Stock Insights

Salesforce approved a new deferred compensation plan letting executives defer up to 75% of base salary and 90% of bonuses, per a Sept. 4 SEC filing.

Albemarle taps BHP's Chief Commercial Officer Ragnar Udd as its next CEO, starting Feb. 1, 2027, as Kent Masters moves to Executive Chairman.

Archer Aviation's public warrants expire September 16, with NYSE trading already halted as of September 1. Unexercised warrants become void at $11.50.

USAR closed its Serra Verde combination on Sept. 4 and simultaneously launched a $1.25B securities offering and a 126M-share secondary offering.

Campbell's slashed its quarterly dividend to $0.25 from $0.39 and guided FY27 adjusted EPS to $1.65-$1.80, below the $1.85 analyst estimate, after Q4 margins cratered.

Revenue fell 4.4% but operating income dropped 13.4% as SG&A jumped 5.7%. Full-year guidance cut indicates a 5%-7% revenue decline for fiscal 2026.

AbbVie's $10.9B Apogee deal adds zumilokibart and APG273 to its immunology pipeline, with accretion expected to begin in 2032 and 2026 EPS guidance reaffirmed.

Vertiv's $1.45B upfront deal for UIG adds microgrid and behind-the-meter power tech, with up to $1.15B more in EBITDA-linked earnouts.

Revenue up 13.4% to $410M and GAAP operating income flipped to +$31.6M from -$20.2M a year ago, as UiPath also reshuffled its executive leadership.

Record Q2 revenue of $116.1M beat estimates, but Q3 guidance of $101M-$105M vs $114.3M expected is the number investors are actually watching.

HPE's adjusted EPS of $1.11 beat the $0.94 consensus by 18.1%, while record Q3 revenue of $12.2B and raised full-year guidance are the real story for investors.

Adjusted EPS of $0.18 beat the $0.17 estimate as revenue grew 13.2% to $108.1M, with record edge AI sales and Q3 guidance of $115M-$124M.

C3.ai reported $52.4M in Q1 revenue and $2.1M in free cash flow, with bookings up 73% quarter over quarter under returning CEO Thomas Siebel.

Broadcom's AI semiconductor revenue hit $16.7B in Q3, up 221% YoY, but Q4 guidance of $34.8B came in 1.1% below analyst expectations.

Coherent's board approved $100M in PSUs for top executives, with vesting tied to stock price CAGRs of 10%-25% and a five-year holding period.

Moderna completed a $3B zero-coupon convertible note offering due 2032, with initial purchasers exercising the full $400M overallotment option on September 1.

MDT beat adjusted EPS by $0.05 and delivered $9.76B in Q1 revenue, then raised its FY27 organic growth and EPS outlook — here's what drove it.

Credo posted $479M in Q1 revenue, up 114.7% YoY, with adjusted EPS of $1.20 beating the $1.19 consensus. Q2 guidance calls for $525M-$535M.

PANW beat adjusted EPS by $0.02, but GAAP operating income collapsed 65.4% YoY even as revenue hit $3.41B. Here is what drove the divergence.

Core Scientific closed a $600M JPMorgan-led credit facility on Aug. 25, a structure expected to release roughly $300M in restricted cash for operations.

Dollar General's Q2 EPS of $2.48 jumped 33.3% year over year, with operating profit up 29.2% and full-year EPS guidance raised to $7.80-$8.00.

Bath & Body Works posted adjusted EPS of $0.62 vs. a $0.25 estimate, but $80M in tariff refunds cloud the profit quality as analysts trim price targets.

Workday beat Q2 EPS by $0.19, raised full-year subscription revenue guidance to $9.94-$9.95B, and now counts 5,500+ AI agent customers.

Autodesk posted $2.05B in Q2 revenue, a 16.1% YoY jump, with adjusted EPS of $3.30 beating the $3.19 consensus and full-year guidance raised.

Ulta Beauty posted Q2 diluted EPS of $6.55, up 13.3% YoY, and raised its fiscal 2026 EPS outlook to $28.70-$29.00 as comparable sales rose 3.8%.

IREN's AI Cloud revenue hit $128.8M in FY26, up ~8x, but $638.8M in Bitcoin hardware write-downs drove a full-year net loss of $702.6M.

Record Q2 revenue of $2.74B grew 36.5% YoY, and Marvell raised guidance for both FY2027 and FY2028, with Q3 revenue seen at $3.15B.

HP beat adjusted EPS by $0.11 and hit record Q3 revenue of $15.7B, then raised its full-year GAAP EPS outlook to $2.52-$2.62 vs a $2.42 estimate.

Smucker's adjusted EPS of $3.24 beat the $2.22 consensus by 45.9%, boosted by $115M in tariff refunds and a 13% coffee revenue surge.

CrowdStrike's Q2 adjusted EPS of $0.31 beat the $0.30 consensus, with record net new ARR of $333M and full-year net new ARR guidance raised by 630 basis points.

NVIDIA doubled revenue to $96.2B in Q2 FY2027, with Data Center up 117% YoY. Q3 guidance of $108B sets a new bar for the AI infrastructure buildout.

Salesforce beat Q2 EPS estimates by 87 cents adjusted, with Agentforce ARR topping $1.5B and full-year revenue guidance raised to $46.1B-$46.4B.

Intuit crossed $21.4B in FY2026 revenue, up 14%, but FY2027 guidance of 9%-10% growth is drawing scrutiny from investors.

Strategy sold 18.26M MSTR shares for $2B in net proceeds and created a new $1.59B 'USD Cash' liquidity account for flexible Bitcoin Treasury deployment.

KBW analyst Meyer Shields downgraded ALL to Underperform and cut the price target from $255 to $250, turning bearish on the insurer.

Abbott is paying $670M to resolve roughly 2,000 NEC-related claims tied to its specialty preterm infant formulas, bypassing the appeals process.

BMO Capital's Harsh Kumar sets a $550 price target on AMD, pointing to the Helios AI rack and design wins at OpenAI, Meta, and Anthropic as key drivers.

Gossamer Bio structured a $250M private placement with $25M upfront and $125M contingent on FDA acceptance of its seralutinib NDA for pulmonary arterial hypertension.

Telsey raised TGT to $182, Goldman to $161, and Citi to $160 after Q2 EPS doubled to $4.11 and comparable sales grew 3.8%.

Guggenheim cut LOW's target to $275 from $300, while three other firms also trimmed targets: all four kept Buy or Outperform ratings on the stock.

