LUNA1 RESEARCHIndependent investment research

Luna1 Market Pulse

AFTER HOURSOpens Thursday in 14h 30m
i

Market data may be delayed and is provided for informational and educational purposes. Luna1 does not guarantee its accuracy or completeness.

SPYS&P 500 ETF—Change unavailableUNAVAILABLE
RUTRussell 2000—Change unavailableUNAVAILABLE
US10YU.S. 10-Year Treasury—Change unavailableUNAVAILABLE
GOLDGold—Change unavailableUNAVAILABLE
NVDANVIDIA—Change unavailableUNAVAILABLE
AAPLLong-Term Compounders—Change unavailableUNAVAILABLE
COSTLong-Term Compounders—Change unavailableUNAVAILABLE
AMZNLong-Term Compounders—Change unavailableUNAVAILABLE
Data via Financial Modeling Prep
SETORA research monitor

Filings, earnings, and capital events.

Follow official disclosures across both ecosystems. Reported facts retain their source links; proposed capital events remain candidates until reviewed.

Last checked: Oct 4, 2026, 1:38 PM Pacific. October 4 Pacific partial review: read Tesla's October 2 8-K and furnished earnings exhibit and Equinix's corrected September 2 atNorth completion release (historical backfill). Reviewed Teradyne's release index; inspected ABB investor and Waymo blog pages and searched Equinix and TSMC issuer sources. NVIDIA's requested release index was inaccessible; an alternate page yielded no usable release list. Zoox's journal returned navigation only. No new authorized earnings transcripts were verified. Most issuers and parent disclosures and the full 10-K/10-Q/8-K/20-F/6-K universe remain unchecked; this is not a comprehensive daily scan. Absence of an update is not evidence of no disclosure.

FILINGS · EARNINGS · CAPITAL EVENTSData Center AI Infrastructure7 updates

Equinix · 2026-09-02 · Corrected issuer press release · M&A TRANSACTION · Candidate — review required

Equinix and CPP Investments report completed atNorth acquisition

Reported fact: The corrected September 2 release reports completion of the US$4 billion atNorth acquisition. Equinix's approximately 34% interest carries a US$895 million commitment. The release separately describes a US$4.1 billion financing package for the transaction and business expansion.

SETORA interpretation: Historical backfill discovered October 4; candidate M&A classification pending human review. Completion is issuer-reported, while the financing package is not proof that all funds have been drawn or deployed. Neither total transaction value nor financing equals Equinix-only capital expenditure. Supplier relationships are unchanged.

Equinix corrected September 2 atNorth completion release ↗

Call / transcript: Transaction release; no associated transcript verified. Official materials ↗

First seen by SETORA: 2026-10-04T20:38:30.540Z. Source dates and discovery dates are preserved separately.

Oracle · 2026-09-10 · Issuer earnings release · EARNINGS RELEASE · Source checked

Oracle reports Q1 FY2027 cloud infrastructure growth

Reported fact: Oracle reported $7.4 billion in cloud infrastructure revenue, up 121% in USD, and $664 billion in remaining performance obligations. The issuer also reported completing $20 billion of common-stock sales before commissions through its ATM program.

SETORA interpretation: RPO represents future contracted revenue, not current revenue or cash. The equity sales are reported as completed; this earnings record does not approve a capital-event classification.

Oracle September 10 Q1 FY2027 earnings release ↗

Call / transcript: Webcast referenced by issuer; transcript not verified. Official materials ↗

First seen by SETORA: 2026-09-27T04:15:26.162Z. Source dates and discovery dates are preserved separately.

NVIDIA · 2026-09-09 · Issuer press release · FACILITY EXPANSION · Candidate — review required

Australian AI infrastructure expansion targets up to 2 GW

Reported fact: NVIDIA announced collaboration with Australian cloud and infrastructure partners to expand land, power, and shell capacity for DSX AI factories, targeting up to a 2-gigawatt buildout by 2027.

SETORA interpretation: Candidate expansion event pending review. The capacity is an announced target, not confirmation of operating capacity, completed construction, or NVIDIA capital expenditure. Supplier relationships have not been changed.

NVIDIA September 9 Australia infrastructure announcement ↗

Call / transcript: Press release; no associated earnings transcript verified. Official materials ↗

First seen by SETORA: 2026-09-27T04:15:26.162Z. Source dates and discovery dates are preserved separately.

