Actualités

Some vesting targets involve multitrillion-dollar valuations, space-based computing and a million-person Mars settlement.

Nebius Group NV (NBIS) reports record $582 million in quarterly revenue, with adjusted EBITDA turning positive at $236 million and annualized run rate reaching $3 billion.

Wall Street is packaging AI infrastructure debt into products that could quietly enter the conservative sleeve of your retirement portfolio, and the fund label on that side of your account may not tell you what you actually own.

Musk plans to spend at least $100 million to help Republicans in the midterms, with much at stake for both men.

Record subscription revenue surged 62% as crypto trading volumes softened.

Moby summary of Stratasys Ltd.'s Q2 2026 earnings call

If Wendy's offers a $5 value meal that includes a sandwich, chicken nuggets, fries, and a soda, Burger King and McDonald's run the risk of losing value-based customers, even if those people prefer eating at the other two chains. Cash-strapped consumers are cutting back on spending, and that has ...

BBB Foods is growing rapidly under the radar of most U.S. investors.

Revenue surged 520% as drone deliveries accelerated and customer base diversified.

Record revenue masks payer headwinds forcing IBSRELA guidance cuts.

Revenue doubled to $1.3 billion as data center demand drove record backlog.

Moby summary of Figure Technology Solutions, Inc. Class A Common Stock's Q2 2026 earnings call

JLWS contract award and record defense revenue highlight momentum amid supply chain delays.

NdPr sales volumes doubled while cash reserves hit $1.45 billion, funding expansion plans.

Net sales topped $2.5 billion for first time, fueled by global double-digit growth.

AI-driven improvements and hotel expansion fueled 17% revenue growth to $3.6 billion.

Elon Musk-led Space Exploration Technologies Corp. satellite internet service Starlink will help a group of scientists aboard Spain’s flag carrier airline Iberia livestream Wednesday’s Solar Eclipse. Starlink Streaming, Dedicated Eclipse Flights According to a report by Aerospace Global News, Iberia...

Derek Hernandez is a senior Emerging Technology analyst at PitchBook Today, it became abundantly clear that private equity now believes public markets have priced AI risk too indiscriminately. Thoma Bravo agreed to buy specialty-insurance platform Accelerant for over $4 billion and a 49% premium to Wednesday’s close. Hours later, Reuters reported that Silver Lake has discussed acquiring Workday, the enterprise software provider currently valued at around $43 billion. Although the Workday transac

Non-GAAP net income surged 20.8% despite revenue headwinds in electronics.

Nu (NU) delivered earnings and revenue surprises of +10.00% and +1.08%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

SoundHound AI’s second quarter results were marked by substantial year-on-year revenue growth and a reduction in non-GAAP losses, surpassing Wall Street’s expectations. Management attributed the strong performance to rapid adoption of the OASYS agentic AI platform, which has accelerated deal cycles and customer onboarding. CEO Keyvan Mohajer described OASYS as “the most intuitive and easiest to navigate” among competing solutions, highlighting that the technology’s ability to automate agent crea

Investors don't care as much about spending with a clear return on investment in sight.

Leadership change and what it could mean for Synopsys stock Synopsys (SNPS) has drawn fresh attention after announcing that General Counsel and Corporate Secretary Janet Lee will step down from her role once a successor is appointed or by December 31, 2026. Lee is expected to remain in an advisory capacity until at least June 30, 2027. This may help the company manage legal and governance continuity while investors assess any longer term implications for Synopsys stock. See our latest...

The Walt Disney Company recently reported fiscal third-quarter 2026 results, with revenue rising to US$25,248 million while net income fell to US$2,638 million, and also appointed former HBO Max architect Andy Shu as director and head of commerce for Disney+ Asia Pacific, relocating him to Tokyo. Together, the Experiences segment’s record performance and Shu’s streaming expertise highlight how Disney is pulling both physical and digital levers to deepen global monetization. Next, we’ll...

Datadog stock is coming off a powerful three year run, with long term holders seeing a 179.4% return. However, the current valuation checks send mixed messages, as an intrinsic value estimate based on a Discounted Cash Flow (DCF) model points to upside, while market based multiples lean expensive. Over the past three years, Datadog has returned 179.4%, which puts extra focus on whether the current share price still leaves room for a reasonable margin of safety. Recent investment activity in...

Applied Materials stock has surged over the past few years and is now trading near US$534, yet the company only scores well on a small fraction of Simply Wall St's valuation checks. After such a strong run, the question is whether recent enthusiasm for AI chip infrastructure has left Applied Materials looking more expensive than its fundamentals justify. Applied Materials has returned about 331.5% over the past 5 years, which puts long term holders in a very strong position but raises the...

CleanSpark (CLSK) is back in focus after reporting third quarter results that showed a net loss of US$239.84 million, compared with net income of US$257.39 million in the same period a year earlier. See our latest analysis for CleanSpark. The earnings swing and July production update have coincided with CleanSpark’s 1 month share price return falling 14.35%, while its 1 year total shareholder return of 15.78% and 3 year total shareholder return of 110.99% point to longer term momentum that...

Mt. Holly expansion drives aluminum shipments up 6% as realized prices surge $350 per ton.

Data center revenue projected to hit $1 billion in 2026 as AI demand accelerates.

Shopify’s second quarter saw a significant positive market reaction, with results surpassing Wall Street’s revenue and adjusted profit expectations. Management attributed performance to broad-based growth across merchant sizes and geographies, as well as increasing adoption of new AI-powered tools like Sidekick and the Catalog API. President Harley Finkelstein highlighted that “AI searches powered by Catalog converted twice the rate of those using scraped data,” emphasizing the growing value of