ROST earned $2.66 per share vs. a $1.85 consensus, with a $253M tariff refund and 10% comparable-store sales growth powering raised full-year guidance.

Capital One will retire all 1 million shares of its Series M preferred stock at $1,000 per share, plus a $9.875 dividend, on September 1, 2026.

Charter just closed its Cox and Liberty Broadband acquisitions on August 19, reshaping its ownership and scale in one of cable's largest deals in years.

RCL closed a $1.25B debt offering at 5.550%, netting roughly $1.24B. Here is what the deal means for the cruise giant's balance sheet.

Lowe's Q2 adjusted EPS of $4.40 topped estimates, but an 81-basis-point margin squeeze and cut full-year guidance stole the spotlight.

TJX posted adjusted EPS of $1.22 vs. $1.20 consensus, but Marmaxx lagging at +1% comps is the detail investors are parsing most closely.

Deere posted Q3 EPS of $5.10 vs. the $4.84 consensus, lifting full-year net income guidance to $4.75B-$5.00B on Construction & Forestry profit rising 84%.

Adjusted EPS of $0.81 topped the $0.75 estimate, but a 96-bps gross margin lift from tariff refunds — not core operations — is the figure investors are dissecting.

Target's Q2 EPS doubled to $4.11, but a $994M tariff refund did the heavy lifting. Here's what the underlying business actually delivered.

Marvell issued Google a warrant for 58.97M shares at $206.58 each, tied to a sweeping custom silicon pact spanning AI accelerators and storage controllers.

Bitcoin crossed $68,000 and the CLARITY Act gained momentum on Aug. 19: here is what happened at Strategy and why it matters for MSTR holders.

Adjusted EPS of $2.51 vs $1.51 a year ago, free cash flow of $1.32B, and a raised FY2027 margin outlook define EL's fiscal year results.

Record Q3 adjusted EPS of $3.25 beat the $3.17 estimate, and Nordson raised its full-year revenue outlook to $3.035B-$3.075B with backlog up 35%.

Aon's CFO Edmund Reese exits immediately, replaced on an interim basis by Nadin Virani, who gets a $50,000 monthly salary boost for the role.

Drew Asher steps down December 31, 2026 after guiding Centene from $126B to $195B in revenue. His successor joins from Lincoln Financial in September.

Mosaic closed tender offers on four debt series including 4.05% notes due 2027 and 7.30% debentures due 2028, reshaping its near-term liability profile.

HC Wainwright kept its Buy rating and $43.50 price target on PPTA: here is what the reaffirmation means for this gold and antimony developer.

TTM Technologies signed a $1.1B all-cash deal for Epiq Solutions, expanding into defense, space electronics, and AI-enabled radio systems.

Wisconsin Electric locked in 86% of Point Beach's output through 2050 and 2053, a 20-year nuclear PPA that could cut customer costs if regulators approve.

Jack Henry beat EPS estimates by $0.10, but SG&A jumped 19.2% and R&D rose 17.0%, sending GAAP operating income down 12.2% despite a revenue gain.

HD beat EPS estimates with $4.92 adjusted, but SG&A jumped 8.5% YoY, squeezing GAAP operating margin by 20 basis points despite a 5.7% revenue gain.

L3Harris replaced its CEO immediately after a conduct investigation, with insider Sam Mehta stepping up and 2026 revenue guidance of $23.2B-$23.7B reaffirmed.

Kentucky regulators approved $7M in extra annual revenue for PPL's LG&E and KU utilities, and PPL reaffirmed its long-term EPS growth targets.

Strategy sold 3.46M MSTR shares last week, routing proceeds to preferred buybacks and dividends while its USD reserve swelled to $4.80B with zero Bitcoin added.

NVIDIA just guaranteed up to $105B in lease obligations for a large Ohio AI campus, with OpenAI as the anchor tenant and 2028 as the target start date.

AMD closed a $4.75B senior notes offering on Aug. 17, spanning four tranches from 2029 to 2036, to fund general corporate purposes including debt repayment.

Core Scientific paid $444M cash for Polaris DS, adding 440 MW of live grid power and targeting a 1.5 GW Muskogee campus by 2027.

Cloudflare closed a $2.5B convertible note deal at 0% interest, converting at $496.94 per share , a 60% premium to its Aug. 10 close of $310.59.

SpaceX completed its $60B all-stock merger with Anysphere, issuing 391M shares to bring the Cursor AI coding tool under its umbrella.

New U.S. tariffs on foreign-made drones and a reiterated $19 Needham Buy rating put Ondas in focus as shares gained 3.70% on Friday.

KPTI posted a GAAP EPS loss of $2.32 vs. the $1.30 consensus estimate, and cash runs out in September without new financing.

Net income swung to $1.7 million from a $13.2 million loss a year earlier, and a new $150 million debenture financing extends runway for Thacker Pass construction -- here's what it means for LAC investors.

The FTC granted early termination of the HSR waiting period for onsemi's Synaptics deal, clearing a key regulatory hurdle toward a mid-2027 close.

Record $9.12B revenue and adjusted EPS of $3.50 beat estimates, yet Q4 guidance of $10.25B and 2027 growth outlook is what investors are now pricing.

Intuitive Machines posted $206M in Q2 revenue, up 4x YoY, but GAAP EPS missed by 60% as G&A costs nearly quadrupled. Backlog hit a record $1.8B.

AIT's Q4 GAAP EPS of $3.17 topped the $2.95 consensus by 7.5%, with organic sales up 9.7% and EBITDA hitting a record $177.6M.

Revenue rose 1,230% YoY to $83.8M, but a $199.1M operating expense surge pushed GAAP operating loss to -$162.9M , here's what drove it.

Archer Aviation fell 7.36% Wednesday as its all-stock deal to acquire Boeing's Wisk Aero, Insitu, and SkyGrid drew investor scrutiny over deal complexity.

Leslie's pulled its 2026 guidance and flagged potential Chapter 11 as Q3 sales dropped 8.4% to $458.5M, with gross margin contracting 310 basis points.

Cerebras cloud revenue tripled YoY, but a $502.8M operating expense surge tied to IPO stock compensation sent GAAP losses to -$2.98 per share.

SPIR's Q2 EPS of -$0.31 beat the -$0.40 consensus, even as revenue dipped 5.9% YoY to $18.0M on maritime divestiture effects.

Cisco's Q4 adjusted EPS of $1.22 beat the $1.19 consensus, with revenue up 17.6% YoY and AI infrastructure orders hitting $4B in the quarter alone.

