Apple's latest quarterly earnings reveal a tale of two halves: blockbuster iPhone sales, particularly in emerging markets like India, drove revenue to a new high, while Mac and wearables segments saw notable declines. The tech giant also faces questions over its AI strategy and conservative spending.
SanDisk's fiscal Q2 2026 results smashed expectations, fueled by surging AI infrastructure needs and a tightening NAND market. The company announced a pivotal move towards multi-year commercial agreements, forecasting even stronger growth ahead.
SanDisk's Q2 2026 earnings reveal a 31% sequential revenue surge to $3 billion, driven by AI infrastructure build-out. The company highlights a fundamental industry shift towards long-term agreements as data center demand, now the largest NAND market, reshapes commercial dynamics.
Digital Realty Trust makes a strategic entry into Malaysia with the acquisition of the TelcoHub 1 data center and secures a critical $373 million supply agreement with Schneider Electric, positioning itself to capture surging demand for AI-ready infrastructure in the region.
Elon Musk announces the merger of SpaceX and xAI, outlining an ambitious plan to construct solar-powered data centers in space, which he claims will become the most cost-effective source of AI computing power within years.
Despite a challenging macroeconomic backdrop, Etsy, Inc. (ETSY) is entering the critical holiday quarter with a bullish setup, driven by surging mobile engagement, effective monetization, and the powerful resurgence of its Depop platform.
Facing persistently weak natural gas prices, APA Corporation announces significant production cuts across its U.S. operations while reaffirming its commitment to a multi-billion dollar share repurchase program, signaling a strategic pivot towards capital discipline over volume growth.
Broadcom has reached an agreement with Fidelity Investments, dismissing a lawsuit related to VMware software licensing. The settlement ensures service continuity for a major client and offers clarity on Broadcom's post-acquisition strategy, a key focus for investors monitoring the tech giant's integration efforts.
Elon Musk announces the integration of his AI startup xAI into SpaceX, citing terrestrial power and cooling constraints as a catalyst for moving advanced computing into space, with the Starship program central to the ambitious orbital data center vision.
The swearing-in of Rep. Christian Menefee (D-Texas) on Monday tightens the House margin to 218-214, leaving Speaker Mike Johnson with virtually no room for error on key votes, starting with this week's critical government funding bill.
India's latest budget outlines a massive strategic pivot, channeling over $10 billion into domestic rare earths processing and clean energy. The move aims to secure critical mineral supply chains and boost nuclear power, reducing reliance on foreign sources, particularly China.
The company's 713,502 BTC hoard, now valued at its average purchase price, has transformed from a corporate treasury strategy into a critical technical level that could dictate broader market movements.
Adtalem Global Education posts strong Q2 fiscal 2026 results, raising revenue to $503.39M and net income to $76.38M, while reaffirming full-year guidance. The company's new $750M share repurchase authorization signals a dual commitment to capital returns and strategic growth in its healthcare education portfolio, even as regulatory and enrollment challenges linger.
Once an open-source developer tool, GitLab has transformed into a unified AI-powered DevSecOps platform. With strong enterprise adoption and a focus on solving the 'AI Paradox,' the company presents a compelling, if competitive, growth story for investors.
Snap Inc. is showing signs of a financial turnaround, powered by its surging Snapchat+ subscription service and strategic AI investments. As daily active users approach half a billion, analysts are reassessing the social media pioneer's long-term potential.
While many SaaS stocks are valued on revenue growth, Paycom Software presents a compelling, counterintuitive investment case. Its secret lies in a unique margin expansion engine powered by its Beti platform, which transforms customer maturity into sustained profitability and deepens client lock-in.
Amidst a global push for reliable, carbon-free power, Centrus Energy Corp. (LEU) emerges as a critical supplier in the nuclear fuel chain. With its stock trading near backlog value and recent financial developments reducing execution risk, analysts see a clear path for growth, particularly as AI and data center energy demands surge.
Amid surging power demands from AI and electrification, NANO Nuclear Energy Inc. (NNE) is attracting bullish investor attention. Analysts point to its microreactor technology as a potential solution for decentralized, high-density energy needs, drawing comparisons to infrastructure giant NextEra Energy's growth trajectory.
E.l.f. Beauty reports sustained sales momentum, powered by demand for its affordable products, effectively countering cost pressures from unresolved tariffs. Investor focus sharpens on the company's ability to maintain profitability amid ongoing trade uncertainties.
Former President Donald Trump's attempt at stand-up comedy during the elite Alfalfa Club dinner was met with notable silence and scattered applause, highlighting a rare moment of disconnect with a room of powerful allies and underscoring the enduring tensions within Washington's political and financial elite.
