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The delivery company posted $4.5 billion in revenue and raised its Q3 adjusted EBITDA guidance to as much as $1.1 billion
Qatari telecommunications services provider Ooredoo is expanding its AI computing ambitions through an investment in Zankore, a dedicated AI compute and neocloud platform being developed with Indosat Ooredoo Hutchison, Nokia and Nvidia, it said on Thursday. As founding shareholder and lead investor with a 49% stake, Ooredoo will commit about $800 million to Zankore's launch and initial development • The initial investment is expected to contribute approximately $600 million in cumulative EBITDA over its first five years, according to current estimates • Zankore, which will initially be developed in Indonesia before expanding across Southeast Asia, is targeting 1 gigawatt of NVIDIA DSX A...
U. S. stock futures were little changed ahead of Thursday’s opening bell, pointing to another cautious session as investors looked ahead to Friday’s closely watched employment report for fresh clues on the Federal Reserve’s next policy move.
MSI beat Q2 earnings and revenue estimates as strong demand and record orders drove backlog to a second-quarter high, prompting another 2026 outlook increase.
Coinbase just secured full MiFID-equivalent authorization from the UK’s FCA, and it changes what the exchange can actually offer British users.This is not a cryptoasset registration or an e-money license. It is a genuine investment services authorization that lets Coinbase offer traditional equities, derivatives, and perpetual futures under one regulated ...
Qualcomm (NASDAQ:QCOM) signed a long-term deal on July 29 to supply chips for BMW’s future digital cockpit and advanced driver-assistance systems through the next decade. The agreement builds on a partnership that already put the Snapdragon Ride Pilot system into BMW’s iX3, and it arrives while investors are still deciding whether Qualcomm’s push beyond smartphones […]
Vaccine biotechnology company Novavax (NASDAQ:NVAX) announced better-than-expected revenue in Q2 CY2026, but sales fell by 76.3% year on year to $56.7 million. Its GAAP loss of $0.32 per share was 16.6% above analysts’ consensus estimates.
Transocean stock has delivered a strong 69.6% return over the past year, yet the valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) model suggest the current share price of US$5.14 may still sit below what the company’s cash flows imply. Over the last 12 months Transocean has returned 69.6%, which puts the recent share price performance front and center for anyone weighing upside against downside risk. Future contract activity and day rates can support...
While rival AI leaders push for regulations and safety guardrails, Mark Zuckerberg is making the case that slowing down may be the most dangerous move of all. His latest op-ed challenges the entire premise of AI doomerism in ways that could reshape the debate.
The JPMorgan Chase CEO warned that heavy demand for capital could keep inflation elevated, spurring higher-for-longer interest rates.
The JPMorgan Chase CEO warned that heavy demand for capital could keep inflation elevated, spurring higher-for-longer interest rates.
IPG Photonics stock has delivered a strong gain over the past year yet remains well below its level from five years ago, and the current valuation checks flag the shares as leaning expensive rather than a clear bargain. Over the last five years, IPG Photonics shareholders have seen the stock fall 47.0%, which raises questions about how much fundamental progress is now already reflected in the current price. Future revenue growth and margin resilience can support today’s price, while any...
Bitdeer Technologies Group (BTDR) is drawing fresh attention after announcing a 16-year colocation and services agreement at its Tydal campus in Norway, valued at about US$4.7b and focused on high-end AI workloads. See our latest analysis for Bitdeer Technologies Group. Even with the Tydal announcement and the recent auditor change to Deloitte & Touche LLP, Bitdeer Technologies Group’s share price return is down 17.9% over 90 days and its 1 year total shareholder return is down 14.5%. This...
Eos Energy Enterprises (EOSE) tightened its 2026 revenue outlook to a range of $300 million to $350 million after reporting second quarter results and outlining manufacturing consolidation plans that affect expected capacity for the year. See our latest analysis for Eos Energy Enterprises. The latest guidance revision and manufacturing plans come as Eos Energy Enterprises trades at US$3.82, with the share price down 24.51% over 30 days and 39.94% over 90 days, yet the 3 year total shareholder...
Evaluate the expected performance of Sea Limited (SE) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Beyond analysts' top-and-bottom-line estimates for Cava (CAVA), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.
While a debit spread on XEL stock is a risky proposition, the derivative may be wildly underpriced.
Beyond analysts' top-and-bottom-line estimates for Elbit (ESLT), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.
ATI (ATI) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Accenture's revenue has swung quarter to quarter, while Lam Research continues to post steady growth.
StoneX's fiscal Q3 earnings and revenues beat estimates as Commercial and Institutional gains offset Retail weakness, though shares slipped after hours.
Oguz Erkan, founder and writer of Capitalist-Letters, said the capital-intensive nature of robotaxi fleets makes large-scale platform operators like Uber well positioned to benefit as adoption grows.
In the second quarter of 2026, AppLovin reported revenue of US$1,923.69 million and net income of US$1,266.54 million, with earnings per share rising year on year despite revenue and guidance coming in slightly below expectations. The company also continued an extensive share buyback program, having repurchased 81.27 million shares since 2022 for US$6.72 billion, while addressing concerns around its advertising AI model improvements and closing an SEC data-collection probe with no action...
Plug Power is set to report its June-quarter 2026 results on August 10, with Wall Street expecting a quarterly loss of US$0.08 per share and a year-on-year revenue decline. Analysts have revised their earnings estimates upward in recent weeks, signaling a shift in expectations that could influence how investors interpret the upcoming results. Next, we’ll examine how the upward revision in Plug Power’s earnings estimates may interact with its existing hydrogen turnaround investment...
T1 Energy (TE) recently announced a contract to supply Clearway Energy Group with 641 MW of solar modules using domestic cells from its G2_Austin fab, highlighting its focus on traceable, US-focused solar manufacturing. See our latest analysis for T1 Energy. T1 Energy’s share price has been volatile, with a 7 day share price return of 47.04% following recent contract wins and financing news, yet a year to date share price decline of 30.23% and a very large 1 year total shareholder return...
Netflix shares dropped sharply after its Q2 earnings, but three popular ETFs that all hold the stock reacted in surprisingly different ways. The structure of each fund tells you far more about your real risk than the name on the label.
The 216-unit Village on the Green property in Atlanta was the first deal the company analyzed, the firm’s founder tells Multifamily Dive.
Philip Morris International (NYSE:PM) just turned a $600 million plan into a $1.2 billion one. On July 27, the company opened its Aurora, Colorado manufacturing campus, a 780,000-square-foot facility built to produce ZYN nicotine pouches. The site went from groundbreaking to commercial shipments in about 19 months, and it opened just weeks after regulators handed […]