Coherent beat Q4 estimates with $2.05B in revenue and adjusted EPS of $1.74, then guided Q1 above Wall Street forecasts on both top and bottom lines.

ALT beat Q2 EPS by $0.02, but the real story is $519M in cash and three concurrent pemvidutide trials now in motion across MASH, AUD, and ALD.

Supermicro posted Q4 adjusted EPS of $1.70 vs. a $0.98 consensus, with gross margin rising to 17.5% and full-year revenue guidance set at $65B-$72B.

T1 Energy reported $250.1M in Q2 net sales and a $36.9M net loss, with $24.4M in tariff refunds cushioning results alongside a new 641 MW solar supply deal.

Q2 revenue fell 24.8% to $7.9M as antimony prices dropped to $13.70/lb. Full-year 2026 guidance slashed from $125M to $60M-$75M.

Archer is acquiring Boeing's Wisk Aero, Insitu, and SkyGrid while Q2 operating expenses surged 61.4% YoY to $284.2M, widening losses even as revenue turned positive.

GM sold its stake in a $3.5B Indiana battery plant to Samsung SDI, redirecting the site from EV production to energy storage systems.

Deutsche Bank, BofA, TD Cowen, and Morgan Stanley all raised HIMS targets Tuesday, citing 38% revenue growth and an upgraded full-year outlook.

Immunic posted Q2 EPS of $(0.80), beating the $(1.10) consensus by 27.27%, while appointing a veteran biopharma CFO to its board ahead of a Phase 3 MS readout.

Auvelity drove 51% sales growth, but a 59.7% spike in SG&A expenses pushed AXSM's Q2 EPS to -$0.99, missing the -$0.86 consensus.

Revenue hit $20.7M in Q2 2026, up 52% YoY, and gross margin flipped from -11.7% to +21.5%. Full-year guidance raised to $65M-$75M.

Riot's Q2 revenue rose 14% YoY to $174.2M, but a $237M net loss and a landmark $9.1B AI lease define the real story for investors.

Attruby drove a 120.4% revenue jump at BridgeBio, but a $-0.78 EPS miss vs. the $-0.60 estimate shows the cost of funding three imminent drug launches.

Record $234M Q2 revenue, a 62% YoY jump, plus $2.36B backlog and Q3 guidance of $250M-$265M: here is what Rocket Lab's results show.

CoreWeave's Q2 revenue hit $2.58B, up 112.5% YoY, but a $6.4B capex quarter and $104B backlog are what investors are actually watching.

Lumentum posted $1.01B in Q4 revenue, up 109.3% YoY, with adjusted EPS of $3.23 beating the $3.03 consensus as AI optical demand accelerates.

USAR posted $5.8M in Q2 revenue while operating losses widened to $46.3M from $8.8M a year ago, reflecting a rapid expansion across newly commissioned facilities.

MasTec is issuing $650M in 5.850% senior notes due 2036 to retire a $600M term loan, locking in long-term debt at a fixed rate before 2028 maturity.

Cardinal Health beat Q4 adjusted EPS by 19.1% and issued FY2027 guidance of $12.40-$12.60, projecting 13%-15% non-GAAP EPS growth above its long-term target.

Adjusted EPS of $0.18 beat the -$0.17 consensus by a wide margin as revenue hit $80.8M, up 25.7% YoY, and Quantum eliminated all outstanding debt.

Real Estate FFO hit $3.29 per share in Q2, up 7.9% YoY, as SPG lifts full-year guidance to $13.20-$13.30 and boosts its quarterly dividend 4.7%.

Adjusted EPS of $0.69 beat the $0.52 consensus by 33.2%, while record Q2 revenue doubled year-over-year , here's what investors need to watch.

Joby lifted its 2026 revenue outlook to $115M-$125M after Blade generated $36.2M in Q2, even as its operating loss widened to $261M.

ABCL635 cut hot flash frequency by 83% vs 33% for placebo at week 4, with a single subcutaneous dose meeting both primary Phase 2 endpoints.

Nike's Chief Accounting Officer Johanna Nielsen resigned effective September 4, 2026, with incoming CFO David Denton stepping in as Interim Controller.

Franklin Resources sold $750M in 10-year notes at 5.500%, directing ~$700M of proceeds to repay revolving credit borrowings.

Strategy liquidated 1,690 BTC at $64,262 average to fund $108.6M in STRC repurchases, while raising $653.1M from common stock sales.

Alphabet closed a $25B senior notes offering on August 10, spanning maturities from 2028 to 2066, in one of the largest corporate debt deals of 2026.

CoreWeave locked in a $2.6B delayed draw term loan on Aug. 7 to finance GPU servers, adding to a debt load that already stands at $35.15B.

Q2 revenue hit $753M, up 38% YoY, but gross margin fell 12 points to 64% as a net loss of $86.3M replaced last year's $42.5M profit.

MCHP beat Q1 estimates with $1.485B in revenue and adjusted EPS of $0.76 vs $0.71 expected, then guided Q2 revenue to $1.589-$1.618B.

Fox Q4 adjusted EPS of $1.79 beat the $1.45 consensus by 23%, as FIFA World Cup broadcast pushed advertising revenue up 78% to $1.92B.

Adjusted EPS of $0.71 beat the $0.70 consensus, but GAAP operating income dipped 1% even as revenue climbed 6% , here is what that gap means.

Oklo's Q2 revenue of $1.21M crushed the $126K estimate, but adjusted EPS loss of $0.28 missed the $0.16 consensus by 75%, a split result investors are weighing.

Q2 revenue of $117.1M rose 89.6% YoY as gross margin swung from -30.9% to +27.8%, and EPS of -$0.09 beat the -$0.17 consensus by 47.6%.

MARA missed Q2 EPS by $0.89 versus the $0.19 consensus, posting a $611M net loss as Bitcoin mining revenue dropped 27% year-over-year.

AIG's adjusted EPS of $2.00 beat the $1.94 consensus by 3%, with net premiums written up 9% to $7.5B and underwriting income climbing to $686M.

Adjusted EPS of $0.91 crushed the $0.63 estimate, yet GAAP net income fell 2.2% as SG&A and G&A each jumped 30% YoY.

LYFT's Q2 GAAP EPS of $0.13 missed the $0.15 estimate, but revenue topped forecasts with record 30.5M active riders and Gross Bookings up 23% YoY to $5.5B.

