DruckFin

Motorola Solutions: D-Fend Acquisition Reveals a $1B Counter-Drone TAM Set to Triple by 2030, While SVX Body Camera Targets Axon's Tier 1 Stronghold

Zscaler CEO: "Agentic AI Is the Biggest Unsolved Problem in Security — and We're Launching the Solution Next Week"

William Blair: Manhattan Associates Posts Back-to-Back Record Booking Quarters Amid Market Turmoil — AI Agents Delivering 6–30% Shipment Lift in Production

Figure Technology Solutions: The Only Blockchain Lender With AAA Ratings and $1.4 Billion in Monthly Volume Is Now Building the Fannie Mae of Tokenized Credit

Lumentum: Supply Constrained Today, Scale-Up Tsunami Coming in 2028

ON Semiconductor: From $5K to $115K Per Rack — The 800-Volt Opportunity Wall Street Is Underestimating

Netskope Q1 FY2027: AI Security Pipeline Is the Fastest-Growing in Company History — and the Ramp Is Just Beginning

Nebius: The Neocloud Built for Inference, Agents, and Margin — Not Just Megawatts

CrowdStrike: The "Mythos Moment" Rewrites the Cybersecurity Growth Story — AIDR Could Be Bigger Than EDR

Cadence CEO: AI Agents Are Driving More Base Tool Usage, Not Less — And the IP Business Is Finally World-Class

Broadcom Q2 2026 Earnings: $100 Billion AI Target Already Looks Conservative as Bookings Surge to $30 Billion in a Single Quarter

Evercore: ServiceNow's Data Business Is on Track for $1B+ ARR, and the Moat Is Bigger Than Investors Realize

Marvell's CEO: Scale-Up Is a Greenfield Market Worth "Potentially Very Large" Revenues — and None of It Is in the Forecast Yet

Reddit CEO: "AI Does Not Exist Without Reddit" — And the Company Is Starting to Charge for It

Bank of America: Autodesk's $3.6B MaintainX Deal Closes the Loop on a $40B TAM — and the AI Moat Is More Durable Than It Looks

Rubrik Delivers Record Q4 With 90%+ Win Rates, But Agent Cloud Contribution Remains a Multi-Year Wait

GitLab's Agentic Pivot Gains Real Traction, But Growth Deceleration and Restructuring Costs Cloud the Near-Term Picture

Rockwell Automation: Data Centers Doubling, Broad CapEx Recovery Still Missing — Here Is What Actually Matters

Bank of America Tech Conference: ADI's CFO Flags Vertical Power as the Next Big Data Center Opportunity — and Auto Is Already Inflecting

AMD: Agentic AI Is Quietly Becoming a Bigger CPU Story Than the GPU Cycle

Snowflake Bets the Company on Cortex Analyst and Cowork — and Commits to GAAP Profitability by Q4 FY2028

NIQ: Agentic Commerce and AI Monetization Are Not in the Numbers Yet — That Is the Point

Palo Alto Networks: AI-Driven Threats Are Structurally Expanding Cybersecurity Demand — Not Killing It

Baird: Zscaler Bets the Agentic Era Will Dwarf Its Entire Existing Business — and It Has a Plan to Monetize It

Teradyne Eyes $20B Test TAM and a Shot at NVIDIA's CPU Rival — But the Big Win Is Still 3-4 Years Away

Ambarella: CV8 Two-Nanometer Chip Returns in Weeks, Production Ramp Set for Q2 2026 — With a Second LTA Quietly in Place

Evercore: Marvell's Networking IP Is Becoming the Backbone of Every Major AI Architecture — and Hyperscalers Are Noticing

Intel: 18A Yield Milestone Pulled Forward, CPU TAM Now "Big Enough" to Drive Meaningful Revenue Growth

Celestial AI vs Dust Photonics Deep Dive

Fluence Energy Lands Two Hyperscaler MSAs, Doubles Order Intake — But Execution Risk Looms as Back-Half Loaded Revenue Model Demands Flawless Delivery

Nynomic Deep Dive

Oxford Instruments Weathers a Brutal Q1, But Compound Semiconductor Surge Points to a Stronger Second Half

Klingelnberg Deep Dive

Generac Raises Guidance as Data Center Backlog Surges to $700M and Hyperscale Finish Line Comes Into View

Boost Run Deep Dive

Veracyte Storms Into 2026 With Back-to-Back Landmark Launches Imminent — and a Profitability Level That Demands Attention

Okta's AI Agent Pipeline Is Record-Breaking — But Revenue Impact Remains Minimal for Now

Oklo Bets on Plutonium as the Bridge Fuel Nobody Saw Coming, While Racing to First Criticality

