$SNDK | 𝐒𝐚𝐧𝐝𝐢𝐬𝐤 𝐐𝟒 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐑𝐞𝐩𝐨𝐫𝐭: Revenue: $8.97B (↑372% YoY) | GAAP EPS: $43.97 | Adjusted EPS: $39.25 👉 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Signed 𝐟𝐢𝐯𝐞 𝐚𝐝𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐍𝐁𝐌 𝐚𝐠𝐫𝐞𝐞𝐦𝐞𝐧𝐭𝐬, including three new customers. ➤ Total 𝐍𝐁𝐌 𝐚𝐠𝐫𝐞𝐞𝐦𝐞𝐧𝐭𝐬 𝐫𝐞𝐚𝐜𝐡𝐞𝐝 𝟏𝟎 since the April earnings call. ➤ Board approved an additional 𝐒𝐡𝐚𝐫𝐞 𝐑𝐞𝐩𝐮𝐫𝐜𝐡𝐚𝐬𝐞 𝐨𝐟 $𝟏𝟒𝐁. ➤ Remaining buyback authorization increased to $𝟏𝟓.𝟓𝐁. ➤ Fiscal 2026 revenue growth was driven by 𝐡𝐢𝐠𝐡𝐞𝐫 𝐩𝐫𝐢𝐜𝐢𝐧𝐠 and higher-value customer mix. ➤ Fiscal 2026 𝐃𝐚𝐭𝐚𝐜𝐞𝐧𝐭𝐞𝐫 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐠𝐫𝐞𝐰 𝟒𝟑𝟕% year over year. ➤ Q4 sequential revenue growth came 𝐨𝐧𝐞-𝐭𝐡𝐢𝐫𝐝 𝐯𝐨𝐥𝐮𝐦𝐞𝐬 and 𝐭𝐰𝐨-𝐭𝐡𝐢𝐫𝐝𝐬 𝐩𝐫𝐢𝐜𝐢𝐧𝐠. ➤ Company ended fiscal 2026 with a 𝐥𝐞𝐚𝐝𝐢𝐧𝐠 𝐍𝐀𝐍𝐃 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨. ➤ Datacenter established as a 𝐤𝐞𝐲 𝐠𝐫𝐨𝐰𝐭𝐡 𝐩𝐢𝐥𝐥𝐚𝐫. ➤ Management highlighted focus on 𝐠𝐫𝐨𝐰𝐢𝐧𝐠 𝐚𝐧𝐝 𝐝𝐮𝐫𝐚𝐛𝐥𝐞 𝐟𝐫𝐞𝐞 𝐜𝐚𝐬𝐡 𝐟𝐥𝐨𝐰. 👉 𝐂𝐄𝐎 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭: “We closed fiscal 2026 with a leading technology portfolio, established datacenter as a key growth pillar, and deepened our customer partnerships. Our technology and products are well positioned to create value for our customers and generate growing and durable free cash flow.” — David Goeckeler, Chairman and Chief Executive Officer

