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Coherent Unveils PhotonLink Platform, Unlocking $30 Billion Incremental Market With NVIDIA Already Signed as Anchor Customer

Google Transcript: Co-Designing TPUs, Distributed Systems, and Frontier AI Models

Google Transcript: Jeff Dean on Inference Hardware Specialization and Self-Improving AI Systems

OpenAI Transcript: Scaling Multi-Agent Compute, Solving Navier-Stokes, and the Risks of Degraded Chain-of-Thought Monitoring

HubSpot Bets Its Future on "Context" as the Moat Against AI Commoditization, Raises Long-Term Margin Target to 30%

Otis Worldwide: Judy Marks Confirms Retirement While Detailing the $50 Million Margin Drag That Masked a Record Service Quarter

Lyntris Deep Dive: Owning the Left of Bang in the Fifth Defense Revolution

Holtec Nuclear Corporation Deep Dive: The Profitable SMR Play Hidden Inside a Spent Fuel Monopoly

ON Semiconductor Lifts Long-Term Growth Target to 12-14%, Unveils Embedded Power Platform as AI Data Center Content Set to Jump 8x Per Rack

Aeluma Sacrifices Government Revenue to Chase AI Datacom Customers, Widens Losses as It Races to Commercialize Indium-Phosphide Alternative

Microsoft's Nadella: MAI Models Are Already Beating Rivals on Key Benchmarks, and Enterprises Should Depend on None of Them

OpenAI's Brockman Declares the "AGI Era" Has Begun, Flags Compute Scarcity as the Real Constraint on Growth

Regeneron Reveals Four New Immunology Antibodies as Sanofi Talks Continue, Flags Q4 Data Readouts for PNH and Geographic Atrophy

Eli Lilly: Medicare Bridge Hits 600,000 Users as Foundayo Captures 30% of Oral GLP-1 Starts

Tempus AI: Liquid Biopsy Pricing Set to Hit $7,000-$8,000, Adding $250-300 Million in Annual Revenue as ADLT Approval Nears

Grab Pays $1.49 Billion for Atome to Leapfrog a Decade of Consumer Lending Buildout, Lifts 2028 EBITDA Target to $1.7 Billion

SharkNinja Says Core Business Is Underrated as TikTok Shop, AI and New Categories Layer On Top of Mid-to-High-Single-Digit Base Growth

Snowflake's CFO Reveals How AI Products Drove 50% of Last Quarter's Beat While Headcount Growth Slowed to a Third of Last Year's Pace

MongoDB Says Enterprise Advanced Has Quietly Become a Double-Digit Growth Engine, Debunking Atlas Cannibalization Fears

United Rentals Sees No Cracks in Mega-Project Demand as Discipline Delivers Industry’s First-Ever Positive Rate Despite Negative Utilization

Pacific Biosciences' New CEO Bets on Reusable Chips and AI Data Deals to Reach Cash-Flow Breakeven by 2028

Alamar Biosciences Targets $9 Billion Diagnostics Market as Instrument Pull-Through Signals Early Commercial Traction

Trimble Signals Active Strategic Review of Transportation & Logistics Unit, Flags Balance Sheet Ready for Larger M&A

SentinelOne's Weingarten: AI Hasn't Made Attacks Smarter, Just Faster — And Transformers May Be the Wrong Architecture to Fix It

Credo Technology Sees $1 Billion Quarterly Run Rate by Early Fiscal 2028 as Optical Ramp Accelerates Growth to 30% Sequential by Year-End

SpaceX Reveals $13 Billion ARR Boost From New Hosting Deal, Targets Orbital Compute Satellites Launch Next Year

Oracle Says RPO Is Finally Converting to Revenue, Raises Full-Year Guidance to $90 Billion as Cloud Infrastructure Growth Hits 121%

Shopify Says Agentic Commerce Delivers 80% Conversion Lift While Preserving Its Take Rate Across Every AI Channel

Palo Alto Networks: Arora Says Anthropic's Mythos Did More for Cybersecurity Sales Than His Own 8-Year Pitch, While Warning Frontier Models Won't Replace Point Products on Economics

BrainChip Flags Akida 1500 Yield Problems and Cash Concerns Even as Defense and Medical Wearable Orders Build

AMD Triples Server TAM to $220 Billion, Points to Database Business Potentially Exceeding $100 Billion

Keysight Says AI Data Center Demand Is So Strong It Can't Keep Up, With Supply Constraints Masking True Order Strength

Manhattan Associates Says AI Agent Pilots Are Converting to Paid Subscriptions at a 100% Clip, While New Pricing Tiers Open Up Smaller Deals

Marvell Raises the Bar Again: CEO Says Supply Chain Has Flexed 50% in a Year as Networking and XPU Attach Reshape the Growth Story

Ambarella's CEO Flags Memory Supply Crunch as Biggest Swing Factor, Defends Edge AI Thesis Against Skeptics With ADI Deal Math

TMX Group Is Tracking to Hit Its 2029 Revenue Target Three Years Early, and the MEMX-BOX Deal Is Getting Cheaper as Shareholders Rush In

Lumentum Lifts the Curtain: OCS Upside Drives Early $40 EPS Target as NPO Emerges as a Net-New Growth Vector

L3Harris CFO Reveals Company Is Racing Ahead of Contracts to Lock Up Missile Capacity, Reaffirms Aerojet IPO Timeline for Mid-2027

AeroVironment Says Directed-Energy Lasers Could Rival Its Munitions Business Within Five Years After Landmark $465 Million Pentagon Deal

Nidec Uncovers 844 Cases of Quality Misconduct Dating to 2012, But Clears Nagamori of Direct Involvement