MACOM's adjusted EPS of $1.40 beat the $1.37 estimate, but the Q4 revenue guide of $415M-$425M is the figure investors are actually pricing in.

Airbnb's Q2 GAAP EPS of $1.37 beat consensus by 7.3%, with revenue up 17% to $3.6B and adjusted EBITDA margin expanding to 35%.

NET beat adjusted EPS by $0.02 and grew revenue 36% to $696M, but its GAAP operating loss nearly tripled YoY to $205.7M , here's what that gap means.

MP Materials posted $108.5M in Q2 revenue, up 89% YoY, as NdPr sales volumes surged 127% and EBITDA swung from -$12.5M to +$28.5M.

Adjusted EPS of $1.93 beat the $1.72 consensus by 12.2%, while Q3 revenue guidance of $380M-$400M indicates continued AI-driven demand acceleration.

Revenue hit $55M in Q2 2026, up 56% YoY, but GAAP EPS of $(0.27) missed estimates and Q3 guidance fell short of the $57.48M consensus, weighing on shares after hours.

Cathie Wood's ARK sold SHOP shares on August 6 as part of a combined $28.7M pivot toward TSMC and SpaceX, even after Shopify's Q2 34% revenue growth.

HWM's Q2 adjusted EPS of $1.33 beat consensus by 5.7%, with revenue up 24.1% YoY to $2.55B and full-year sales guidance raised to $10.0B-$10.1B.

Adjusted EPS of $3.26 beat the $2.97 consensus by 9.9%, but GAAP net income fell 9.4% , here is what drove the gap and why guidance was raised.

GPRE swung from a $72.2M net loss to $67.1M profit in Q2 2026, with $58.7M in 45Z tax credits and a tripling of ethanol crush margin driving the reversal.

Adjusted EPS of $0.65 beat by 8%, revenue hit $1.12B, but Q3 guidance of $1.14B underwhelmed investors watching a stock up sharply in 2026.

BlackSky posted $33.3M in Q2 revenue, up 50% YoY, while GAAP EPS of -$0.32 beat the -$0.40 consensus, with Adjusted EBITDA hitting $4.7M.

VIAV beat Q4 adjusted EPS by 13.3%, with revenue up 52.5% YoY to $443.1M. Q1 FY2027 guidance calls for $450M-$460M in revenue.

Murphy Oil lifted its 2026 capex midpoint from $1.25B to $1.55B to chase new discoveries, as Q2 revenue rose 33.2% YoY to $926.3M.

IonQ's Q2 revenue hit $80.1M, up 287% YoY, but a $1.87B GAAP net loss reveals the scale of non-cash charges investors must weigh against the record top line.

IDXX posted EPS of $4.27 vs. a $4.02 estimate on $1.217B in revenue, and lifted its 2026 EPS guidance midpoint to $14.82 from $14.68.

VSH posted GAAP EPS of $0.19 vs. a $0.15 consensus, but revenue of $888.6M slightly missed; Q3 guidance of $945M-$975M tops the $929.9M estimate.

PINS beat Q2 EPS estimates by 19%, but Q3 revenue guidance of $1.19B-$1.21B implies a growth deceleration to 13%-15% that investors are watching closely.

Block beat Q2 adjusted EPS by 15.9%, with gross profit rising 25% to $3.17B. Cash App and Square both accelerated, and full-year guidance was raised.

Albemarle's Q2 adjusted EPS of $3.75 beat estimates by 14.7%, with Energy Storage adjusted EBITDA rising 229% on higher lithium pricing.

Adjusted EPS of $39.25 beat the $35.14 consensus by 11.7%, but Q1 guidance came in at the midpoint of expectations, cooling investor enthusiasm.

Revenue hit $3.58B and GMV reached $115.6B in Q2 2026, as Shopify also issued Q3 guidance calling for low-thirties revenue growth.

Eos Energy's Q2 revenue hit $68.8M, up 351% YoY, but a tightened guidance range and $275.7M net loss kept pressure on shares.

Adjusted EPS of -$0.03 beat the -$0.12 consensus by 75%, as homes purchased surged 149% YoY and contribution margin hit 5.8%.

Emerson's adjusted EPS of $1.71 beat the $1.69 consensus, with free cash flow rising 36% to $1.32B and full-year guidance lifted to $6.55 adjusted EPS.

Uber posted $14.19B in Q2 revenue and $0.81 adjusted EPS, but Q3 bookings guidance came in below analyst expectations, raising investor concern.

Adjusted EPS of $2.06 beat the $1.88 consensus by 9.6%, with Entertainment operating income up 64% and Experiences revenue up 10% in Q3 2026.

Mounjaro revenue surged 91% to $9.9B and Zepbound added $4.9B as Lilly lifted full-year revenue guidance to as much as $87B for 2026.

Booking Holdings beat Q2 guidance on every metric, with net income up 118% YoY and a raised $650M savings target. Here is what the numbers show.

Q3 organic sales rose 10% YoY to $2.31B, with GAAP EPS up 40% to $3.65, prompting Rockwell to lift its full-year outlook to $13.00-$13.30 adjusted EPS.

SpaceX doubled Starlink subscribers to 12M and agreed to acquire AI coding platform Cursor for $60B, as Q2 revenue hit $7.8B, up 92% year-over-year.

Amgen's Q2 revenue rose 10% to $10.1B, with 22 products delivering double-digit growth and full-year guidance lifted to $38.8B at the midpoint.

AMETEK beat Q2 adjusted EPS by $0.08, posted 28% order growth, and lifted its full-year EPS outlook to $8.20-$8.30 from a prior range of $7.94-$8.14.

Adjusted EPS of $6.41 beat the $5.18 consensus by 23.75%, as Assurant lifts its 2026 outlook to mid-single-digit growth on a record quarter.

ADM's adjusted EPS of $1.84 beat the $1.46 consensus by 26%, with segment operating profit up 75% YoY, prompting a sharp guidance raise for fiscal 2026.

Adjusted EPS of $0.77 beat the $0.69 estimate by 11.4%, but $4.3B in non-cash impairments drove a GAAP loss of $0.04 per share. Full-year revenue guidance raised to $60.5B-$62.5B.

Onsemi posted Q2 adjusted EPS of $0.74 on $1.60B revenue, with free cash flow hitting $425M as AI data center demand accelerates into Q3.

Kratos hit $458.8M in Q2 revenue, up 30.5%, but a -$1.6M GAAP operating loss and -$18.9M free cash flow show the cost of rapid scale-up.

