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Meta Raises AI Spending Floor as Cash Flow Collapses and Stock Drops

Higher AI infrastructure spending is squeezing Meta’s cash reserves.

IQVIA Raises 2026 Guidance After Strong Second-Quarter Results

AstraZeneca Beats Q2 Estimates and Reaffirms 2026 Guidance

Google’s Gemini Reaches 950 Million Users as Spark Agent Expands

IREN Signs $2.8 Billion in AI Cloud Deals, Raises 2026 ARR Target

Johnson & Johnson Beats Q2 Estimates and Lifts Full‑Year Outlook

Tower Semiconductor Announces $3 Billion Japan Expansion Backed by $1 Billion in METI Grants

Ondas Acquires DZYNE for $875.8 Million to Build Autonomous Defense Unit

Nvidia Drops Below $200 as Investors Split Over Whether to Sell or Buy the Dip

Rocket Lab to Buy Iridium for $8 Billion, Moving Into Full‑Stack Space Services

TSMC Stakes U.S. Packaging Push as AI Demand Tightens Capacity

Dell Repriced After Blockbuster AI‑Server Quarter and $60 Billion FY27 Target

Fiserv Promotes Takis Georgakopoulos to CEO as Mike Lyons Leaves for Truist

Navitas Stock Plummets as Jobs Report Reignites Rate Fears

Ramp Raises $750 Million at $44 Billion Valuation

CXApp Completes EngineRoom Purchase to Triple Revenue Run-Rate

HPE Posts Blowout Quarter, Lifts Guidance on AI and Networking Demand

Palo Alto Beats Q3 Estimates and Lifts Outlook as AI Identity Tools Gain Traction

BAT Raises Vape and Pouch Growth Forecast as Cigarette Volumes Slip

Atlassian Raises Growth Forecast After Earnings Beat as AI Push Gains Traction