Samsara Crosses $2.1 Billion in ARR as Enterprise Expansion Accelerates, Even as Supply Chain Costs Squeeze Free Cash Flow Outlook

AMD Triples Its Server CPU Market Forecast to $220 Billion as Agentic AI Ignites Unexpected Demand Surge

Ivanhoe Mines Uncovers Wholly-Owned Copper Discovery in DRC as Western Forelands Resource Jumps 30% to 12 Million Tonnes

IonQ Debuts Superion Chip Architecture and First Full Shor's Algorithm Compilation, Guides to $450-460 Million Revenue Post-SkyWater

Qualcomm Unveils $60 Billion Amazon Warrant Deal, Reinforcing Data Center Pivot Beyond Smartphones

Google Cloud’s Kurian: TPU Business Now Twice the Size of the Next Largest Hyperscaler’s Silicon Franchise

Navitas Semiconductor: CEO Says Mobile Business Is "Essentially Gone" as Claros Acquisition Doubles AI Power SAM

Axon: Counter-Drone Revenue Topped $100 Million in a Single Quarter, Now Bigger Than Body Cameras, as AI Era Plan Revenue Surges 700%

Snowflake: CEO Says AI Is Collapsing Data Migrations From Years to Quarters, Reimagining Applications as Bundles of "Skills"

Klaviyo's Enterprise Push Shows Early Traction as AI Agents Remain Unmonetized in Guidance

Broadcom's Hock Tan: Custom Silicon Moat Widens as AI Revenue Path to $230 Billion Hinges on Power, Not Chips

CoreWeave's Intrator Reveals Enterprise Clients Are Building Their Own AI Clusters, While NVIDIA Reference Architecture Status Opens New Software Licensing Path

Nebius Sees AI Demand Visibility Stretching to 2028 as Auction Pricing Delivers 15-20% Premiums

Ciena Says Supply, Not Demand, Is Now the Only Constraint as It Guides to a Third Straight Year of Accelerating Growth Into 2027

UiPath Says AI Now Touches 18 of Its Top 20 Deals as Coding Agents Cut Implementation Effort by Nearly 60%

DocuSign Raises Guidance as IAM Platform Hits 15% of ARR and Deal Sizes Surge to Record Levels

Zscaler: Security-for-AI Bookings Jump 50% Sequentially as Company Prepares to Launch Agentic SecOps, But FY27 Guide Implies Sharp Growth Deceleration

Planet Labs: $4 Billion Satellite Services Pipeline Hits Record Scale as NGA Sole-Sources Defense Deal and Guidance Moves Higher

Ambarella Lifts Five-Year Market Forecast to $22.9 Billion as Edge Infrastructure and New Accelerator Chip Reshape Growth Story

Samsara Accelerates Past $2 Billion ARR, But Free Cash Flow Guidance Cut Signals Rising Hardware Costs

Andrew Ng Says AI Labs Are Weaponizing Fear for Regulatory Moats, While Coursera Backs His $100 Million Bet on One-on-One AI Tutoring

CrowdStrike unveils AI token business and pulls forward $20 billion ARR target to FY2035

Credo Technology Posts Record Quarter, Unveils New Silicon Photonics Wins and Scale-Up Optics Push Beyond $600 Million Optical Target

Broadcom Guides AI Revenue to $230 Billion by Fiscal 2028, Says Anthropic Will Overtake Google as Largest Custom Chip Customer

FuelCell Energy Swings Toward Data Center Power With $3.6 Billion Backlog, But Legacy Cost Structure Still Bleeding Cash

Phreesia Confirms AccessOne Turning the Corner as GLP-1 Pilot Data Signals New Monetization Path for Network Solutions

Snowflake Accelerates to 37% Growth as CoCo and CoWork Drive Half of the Upside, Management Says AI Products and Core Platform Are Now Contributing Equally

Netskope Raises Guidance as AI Security Pipeline Builds Toward Late-Fiscal-Year Conversion

Physical Intelligence Transcript: Building Universal Brains for Robotics Through General Foundation Models and Reinforcement Learning

Physical Intelligence Transcript: Sergey Levine on Humanoid Robotics Scaling, Generalization, and Ecosystem Challenges

Palo Alto Networks: Record $1 Billion Quarterly ARR Haul and New Three-Phase AI Framework Underpin Accelerating Platform Dominance

Dell Technologies Reveals Record $95 Billion AI Backlog and Sees $1 Trillion Long-Term Opportunity as Traditional Servers Outgrow AI Compute

GitLab's New Flex Pricing Model Triggers Revenue Recognition Shift as Net ARR Growth Hits 42% in Inflection Quarter

Credo Technology: Optical Business Emerges as Second Growth Engine While New Inference Products Point to Multibillion-Dollar TAM Expansion

Union Pacific: Vena Says STB Merits Review Now Focused on "Data and Facts," Reiterates $1.8 Billion Revenue Synergy Target Despite 2023 Baseline

MongoDB Posts Fastest Growth Since Fiscal 2024 as Enterprise Advanced Surges 36% on AI Retrieval Demand, Atlas Stays Steady at 29%

Physical Intelligence: Robot Foundation Models Are Hitting Dexterity Faster Than Expected, But the Real Bottleneck Has Shifted to Common Sense Reasoning

Conviction's Sarah Guo: AI Researchers Feel "Disempowered" as Compute Scale Eclipses Individual Contribution, While Humanoid Robots Ship Faster Than Anyone Expected

Mycronic Doubles Long-Term Revenue Target to SEK 20 Billion, Launches Photomask Inspection Tool to Challenge KLA and Lasertec

Inovance Rides AI-Driven Automation Boom to 36% Segment Growth While Automotive Unit Bleeds on Tax Hit and Stalled Price Talks