Oracle · 2026-06-10 · Issuer earnings release · EARNINGS RELEASE · Source checked

Oracle FY2026 results: cloud infrastructure and funding disclosures

Reported fact: Oracle reported Q4 cloud infrastructure revenue of $5.8 billion and remaining performance obligations of $638 billion. It reported $43 billion of debt and $5 billion of equity financing raised in FY2026, while approximately $40 billion of FY2027 financing was an expectation.

SETORA interpretation: Historical earnings coverage added September 8. RPO is contracted future revenue, not current revenue or cash received. Completed financing and expected future financing must be tracked separately; no capital-event approval is implied.

Oracle June 10 FY2026 earnings release ↗

Call / transcript: Transcript not reviewed. Official materials ↗

First seen by SETORA: 2026-09-08T14:01:23.205Z. Source dates and discovery dates are preserved separately.

NVIDIA · 2026-08-26 · Earnings release · EARNINGS RELEASE · Source checked

NVIDIA releases Q2 FY2027 results

Reported fact: NVIDIA reported Data Center revenue of $89.0 billion for Q2 FY2027, up 117% year over year.

SETORA interpretation: This supplies operating evidence for the compute layer. Revenue growth alone does not establish any particular customer's capital spending.

NVIDIA Q2 FY2027 earnings release ↗

Call / transcript: Issuer-hosted corrected August 26 transcript located; supply-constraint and outlook passages reviewed September 8. Official materials ↗

First seen by SETORA: 2026-09-08T00:18:52Z. Source dates and discovery dates are preserved separately.

Microsoft · 2026-07-29 · Earnings materials · EARNINGS RELEASE · Source checked

Microsoft publishes FY2026 Q4 earnings materials

Reported fact: Microsoft's official earnings page provides the quarterly release, financial statements, and earnings-related downloads.

SETORA interpretation: Review cash purchases of property and equipment separately from finance leases before classifying a capital-expenditure event.

Microsoft FY2026 Q4 earnings materials ↗

Call / transcript: Transcript listed in earnings materials; contents not yet reviewed. Official materials ↗

First seen by SETORA: 2026-09-08T00:18:52Z. Source dates and discovery dates are preserved separately.

NVIDIA · 2026-08-26 · Earnings release · PROJECT FINANCING · Candidate — review required

AI infrastructure financing platform announcement

Reported fact: NVIDIA's earnings release describes partnerships intended to mobilize third-party capital for AI infrastructure, subject to definitive agreements.

SETORA interpretation: Candidate financing event. Announced mobilization targets are not completed funding, deployed capital, or NVIDIA capital expenditures.

NVIDIA Q2 FY2027 earnings release — Data Center highlights ↗

Call / transcript: Candidate requires researcher review. Official materials ↗

First seen by SETORA: 2026-09-08T00:18:52Z. Source dates and discovery dates are preserved separately.

FILINGS · EARNINGS · CAPITAL EVENTSRobotics2 updates

Tesla · 2026-10-02 · 8-K furnished exhibit 99.1 · SEC FILING · Source checked

Tesla reports Q3 operating volumes; earnings scheduled October 21

Reported fact: Tesla reported production of 464,391 passenger vehicles, deliveries of 486,532, and 13.7 GWh of energy storage deployments. Its October 2 8-K furnishes the release; Q3 financial results and the webcast are scheduled for October 21.

SETORA interpretation: Issuer-level context for the autonomy coverage universe, not evidence of Optimus sales, robotaxi deployments, capital expenditure, or quarterly profitability. The release explicitly limits vehicle counts to passenger vehicles sold to customers. No capital event is classified.

Tesla October 2, 2026 Form 8-K exhibit 99.1 ↗

Call / transcript: October 21 call is future as of this review; transcript unavailable. Official materials ↗

First seen by SETORA: 2026-10-04T20:38:30.540Z. Source dates and discovery dates are preserved separately.

Teradyne · 2026-07-29 · 8-K exhibit 99.1 · SEC FILING · Source checked

Teradyne files second-quarter earnings exhibit

Reported fact: The earnings release dated July 28 reports $100 million of Robotics revenue for Q2 2026. The issuer's SEC filing archive lists the exhibit under a July 29 8-K.

SETORA interpretation: The segment disclosure helps track commercial robotics demand. It does not identify individual robot orders or prove a backlog increase.

Teradyne 8-K earnings exhibit ↗

Call / transcript: Webcast referenced in release; transcript not verified. Official materials ↗

First seen by SETORA: 2026-09-08T00:18:52Z. Source dates and discovery dates are preserved separately.