AI Infra Scanner

	Symbol	Theme			Mkt Cap					Earnings	News
100	COHU	Semi Equipment / Subsystems	44.71	—	2.1B	35.9	1.15	15.5	-6.2%	2026-04-30·0d	FormFactor Q1 Earnings Call Highlights
100	AVT	IT Distribution / Systems	81.53	—	6.7B	11.8	2.65	10.4	-1.2%	—	Avnet Inc (AVT) Q3 2026 Earnings Call Highlights: Record Sales and Strategic Growth Amid Challenges
99	WDC	AI Memory / Storage	412.76	—	141.1B	28.3	0.79	8.9	-6.6%	2026-04-30·0d	Why data storage stocks are a key AI play
92	D	Power / Utility / Data Center Energy	62.5	—	54.9B	16.4	2.77	2.9	-7.5%	2026-05-01·1d	Dominion Energy to Report Q1 Earnings: What to Expect From the Stock?
91	AMD	AI Chip / Compute	337.11	—	549.6B	30.5	0.96	2.2	-4.5%	2026-05-05·5d	Highlights from Meta's earnings call
90	UCTT	Semi Equipment / Subsystems	72.01	—	3.2B	19.1	1.17	7.9	-14.7%	2026-07-27·88d	Ultra Clean Holdings Q1 Earnings Beat Estimates, Revenues Rise Y/Y
89	AAOI	AI Networking / Photonics	152.83	—	12.2B	47.8	0.78	13.5	-11.9%	2026-05-07·7d	Applied Optoelectronics (AAOI) Gets Texas’ Million-Dollar Backing, Soars 11%
89	LITE	AI Networking / Photonics	858.32	—	61.3B	52.5	0.63	13.9	-10.6%	2026-05-05·5d	Viav Solutions (VIAV) Beats Q3 Earnings and Revenue Estimates
89	SIMO	AI Memory / Storage	217.5	—	7.4B	29.3	0.7	—	-0.2%	2026-07-30·91d	Is Silicon Motion (SIMO) Using Steady Dividends to Underscore Its AI Storage Growth Narrative?
89	STX	AI Memory / Storage	643.3	—	144.1B	25.2	0.88	4.3	-7.7%	2026-07-28·89d	Visa, Seagate Technology, Bloom Energy: Earnings Roundup
88	AEM	Grid / Materials / Commodities	183.56	—	92.0B	13.1	28.15	1.1	-28.1%	2026-04-30·0d	Red Hot Sandisk and 4 Other Earnings Charts This Week
86	COHR	AI Networking / Photonics	304.93	—	57.2B	40.2	0.92	6.1	-16.4%	2026-05-06·6d	Lightwave Logic Partners with Michael Best as IP Advisor
86	TSM	AI Chip / Compute	393.83	—	2.04T	20.4	1.22	0.5	-5.0%	2026-07-16·77d	Why OpenAI whiffs should still worry Oracle and CoreWeave investors
85	DIOD	Semi Equipment / Subsystems	101	—	4.6B	25.3	0.93	5.5	-6.5%	2026-05-07·7d	Diodes (DIOD) is a Great Momentum Stock: Should You Buy?
85	ARW	IT Distribution / Systems	185.98	—	9.5B	11.6	0.95	4.2	-3.2%	—	Avnet (AVT) Q3 Earnings and Revenues Beat Estimates
85	IONQ	Quantum / Satellite / Frontier	42.11	—	15.4B	-47	—	23.2	-50.2%	2026-05-06·6d	3 Phenomenal AI Stocks for Maximum Upside
85	MU	AI Memory / Storage	518.46	—	584.7B	5.1	0.29	3.2	-2.4%	2026-06-24·55d	There Is Optimism Around Micron Technology’s HBM Business, Here Is What You Should Know?
83	CLS	AI Networking / Photonics	376.54	—	43.3B	25.5	1	2.3	-11.0%	2026-07-27·88d	Clicks Group's (JSE:CLS) Performance Is Even Better Than Its Earnings Suggest
83	LRCX	Semi Equipment / Subsystems	248.75	—	311.1B	31.8	1.49	2.3	-9.8%	2026-07-29·90d	Analyst Upgrades PT on Lam Research After Q3 Earnings, What’s Next?