$SPCX | 𝐒𝐩𝐚𝐜𝐞𝐗 𝐐𝟐 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐑𝐞𝐩𝐨𝐫𝐭: Revenue: $7.81B (↑92% YoY) | GAAP EPS: ($0.09) | Adjusted EBITDA: $3.54B 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 ➤ Completed 𝐭𝐰𝐨 𝐬𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥 𝐒𝐭𝐚𝐫𝐬𝐡𝐢𝐩 𝐕𝟑 flight tests within 90 days. ➤ Closed 𝐂𝐥𝐨𝐮𝐝 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐀𝐠𝐫𝐞𝐞𝐦𝐞𝐧𝐭𝐬 totaling 𝐁𝐚𝐜𝐤𝐥𝐨𝐠 $𝟏𝟒.𝟏𝐁 in contracted sales. ➤ Announced 𝐂𝐮𝐫𝐬𝐨𝐫 𝐚𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧 for 𝐁𝐚𝐜𝐤𝐥𝐨𝐠 $𝟔𝟎𝐁 to expand AI enterprise offerings. ➤ Released 𝐆𝐫𝐨𝐤 𝟒.𝟓, the company's most advanced AI model. ➤ 𝐒𝐭𝐚𝐫𝐥𝐢𝐧𝐤 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞𝐫𝐬 doubled YoY to 𝟏𝟐.𝟎𝐌. ➤ Signed major airline connectivity agreements including 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧 𝐀𝐢𝐫𝐥𝐢𝐧𝐞𝐬. ➤ Launched new mobile partnerships with 𝐒𝐨𝐟𝐭𝐁𝐚𝐧𝐤, 𝐍𝐓𝐓 𝐃𝐨𝐜𝐨𝐦𝐨, and 𝐒𝐩𝐚𝐫𝐤 𝐍𝐙. ➤ Awarded over 𝐔𝐒$𝟔𝐁 in multi-year 𝐒𝐭𝐚𝐫𝐬𝐡𝐢𝐞𝐥𝐝 government contracts. ➤ Expanded AI compute capacity to 𝟏.𝟒 𝐆𝐖 from 𝟎.𝟒 𝐆𝐖 a year ago. ➤ AI achieved 𝐩𝐨𝐬𝐢𝐭𝐢𝐯𝐞 𝐀𝐝𝐣𝐮𝐬𝐭𝐞𝐝 𝐄𝐁𝐈𝐓𝐃𝐀 of $1.15B. ➤ Completed historic 𝐈𝐏𝐎, raising approximately $85.7B in net proceeds. ➤ Issued $25B inaugural investment-grade bonds to support long-term growth. 𝐂𝐅𝐎 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭 “2026 has been a momentous year so far, and the second quarter demonstrated the true power of SpaceX. Revenue growth accelerated across all our business segments and we delivered strong operating leverage, with significant margin expansion led by our new AI compute agreements. Our unparalleled leadership in launch, Starlink subscriber growth, new enterprise and government partnerships, and best-in-class AI infrastructure underscore our ability to drive meaningful scale and deliver attractive returns. As a newly public company, we are delighted to welcome our broad base of shareholders and bondholders. We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog. This financial strength gives us substantial capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocation framework.”

$AMD | 𝐀𝐌𝐃 𝐐𝟐 𝟐𝟎𝟐𝟔 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐑𝐞𝐩𝐨𝐫𝐭: Rev: $11.5B (↑50% YoY) | GAAP EPS: $1.38 | Adjusted EPS: $1.66 👉 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐬: ➤ 𝐑𝐞𝐜𝐨𝐫𝐝 quarterly revenue and profitability driven by AI and Data Center demand. ➤ 𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐞𝐫 represented 58% of total company revenue. ➤ 𝐄𝐏𝐘𝐂 processor demand accelerated across enterprise and cloud deployments. ➤ 𝐈𝐧𝐬𝐭𝐢𝐧𝐜𝐭 GPU deployments continued to scale for AI workloads. ➤ 𝐇𝐞𝐥𝐢𝐨𝐬 rackscale AI platform began ramping with leading cloud and AI customers. ➤ 𝐋𝐚𝐮𝐧𝐜𝐡𝐞𝐝 Helios, described as the world's most powerful AI server rack. ➤ 𝐋𝐚𝐮𝐧𝐜𝐡𝐞𝐝 Instinct MI400 Series GPUs for AI training and inference. ➤ 𝐈𝐧𝐭𝐫𝐨𝐝𝐮𝐜𝐞𝐝 6th Gen EPYC server processors. ➤ 𝐑𝐞𝐥𝐞𝐚𝐬𝐞𝐝 developer platform for AI software development. ➤ 𝐀𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐝 strategic partnership with Anthropic for up to 2 gigawatts of MI450 GPUs. ➤ 𝐄𝐱𝐩𝐚𝐧𝐝𝐞𝐝 collaboration with Microsoft to deploy Helios racks on Azure. ➤ 𝐂𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐞𝐝 with Cerebras for ultra-low-latency AI inference. ➤ 𝐋𝐚𝐮𝐧𝐜𝐡𝐞𝐝 Instinct MI350P GPU for existing AI infrastructure. ➤ 𝐀𝐜𝐪𝐮𝐢𝐫𝐞𝐝 MEXT to strengthen AI-powered predictive memory technology. ➤ 𝐑𝐞𝐥𝐞𝐚𝐬𝐞𝐝 Ryzen AI Halo systems for local agentic AI development. ➤ 𝐄𝐱𝐩𝐚𝐧𝐝𝐞𝐝 Ryzen PRO 9000 Series lineup with 3D V-Cache workstations. ➤ 𝐋𝐚𝐮𝐧𝐜𝐡𝐞𝐝 Ryzen 7700X3D processors and extended AM5 support through 2029. ➤ 𝐂𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐞𝐝 with Cisco for enterprise hybrid AI deployments. ➤ 𝐈𝐧𝐭𝐫𝐨𝐝𝐮𝐜𝐞𝐝 Ryzen AI Embedded X100 processors. ➤ 𝐋𝐚𝐮𝐧𝐜𝐡𝐞𝐝 Kria AI embedded solutions for robotics and industrial AI. ➤ 𝐋𝐚𝐮𝐧𝐜𝐡𝐞𝐝 Versal Premium Gen 2 Memory on Package adaptive SoCs. No share buyback authorization or new repurchase program was announced in the earnings release. 👉 𝐂𝐄𝐎 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭: “We delivered an excellent quarter, with record revenue and profitability as Data Center revenue more than doubled year-over-year. We enter the second half with strong momentum as EPYC demand accelerates, Instinct deployments scale and Helios begins to ramp. More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead.”— Dr. Lisa Su, Chair and CEO 👉 𝐂𝐅𝐎 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭: “Revenue increased 50% year-over-year to a record $11.5 billion, driven by continued strength in our Data Center business, which represented 58% of company revenue in the quarter. We expect Data Center sales to accelerate in the second half of 2026, driving stronger overall revenue growth and continued earnings expansion.”— Jean Hu, Executive Vice President, Chief Financial Officer and Treasurer

