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Record backlog and $934M new orders signal surging demand from data centers and utilities.

Demand visibility extends into 2027 as manufacturing capacity expands.

Record revenue drives full-year guidance raise amid semiconductor and data center strength.

Tariffs and weak farm demand pressured margins as construction rebounded.

Revenue surged 90% as data center demand accelerated e-infrastructure growth.

Commercial nuclear revenue surged 72% as management raised full-year guidance.

Revenue hit $3.3 billion with guidance raised on strong newer product growth.

Production hit 1 million barrels daily as management raised guidance and doubled buybacks.

Revenue surged 93% year over year as AI demand accelerated across U.S. markets.

Moby summary of Plug Power Inc.'s Q2 2026 earnings call

Bank of America just told investors that one of this year's biggest semiconductor winners is still cheap. On Aug. 7, BofA Securities started covering Tower Semiconductor (TSEM) with a Buy rating and a $367 price target. The call landed days after Tower posted the best quarter in its history. ...

(Bloomberg) -- The Australian state of Victoria has postponed world-leading working from home laws less than a month before they were due to start, following fierce opposition from business groups and calls for more consultation.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Nvidia Taps Wall Street for $500 Billion Funding Comm

Bitcoin production surged 377% while AI cloud revenue jumped 284% sequentially.

Moby summary of Quantum Computing, Inc.'s Q2 2026 earnings call

Rumble (NASDAQ:RUM) reported second-quarter revenue of $40.4 million, up 61% from $25.1 million a year earlier, as the company completed its acquisition of Northern Data and reorganized under the new parent-company name RUM Group Inc. Founder, Chairman and CEO Chris Pavlovski said the June 17 closi

Rocket Lab (NASDAQ:RKLB) reported record second-quarter 2026 revenue of $234 million, up 62% from a year earlier and 16.8% sequentially, as the company expanded its Space Systems business, added major government contracts and continued development of its Neutron medium-lift rocket. Founder and Chie

Quantum Computing (NASDAQ:QUBT) reported second-quarter 2026 revenue of $5.6 million, up from $61,000 a year earlier and $3.7 million in the first quarter, as photonics product sales contributed across its government, educational and commercial customer base. Chief Financial Officer Chris Roberts s

Plug Power (NASDAQ:PLUG) raised its full-year revenue growth outlook after reporting second-quarter results that showed improving margins, lower operating expenses and reduced cash usage, while management reiterated its goal of achieving positive EBITDA in the fourth quarter. Revenue totaled $178.3

A critical clause in the CEO’s Tesla stock award would wipe away lofty performance targets if a merger happened.

(Bloomberg) -- Anthropic PBC has struck a $9.1 billion deal with Riot Platforms Inc., a Bitcoin mining company that recently began selling AI data center capacity, people familiar with the matter said, underscoring the Claude maker’s efforts to secure enough computing to meet its customers’ demand.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman

(Bloomberg) -- Tencent Holdings Ltd.’s early success with WorkBuddy may give the Chinese Internet giant a chance to catch up after lagging peers in the artificial intelligence race for the past few years.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’GameStop’s Ryan Cohen Weighs Pulling $56 Billion EBay OfferA $20 Million Weddi

Securities and Exchange Commission on Monday brought settled charges of fraud against Adit Ventures Management, its founder and three partners in ‌connection with pre-IPO investments in companies including Klarna and SpaceX, the agency said in a release. The ‌SEC alleged that the investment adviser had used "false claims and promises" to solicit investments in Adit-managed funds and used client money for the firm's ​own benefit, including by taking unsecured loans on favorable terms without dis

Kopin (NASDAQ:KOPN) reported second-quarter 2026 revenue growth of 51% year over year, driven by government-funded MicroLED development work, its collaboration with Fabric.AI, an augmented-reality thermal clip-on partnership and Army research programs. The company also outlined progress in its Color

The president's media company has tried its hand at a half-dozen new lines of business to lift its stock, but nothing has worked. In a conference call with investors Monday, the company behind Truth Social said it will be unwinding much of its expansion and doubling down on its original media business by selling a form of White House access, a move that has raised big ethical questions among Democrats and government watchdogs. Trump started Truth Social after he was kicked off Twitter and Facebook, but the two reinstated him more than three years ago, so the company has had to transform itself.

Intel’s move to sell $15 billion in common stock adds to a deluge of stock-and-bond issuance that is testing investors’ appetite for artificial-intelligence risk. Here’s some prior coverage of the issue ...

(Bloomberg) -- Intel Corp. is seeking to increase the amount it’s raising in a share sale to about $20 billion, according to people familiar with the matter, a third more than it was targeting when it announced the deal Monday morning.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’GameStop’s Ryan Cohen Weighs Pulling $56 Billio

American Public Education (NASDAQ:APEI) raised its full-year 2026 outlook after reporting second-quarter revenue and adjusted EBITDA that exceeded the high end of its guidance ranges. The company also completed the institutional combination of its education units and announced plans to implement an

AST SpaceMobile (NASDAQ:ASTS) reported second-quarter 2026 revenue of $31.5 million and reiterated its full-year revenue guidance of $150 million to $200 million, as the company continued to build satellites, deploy mobile-network infrastructure and pursue government applications for its space-based

Intel’s stock dropped 4%, weighing on the Nasdaq after announcing a $15 billion stock offering.

Barrick Mining Corp (B) delivers strong Q2 results with gold production beating guidance, a $4 billion Newmont agreement, and $1.5 billion returned to shareholders.