025 full-year revenue was $416.16 billion (+6% year-over-year) with net income of $112.01 billion, an all-time high (Apple 10-K FY2025, as of 2025-09-27). On 2026-04-20, Apple announced that Tim Cook would step down as CEO to become Executive Chairman, with John Ternus taking over as CEO effective 2026-09-01 (Apple Newsroom). FY2026 Q3 (June quarter) results are scheduled for release on 2026-07-30.
Reddit (RDDT) posted Q2 2026 (April–June) revenue of $804.9M (up 61% year-over-year), extending eight consecutive quarters of 60%+ growth, with net income of $252.8M for a 31% net margin (company earnings release, 2026-07-30). On August 13, 2026, S&P Dow Jones Indices announced RDDT's inclusion in the S&P500, and the stock rose +12.63% versus the previous close to close at $178.09 on August 14, 2026 (CNBC, StockStory, 2026-08-13–14). During the same period, Reddit is in negotiations to renew a $60M annual AI data licensing agreement with Google, with final terms not yet finalized as of the as-of date (CNBC, 2026-07-22).
On 2026-01-30, NRG Energy completed its acquisition of an approximately 13GW gas-fired generation portfolio and the demand-response platform CPower from LS Power, expanding total generating capacity to approximately 25GW. Q1 results announced on 2026-05-05 showed revenue of 10.26B USD (YoY +19%), while adjusted EBITDA declined year-over-year to 1.08B USD, reflecting a mild winter in Texas and the impact of Winter Storm Fern in the East. The 2026 adjusted EPS guidance was maintained at 7.90-9.90 USD, and at the 2026-04-30 annual shareholder meeting the roles of Chairman and CEO were separated, with Antonio Carrillo becoming Chairman and Robert J. Gaudette becoming CEO. Q2 results are scheduled to be announced on 2026-08-04.
Cameco reported Q2 2026 (quarter ended 2026-06-30) revenue of $573.46 million, below the market consensus of $592.27 million, and adjusted EPS of $0.1268, below the consensus of $0.28. The uranium segment's average realized price was $93.13/lb, up 15% year-over-year, while production (Cameco's share) was 3.9 million lb, down 15% year-over-year. On the same day as its earnings release, the company raised its 2026 consolidated revenue guidance range to $3,320-3,570 million, and Westinghouse (49% owned by Cameco) confidentially submitted a draft Form S-1 to the SEC for an initial public offering on 2026-07-31.
Planet Labs PBC sells imagery and analytics data from Earth-observation satellites (PlanetScope, SkySat). In FY2026 (ended 2026-01-31), revenue reached $307.7 million (+26% YoY), and adjusted EBITDA turned positive for the first time (+$15.5 million). In the following Q1 FY2027 (ended 2026-04-30), revenue was $94 million (+42% YoY), with backlog of over $906 million (+72%) and remaining performance obligations (RPO) of $816 million (+81%). As of the reference date (2026-07-17), the closing price was $22.47, up +1.72% from the previous trading day ($22.09).
Bitgwa Jeonja (069540) is an optical transceiver (optical module) manufacturer. It closed at KRW 2,225 on 2026-08-04 (+10.97% vs. the previous day, volume 7,686,853 shares). On a consolidated basis, FY2025 revenue was KRW 31.77bn (+75.2% YoY), but the company posted an operating loss of KRW 16.531bn (operating margin -52.0%) and a net loss of KRW 19.651bn, with an accumulated deficit of KRW 105.9bn (DART FY2025 business report, fiscal year-end 2025-12-31). From June 2024 to January 2026, the largest shareholder changed three times, in order: Lightron Holdings, K-Head Union, and BNS Union; the current largest shareholder, BNS Union, is a union in which KH Philux holds a 92.26% stake (DART shareholder status, as of 2026-03-31; Fieldnews). On 2026-08-04, the same day as the sharp price increase, the payment date for the 18th convertible bond (KRW 16.0bn) was scheduled, but no disclosure or news report explicitly identifying this as the direct cause of the surge has been confirmed.
Standard Nuclear, Inc. (NYSE: STDN), an advanced TRISO nuclear fuel manufacturer headquartered in Oak Ridge, Tennessee, completed its initial public offering (IPO) on 2026-07-16 at $15.00 per share, raising approximately $150 million. On 2026-08-14, the company disclosed via SEC Form 8-K the appointment of Seth Cohen, former Chief Counsel for Nuclear Policy at the U.S. Department of Energy (DOE), as an independent director (effective 2026-08-12), expanding the board to five members. On the same date, the closing price rose +10.09% from the previous day to $13.31, with trading volume of 1,229,104 shares — approximately 1.20x the recent 20-day average volume (1,021,549 shares). As of 2026-03-31, the company disclosed a contracted backlog of up to $245 million and a qualified pipeline of approximately $986 million (S-1).
