AllFactsAI

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

Every AI name, every layer, priced daily. Open the screener

Stock of the day

How NOW sits against the rest of the table. See it on the screener

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

Video of the day

About 80% of the World's Purest Quartz Comes From One American Town #shorts

▶ WATCH ON YOUTUBE

Today on the site

AI Exposure

The share of revenue that is genuinely AI — published only where the company discloses it.

SEE IT ON THE SITE

Too much? Stop the Daily Receipts and keep the weekly.
Prefer the weekly instead? Stop the weekly and keep the daily.
Or unsubscribe from everything.

AllFactsAI publishes research and educational content. Nothing in this email is investment advice.
allfacts.ai

The DailyReceipts

The Daily
Receipts

Véalo antes de registrarse