83	TER	Semi Equipment / Subsystems	306.33	—	48.0B	35.2	2.1	3.6	-27.4%	2026-07-29·90d	Why Teradyne Tumbled Today
82	AMAT	Semi Equipment / Subsystems	382.59	—	303.6B	27.2	1.82	1.7	-9.0%	2026-05-14·14d	Jim Cramer Considers Applied Materials to Be One of the “Best Capital Expenditure Stocks”
81	ASTS	Quantum / Satellite / Frontier	69.85	—	27.1B	-462.3	—	21.3	-46.2%	2026-05-11·11d	Should FCC Approval for 248-Satellite Direct-to-Device Network Require Action From AST SpaceMobile (ASTS) Investors?
81	FORM	Semi Equipment / Subsystems	135.53	—	10.6B	61.3	—	5.3	-14.8%	—	FormFactor Inc (FORM) Q1 2026 Earnings Call Highlights: Record Revenue and Strategic Growth ...
81	MT	Grid / Materials / Commodities	55.92	—	42.6B	8.3	—	0.6	-17.3%	2026-04-30·0d	ArcelorMittal boosts sales but profits squeezed
80	FE	Power / Utility / Data Center Energy	48.94	—	28.3B	16.6	1.51	5.6	-6.5%	2026-07-29·90d	FirstEnergy Q1 Earnings Call Highlights
80	NUE	Grid / Materials / Commodities	222.39	—	50.6B	14.9	5.21	2.6	-2.2%	2026-07-27·88d	Jim Cramer on Reliance, Inc.: “Really, Really Good Company, and It’s Not Outrageously Expensive”
77	CLF	Grid / Materials / Commodities	10.25	—	5.8B	23.6	0.43	14.9	-38.6%	2026-07-20·81d	Cleveland-Cliffs Signs 3-Year AI Deal With Palantir To Modernize Operations
77	NEE	Power / Utility / Data Center Energy	94.17	—	196.4B	21.5	2.13	0.0	-3.5%	2026-07-22·83d	Is It Too Late To Consider NextEra Energy (NEE) After A 48% One-Year Surge?
75	INTC	AI Chip / Compute	94.75	—	476.2B	64	1.36	2.9	-0.2%	2026-07-23·84d	This Canadian Company Is Quietly Building a Berkshire-Like Model. Is the Stock a Buy Now?
75	LWLG	AI Networking / Photonics	11.76	—	1.8B	—	—	9.8	-23.1%	2026-05-07·7d	Lightwave Logic Partners with Michael Best as IP Advisor
75	TEL	IT Distribution / Systems	205.25	—	59.9B	16.3	1.06	3.0	-18.7%	2026-07-22·83d	Zacks Industry Outlook Highlights TE Connectivity, Fabrinet and TTM Technologies
74	KLAC	Semi Equipment / Subsystems	1,816.21	—	238.6B	37.6	—	2.8	-6.4%	—	KLA Corp (KLAC) Q3 2026 Earnings Call Highlights: Strong Revenue Growth and Market Leadership ...
74	MRVL	AI Networking / Photonics	156.57	—	136.9B	28.9	1.8	3.9	-8.4%	2026-05-28·28d	Poet Technologies Crashed Again Today -- Is the AI Stock a Buy on the Pullback?
71	RKLB	Quantum / Satellite / Frontier	77.02	—	44.5B	1,502.8	—	5.5	-22.7%	2026-05-07·7d	Jim Cramer Says “I Think That Rocket Lab Is a Winner”
67	CDNS	AI Memory / Storage	329.95	—	91.1B	35.2	2.95	2.1	-12.4%	2026-07-27·88d	Wall Street Bulls Look Optimistic About Cadence (CDNS): Should You Buy?
65	DLR	Data Center REIT / Infrastructure	194.56	—	69.1B	62.5	12.57	0.0	-6.5%	2026-07-23·84d	UBS Raises its Price Target on Digital Realty Trust (DLR) to $227
61	AES	Power / Utility / Data Center Energy	14.45	—	10.3B	6	0.81	3.4	-18.1%	2026-04-30·0d	Is It Time To Reassess AES (AES) After The Recent Take Private Bid At US$15?
61	LEU	Power / Utility / Data Center Energy	191.98	—	3.8B	43.7	2.87	22.9	-58.6%	2026-05-05·5d	Coeur Mining (CDE) Reports Next Week: Wall Street Expects Earnings Growth
60	EQIX	Data Center REIT / Infrastructure	1,089.07	—	107.4B	61.8	—	2.1	-3.5%	—	Equinix Inc (EQIX) Q1 2026 Earnings Call Highlights: Record Sales and Strategic Growth Amidst ...
