A growing directory of the publicly traded companies behind the projects we cover -- their latest earnings, what they're saying about their construction and infrastructure spending, and how their stock has moved. Starting with the nine companies from our first News roundup; more will be added as new companies show up in future posts. Figures reflect each company's most recent quarterly report and share prices as of market close Friday, Aug 21, 2026.
Contents
Semiconductor Fab: Intel . Micron . Samsung Electronics
Data Center: Amazon . Meta . Microsoft . Alphabet / Google
Biopharma: Eli Lilly . Novo Nordisk
Q2 2026 revenue: $16.1B, up 25% YoY -- fastest growth since 2011, with Data Center revenue up 59%. GAAP results showed an $(11.0)B net loss, driven almost entirely by a ~$12.5B non-cash mark-to-market charge on warrants, not operations; non-GAAP EPS came in at $0.42, beating estimates. Q3 guidance: $15.8-16.8B revenue.
Intel raised its 2026 capex outlook to "more than $20 billion," with 2027 spending expected to run "significantly above" that. CFO Dave Zinsner: "We are forecasting 2027 capital expenditures to be significantly above the 2026 levels with the vast majority spent across our US network."
Share price: $90.07 (Aug 21 close), down roughly 10% over the past month. The pullback followed a $20B stock offering priced at $95/share to help fund the buildout -- a dilution/sentiment story layered on top of an otherwise strong quarter, not a sign of operational trouble.
Fiscal Q3 2026 revenue: $41.46B, up roughly 346% YoY on explosive AI-memory demand, with $28.24B in GAAP net income ($24.67 diluted EPS). Q4 guidance calls for ~$50B in revenue.
Micron and the federal government announced an expanded U.S. investment package covering new Idaho and New York fabs and Virginia expansion. CEO Sanjay Mehrotra: "ID1 is on track for first wafer output in mid-Calendar 2027 and ID2 in late-Calendar 2028," while noting the pace is "constrained by...long lead times for fab construction...shortage of workers with critical trade skills...and the need for enhanced energy infrastructure."
Share price: $966.78 (Aug 21 close), roughly flat over the past month but volatile within it -- a dip tied to a Netlist patent-infringement filing in mid-August, offset by continued AI-memory optimism.
Q2 2026 revenue: KRW 171.5 trillion (~$119B), an all-time quarterly high, up 130% YoY, with operating profit up roughly 19x on surging memory/HBM demand for AI servers.
Samsung's second Taylor, Texas fab is set to begin construction by the end of 2026, targeting mass production by 2030, adding to a Taylor investment already above $37B. Samsung on additional capacity: "With growing customer inquiries about the 1.4-nanometer process, we are also reviewing plans to secure additional fabrication capacity."
Share price: KRW 281,500 (Aug 21 close, +3.87% that day); the U.S.-traded ADR (SSNLF) sits near $140, up over 115% year-to-date, lifted recently by hopes for a record shareholder buyback program.
Q2 2026 total revenue: $200.6B, up 20% YoY. AWS revenue: $42.2B, up 37% YoY -- its fastest growth in 18 quarters, now a ~$169B annualized business. Net income: $62.6B ($5.75 diluted EPS). Full-year capex guidance was raised to roughly $220B.
On the earnings call, CEO Andy Jassy tied the buildout directly to demand: "We still won't have enough capacity to meet all the demand we have in 2026. And I believe this dynamic will also be true in 2027, too." AWS also announced a third Shreveport, LA data center campus, bringing total planned investment there to $18B.
Share price: $258.63 (Aug 21 close), up roughly 11% over the past month after Amazon briefly topped a $3 trillion market cap in early August on the AWS growth beat.
Q2 2026 revenue: $60.8B, up 28% YoY. Net income fell to $15.85B (down ~14% YoY) on a $2.4B legal charge and heavy AI-infrastructure depreciation; diluted EPS of $6.18 missed estimates. Full-year 2026 capex guidance: $130-145B.