Adjusted EPS of $0.58 crushed the $0.39 estimate as gross margin hit 40.4%, but GAAP net income fell 21% , here is what drove the divergence.

Arista's Q2 revenue hit $3.04B, up 37.7% YoY, with non-GAAP EPS of $1.02 up 39.7%, and Q3 guidance of ~$3.3B tops prior consensus.

Record Q2 revenue of $11.5B grew 50% YoY as AMD's Data Center segment doubled, but Q3 guidance of ~$13B left some investors wanting more.

Revenue doubled to $392.4M in Q2 2026, and Q3 guidance of $540M-$560M indicates the growth pace is accelerating, not slowing.

Danaher's board tapped its Diagnostics chief to lead the company, replacing Rainer Blair who retires Oct. 1 after guiding a major portfolio transformation.

Intuitive Machines paid $10M to acquire COMSAT LLC, completing the U.S. leg of its Goonhilly deal and expanding its deep-space communications network.

GameStop is swapping $1.4B in convertible notes for shares, wiping out debt without spending cash but leaving shareholders facing dilution before September.

Vertex posted $3.33B in Q2 revenue, up 12% YoY, but flat non-GAAP net income indicates rising costs from JOURNAVX launch and renal expansion.

Record Q3 revenue of $118.4M grew 23% YoY, but SG&A jumped 27.3% and net loss widened to $35.1M , here's what that means for TWST.

STRL posted $1.17B in Q2 revenue, up 90% YoY, with adjusted EPS of $5.80 beating estimates by 11.9% and backlog up 116% to $4.33B.

Adjusted EPS of $3.19 beat the $3.12 consensus, but a $68M impairment charge and 43% Middle East room-revenue drop are what investors are watching.

Net income of $444M and EPS of $2.16 headline Loews Q2 2026 results, as Loews Hotels net income jumped 71% and CNA investment income offset softer underwriting.

FANG hit the 1 MMBOE/d production milestone in Q2, with adjusted EPS of $6.48 beating the $6.13 consensus and free cash flow of $2.33B.

BWXT hit $901.6M in Q2 revenue, up 18% YoY, but margin compression and a medical unit sale to Nordic Capital are the bigger stories for investors.

Snap's Q2 loss narrowed to $0.10 per share while revenue hit $1.6B, up 19% year-over-year, with Adjusted EBITDA rising 505% to $250M.

Q2 revenue hit $1.94B, up 93% YoY, with U.S. commercial revenue up 149%. Full-year guidance raised to $8.15B, implying 82% growth.

Ichor's Q2 adjusted EPS of $0.34 beat the $0.31 consensus, revenue rose 22.7% YoY, and Q3 guidance midpoint of $330M tops expectations.

Adjusted EPS of $6.06 beat the $5.62 consensus, while net income hit $12.1B as Brent averaged $104/bbl and production rose 20% year over year.

AbbVie posted $16.99B in Q2 revenue, up 10.2%, but a $0.14/share Apogee dilution nudged full-year EPS guidance down to $13.87-$14.07.

AEP's Q2 adjusted EPS of $1.36 missed the $1.51 estimate, but a guidance raise and 69 GW of contracted load growth through 2030 define the real story.

AEE posted Q2 EPS of $1.13 vs. the $1.10 consensus, with net income up 14.2% YoY to $314M on infrastructure investment gains across all segments.

Rivian's Q2 EPS of -$0.47 beat the -$0.64 consensus as revenue jumped 27% YoY to $1.66B and gross profit hit $179M for the first time.

Revenue rose 6.9% YoY to $122.4M, but an $8.32B unrealized bitcoin loss flipped Q2 net income from +$10B to -$8.22B in one year.

Adjusted EPS of $5.04 topped the $4.91 consensus by 2.7%, while operating margin expanded 1.5 ppt to 60.2% as value-added services surged 20%.

AWS grew 37% to a $169B annualized run rate, its fastest pace in 18 quarters, as Amazon's Q2 operating income rose 43% to $27.5B.

Apple's Q3 EPS of $2.02 beat the $1.93 consensus by 4.7%, with iPhone revenue jumping 21.7% YoY to $54.3B. Here's what the numbers show.

Strategy spent $25M buying back preferred stock instead of Bitcoin, marking its longest pause in Bitcoin accumulation in nearly two years.

ADPT posted Q2 EPS of -$0.10 vs. -$0.14 consensus, with MRD revenue up 33% YoY. Full-year MRD guidance raised to $268M-$278M.

Adjusted EPS of $0.85 crushed the $0.67 consensus by 26.1%, and global same-store sales rose 7.9% as the Back to Starbucks plan gains traction.

Adjusted EPS of $2.21 missed the $2.27 consensus as handset chip revenue dropped 20% YoY, though automotive surged 61% to $1.59B.

Microsoft's Azure grew 43% in Q4 2026, its fastest pace since 2022, while adjusted EPS of $4.74 beat the $4.33 consensus by 9.5%.

Meta earned $6.18 GAAP EPS vs $7.36 consensus as a 55% cost spike and $2.4B in legal charges crushed margins despite 28% revenue growth.

EPS of $0.62 beat the $0.45 consensus by 38%, but a 38% crypto revenue drop and $129M one-time gain raised questions about earnings quality.

BSX posted adjusted EPS of $0.86 vs. the $0.84 consensus and $5.44B in revenue, up 7.5% YoY, while lifting its full-year adjusted EPS outlook to $3.28-$3.32.

ADP's Q4 adjusted EPS of $2.64 beat the $2.62 consensus, with full-year revenue hitting $21.9B and adjusted EBIT margin expanding 80 bps to 26.8%.

SOFI beat Q2 EPS estimates by 6.9%, posting $1.2B in GAAP revenue up 43% YoY, while raising full-year adjusted revenue guidance to $4.75B-$4.85B.

ACGL's adjusted EPS of $2.56 beat the $2.48 consensus, but $201M in catastrophe losses drove insurance underwriting income down 79.1% YoY.

T1 Energy reported a Q2 net loss of $34M-$37M on ~$250M in revenue, while hiking its Austin solar factory cost estimate by $85M to $510M.

CORZ doubled revenue to $164.2M in Q2 2026 while sealing a 15-year AMD partnership targeting $14B in contracted revenue across 530 MW.

Visa's Q3 adjusted EPS of $3.32 beat the $3.29 consensus, with revenue up 14% YoY to $11.6B on broad-based volume growth across payments and cross-border transactions.

