News

Apartment REITs show recovery, but new lease pricing stays uneven as coastal markets continue outperforming Sun Belt peers.

The group pointed to stronger demand in the life-science and electronics markets and resilience in its healthcare operations.

Siemens Chief Executive Officer Roland Busch says the company is "very competitive" in China, where the automation business is doing "very well." He also comments on the data center business. Busch speaks on Bloomberg Television after Siemens raised its earnings expectations for a second time this year due to a surge in data center spending and higher returns from selling software to industry.

Revenue surged 62% as record bookings and multiyear defense contracts signal accelerating growth.

Micron, SanDisk, and Western Digital reported record cash flows in their most recent quarterly reports, part of which is expected to go towards buybacks.

Sunrun Inc (RUN) reports a record 74% storage attachment rate and positive cash flow, while navigating a strategic transition to direct sales and expanding its distributed power plant business.

TTM Technologies Inc (TTMI) reports a 37% year-over-year revenue surge to $1 billion, driven by robust data center and aerospace demand, while raising full-year 2026 guidance.

Viavi Solutions Inc (VIAV) beats Q4 guidance with 52.5% year-over-year revenue growth, driven by strong NSE segment performance and successful Spirent integration.

DoorDash Inc (DASH) reports robust Q2 2026 results with record subscriber growth and improving unit economics across core and new verticals.

In early August 2026, Netlist, Inc. announced a five-year alliance with Samsung covering a patent portfolio cross-license, memory product supply, technology cooperation, and the mutual settlement of all pending legal actions, with Samsung also agreeing to purchase 10 million Netlist shares. This agreement gives Samsung broad access to Netlist’s server DIMM and High Bandwidth Memory patents while securing a committed DRAM and NAND supply channel for Netlist, potentially reshaping its position...

BE Semiconductor Industries has rewarded long term holders with a 227.2% total return over the past 5 years, yet current checks point to the stock trading at a premium, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market based multiples indicating an overvalued picture despite strong recent interest in its AI related tools. Over 5 years, BE Semiconductor Industries has returned 227.2%, which sets a high bar for any further upside to be supported by...

In recent tests, Lockheed Martin’s Skunk Works, the U.S. Air Force Test Pilot School and partners used an AI agent on the X-62 VISTA to autonomously execute 27 live air intercepts using real-time sensor data. This move from simulated to sensor-driven, in-flight AI decision-making highlights how Lockheed Martin is working to embed advanced autonomy into future combat aircraft operations. Next, we’ll examine how this progress in sensor-driven fighter autonomy could influence Lockheed Martin’s...

Inspired Entertainment Inc (INSE) delivers robust Q2 2026 results with EBITDA margins up 1,000 basis points to 45%, UK GGR surging 40%, and reaffirms full-year guidance despite UK tax headwinds.

In August 2026, Clear Secure, Inc. reported second-quarter results showing higher sales and net income than a year earlier, raised its full-year free cash flow guidance, issued third-quarter 2026 revenue guidance of US$284 million to US$287 million, and reaffirmed a quarterly dividend of US$0.15 per share. The company also reported strong year-on-year growth in bookings and free cash flow, with adjusted EBITDA margin surpassing its IPO target for the first time, and added Affirm CFO Rob...

Talen Energy Corp (TLN) boosts 2026 EBITDA and free cash flow guidance while outlining a $4 billion cash flow forecast and enhanced shareholder returns through 2028.

GRAIL Inc (GRAL) reports 26% revenue growth and 35% increase in test volumes, while navigating FDA advisory committee timeline and competitive pressures.

Satellogic Inc (SATL) achieves 259% revenue growth and turns profitable on an adjusted basis, while advancing its Merlin constellation toward an October launch.

Fastly Inc (FSLY) reports record revenue of $183.3 million, up 23% year-over-year, with security revenue surging 43% and a record gross margin of 65.8%.

IonQ Inc (IONQ) reports 287% revenue surge, closes SkyWater acquisition, and raises full-year guidance amid strong demand.

Motorola Solutions Inc (MSI) delivers 13% revenue growth and boosts full-year EPS outlook amid robust demand across all segments.

SkyWater Technology Inc (SKYT) posts strongest quarter ever with $80.1 million revenue, a 287% year-over-year surge, as vertical integration with IonQ accelerates quantum roadmap.

Thursday’s lockup expiration could more than double SpaceX’s public float, with up to 912 million shares becoming eligible for sale.

SanDisk Corp (SNDK) posts record Q4 FY2026 results with data center revenue up 103% sequentially, backed by $16.5 billion in financial guarantees from New Business Models.

Pattern Group Inc (PTRN) posts 47% revenue growth and record 129% net revenue retention, driving strong cash flow and an optimistic full-year outlook.

Cirrus Logic Inc (CRUS) posts record Q1 revenue of $460 million and EPS of $1.84, driven by strong smartphone demand and a robust HPMS pipeline.

TPC posts record Q2 revenue and operating income, raises 2026 EPS guidance to $5.15-$5.45 amid robust backlog and margin expansion.

Block Inc (XYZ) delivered a stellar Q2 with gross profit up 25% and adjusted EPS up 65%, prompting a raise in full-year guidance.

SoundHound AI (NASDAQ:SOUN) reported record second-quarter revenue of $61.9 million, up 45% from a year earlier and 40% sequentially, as the company cited demand for its conversational and agentic AI offerings across healthcare, financial services, automotive, restaurants and other industries. Chie

Sandisk (NASDAQ:SNDK) reported record fiscal fourth-quarter revenue, gross margin and earnings per share, with results exceeding the high end of its prior outlook as the company cited growing demand for NAND storage tied to AI inference workloads and data-center expansion. Fourth-quarter revenue to

SiTime (NASDAQ:SITM) reported second-quarter 2026 results marked by broad revenue growth, higher margins and increased profitability, while outlining a substantially larger third-quarter outlook following the July 1 closing of its acquisition of Renesas Electronics’ Timing Products Division. Chief