News — AI supercycle headlines

MT Newswires1d agoneutral

AppLovin Retains Strong Mobile Gaming Advertising Moat, Wedbush Says

AppLovin (APP) retains a significant moat in mobile gaming advertising and expanding into consumer a

Simply Wall St.1d agoneutral

Axon Counter Drone And AI Growth Recast Valuation And Risk Profile

Axon Enterprise (NasdaqGS:AXON) reported a very large year-over-year rise in counter-drone bookings, around 500%, with revenue more than tripling. The company highlighted rapid growth in its AI-focused offerings alongside this counter-drone performance. Axon raised its full-year revenue guidance, pointing to stronger-than-previously-expected business momentum. For investors following Axon Enterprise, this update adds a new dimension to a story often centered on Tasers, body cameras, and...

GuruFocus.com1d agoneutral

Axon Raises Guidance With AI Revenue Up 700%

A beat and a guidance raise mark Axon's ninth straight quarter of 30%-plus growth

AXON

MarketBeat2d agoneutral

Axon Enterprise Q1 Earnings Call Highlights

Axon Enterprise (NASDAQ:AXON) executives used the company’s first-quarter 2026 earnings call to highlight continued rapid growth, rising adoption of its AI-focused offerings, and accelerating demand for its counter-drone business, while raising full-year revenue guidance. Management frames AI as a

AXON

Zacks2d agoneutral

Compared to Estimates, Axon (AXON) Q1 Earnings: A Look at Key Metrics

The headline numbers for Axon (AXON) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

AXON