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Financial Performance

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Microsoft’s Blowout Quarter Meets Jitters Over AI Capex and OpenAI Exposure

Guidance points to brisk Azure growth with capacity still tight.

Super Micro Posts Blowout Q2 and Raises Full‑Year Outlook to at Least $40 Billion

CoreWeave Jumps After CEO Rejects Nvidia Financing Claims as AI Chip Signals Boost Sentiment

Palantir Kicks Off 2026 With AIP-Fueled Growth, $448 Million Navy Deal and Fresh BofA Endorsement

Planet Labs Hits Record High After Q3 Beat and Raised Outlook

CoreWeave Draws Split Calls as Backlog Strength Collides With Delays, Debt and Volatility

Pony.ai Reports 72% Q3 Growth, Reaches Guangzhou Breakeven and Sets 3,000-Vehicle Target for 2026

Revolut Seals $75 Billion Valuation in Secondary Share Sale

SoundHound Rallies on Nvidia-Fueled Bounce as DA Davidson Reaffirms Buy

CoreWeave Rallies on Nvidia Beat, Then Retreats as Execution Risks Keep Shares Unsteady

Kraken Files Confidential S-1 After $800 Million Raise to Pave Way for U.S. IPO

Ondas Acquires Sentrycs to Deepen Counter‑UAS Capabilities

Firefly Aerospace Shares Jump on Q3 Beat and Higher 2025 Outlook

IREN Posts Record Quarter as $9.7 Billion Microsoft Pact Anchors Aggressive AI Cloud Pivot

AppLovin Reports Robust Q3, Raises Q4 Guidance as Buybacks Climb

Lumentum Jumps to 52-Week High After Earnings Beat, Raised Guidance

Mastercard Tops Q3 Estimates as Spending and Cross-Border Volumes Climb

Kraken Posts Record Q3 as Tokenized-Stock Trading Tops $5 Billion

Klarna Draws Mostly Upbeat Initiation Calls as Analysts Warn on Near-Term Margin Pressure

Wealthfront Files S-1 for Nasdaq IPO, Reporting Profit and $88 Billion in Client Assets