Meta's flagship U.S. AI buildout is the Hyperion campus in Louisiana, aiming for up to 5 gigawatts of compute. CEO Mark Zuckerberg has called it "a titan cluster" data center. On the Q2 call, CFO Susan Li also detailed a new venture with BlackRock to build a 1GW data center in El Paso, Texas.
Share price: $549.90 (Aug 21 close), down roughly 12% over the past month -- a sharp post-earnings drop tied to the capex guidance and EPS miss, compounded by litigation risk from a federal trial over Instagram/Facebook design choices.
Read more -- Meta Q2 2026 results
Fiscal Q4 2026 revenue: $90.0B, up 18% YoY. Net income: $35.8B ($4.81 diluted EPS), beating estimates. Azure revenue growth accelerated to 43%, with Azure's annualized revenue crossing $100B for the first time. Q4 capex alone was $41B, up 69% YoY.
CFO Amy Hood, on the demand backdrop: "Demand exceeds available supply in a sort of relatively extreme moment" -- adding that infrastructure spending can be throttled if conditions change, since "you just slow down" the largest cost component. CEO Satya Nadella, on capacity discipline: "You've got to run an efficient railroad."
Share price: $483.24 (Aug 21 close), up roughly 22% over the past month on the earnings beat, though it's pulled back about 2.5% over the most recent week amid broader hyperscaler capex jitters.
Q2 2026 revenue: $119.8B, up 24% YoY. Net income: $112.1B ($9.11 diluted EPS). Google Cloud revenue: $24.8B, up 82% YoY. Full-year capex guidance was raised to $195-205B, with Q2 capex alone hitting a record $44.9B.
CEO Sundar Pichai on the AI infrastructure race: "It feels like we are in very early innings of what feels like a secular shift." CFO Anat Ashkenazi: "As long as we see these attractive opportunity to invest, we will continue to invest."
Share price: $344.82 (Aug 21 close), up roughly 8.5% over the past month -- investors initially balked at the capex increase, then reassured after analysts noted Alphabet's cash flow and custom chips could fund it without straining finances.
Q2 2026 revenue: $23.0B, up 48% YoY. Net income: $7.1B; EPS of $7.94 reported / $8.38 non-GAAP, well above estimates. Full-year guidance was raised to $85-87B revenue and $35.50-36.50 EPS.
Lilly is investing $6B+ in a new API manufacturing facility in Huntsville, AL, plus another $4.5B expanding its Indiana sites. CEO David Ricks: "Lilly's momentum continues, as we delivered 48% revenue growth and raised our full-year guidance... Lilly is building for the future... Lilly's future, after 150 years, has never been brighter."
Share price: $1,255.40 (Aug 21 close), up roughly 7% over the past month and near its 52-week high, driven by the earnings beat plus positive Phase 3 results for its next-generation weight-loss drug retatrutide.
Q2 2026 sales were roughly flat to slightly down year-over-year on a reported basis, though up 7% at constant exchange rates on an adjusted basis; adjusted operating profit rose 11% (CER) to DKK 33.4B, beating estimates. Full-year guidance was raised, though it still points to a year-over-year decline of 0% to -6% in adjusted sales growth -- the improvement credited to faster U.S. uptake of oral Wegovy.
Novo's major U.S. buildout is a $4.1B fill-finish facility in Clayton, NC, targeted for completion in 2027. CFO Karsten Munk Knudsen, on new manufacturing capacity: "we have validated the first product in the first facility... which makes us also bullish in terms of being able to supply significant volumes in the years to come."
Share price: $46.74 (Aug 21 close), down roughly 5% over the past month. The move traces to a ~9-10% single-day drop on July 31 after a Phase 3 trial for a heart-drug candidate (ziltivekimab) failed to meet its endpoint, wiping out about $30B in market value -- partly offset by the Aug 4 earnings beat.
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