Jeryong Electric is a KOSDAQ-listed power equipment manufacturer that produces distribution transformers, switchgear, and GIS (gas-insulated switchgear), exporting mainly to the United States (founded in 1986; the current corporate entity was established via a spin-off in 2011). Per the FY2025 business report, revenue was KRW 224.017 billion (-14.7% YoY) and operating profit was KRW 67.027 billion (-31.4%), while H1 2026 (cumulative) revenue was KRW 70.323 billion, operating profit KRW 11.123 billion, and net income KRW 26.086 billion (disclosure receipt no. 20260813001320). On 2025-12-22 the company signed a distribution transformer supply contract with PSE&G in the US, and the contract value was increased to KRW 53.1 billion via a correction disclosure on 2026-01-08. The closing price on 2026-08-14 was KRW 48,700, with a market cap of KRW 781.4 billion.
Exelon reported Q1 2026 results announced on 2026-05-06, with revenue of $7.24B (+7.9% year-over-year) and adjusted EPS of $0.91 (above consensus of $0.87). In its Q2 2026 results announced on 2026-07-30, revenue of $5.97B beat consensus, but adjusted operating income of $0.43 per share slightly missed the consensus of $0.44; on the same day, the company lowered its high-probability data center interconnection pipeline from 18GW to 11GW. Full-year 2025 revenue was $24.26B (+5.3% year-over-year) and net income was $2.77B (+12.5% year-over-year). Moody's downgraded the credit rating of subsidiary PECO from Aa3 to A1 on 2026-07-15.
Itron is a smart grid metering and communications infrastructure company serving electric, gas, and water utilities. In Q2 2026 (reported 2026-07-28), revenue declined 7% year-over-year to $563 million, while adjusted gross margin reached a record 41.4% and non-GAAP diluted EPS was $1.59. Annual recurring revenue (ARR) was $417 million, up 21% year-over-year, and backlog remained at approximately $4.4 billion. As of 2026-08-07, the closing price was $103.75 (+0.90% day-over-day, volume 371,225 shares). A cybersecurity incident that occurred on 2026-04-13 was confirmed, per 8-K and 8-K/A filings, to have had no material impact on customer-facing functions.
INNO Instrument is a KOSDAQ-listed company primarily manufacturing and exporting optical fiber fusion splicers. In 2025, it recorded consolidated revenue of KRW 46.58 billion (+13.13% YoY), an operating loss of KRW 7.619 billion (loss narrowed -72.25% YoY), and a net loss of KRW 10.777 billion (disclosed 2026-03-03, Jaekyung Ilbo, Nate News). On March 31, 2026, the CEO changed from Park Cho-young to GAO FEI, and the combined stake of the largest shareholder Jo Bong-il and his specially related parties stood at 28.91% as of 2026-04-07 (DART quarterly report, large-holding disclosure report). The company resolved at its board meeting on 2026-07-31 to consolidate common shares at a ratio of 5-to-1, with an extraordinary general meeting scheduled for 2026-09-10 and new share listing scheduled for 2026-10-14 (Digital Today).
Samsung SDI recorded consolidated revenue of KRW 13.2667 trillion and an operating loss of KRW 1.7224 trillion for FY2025, while Q1 2026 revenue reached KRW 3.5764 trillion (+12.6% YoY) with an operating loss of KRW 155.6 billion — a 64.2% narrowing of the loss YoY — and net income turned positive at KRW 56.1 billion. The battery (energy solutions) segment expanded its supply contracts, including an LFP battery supply agreement for Tesla's ESS, an ESS supply contract with a U.S. energy company (approximately KRW 1.5 trillion), and a domestic power-grid ESS deployment project, while the electronic materials segment showed improved sales of semiconductor and display materials. In July 2026, its UPS batteries became the world's first to pass UL Solutions' large-scale indoor fire test, and in March of the same year, at InterBattery 2026, the company unveiled 'Solidstack,' a solid-state battery sample for physical AI applications.