60	ICHR	Semi Equipment / Subsystems	63.73	—	2.2B	28	0.77	5.1	-12.5%	2026-05-04·4d	Assessing Ichor Holdings (ICHR) Valuation After A Sharp Year To Date Share Price Surge
58	AEP	Power / Utility / Data Center Energy	134.44	—	73.1B	19.6	2.85	3.3	-2.4%	2026-05-05·5d	Earnings Preview: MGE (MGEE) Q1 Earnings Expected to Decline
57	SONY	AI Chip / Compute	19.78	—	116.9B	16.6	2.74	0.2	-34.8%	2026-05-08·8d	Assessing Sony Group (TSE:6758) Valuation After Mixed Share Performance And Diverging Fair Value Estimates
55	VST	Power / Utility / Data Center Energy	153.79	—	52.1B	13.8	1.38	3.8	-30.0%	2026-05-07·7d	Vistra Corp. (VST) is Attracting Investor Attention: Here is What You Should Know
54	ARM	AI Chip / Compute	201.69	—	214.2B	94.1	2.39	11.5	-15.1%	2026-05-06·6d	Jim Cramer Highlights Adding Arm Holdings to the Charitable Trust Portfolio
53	QCOM	AI Chip / Compute	156	—	166.6B	14.2	0.65	5.1	-24.3%	—	Qualcomm reports better-than-anticipated Q2 earnings, stock rises 13%
52	SMR	Power / Utility / Data Center Energy	11.32	—	3.7B	-26.4	—	23.5	-80.3%	2026-05-07·7d	3 Data Center Stocks You Haven’t Heard of With 300% Upside Potential
51	AEHR	Semi Equipment / Subsystems	81.81	—	2.6B	545.4	0.9	18.6	-20.2%	2026-07-14·75d	Is Aehr Test Systems Stock a Buy or Sell After Hedge Fund Halter Ferguson Dumped Shares Worth $20 Million?
51	EXC	Power / Utility / Data Center Energy	47.02	—	48.1B	15.5	2.87	4.8	-7.2%	2026-05-06·6d	Earnings Preview: Exelon (EXC) Q1 Earnings Expected to Decline
48	OKLO	Power / Utility / Data Center Energy	64.98	—	11.3B	-71	—	18.8	-66.5%	—	A Look At Oklo’s (OKLO) Valuation After A 43% One Month Share Price Jump
47	RMBS	Semi Equipment / Subsystems	112.16	—	12.1B	30.9	3.8	8.5	-30.7%	2026-07-27·88d	Why Rambus Stock’s Post-Earnings Plunge Might Be a Canary in the Coal Mine for AI Stocks
47	SO	Power / Utility / Data Center Energy	93.51	—	105.4B	19	2.68	2.2	-7.3%	2026-04-30·0d	Why Southern Company (SO) May Be Quietly Gaining Strength
46	ETR	Power / Utility / Data Center Energy	114.67	—	52.5B	23.1	2.36	3.4	-2.8%	—	Entergy Corp (ETR) Q1 2026 Earnings Call Highlights: Strong Growth and Strategic Partnerships ...
44	AMBA	Semi Equipment / Subsystems	65.94	—	2.9B	60.7	2.28	6.9	-31.8%	2026-05-28·28d	GlobalFoundries (GFS) Moves 7.3% Higher: Will This Strength Last?
43	NNE	Power / Utility / Data Center Energy	22.42	—	1.2B	-20.1	—	21.4	-63.2%	2026-05-14·14d	Cathie Wood Funds Make A Big Bet On This New Nuclear Stock
40	RGTI	Quantum / Satellite / Frontier	16.08	—	5.3B	-88.8	—	14.6	-72.3%	2026-05-11·11d	Best Quantum Stock to Buy the Dip: Rigetti Computing (RGTI) or Quantum Computing (QUBT)
38	PSTG	AI Memory / Storage	67.8	—	22.4B	23.9	1.53	3.7	-32.6%	2026-05-27·27d	VAST Data CEO discusses AI startup's new $30B valuation
37	CEG	Power / Utility / Data Center Energy	297	—	107.6B	21.7	3.74	3.2	-28.0%	2026-05-11·11d	Constellation Energy Corporation (CEG) Declines More Than Market: Some Information for Investors