Recursion Pharmaceuticals: FAP Registrational Trial and RBM39 Early Signal Emerge as Near-Term Catalysts, But Cash Discipline Remains the Defining Story

Liftoff Mobile Deep Dive

Waters Corporation Hits the Ground Running on BD Integration, Raises Full-Year Outlook After Blowout First Quarter

British American Tobacco: FDA Enforcement Shift and Velo's U.S. Surge Rewrite the New Category Playbook

Tempus AI: The Ark Is Already Built — FDA Approval, a $200M Foundation Model, and a Data Moat Pharma Can't Replicate

Intel Computex 2026: Agentic AI Flips the GPU/CPU Ratio — and Intel Has the Rack to Prove It

Credo Technology: Optical Revenue Set to Exceed $600 Million in Fiscal 2027 as Dust Photonics Acquisition Closes

GRAIL's NHS-Galleri Trial Delivers a 27% Stage IV Reduction by Year Three — and Reveals a Hidden Epidemic of Undiagnosed Late-Stage Cancer

Pathway Debate: Transformer Co-Inventor Lukasz Kaiser Concedes a Post-Transformer Architecture Could Win — If It Shows a 10x Improvement

Sivers Semiconductors: Pipeline Rockets to $800M But Near-Term Revenue Remains Elusive as FX and Defense Delays Bite

Tempus AI: A Valuation Paradox as Foundation Model Performance and Tumor-Only FDA Approval Reframe the Growth Story

Phreesia Deep Dive

WhiteHawk Minerals Deep Dive

Sunshine Silver Mining & Refining Deep Dive

Safepoint Holdings Deep Dive

Quantinuum Deep Dive

Innio NV Deep Dive

Applied Aerospace & Defense Deep Dive

Parker Hannifin Deep Dive

Parker-Hannifin: Filtration Group Integration Already Mobilized, Power Gen Backlog Building as Industrial Recovery Remains Measured

Bernstein: Robinhood Drops Two Agentic Products, Reveals Trump Account Sole Custody Win, and Eyes Prediction Market Expansion to Institutions and Overseas

Mobileye Beats on Revenue and Raises Guidance, but Robotaxi and SuperVision Timelines Remain the Real Story

SMC Corp Deep Dive

Ambarella Bets Big on Edge AI Infrastructure and Samsung 2nm — But Auto Revenue Remains Elusive

IQE Emerges from Strategic Review with MACOM Lifeline, Targets 20%-Plus Revenue Growth on Indium Phosphide Surge

Huntington Ingalls: Five Deliveries in Twelve Months, Block VI Imminent, and a Nuclear Battleship on the Horizon

Photronics Hits an Air Pocket: Design Release Delays Dent IC Revenue as Capacity Build Continues on Schedule

Northrop Grumman: B-21 Acceleration and Defense Systems Boom Position the Company for a Multi-Year Growth Cycle

Arbe Robotics Pivots to Full Radar Systems and Defense as Automotive Revenue Remains Negligible at $0.5M

XPeng Q1 2026 Earnings: GX Orders Run 30-Week Lead Times as Physical AI Pivot Takes Shape

Weibo Q1 2026: AI Ad Spend Fills the Gap as Core Verticals Crack Under Pressure

Futu Holdings: CSRC Penalty Clouds a Record Quarter as Korean Stocks and Prediction Markets Open New Fronts

Soitec Earnings Call: Photonics SOI Demand Has Sharply Inflected—and the Company Can Scale Without Meaningful New Spend

Bernstein: Circle's CEO Declares USDC Has 60-80% of All On-Chain Transactions — and Says Arc Could Reshape the Revenue Model

ATS Corporation Exits Auto and Bets Big on Nuclear and Radiopharma as New CEO Reshapes the Portfolio

SolarEdge: A Shelved Project Reborn as the Data Center's Killer App — and a Solar Recovery Nobody Saw Coming

Bernstein: Eli Lilly's CSO Reveals the Next Frontier — Incretins for the Brain, Alzheimer's Prevention Blood Tests, and a Once-in-a-Lifetime Heart Drug

Bernstein: Uber's New CFO Reveals AV Timeline Reality Check and Delivery Hero Stake Strategy

TD Cowen: NVIDIA's Networking Business Is No Longer a Sideshow — It's the Architecture of the AI Factory

SentinelOne Posts Record Net New ARR as Layoffs Signal a Leaner Growth Model

SanDisk CEO: KV Cache Migration to NAND Is Already Happening, and Data Center Demand Forecasts Keep Getting Revised Up

Bernstein Conference: Moody's CEO Reveals Microsoft Copilot Integration Has Landed "Teens" of Major Bank Engagements in Weeks, Flags Private Credit and PE Cycle as Next Big Ratings Catalyst