Alphabet

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Alphabet Inc. – Class C Capital

Google parent announced plans to raise a massive $80 billion in equity capital to expand AI compute infrastructure. The package includes a $30 billion underwritten public offering, a $40 billion at-the-market program, and a $10 billion private placement to Warren Buffett’s Berkshire Hathaway. Despite Berkshire’s high-profile backing, the massive scale of the capital raise sparked near-term concerns regarding equity dilution.

Marvell

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NAS:MRVI

Nvidia CEO Jensen Huang, speaking onstage at Computex in Taipei, called the chipmaker the “next trillion-dollar company,” highlighting Marvell’s critical role in high-speed data center connectivity.

Next Earnings Date: Expected Date: August 20, 2026 (to August 27, 2026)

    Following stellar bookings and AI demand, Marvell’s management has significantly upgraded its near-term and long-term revenue projections:

      Upcoming Quarter (Q2 FY2027) Guidance: Expected Revenue: $2.70 billion (with a range of +/- 5%).
      Growth Rate: Represents ~35% Year-over-Year (YoY) growth

      Full-Year FY2027 Guidance: Expected Growth: Projected to grow ~40% YoY to nearly $11.5 billion (strongly upgraded from the previous 30% growth guidance).

          FY2028 Guidance: Expected Revenue: Upgraded to $16.5 billion (up from its prior guidance of $15.0 billion).

          Expected Profit (EPS) Growth: Profit margins and earnings per share are scaling upward alongside high-margin datacenter optical and custom ASIC programs: Upcoming Quarter (Q2 FY2027) Guidance: Growth Rate: Represents an estimated ~35.8% YoY growth compared to the prior-year period.


          Key Growth Drivers

              • AI Interconnect Business: Expected to grow over 70% YoY in FY2027, driven by skyrocketing demand for optical PAM4 DSPs as data centers transition from 800G to 1.6T speeds.
              • Custom ASIC Silicon: Marvell holds custom silicon partnerships with all five major U.S. hyperscalers (e.g., Microsoft’s Maia chip, Amazon, Google TPUs). This custom compute segment is expected to more than double in FY2028 and is targeted to reach over $10 billion by FY2029.

              Snowflake

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              Snowflake Inc. Class A Commonis under Algo Engine buy conditions.

              Shares of the data cloud provider exploded after a resounding Q1 earnings beat. Revenue rose 33% year-over-year to $1.39 billion (beating the $1.32 billion consensus), while adjusted EPS came in at $0.39 (vs. $0.32 expected). Sentiment was turbocharged by a massive, newly announced $6 billion five-year cloud infrastructure deal with Amazon Web Services (AWS) to scale generative AI and agentic applications. Management also raised its full-year product revenue guidance to $5.84 billion.

              Zscaler

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              Zscaler, Inc. – Common

              Despite delivering a strong “beat” on both top and bottom lines for the quarter, the stock tumbled in extended trading. This sell-off was primarily driven by mixed Q4 revenue guidance and near-term cautious commentary on hardware costs and sales team transitions.

              Q3 FY2026 Financial Highlights (The “Beat”)

              • Revenue: $850.5 million (up 25% YoY), beating Wall Street expectations of $835.6 million.
              • Non-GAAP EPS: $1.08, outpacing analyst projections of $1.01.
              • Annual Recurring Revenue (ARR): Reached $3.525 billion, up 25% YoY (up 21% excluding the Red Canary acquisition, which contributed $127 million).
              • Operating Margin: Hit a record all-time high of 23% (non-GAAP).
              • Free Cash Flow (FCF): $136.0 million (up 14% YoY), representing a robust FCF margin.