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: IDF and Oaktree Invest $1.7 Billion in Bloom Energy AI Power Project - $NBIS $BE 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ 𝐈𝐃𝐅 and 𝐎𝐚𝐤𝐭𝐫𝐞𝐞 announce 𝐒𝟏.𝟕 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 AI infrastructure investment. ➤ Project will deploy 𝐁𝐥𝐨𝐨𝐦 𝐄𝐧𝐞𝐫𝐠𝐲 fuel cell technology. ➤ Power will serve 𝐍𝐞𝐛𝐢𝐮𝐬'𝐬 AI cloud infrastructure. ➤ 𝐈𝐃𝐅 leads project development with 𝐎𝐚𝐤𝐭𝐫𝐞𝐞 as minority equity investor. ➤ 𝐌𝐨𝐫𝐠𝐚𝐧 𝐒𝐭𝐚𝐧𝐥𝐞𝐲 acted as sole tax equity investor and placement agent. ➤ 𝐌𝐔𝐅𝐆 𝐁𝐚𝐧𝐤 provided senior debt financing. ➤ Project delivers dedicated 𝐛𝐞𝐡𝐢𝐧𝐝-𝐭𝐡𝐞-𝐦𝐞𝐭𝐞𝐫 power for AI operations. ➤ IDF and Bloom have developed over 𝐒𝟐.𝟔 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 in projects together. ➤ 𝐎𝐚𝐤𝐭𝐫𝐞𝐞 managed 𝐒𝟐𝟐𝟒 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 in assets as of March 31, 2026. 👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬: 𝐀𝐦𝐚𝐧 𝐉𝐨𝐬𝐡𝐢, Chief Commercial Officer of Bloom Energy: "AI infrastructure customers need more than innovative technology. They also need a path to finance and deploy power rapidly. Our collaboration with IDF demonstrates how institutional capital can help accelerate the build-out of AI infrastructure." 𝐍𝐢𝐤 𝐍𝐮𝐧𝐞𝐬, CEO of IDF: "meet the energy demands of the AI economy." 𝐀𝐮𝐬𝐭𝐢𝐧 𝐏𝐞𝐚𝐫𝐬𝐨𝐧, Managing Director of Oaktree: "confidence in Bloom's fuel cell technology"

$META | Mizuho reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐌𝐞𝐭𝐚, maintains 𝐏𝐓 𝐚𝐭 $𝟖𝟑𝟓, 'we take this as a positive, adding a margin of safety to medium-term EPS' Analyst sees reports of a Meta Compute business as a positive 'Plan B,' showing commitment to delivering ROI on AI investment and adding a margin of safety.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Spacex Developed Prototype Of Handset-like Device - WSJ - $SPCX $QCOM ➤ Device Would Use A Qualcomm Snapdragon Chipset ➤ Spacex Device Designed To Integrate Ai Tech From Xai ➤ Spacex Tells Some Investors Project Is At An Early Stage

$META | Jefferies reiterates 𝐁𝐮𝐲 on 𝐌𝐞𝐭𝐚, maintains 𝐏𝐓 𝐚𝐭 $𝟖𝟐𝟓, 'We are bullish' Analyst is bullish on reports of Meta's entry into the cloud business, seeing it as a strategic move to monetize excess compute and fuel AI goals.

