--- title: "AI Data Center Demand Buoys Cohu as Mid-Caps Navigate Strategic Shifts" type: "News" locale: "en" url: "https://longbridge.com/en/news/293841621.md" description: "Record high-performance computing revenue from Cohu and Solidion's unconventional SpaceX treasury strategy highlight the hardware sector's AI pivot, while Marex embraces crypto margin in a data-heavy quarter for diversified mid-caps." datetime: "2026-07-26T09:18:01.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293841621.md) - [en](https://longbridge.com/en/news/293841621.md) - [zh-HK](https://longbridge.com/zh-HK/news/293841621.md) --- # AI Data Center Demand Buoys Cohu as Mid-Caps Navigate Strategic Shifts Artificial intelligence data center buildouts are creating downstream revenue opportunities for equipment and materials suppliers, with Cohu Inc (COHU.US) and Solidion Technology Inc (STI.US) capturing early orders in the power and testing verticals. Cohu raised its 2026 high-performance computing revenue guidance to USD 80 million to USD 100 million after securing multiple orders for its DiamondX test platform, specifically targeting next-generation GaN power devices for AI data centers. The company reported record first-quarter revenue of USD 125.12 million, up 29.3% year-over-year, alongside solid gross margins of 46%. Solidion is similarly pivoting toward the AI infrastructure trade, developing its PEAK series UPS battery systems for data centers. The battery tech firm also drew attention in late June 2026 by adopting a SpaceX-focused treasury strategy following a USD 35 million private placement. Network assurance provider Viavi Solutions Inc (VIAV.US) is attacking the same infrastructure bottleneck, launching an Ultra Ethernet Transport validation solution in June while separately securing EU funding for 6G network security testing. In the financial and real estate sectors, companies are executing rapid strategic adjustments. Marex Group PLC (MRX.US), which posted USD 4.5 billion in trailing 12-month revenue through Q1 2026, expanded its collateral options in July by allowing clients to use USDC stablecoin as margin for derivatives. The global financial platform recently completed its redomiciliation to Bermuda and closed a USD 500 million hybrid notes offering. Alpine Income Property Trust Inc (PINE.US) reported second-quarter revenue of USD 20.0 million and raised its full-year operational guidance, driven by a portfolio where investment-grade tenants account for 55% of annualized base rent. Consumer-facing and broader market proxies showed steady momentum. The Honest Co Inc (HNST.US) generated USD 352 million in trailing 12-month revenue through March 2026, while the Select Sector SPDR Trust Consumer Discretionary (XLY.US) continues to track macro retail and auto trends with USD 22.6 billion in assets. Meanwhile, development-stage and specialized tech firms Aurora Innovation Inc (AUR.US), Nextcure Inc (NXTC.US), and Gorilla Technology Group Inc (GRRR.US) have not reported material operational updates in the recent cycle. ### Related Stocks - [STI.US](https://longbridge.com/en/quote/STI.US.md) - [NXTC.US](https://longbridge.com/en/quote/NXTC.US.md) - [MRX.US](https://longbridge.com/en/quote/MRX.US.md) - [COHU.US](https://longbridge.com/en/quote/COHU.US.md) - [PINE.US](https://longbridge.com/en/quote/PINE.US.md) - [VIAV.US](https://longbridge.com/en/quote/VIAV.US.md) - [GRRR.US](https://longbridge.com/en/quote/GRRR.US.md) - [HNST.US](https://longbridge.com/en/quote/HNST.US.md) - [AUR.US](https://longbridge.com/en/quote/AUR.US.md) ## Related News & Research - [Honest (NASDAQ:HNST) Director Andrea Turner Sells 34,396 Shares of Stock](https://longbridge.com/en/news/295589056.md) - [Viavi EVP and Chief Marketing & Strategy Officer Paul McNab sells 1,595 shares worth $59,593.15](https://longbridge.com/en/news/295535658.md) - [Cohu Director Andrew M. Caggia sells 15,252 shares worth $789,047.56](https://longbridge.com/en/news/295157701.md) - [Direktur Aurora Innovation Michelangelo Volpi lepas saham biasa senilai $ 13,13 juta](https://longbridge.com/en/news/295574839.md) - [Quarterly Sales Jump And Buyback Completion Could Be A Game Changer For Cohu (COHU)](https://longbridge.com/en/news/295529790.md)