Research & Analysis: Ultra Clean Holdings (NASDAQ: UCTT)
Ultra Clean Holdings targets a $4 billion annualized revenue run rate by H2 2027 through manufacturing expansion and a broader…
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Monte Independent Investment Research
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Broadcom q3’26 Earnings Update
Broadcom’s AI semiconductor revenue rose 221% year over year, reaching roughly 80% of $21 billion in Q3 Semiconductor Solutions sales as…
Research Roundup Vol. LII
Dell’s AI-server demand and Microchip’s data-center components lead updates on Cirrus Logic and STMicroelectronics, alongside a weekly…
Monte Investments Market Brief Vol. CXXVII
Broadcom’s AI semiconductor revenue rose 221% year over year, as Anthropic safety concerns failed to alter the projected AI compute and…
Research & Analysis: Dell Technologies (NYSE: DELL)
Dell closed Q2 2027 with a $95 billion AI-server backlog after $60.9 billion in quarterly orders, targeting data-center and enterprise AI…
Research & Analysis: Applied Aerospace & Defense (NYSE: AADX) q2’26 Earnings Update
Applied Aerospace & Defense reported Q2 revenue growth of 47% to $167 million and $1.13 billion in backlog, supported by missile production…
Synopsys q3’26 Earnings Update
Synopsys reported 8% EDA and 11% Design IP growth in Q3 2026, with Multiphysics Fusion expected to add revenue from fiscal 2027.
Research Roundup Vol. LI
Nvidia’s Q2 2027 triple-digit growth and above-consensus FY28 outlook reinforce AI infrastructure spending, while Symbotic’s new automation…
Monte Investments Market Brief Vol. CXXVI
Synopsys reported 8% EDA growth and 11% Design IP growth in Q3 2026, betting Multiphysics Fusion and Intel 14A adoption will lift revenue…
Research & Analysis: AEVEX (NYSE: AVEX)
AEVEX faces an eFY27 contract rollover after buying maritime drone maker BlackSea for $650 million, testing whether its 55-nation pipeline…
Ondas Inc. (NASDAQ: ONDS) q2’26 Earnings Update
Ondas reported $83 million in Q2 2026 revenue and seven acquisitions year-to-date, building its Ondas One autonomous drone platform around…
Research Roundup Vol. L
Wolfspeed, Nordson and Nucor target AI data-center demand through 800-VDC power, chip testing equipment and domestic steel capacity, aided…
Monte Investments Market Brief Vol. CXXV
Nvidia reports Q2 2027 earnings August 26, with data-center backlogs, enterprise AI inference demand and Vera Rubin volume sales expected…
Research & Analysis: Stabilis Solutions (NASDAQ: SLNG)
Stabilis Solutions lost its Galveston LNG offtake anchor, revenue fell 36% in 1H’26, and limited liquidity leaves its data-center power…
Research Roundup Vol. XLIX
Research Roundup Vol. XLIX covers 3.4% inflation, AI compute demand, data center buildouts, and Q2 reports from Rocket Lab, CoreWeave,…
Monte Investments Market Brief Vol CXXIV
Rocket Lab and Firefly won access to US space contracts as AI-driven HBM demand tightens memory-chip supply through 2027.
Research & Analysis: Riot Platforms (NASDAQ: RIOT)
Riot Platforms has 241MW of contracted data center capacity, including a 191MW, 20-year $9.8 billion frontier AI lab deal, as it shifts…
WillScot Q2'26: The Streak Is Over
WillScot Mobile Mini returned to revenue growth in Q2 2026, raised full-year targets and invested $114 million in fleet capacity for data…
Research Roundup Vol. XLVIII
Palantir’s Q2 revenue beat, Sony’s physical-media exit and Diamondback’s Permian gas constraints frame a roundup on AI adoption, oil prices…