Ford's adjusted EPS of $0.42 beat consensus by 16.7% as adjusted EBIT rose 19% to $2.5B, with full-year profit guidance lifted to $10B-$11B.

Record Q2 revenue of $1.065B marks 165.5% YoY growth, while GAAP operating income swung from a $3.5M loss to $182.2M as Bloom raises its full-year revenue guidance.

Corning beat Q2 adjusted EPS by $0.02, but Q3 core sales guidance of $4.9B-$5.0B fell short of Wall Street, sending shares down 19.78% on Tuesday.

Adjusted EPS of $2.09 rose 11% YoY as organic sales accelerated 5% and pricing improved to 4%, prompting Ecolab to lift its full-year EPS forecast to $8.05-$8.25.

CMS Energy's Q2 adjusted EPS of $0.37 matched the $0.36 estimate, but a 45% collapse in Other income drove pre-tax income down nearly 50% year over year.

Cincinnati Financial's non-GAAP EPS of $1.43 missed the $1.88 consensus by 23.9% as cat losses drove the combined ratio to 100.8%, erasing a year-ago underwriting profit.

Cadence posted adjusted EPS of $2.11 vs a $2.10 estimate, with revenue up 24.2% YoY and a record $8.1B backlog driving a raised 2026 outlook.

Adjusted EPS of $0.86 topped the $0.83 consensus, but GAAP operating income fell 9% as input costs and mix pressures hit every segment.

Boeing beat revenue estimates at $24.6B and generated $631M in free cash flow, but a $280M Air Force One charge drove a wider-than-expected adjusted EPS loss of $0.76.

AMT beat Q2 estimates with $2.749B in revenue and AFFO of $2.71 per share, then raised full-year guidance for the second time in 2026.

AMKR earned $0.70 per share vs. a $0.49 consensus, but Q3 revenue guidance of $1.95B-$2.05B is what investors are actually watching.

Adjusted EPS of $1.38 beat the $1.30 consensus, yet non-GAAP operating margin fell 248bps to 17.4% as revenue growth outpaced transaction margin expansion.

Q2 revenue hit $10.5M, up 22% sequentially, with Q3 guidance of $13.5M implying 28% further sequential growth as AI data center demand builds.

Strategy sold 5.4M shares for $544.5M but made zero bitcoin purchases last week, leaving its 843,775 BTC holding unchanged at an average cost of $75,476.

Ensign Group lifted full-year EPS guidance to $7.75-$7.85 after Q2 GAAP EPS of $1.68 and revenue of $1.44B, up 17.3% year over year.

BKR's adjusted EPS of $0.64 crushed the $0.51 estimate by 25%, with IET orders doubling to $7.1B and free cash flow hitting $1.1B in Q2 2026.

Rocket Lab secured a $266 million multi-launch contract with the U.S. Space Force, its largest deal to date, covering 12 confirmed suborbital missile-defense launches with an option for six more. Here's what it means for RKLB investors.

Charter shed 172,000 internet customers in Q2 2026, worse than the 116,000 lost a year ago, even as mobile lines grew by 406,000 in the quarter.

Coinbase's Chief People Officer resigned weeks after overseeing 700 layoffs, with successor Dominique Baillet set to take over by August 17.

Adjusted EPS of $3.12 beat the $2.85 consensus by 9.5%, but margin compression is the number investors should watch closely.

AXP beat the $4.45 EPS consensus with $4.53, but raised full-year revenue guidance to 10% while holding its EPS outlook steady, sending shares lower.

Albemarle adds ex-Vale CEO Eduardo Bartolomeo to its board, bringing 30-plus years of global mining and logistics leadership to the lithium producer.

JPMorgan closed a $9B bond offering on July 23, spanning four tranches from floating-rate notes to 2041 subordinated debt.

Chubb's Q2 core operating EPS of $7.26 topped the $6.95 consensus as P&C underwriting income jumped 18.8% to $1.94B with an 83.8% combined ratio.

Adjusted EPS of $11.07 beat the $10.83 consensus as AUM hit a record $1.8T, but advisor departures and rising expenses are worth watching.

Adjusted EPS of $2.40 beat the $2.26 consensus by 6.4%, with Americas organic revenue up 8.9% driving a full-year guidance raise.

Adjusted EPS of $0.42 beat the $0.22 consensus by 91%, while Data Center and AI revenue climbed 59% , Intel's fastest revenue growth in more than 15 years.

Adjusted EPS of $2.93 missed the $3.01 consensus, but IBM's Software segment grew 5% and free cash flow hit $2.5B as full-year guidance was updated.

ServiceNow's AI ACV crossed $1B and subscription revenue rose 24.5%, but non-GAAP gross margin compressed 250bps to 80.5% on rising AI compute costs.

Adjusted EPS of $1.95 beat the prior year by 10%, but GAAP operating income dipped 0.6% as catalyst volumes weighed on Process Automation margins.

FCX adjusted EPS of $0.74 beat the $0.60 consensus, yet operating income fell 17.6% YoY as copper unit cash costs surged 74.3% and gold sales dropped 76.4%.

Dow beat Q2 adjusted EPS by $0.15, with net sales up 19.7% to $12.1B and Operating EBIT swinging from -$21M to $1.65B year-over-year.

Adjusted EPS of $1.04 beat the $1.00 consensus, but EBITDA fell 13.4% as residential margins compressed 160 bps. Peacock turned profitable for the first time.

Aon expanded its Data Center Lifecycle Insurance Program to $5B in capacity, targeting surging demand from AI and hyperscale infrastructure buildouts.

Netflix completed a $1B senior notes offering at 5.250% due 2036, with proceeds earmarked to retire its 4.375% Senior Notes due 2026.

KMI's Q2 adjusted EPS of $0.37 beat consensus by 12.1%, with record net income of $867M and Adjusted EBITDA up 12% to $2.2B year over year.

CME Group hit record first-half 2026 revenue and adjusted EPS of $2.99, beating the $2.94 consensus, as market data revenue surged 20% to $238M in Q2.

AFFO per share rose 10.8% YoY to $1.13, crushing the $0.39 estimate, as Crown Castle's Fiber exit reshapes its cash flow profile.

Tesla's Q2 revenue hit $28.2B, but a 47% surge in operating expenses crushed GAAP operating income to $398M — the real story behind the profit miss.

Google Cloud revenue jumped 82% to $24.8B and operating margin hit 34%, but $44.9B in capex pushed free cash flow to -$5.86B this quarter.

