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Nvidia reports on August 26 — nine days out — with analysts projecting Q2 revenue of $93–95 billion, up roughly 96% year-over-year, driven by the ongoing Blackwell platform ramp. The stock is trading near $225, within range of its 52-week high of $236, with a $5.45 trillion market cap. Bears and bulls alike are watching whether guidance can crack the $100 billion threshold for the first time.
Anthropic is targeting a September or early October Nasdaq listing at what Forbes pegged as a potential $2 trillion valuation — which would rank among the largest IPOs in history. The company told investors it projects its first-ever quarterly operating profit of $559 million on Q2 revenue of $10.9 billion, with an annualized run rate near $47 billion. This morning's premarket gains in semiconductor and storage names are being directly attributed to Anthropic's results bolstering confidence in sustained AI infrastructure spending.
Palantir reported Q2 revenue of $1.94 billion, up 93% year-over-year and 8% above the $1.80 billion consensus, with US commercial revenue exploding 149% to $764 million. Full-year 2026 revenue guidance was lifted to approximately $8.15 billion, implying roughly 82% full-year growth. Shares ran to $172 following the August 3 report and have continued extending gains.
Bank of America flagged on August 14 that Broadcom's AI XPV financing platform — built with Apollo and Blackstone — could generate up to $370 billion in contingent residual-value guarantee exposure by mid-2029 under extreme default scenarios. Shares fell 6% and broke below $400. BofA stressed this is a stress-test figure, not recognized debt, but the headline was enough to trigger a sell-off; Deutsche Bank published a separate bullish note on Broadcom the same week.
Baird analyst Tristan Gerra doubled his AMD price target from $625 to a Street-high $1,250, maintaining Outperform, projecting $147 billion in AMD AI GPU platform revenue by 2030 on roughly 15% accelerator market share. AMD gained approximately 4% on August 14 — the same day Broadcom was selling off — with BofA separately naming AMD its top pick for the server CPU market buildout in a raised forecast to over $210 billion by 2030.
Micron is trading near $950 per share, up 201% year-to-date, as UBS lifted its price target to $1,625 citing HBM supply expected to remain tight well beyond 2027 and strong data-center storage demand. Micron also launched a $250 million Micron Ventures Paradigm Fund to invest across the AI stack. Citigroup trimmed its target from $1,400 to $1,150 but kept its Buy rating; the stock and SanDisk are both rallying in this morning's premarket.
Nasdaq 100 futures are up 0.5% and S&P 500 futures up 0.1% heading into Monday's open, with Anthropic's financial results credited as a key driver of AI spending confidence. The dollar hit a three-month low, Brent crude is approaching $90 a barrel, and the Fed releases July FOMC meeting minutes on Wednesday. Retail earnings from Walmart, Target, Home Depot, and Lowe's dominate the week's non-AI calendar.
JPMorgan is backing semiconductor names — Nvidia and AMD — arguing that rising AI infrastructure spend flows through to chip demand with manageable cannibalization risk; the firm has nine Buy-rated chip stocks each offering at least 30% implied upside. Morgan Stanley counters that chipmaker expectations have become too demanding to beat, and prefers the disciplined AI spenders — Microsoft and Alphabet — citing measurable ROIC from GPU rentals and model APIs as an emerging differentiator.
IonQ reported record Q2 2026 revenue of $80.1 million, up 287% year-over-year and roughly 20% above its own internal forecast, with growth spread across quantum computing, networking, security, and sensing segments. The company closed its SkyWater semiconductor acquisition during the quarter and raised full-year guidance from the $260–270 million range to $280–290 million. International customers now account for approximately 50% of revenue.
SoundHound AI reported Q2 revenue of $61.9 million, up 45% year-over-year and approximately 18% above the Wall Street consensus of $52.4 million. Management raised its full-year 2026 outlook to $230–260 million. The stock jumped 13.3% on the August 5 report and has continued building on that move through mid-August.
