Back
Markets6/day by emailPrimary
Astera Labs makes the connectivity chips that link AI accelerators inside data-centre racks, and demand pushed its revenue for the quarter ended 30 June 2026 up 104% year-on-year to $392.4 million
Verified 2026-08-19
THE INTELLIGENCE CLUB
Facts like this, six days a week
The Daily Receipts on weekdays, The Weekly Brief on Saturday — six sourced facts a day by email, two more than the free site shows. Every one traced to the filing it came from. Free.
Join now and you start with 100 Receipts on The Receipts Ledger — your first step toward a free year of Insider or Pro. How it works →
Free forever, but only while founding spots last. Get in now, before this is just a newsletter everyone's on.
Read this morning's edition →The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Markets
- Applied Materials sells the deposition, etch and inspection machines chipmakers must install before a single AI chip exists, so its results run a step ahead of the chip cycle. Its third fiscal quarter, ended 26 July 2026, was the biggest in the company's history: Applied Materials booked a record $9.12bn of revenue, up 25% year over year
- AppLovin's revenue grew 53% year-over-year to $1.924 billion in the second quarter of 2026, powered by its AI-driven Axon ad-matching engine, with net income up 55% to $1.267 billion AppLovin revenue: $1.92 billion in Q2 2026, up 53% year-over-year
- Cadence Design Systems, whose software chipmakers use to design AI accelerators, reported $1.584 billion of revenue in its second quarter of 2026, up 24.2% from $1.275 billion a year earlier, with quarter-end backlog reaching a record $8.1 billion as CEO Anirudh Devgan cited accelerating demand for AI-driven design tools Cadence's Q2 2026 revenue: $1.584 billion, up 24.2% year-over-year