Wabtec beat Q2 adjusted EPS by 5.9% and lifted full-year revenue guidance by $110M at the midpoint, with its multi-year backlog surging 41.7% to $30.93B.

AT&T's Q2 adjusted EPS of $0.65 topped the $0.59 consensus, with 646,000 internet net adds and a record fiber and fixed wireless quarter driving results.

Capital One earned $4.73 GAAP EPS in Q2 2026, up from $3.34 in Q1, with total net revenue rising 4% to $15.9B and loans topping $457B.

TEL beat Q3 adjusted EPS by $0.07 and grew revenue 14% to a record $5.16B, while announcing a $1.4B acquisition to expand its industrial power portfolio.

PHM earned $2.48 per share, topping the $2.39 consensus, but home sale revenues fell 11% YoY to $3.8B as closings dropped 8% and margins compressed.

NTRS posted Q2 net income of $792.2M, up 88% YoY, lifted by a $525.4M Visa gain and a 10% dividend hike approved by the board.

AMC hit record Q2 revenue of $1.6B and adjusted EBITDA of $321.4M, up 69.6% YoY, as two analysts raised their price targets on the cinema chain.

Supermicro's Q4 preliminary update shows gross margins of 15%-17%, nearly double prior guidance of 8.2%-8.4%, with $60B in new orders received.

Schwab's adjusted EPS of $1.62 beat the $1.58 consensus, with record daily trades of 11.9M and net new assets up 49% year-over-year.

Adjusted EPS of $0.55 edged past the $0.54 consensus, but Middle East revenue fell 2% sequentially as geopolitical conflict weighed on Kuwait, Iraq, and Qatar operations.

Adjusted EPS of $2.15 beat the $2.10 consensus, but GAAP net income dropped to $228M as restructuring charges weigh on GPC's bottom line.

DHR adjusted EPS of $1.94 beat the $1.85 estimate by 4.7%, but bioprocessing timing and a -10.99% share move signal investor caution despite raised full-year guidance.

DHI beat the $3.07 EPS estimate with $3.20, but net income dropped 12% YoY as elevated sales incentives compressed margins even as closings rose 4%.

Q2 adjusted EPS of $3.57 beat year-ago results by 41.3% as GM lifts full-year EBIT-adjusted target to $14B-$16B and declares a quarterly dividend.

GAAP EPS of $7.68 beat the $6.89 consensus by 11.5%, but a $231M year-ago divestiture gain made operating income comparisons look ugly. Here's what actually happened.

KeyCorp earned $0.44 per share in Q2 2026, topping the $0.43 consensus, as net income climbed 22% YoY to $472M on 7% revenue growth.

Magic: The Gathering crossed $500M in quarterly revenue for the first time, powering a 27% Wizards segment gain and lifting Hasbro's full-year adjusted EBITDA outlook to $1.45B-$1.50B.

Tara Bunch, who oversaw Airbnb operations across 220+ countries, joins Royal Caribbean's board, bringing three decades of tech-enabled service expertise.

BBWI is redeeming $250M of 7.500% Senior Notes at 101.250% of par on August 19, a debt reduction move that trims its $4.71B load.

Thras Moraitis, current Serra Verde CEO, takes the helm at USAR on Oct. 1 as the two companies near merger completion by end of August.

IREN just secured $2.8B in new multi-year AI cloud contracts, lifting its year-end ARR target from $3.7B to over $4B with 85% now under contract.

Adobe's board approved a retention deal for CLO Louise Pentland, including 12 months' salary and accelerated RSU vesting, tied to its CEO search.

Barclays raised its CAG target to $17 from $16, while three other firms also updated targets, with views ranging from $14 to $17 on the packaged food maker.

ASTS priced $1B in convertible notes Wednesday and pushed its BlueBird launch to early 2027, targeting roughly 45 satellites in the first campaign.

RF earned $0.68 adjusted EPS vs $0.65 consensus, but the real story is a $58M drop in credit loss provisions that drove profit growth despite a revenue miss.

A 58% gross margin and 2.3% EPS beat sent Abbott shares up nearly 12%, as management raised its full-year profit outlook on accelerating device sales.

A medical cost ratio drop to 86.7% drove UnitedHealth's 56% EPS beat and a 7% stock rally, as management raised full-year guidance across the board.

A penny EPS beat wasn't enough: Netflix missed on revenue and guided Q3 growth to just 11%, sending shares down 8.5% as the password-crackdown tailwind fades.

USB earned $1.35 per share in Q2 2026, topping the $1.29 consensus, as BTIG's breakout quarter added nearly $100M in capital markets revenue.

GE Aerospace beat Q2 estimates with $2.02 adjusted EPS and $13.35B in revenue, up 21% YoY, while raising full-year guidance. Here's what it means for GE investors.

CFG beat Q2 EPS estimates by 3.7% with $1.30 GAAP EPS, as net income hit $587M and record revenue of $2.28B lifted pre-provision profit 24% year over year.

Lucid's CEO issued a direct denial of bankruptcy and go-private rumors, calling the reports false. Shares gained 28.79% on Wednesday, July 15.

Conagra halved its dividend and flagged rising beef, oil, and logistics costs as it outlined a weak fiscal 2027 outlook after Q4 2026 earnings.

Oppenheimer downgraded IBM after a preliminary Q2 warning sent shares down 25% in a single session, the worst daily drop in company history.

UAL posted adjusted EPS of $1.99 vs. the $1.89 consensus, but a $6B fuel cost hit is the real test for the rest of 2026.

J&J posted $25.3B in Q2 revenue, up 6.6%, yet net income was essentially flat as SG&A surged 9.2% and the tax provision jumped 27.1%.

JBHT's Q2 EPS of $1.91 beat the $1.76 consensus by 8.5%, with intermodal operating income jumping 58% on 10% volume growth.

Q4 EPS of $1.29 beat the $1.26 consensus, and full-year revenue reached $11.26B as Cintas closed fiscal 2026 with record profitability metrics.

Morgan Stanley's Q2 diluted EPS of $3.46 beat the $3.03 consensus by 14.1%, as Institutional Securities revenue surged 44% and net income hit $5.58B.

Barclays moved HCA to Equal Weight from Overweight on July 8, slashing its target to $427 from $496 amid policy risk and a trimmed full-year profit forecast.

$24M from JPMorganChase targets Philadelphia shipbuilding: skills training, supply chains, and small business growth in a sector tied to U.S. defense.

