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The Daily
Receipts

31 August 2026 · before the US open

The last close

Broad decline — 57 of 72 AI names lower — session 2026-08-28

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Today's facts

Primary

Every advanced AI chip needs packaging and testing before it ships, and ASE Technology, the world's largest outsourced semiconductor packaging and test house, is racing to add capacity for it. Equipment spending in its packaging and test segment jumped in the quarter to 30 June 2026, from $942 million a year earlier to $1.646 billion in ASE's advanced-packaging equipment spending, up 74.7% year-over-year

ASE Technology Holding · Q2 2026 · See the receipt

Primary

Baidu's AI Cloud Infra revenue grew 50% year-over-year in the quarter to 30 June 2026, powered by GPU Cloud demand up 283%, and the company poured capital into keeping pace. Group-wide capital expenditure nearly tripled year-over-year to RMB11.39 billion ($1.68 billion), Baidu's Q2 2026 capital expenditure, up 199.7% year-over-year

Baidu · See the receipt

Primary

Monolithic Power Systems makes the chips that step grid power down to the voltages AI GPUs need. Its Enterprise Data segment, which sells into AI servers, grew far faster than the rest of the company in the quarter to 30 June 2026, when total revenue hit a record $980.6 million and Enterprise Data segment revenue reached $380.6 million in AI server chip revenue, up 164.3% year-over-year

Monolithic Power Systems · See the receipt

Primary

Quanta Services builds the transmission lines, substations and high-voltage switchgear that connect new AI data centres to the grid, and it told investors that rising demand from data centres, electrification and grid modernisation is driving orders. Its total backlog reached a record $53.4 billion, Quanta Services' record grid-construction backlog as of 30 June 2026

Quanta Services · See the receipt

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