Actualités

SpaceX and Tesla's Terafab in Grimes, Texas, will produce AI chips for Optimus robots, Cybercabs and space-based data centers at massive scale.

Data center demand surges as C&I segment grows 29% and backlog hits $1.6 billion.

Cybersecurity equities are decoupling from the broader software sector as sophisticated autonomous AI threats force enterprises to overhaul digital defenses.

President Donald Trump‘s original plan to transfer the Boeing Co. jet donated by Qatar to his presidential library as a display piece after he left office has reportedly changed. No final decision has been made on whether the aircraft will...

Groves facility reaches first criticality in under 11 months.

Osisko Metals Incorporated reported second-quarter 2026 results showing a net loss of C$84.13 million, versus net income of C$0.796 million in the same period a year earlier, with basic and diluted loss per share from continuing operations of C$0.11. Over the first six months of 2026, the company’s net loss widened to C$158.82 million and loss per share from continuing operations increased to C$0.22, highlighting a sharp deterioration in profitability compared with the prior year period. We...

Record orders and raised guidance reflect strong data center and semiconductor demand.

Datadog (DDOG) sells software that helps companies monitor the performance and security of cloud applications. Its tools track servers, applications, software logs, and other systems behind cloud and artificial intelligence products. Datadog reported second-quarter revenue of $1.12 billion, up 36% ...

Chewy stock trades with a weak recent track record and a valuation profile that leans expensive, which puts the current share price in question after a five year period of poor returns. Chewy shares have declined 75.4% over the last 5 years, which sets a low bar for long term investors assessing what the current price implies. Future growth in the pet e-commerce market can support expectations for Chewy, but pressure on profitability and cash generation remains a key risk for how much...

In August 2026, Veeco Instruments Inc. reported second-quarter sales of US$193.48 million, raised its full-year 2026 revenue outlook to US$780 million–US$810 million, and highlighted a new LUMINA+ MOCVD win with a global optical-photonics leader to support indium phosphide laser production for datacom applications. The combination of stronger-than-guided results, US$200 million of advanced packaging orders linked to AI infrastructure, and broader LUMINA+ adoption across arsenide/phosphide...

Record loan originations and 15.8 million members drive profitability milestone.

Orders surged 19% despite revenue decline as Trophy Signature Homes expanded across Texas.

Accenture (ACN) is back in focus after UniCredit announced a long term collaboration with Accenture and IBM that includes Accenture acquiring a majority stake in the bank’s technology infrastructure joint venture. See our latest analysis for Accenture. Accenture’s latest banking technology deal comes after a series of AI related client wins, yet the stock tells a mixed story. A strong 30 day share price return of 28.09% contrasts with a weaker year to date share price return of 32.40%, and a...

Market players looked past the company's second-quarter earnings miss.

AI-driven claims efficiency and car insurance expansion drive path to profitability.

Record $2.7B cash balance and $727M free cash flow signal strong operational momentum.

Record EPS and 450 basis point operating ratio gain signal strong operational leverage.

WATCHMAN and Electrophysiology headwinds force guidance cut despite solid organic growth.

Record free cash flow and cash balance despite Barnat pit wall failure.

BlackSky Technology (NYSE:BKSY) reported second-quarter 2026 revenue growth of 50% from a year earlier as adoption of its Gen-3 satellite imagery services increased, helping the company reach positive adjusted EBITDA and reaffirm its full-year outlook. Revenue for the quarter totaled $33.3 million,

Black Hills (NYSE:BKH) said it remains on track to meet its 2026 earnings guidance as new rates and rider recovery, large-load demand growth and ongoing capital investments supported second-quarter results. The utility reported second-quarter GAAP earnings per share of $0.50, including $0.04 per sh

Digital sales surged to 38% of total revenue amid wage inflation headwinds.

Growth portfolio revenue surpassed legacy MS franchise for second consecutive quarter.

Trump’s energy frustrations are not liable to be resolved this year. Tuesday, Trump told Fox News that the U.S. and Iran were close to a deal to open the Strait of Hormuz. He then leaped to the conclusion that would lower the price of gasoline from the current nationwide price of $4.06 to $2.50. Anyone with that much of a misunderstanding of the worldwide supply chain from crude oil to ...

The rig count in the Permian Basin was up three this week, the latest count Friday by Baker Hughes shows, with 263 rigs active in the region. A year ago, 256 rigs were active in the region. Nationally, the oil and gas rig count is unchanged from last week at 588 rigs. A year ago, 539 rigs were active. The count shows that 454 rigs sought oil, up three from the previous week, and 124 explored ...

AI data center demand drove 24% sales surge across Americas and APAC.

Record $21B backlog and 35% EPS growth signal strong data center momentum.

EPS surged 32% as commercial aerospace sales jumped 18%.

Record profitability as platform assets surge past $369 billion.

Record backlog hits $136.5 billion as all four segments post growth.