M&T Bank's Q2 GAAP EPS of $5.35 topped the $4.71 consensus by 13.7%, with revenue up 5.5% YoY to $2.53B and net income hitting $818M.

Adjusted EPS of $7.45 beat the $6.27 consensus by 18.9%, yet collapsing Health Benefits margins sent ELV shares down sharply on Wednesday.

Citigroup posted Q2 EPS of $3.15, up 61% year over year and well above the $2.73 analyst consensus, as revenue climbed 14% to $24.8 billion on record Services division results.

Pentair's CFO resigned July 10 to join a private company. Former CFO Bob Fishman returns on a $125,000 monthly salary as the water company cuts its 2026 outlook.

PNC beat Q2 EPS estimates by 8.8%, with capital markets fees jumping 79.8% YoY to $577M and net interest income rising 15.5% to $4.1B.

Adjusted EPS of $13.91 beat the $12.70 consensus by 9.5%, as AUM crossed $15 trillion and performance fees surged 224% year-over-year.

Strong demand for high-bandwidth memory and advanced logic pushes ASML to raise FY26 guidance and fast-track EUV and DUV capacity targets through 2028, handily offsetting normalized China revenues.

Strategy raised $467M via common-stock issuance and built a $3B cash reserve, filing shows no Bitcoin bought or sold in the latest period.

WST just renewed its technology crosslicense and exclusive distribution deal with Daikyo Seiko, extending a partnership that covers pharma packaging know-how across all markets outside Japan.

Diodes is buying ElevATE Semiconductor for $250M cash, plus up to $50M in earnouts, targeting the automated test equipment chip market.

EPS of $0.33 matched Wall Street estimates, but double-digit daily sales growth and digital gains are the metrics investors are watching most closely.

A surprise preliminary Q2 earnings miss reveals that corporate buyers are abruptly redirecting their tech budgets to physical hardware, leaving IBM stranded with slipped enterprise deals and contracting margins.

Wells Fargo posted Q2 net income of $6.4B and diluted EPS of $2.00, up 25% from a year ago, as revenue climbed 9% to $22.6B and the bank flagged plans for an 11% dividend increase.

JPMorgan's Q2 net income hit $21.2B as equity trading revenue surged 86% to $6B, but the stock slipped in pre-market on one-time gain concerns.

Record equities trading revenue of $7.42B and a 39.5% revenue surge powered Goldman's best quarter ever, with GAAP EPS of $20.98 crushing consensus.

BAC posted $9.1B in net income, up 27% YoY, and diluted EPS of $1.21, up 34% YoY, as sales and trading revenue jumped 33% and investment banking fees surged 50%.

TransDigm pulled its takeover bid for Stellant Systems from Arlington Capital Partners, a deal exit that sent TDG shares down -4.36% on July 13.

TransDigm pulled its bid for Stellant Systems, citing regulatory uncertainty and opportunity cost. Shares fell 4.36% while the S&P 500 lost 0.77%.

Moderna added Michael McDonnell, former Biogen CFO with 35+ years of financial leadership, to its board. Shares fell -10.83% Friday while the S&P 500 gained 0.43%.

UBS lifted its INVH target from $32 to $35, while the company closed a $500M senior notes offering at 4.950% due 2032.

Citi trimmed its EOG target from $147 to $141, keeping a Neutral rating: here is what the revised call signals for oil investors.

MARA just agreed to acquire a Matagorda County, Texas site from HIF USA, adding up to 2 GW of power and potentially doubling its total capacity to 4.8 GW.

Delta's adjusted revenue rose 13.9% to a record $17.7 billion in Q2 2026, but adjusted EPS fell 26.4% to $1.56 as the highest quarterly fuel bill in company history absorbed the entire revenue gain -- here's what it means for DAL investors.

PepsiCo reported Q2 2026 net revenue of $24.2 billion, up 6.4% year over year, with core EPS rising 4% to $2.20 -- but North American margin contraction and domestic pricing pressure sent shares down 3.33% despite affirmed full-year guidance -- here's what it means for PEP investors.

Blue Origin's $130B funding round and Rocket Lab's $8B Iridium acquisition have triggered an institutional re-rating, with Morgan Stanley's RKLB bull case now sitting at $293 per share.

A $60B all-stock Cursor deal and the Grok 4.5 launch mark SpaceX's pivot from aerospace to AI hyperscaler, bringing 3.4% dilution and a new valuation framework for SPCX investors.

IREN's AI cloud revenue rose 94% quarter-over-quarter, and a Russell 1000 inclusion is set to trigger passive fund buying. Shares gained 8.01% on Wednesday.

Akamai secured a strategic AI security partnership with WorldWide Technology, positioning it as the foundational security layer for enterprise AI infrastructure. Shares jumped 10.67% on Wednesday while the S&P 500 gained 0.3%.

Apple just handed Broadcom its largest-ever American Manufacturing commitment — a $30B+ multi-year agreement through 2031 for custom ASICs spanning wireless, networking, and next-gen AI features, backed by a $1.5B factory expansion in Fort Collins, Colorado. Shares rose 3-4% on the news. Here's what it means for AVGO investors.

Fresh off a record $1.977B revenue year and $2.7B in bookings, AeroVironment laid out plans at its 2026 Investor Day to hit $4B+ in sales by FY2030 at a 15-20% annual growth rate — while expanding EBITDA margins from 14% today to 18-20%. Here's what it means for AVAV investors.

A $59.3 billion surge in AI capex nearly wiped out Amazon's free cash flow — now the company is tapping bond markets for at least $25 billion more. Here's what the deal reveals for AMZN investors.

IREN reportedly shortlisted for Anthropic's $15 billion Australian data center project, shares gained 13.11% on July 6 alongside peer TeraWulf.

Scotiabank raised TENB to Sector Outperform with a $50 price target; shares gained 6.97% on July 6, outpacing the broader market by 6.10%.

Rocket Lab CEO Peter Beck is set to trim his stake by $465M at $93.09 per share, representing 0.9% of the company's shares outstanding.

TeraWulf signed a landmark 20-year lease with Anthropic for 401 MW of AI infrastructure, unlocking nearly $19 billion in contracted revenue and marking a decisive pivot from Bitcoin mining to hyperscale HPC.

AeroVironment landed $580M in new U.S. military drone contracts: a $500M indefinite-delivery vehicle and an $80.5M task order for its small unmanned aircraft systems. Here's what it means for AVAV investors.