Four Tech Setups Worth Watching Before The August 5 Earnings Wave

A hyperscaler landlord, an optical toll booth, a dilution rebound, and a driverless fleet.

July 31, 2026

Today you get four very different tech setups, from a 20-year AI lease worth billions to a driverless trucking fleet finally exiting demo mode.

Two of them report earnings on the same August day, and how you position matters more than whether you own them.

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Streaming

Spotify Builds an AI Soundtrack for Every Run

Spotify (NYSE: SPOT) is adding a dedicated Running Mode that builds music around the rhythm and structure of a workout. The feature selects tracks using a listener’s taste, preferred tempo, and the different stages of a run.

Premium users can choose from 25 presets covering interval sessions, steady runs, and pyramid workouts. Duration, beats per minute, and music style can all be adjusted before the run begins.

The Beat Changes With the Burn

Running Mode can shift the soundtrack as a workout moves from warm-up to harder efforts and recovery periods. Audio cues also guide runners through each stage without forcing them to keep checking the screen.

Spotify is using the same AI technology behind its prompted playlists to create these changing workout mixes. The system turns a basic playlist into something closer to a responsive training companion.

Fitness Hub Finds Its Stride

The new feature sits inside Spotify’s Fitness Hub, giving the company a dedicated home for exercise-focused audio. It follows Spotify’s earlier move into fitness content through its Peloton partnership.

Running Mode is launching first for Premium users on iPhone across several English-speaking markets. Spotify is turning listening data, music discovery, and workout timing into one personalized running experience.

Data Center

Broadcom Locks In the Memory Behind Its Next AI Chips

Broadcom (NASDAQ: AVGO) is securing Samsung’s HBM4 and HBM4E memory for its next generation of custom AI accelerators. High-bandwidth memory sits close to the processor and feeds data into AI chips much faster than traditional memory.

The agreement gives Broadcom a long-term supply path for one of the most important parts of large AI systems. Faster memory can help its custom accelerators handle bigger models, heavier inference workloads, and more data without slowing down.

Two Nanometers Enter the Workshop

Samsung will also manufacture Broadcom-designed chips using its 2-nanometer process. Smaller transistors allow more computing power to fit into the same area while improving speed and energy efficiency.

Broadcom can combine its accelerator designs with advanced manufacturing and memory from the same technology partner. That tighter connection can simplify how future AI systems are designed, tested, packaged, and produced.

AI Racks Get a Faster Nervous System

Broadcom already supplies custom processors, networking chips, and connectivity technology for large data centers. Adding HBM4 gives the company another critical layer inside the infrastructure moving information between models, accelerators, and servers.

The deal strengthens Broadcom’s ability to build complete custom AI platforms rather than isolated chips. Broadcom is bringing memory, processors, networking, and advanced packaging closer together as AI data centers grow larger and more demanding.

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Creator Technology

Google Lets Search Console Follow Content Beyond the Website

Alphabet (NASDAQ: GOOGL) is opening Search Console platform properties to users worldwide, expanding the tool beyond traditional websites. Creators and businesses can now connect Instagram, TikTok, X, and YouTube accounts directly to the platform.

Search Console can show which Google searches lead people to social posts and videos across Search, Discover, and Google News. Google is giving publishers a clearer view of how off-site content travels through its search ecosystem.

Every Post Gets a Search Trail

Social platforms already report views, likes, and engagement inside their own apps. Google’s new reporting adds the missing step by revealing the search terms people used before discovering a post.

Users can study query-level data through Performance, Insights, and Achievements reports for each connected account. A creator can now see whether a video was found through a product search, a how-to question, or a trending topic.

The Dashboard Gets Social Skills

The update brings website and social search performance closer together inside one analytics system. Brands can compare how their pages, short videos, and social posts appear across Google without relying on separate reporting tools.

Google is turning Search Console into a broader content-discovery platform rather than a dashboard built only for websites.

The expansion gives marketers, publishers, and creators a more complete picture of how Google sends attention across the open web and social media.

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Recent Tech Movers

TeraWulf (NASDAQ: WULF)

$19 billion of contracted AI revenue

Shares jumped 18.1% Thursday to $17.82.

The driver is a 20-year lease with Anthropic at the Justified Data campus in Kentucky, a 401-megawatt site expected to begin operations in the second half of 2027 and reach full capacity by early 2028, generating roughly $19 billion in contracted revenue over the term.

TeraWulf also agreed to sell its 50.1% stake in the Abernathy joint venture to an investor group led by Fluidstack, monetizing about $450 million and freeing capital for wholly owned projects.