ALT Inc. (459550) is a KOSDAQ-listed company that supplies mobile devices such as kids' phones and senior phones to SK Telecom, KT, and LG Uplus, while also supplying IPTV set-top boxes. Per its H1 2026 semi-annual report, it recorded revenue of KRW 26.4bn, an operating loss of KRW 1.58bn, and a net loss of KRW 0.87bn (DART filing No. 20260814004045). Per its FY2025 annual report, annual revenue was KRW 112.95bn, operating profit KRW 8.97bn, and net income KRW 5.08bn, all down from 2024 (DART filing No. 20260323000960). The closing price on 2026-08-14 was KRW 2,575, up +29.98% from the previous close (KRW 1,981), with trading volume of 24,126,347 shares (Toss Securities Open API).
Gridwiz is a domestic demand response (DR) operator that participates in the Korea Power Exchange's demand resource market. According to its 2026 semi-annual report (receipt No. 20260814002782), it posted revenue of 414.66억원 and an operating loss of 38.50억원. In the previous fiscal year's 2025 annual business report (receipt No. 20260619000475), annual revenue was 1,256.09억원 (+0.7% YoY) and operating profit was 8.16억원, turning profitable from a 2024 operating loss of 43.43억원. On 2026-08-13, the company signed an MOU with SMR specialist ARX to jointly develop an integrated power and cooling solution for AI data centers (Electronic Times, 2026-08-13). The reference-date closing price on 2026-08-14 was 15,900원, down -0.44% from the previous day.
EcoPro BM is a battery materials company that manufactures high-nickel NCA and NCMA cathode materials. It disclosed Q2 2026 (consolidated) revenue of KRW 576.7 billion (-26.0% YoY) and operating profit of KRW 18.0 billion (-63% YoY), marking a second consecutive profitable quarter (Herald Corporation, 2026-07-31). On June 30, 2026, the board resolved a KRW 1.1999 trillion rights offering (9,909,900 new shares, planned issue price KRW 121,200); following two rounds of correction requested by the Financial Supervisory Service, the securities registration statement's effective date was pushed back to 2026-08-25 (news.md, as received 2026-08-09). Of the proceeds, KRW 915.0 billion is earmarked for acquiring a stake in the BNSI nickel smelter in Indonesia (90,000-ton annual capacity, 39% stake held by EcoPro Group); the smelter was 39.2% complete as of 2026-08-11 and is targeting trial operation in December (Newspim, 2026-08-11). The closing price as of the analysis date (2026-08-14) was KRW 116,700.
Archer Aviation is a California-based eVTOL aircraft manufacturer primarily developing the four-seat 'Midnight' aircraft; its 2026-08-14 closing price was $6.62 (-5.02% vs. previous day). Based on confirmed financial data, cumulative H1 2026 (through 2026-06-30) revenue was $0, operating loss was -$320.1 million, and net loss was -$299.4 million (SEC 10-Q, accession no. 0001824502-26-000059). On 2026-08-09, Archer entered a definitive equity purchase agreement to acquire 100% of Boeing subsidiaries Wisk Aero, SkyGrid, and Insitu entirely in stock and warrants, with Boeing set to acquire newly issued shares equal to 19.75% of shares outstanding immediately prior to closing (SEC 8-K, accession no. 0001104659-26-093056). FAA Type Certification was reported to have completed Phase 3 of a four-phase process (Archer IR, 2026-05-11).
Paymentus is a cloud-based electronic bill presentment and payment (EBPP) SaaS company. In its Q2 FY2026 earnings released after market close on 2026-08-03, it reported revenue of $360.7 million (up 28.8% year-over-year) and adjusted EBITDA of $48.8 million (up 54%, with a record-high margin of 41.3%). The company simultaneously raised its FY2026 guidance, with revenue now expected in the range of $1,443.0-$1,458.0 million and adjusted EBITDA in the range of $175.0-$185.0 million (E, management guidance). Following the earnings release, the 2026-08-04 closing price rose 29.20% from the prior day to $44.6, with trading volume of 4,597,710 shares — a 3-6x surge over the recent normal range (approximately 760,000-1,500,000 shares).
Wayfair Inc. reported Q2 2026 (period ended June 30) results before market open on 2026-08-04: total net revenue of $3,519 million (+7.5% YoY), US net revenue of $3,125 million (+8.7%, the strongest growth since the pandemic), adjusted EBITDA of $242 million, and adjusted EPS of $0.95, with revenue, EBITDA, and EPS all beating market consensus. Active customers totaled 21.7 million (+3.3%), delivered orders totaled 10.6 million (+6.0%), and free cash flow was $301 million, the highest level since 2020. The same-day closing price was $116.08, up +29.97% from the previous close of $89.31, on volume of 14,568,088 shares.