$META | BMO Capital reiterates 𝐌𝐚𝐫𝐤𝐞𝐭 𝐏𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐌𝐄𝐓𝐀, maintains 𝐏𝐓 𝐚𝐭 $𝟕𝟐𝟎 Analyst is incrementally positive on the potential cloud business, seeing a clearer ROI for high CapEx, but awaits more details before changing estimates.

$HIMS | BofA Securities maintains 𝐍𝐞𝐮𝐭𝐫𝐚𝐥 on 𝐇𝐢𝐦𝐬 & 𝐇𝐞𝐫𝐬, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟔 𝐟𝐫𝐨𝐦 $𝟐𝟓, 'This update is negative for the HIMS' Analyst sees a recent FDA update as negative for HIMS's peptide optionality narrative, lowering the probability of a clear legal pathway for compounding.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $APLD Applied Digital Delivers 75 MW AI Capacity at Polaris Forge 1 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 achieved 𝐑𝐞𝐚𝐝𝐲 𝐟𝐨𝐫 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 status for Phase 1 of Building 2. ➤ Phase 1 delivered 𝟕𝟓 𝐌𝐖 of AI capacity to its customer 𝐨𝐧 𝐬𝐜𝐡𝐞𝐝𝐮𝐥𝐞. ➤ Total live capacity at Polaris Forge 1 has increased to 𝟏𝟕𝟓 𝐌𝐖. ➤ Polaris Forge 1 is contracted to deliver 𝟒𝟎𝟎 𝐌𝐖 under 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 lease agreements. ➤ The campus is 𝐟𝐮𝐥𝐥𝐲 𝐥𝐞𝐚𝐬𝐞𝐝, according to the company. ➤ Milestone follows the earlier on-time completion of the campus' first 𝟏𝟎𝟎 𝐌𝐖 building. 👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬: ➤ Expands Applied Digital's 𝐀𝐈 𝐝𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫 capacity amid growing AI infrastructure demand. ➤ On-time delivery reinforces the company's 𝐞𝐱𝐞𝐜𝐮𝐭𝐢𝐨𝐧 capabilities for large-scale AI projects. ➤ Fully leased capacity provides 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 contracted revenue visibility. 👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭: ➤ "Delivering this phase on time underscores the strength of our execution model. Achieving this milestone required intense coordination across the field, construction, engineering, operations, procurement, development, and corporate teams." — 𝐖𝐞𝐬 𝐂𝐮𝐦𝐦𝐢𝐧𝐬, Chairman and Chief Executive Officer of Applied Digital.

$CRWV | Evercore ISI 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐂𝐨𝐫𝐞𝐖𝐞𝐚𝐯𝐞, maintains 𝐏𝐓 𝐚𝐭 $𝟏𝟓𝟎 Analyst sees market overreaction to unconfirmed $META report, noting CRWV's contracts are non-cancellable and GPU compute demand remains robust.

Rosenblatt: 'we think the weakness in $CRWV today provides a buying opportunity'. "Bloomberg reported today that $META Meta (META, Buy) was planning a cloud business to sell AI computing power. The story noted that the company is considering selling access to various AI models hosted on its existing AI infrastructure, as well as "raw" computing capacity, as part of its Meta Compute initiative. During their annual meeting (May 27), Meta CEO Mark Zuckerberg told shareholders leasing cloud computing business was possible if they overbuild their data center capacity, which at the time he indicated they had not. Additionally, questioning on Meta's 1Q results call was focused on the ROIC of their CAPEX, so we are not surprised by today's messaging from Bloomberg's "people familiar with the matter." Our checks show no change in hyperscale posture toward GPU compute procurement, with GPU shortages the norm right now across the industry. We also do not think that Meta has the right to resell any of the capacity that they have leased from CoreWeave through 2032 to third parties. Net-net we think the weakness in CRWV today provides a buying opportunity and are reiterating our Buy rating and $250 price target on the name."

$META | Meta / WhatsApp Update: ➤ India's Ministry of Electronics and Information Technology (MeitY) has asked Meta to delay launching WhatsApp's "username" feature until related consultations conclude ➤ MeitY has also asked Meta to submit a detailed explanation on WhatsApp's username feature within three days

$TMDX | TD Cowen reiterates 𝐁𝐮𝐲 on 𝐓𝐫𝐚𝐧𝐬𝐌𝐞𝐝𝐢𝐜𝐬, maintains 𝐏𝐓 𝐚𝐭 $𝟏𝟐𝟎 Analyst sees accelerating U.S. transplant volumes and robust flight activity in Q2'26 as positive indicators for TransMedics' performance.