Financial Daily News — 2026-07-28
AI infrastructure, semiconductor demand, and data-center power constraints remained the dominant themes as investors assessed fresh corporate results and awaited the Federal Reserve’s July 28–29 meeting.
Tenable launches always-on agentic cybersecurity capabilities
Tenable introduced new capabilities for Tenable Hexa AI, including coordinated agents that retain environmental context, schedule recurring tasks, and automate exposure-remediation workflows for enterprise security teams. **Published:** July 28, 2026
Amkor reports record second-quarter results amid AI and advanced-packaging demand
Amkor Technology reported second-quarter revenue of $1.90 billion and diluted EPS of $0.70, with management citing strength in computing, automotive, industrial, AI, and high-performance-computing programs. **Published:** July 27, 2026
Cadence raises 2026 outlook as AI-driven chip-design demand accelerates
Cadence reported second-quarter revenue of $1.584 billion and raised its 2026 revenue-growth outlook to 19%; the company also highlighted an $8.1 billion backlog and strong demand for AI-oriented design tools and IP. **Published:** July 27, 2026
Viridi partners with Oak Ridge National Laboratory on grid-resilience research
Viridi announced that its battery energy-storage system was selected and installed at Oak Ridge National Laboratory’s grid research center for a U.S. Department of Energy resource-integration and evaluation project. **Published:** July 28, 2026
AMD secures up to 2.5 gigawatts of Core Scientific data-center capacity
Core Scientific signed an agreement under which AMD will secure up to 2.5 gigawatts of data-center capacity to support deployments of AMD AI systems, underscoring the importance of available power and data-center capacity in the AI infrastructure race. **Published:** July 28, 2026
Flexential plans 108-megawatt Dallas-area data-center campus
Flexential purchased 110 acres in Kaufman County, Texas, for a planned 375,000-square-foot first phase with secured power for 36 megawatts of capacity; the broader campus is designed for 108 megawatts. **Published:** July 28, 2026
Boeing reports higher revenue but remains unprofitable in the second quarter
Boeing reported second-quarter revenue of $24.6 billion, a GAAP loss per share of $0.67, and a core loss per share of $0.76. The company said commercial deliveries increased and total backlog reached a record $715 billion, while the VC-25B program generated $280 million of losses during the quarter. **Published:** July 28, 2026
U.S. Coast Guard seeks technology to counter unmanned underwater vehicles
The Coast Guard issued a request for technology solutions capable of detecting and defeating unmanned underwater vehicles, citing port-security concerns and the growing role of uncrewed systems in maritime operations. **Published:** July 27, 2026
Israel freezes new large data-center grid applications
Israel’s Electricity Authority temporarily froze processing of new grid-connection applications for data centers of at least 8 megawatts. The pause follows a surge in pending requests and is intended to allow regulators to review how limited grid capacity should be allocated. **Published:** July 28, 2026
Carrier reports strong data-center demand and raises its full-year outlook
Carrier Global reported second-quarter results and said data-center orders increased more than 300% year over year. The company raised its full-year sales, adjusted operating-profit, and adjusted EPS outlooks. **Published:** July 28, 2026
Federal Reserve begins its July 28–29 policy meeting
The Federal Open Market Committee began its scheduled two-day meeting on July 28. No policy decision was released during the July 28 session; the statement and press conference are scheduled for July 29. **Published:** July 28, 2026
Cadence Design Systems — CDNS
**Beat/miss:** Not stated in the company release. Cadence reported second-quarter earnings, including $1.584 billion in revenue and $2.11 in non-GAAP diluted EPS, while raising its 2026 revenue-growth and EPS outlooks. The main takeaway was continued strength in AI-driven chip-design and semiconductor IP demand. **Published:** July 27, 2026
Amkor Technology — AMKR
**Beat/miss:** Not stated in the company release. Amkor reported second-quarter earnings with record revenue of $1.90 billion and diluted EPS of $0.70. Management emphasized advanced packaging, computing, automotive, industrial, AI, and HPC customer programs. **Published:** July 27, 2026
Rambus — RMBS
**Beat/miss:** Company said revenue and non-GAAP EPS exceeded its guidance range; comparison with analyst expectations was not verified. Rambus reported second-quarter revenue of $207.4 million and non-GAAP diluted EPS of $0.77, citing record product revenue and expanded memory and PCIe IP offerings for next-generation AI systems. **Published:** July 27, 2026
Boeing — BA
**Beat/miss:** Not stated in the company release. Boeing reported second-quarter earnings with $24.6 billion in revenue but remained loss-making, while commercial deliveries increased and total backlog reached a record $715 billion. **Published:** July 28, 2026
Celestica — CLS
**Beat/miss:** Not stated in the company release. Celestica reported second-quarter results for its connectivity and cloud-solutions and advanced-technology-solutions businesses, with management highlighting another record adjusted operating margin and continued data-center infrastructure demand. **Published:** July 27, 2026
Sanmina — SANM
**Beat/miss:** Not stated in the company release. Sanmina reported third-quarter fiscal 2026 earnings, including $3.46 billion in revenue and $3.31 in non-GAAP diluted EPS. The company’s results are relevant to the AI and advanced-electronics supply chain through its manufacturing and technology-services operations. **Published:** July 27, 2026
Carrier Global — CARR
**Beat/miss:** Company described results as better than expected; specific analyst-consensus figures were not verified. Carrier reported second-quarter earnings and raised its full-year outlook, with data-center orders increasing more than 300% year over year and continued demand for cooling and energy-management infrastructure. **Published:** July 28, 2026