Contracted revenue of that size against a $13.9 billion market cap is why the stock moved.

Takeaway: This is now an AI landlord with a hyperscaler-caliber tenant. Own it as a multi-year infrastructure position, not a trade, and add on weakness rather than strength.

Risk: Revenue doesn't start until late 2027, so you're funding two years of construction and interest expense first. Any financing stumble or schedule slip hits the stock hard.

Viavi Solutions (NASDAQ: VIAV)

Optical test orders are inflecting

Viavi closed up 8.8% at $35.05. The setup is the 400G to 800G to 1.6T upgrade cycle across data center interconnects, which drives demand for the lab, production, and field test gear Viavi sells to hyperscalers, optical module suppliers, and networking OEMs.

The Spirent acquisition added high-speed Ethernet and network security testing, and in late June the company launched the first validation solution for Ultra Ethernet transport.

Susquehanna lifted its target to $66 on July 1. Fiscal Q4 results land August 5, with consensus at $433 million in revenue and $0.30 per share.

Takeaway: Viavi is the toll booth on optical upgrades. Own it into the August 5 print with a partial position and add after guidance confirms the order inflection.

Risk: Viavi has beaten estimates four quarters straight, which means expectations are no longer cheap. A merely fine quarter can knock 10% off this name.

Vishay Intertechnology (NYSE: VSH)

Dilution fear fades before earnings

Vishay closed up 12.9% at $33.79, and I want to be straight with you: there is no fresh operating catalyst here. This is a rebound.

The stock was pressured after Vishay priced 15 million shares at $50 on June 29 for about $750 million in gross proceeds, then disclosed on July 6 that its 2.25% convertible notes due 2030 became convertible, raising more dilution worries.

Those overhangs are easing, traders are rotating back into semis, and attention is shifting to the August 5 Q2 report, where consensus sits at $0.15 per share on about $900 million in revenue.

Takeaway: Sentiment recoveries into an earnings date are the fragile kind. Wait for the August 5 numbers before treating this as anything more than a bounce.

Risk: A soft print with no automotive or AI power commentary hands the stock right back to the dilution bears.

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Speculative Play: Aurora Innovation (NASDAQ: AUR)

Driverless Trucks Just Stopped Being a Demo

Why it's on our radar

Aurora Innovation (NASDAQ: AUR) reported Q2 results on July 29 and, for the first time, described itself as entering a commercial scaling phase.

The company launched a new fleet of driverless trucks built on the International LT series, deployed its second-generation hardware kit, and introduced Aurora Driver 2. Market cap is roughly $12.2 billion, and shares closed up 4.3% at $6.24.

The operating proof points

The Aurora Driver completed nearly 440,000 driverless miles through the end of June, with a 100% on-time record and zero collisions attributed to the Aurora Driver.

Management says it is fully allocated to exit 2026 with 200 driverless trucks in operation and is negotiating Driver as a Service agreements for 2027 and beyond.

New customers include AVI-SPL, moving time-sensitive freight in Texas with the Volvo VNL Autonomous.

Why the business model matters more than the miles

Driver as a Service is the interesting part. If Aurora licenses the driver instead of owning fleets, the revenue is high-margin software attached to someone else's capital expenditure. That's the difference between a trucking company valuation and a technology valuation.

Takeaway: This belongs in the speculative slot only. Buy a starter position, and let the year-end count of 200 trucks and the first DaaS contracts tell you whether to add.

Risk: Aurora is still unprofitable and lost $0.14 per share this quarter. Scaling from 200 trucks to thousands takes capital, and one high-profile safety incident could reset the regulatory clock for the entire industry.

Everything Else

  • 📡 GuyStocks delivers fast, clear alerts on early signals and fresh catalysts long before momentum becomes obvious and everyone else rushes in.

  • 🍎 Apple’s revenue and profit beat expectations as stronger iPhone and Mac sales supported another solid earnings quarter.

  • 🎮 Sony’s first-quarter profit jumped 40% and beat estimates, giving a stronger read on the company’s growth momentum.

  • 💾 SK Hynix and Samsung rallied as renewed enthusiasm for AI memory chips lifted the broader semiconductor sector.

  • 🔎 Reddit’s CEO argued Google’s AI Overviews cannot replace traditional search results, defending the value of the open web ecosystem. 

That's our coverage for today; thanks for reading! Reply to this email with feedback or any tech stocks you want me to check out.

Best Regards,
—Noah Zelvis
Tech Stock Insider