DruckFin

Rigetti Computing Bets on $100 Million Government Lifeline as Cash Pile Shrinks and Coherence Time Remains the Bottleneck to Scale

ACM Research: Panel-Level Plating Orders Arrive as Order Book Doubles and China WFE Estimate Jumps to $50 Billion

MDA Space Doubles Down With $2 Billion in Acquisitions, Guides to $2.5 Billion Pro Forma Revenue as Defense and Sovereignty Spending Accelerates Order Book

Bentley Systems Delays AI Monetization to 2027 as ARR Growth Accelerates to 12% on Mining and Grid Strength

Novanta Raises Outlook as Humanoid Servo Orders Move Past Prototyping and Riverpoint Deal Closes

Unity Software: Runtime Data Breakthrough Powers Vector's Blowout Quarter as Guidance Jumps to 68-70% Growth

Datadog Posts Its Strongest Quarter Since 2022 as Non-AI Business Accelerates for a Fifth Straight Quarter, Even as Largest Customer Pulls Back

Kinaxis Doubles Down on Agentic AI as Enterprise Deal Sizes Nearly Double and Guidance Moves Higher

MACOM Posts Record Bookings as Data Center Growth Accelerates Toward 74% This Year, CW Laser Nears "Watershed" 2028 Production Milestone

Lundin Mining Holds Caserones Guidance Despite Historic Chilean Storm While Vicuña Clears Two More Hurdles Toward Year-End Sanctioning

Natera Posts Record Signatera Volumes and Raises Guidance by $100 Million as Regulatory Approvals Stack Up Across Three Continents

MP Materials Locks In Nine-Figure Gadolinium Deal as Litinsky Warns of Spreading Rare-Earth Supply Panic in Aerospace

Karman Space & Defense Reports Record Backlog and Raises Guidance as Customers Signal Demand Could Be 10x Prior Buy Rates

AEye Lands First Sports Analytics Deal and Development Revenue, But Absolute Sales Remain Minuscule as Cash Burn Continues

Cloudflare Says Non-Human Traffic Now Exceeds Human Traffic on Its Network—and Could Be 1,000x Larger Within Five Years

Lyft Says Waymo Supply-Sharing Launches Before Year-End as Nashville Depot Nears Completion, Reports Record 30 Million Riders

Microchip Technology Reveals Data Center Sales Will Hit $1 Billion in 2026, Nearly Doubling as Supply Constraints Spread Broadly Across Product Lines

Twilio Raises Full-Year Growth Guidance to 13.5% as Voice AI Adoption Accelerates from "Early Innings"

Ouster's Rev8 Color Lidar Sparks "Electric" Customer Reaction as Company Guides Toward Two-Year Product Transition

Siemens Energy Posts Record 14.2% Margin as Gamesa Turns Profitable for First Time Since 2022, Unveils Omterra Rebrand

Schaeffler Cuts 2028 Revenue Targets as US E-Mobility Retreats, But Unveils EUR 350 Million Humanoid Order Book to Offset the Blow

Infineon Signals Major Upgrade to 2027 AI Power Forecast as Demand Outstrips Supply and Customers Lock in Multi-Year Capacity Deals

SolarEdge Returns to Profitability After Three-Year Drought, But US Storm Clouds and AI Power Bet Take Center Stage

Uber Signals AV Industry Will Fragment Like AI Models, Bets $10 Billion on Becoming the "Commercialization Layer" for Robotaxis

Circle Reveals Arc Mainnet Timeline and BlackRock, DTCC Partnerships While Raising Revenue Guidance on Token Presale Windfall

Shopify's Catalog Converts Twice as Well as Scraped AI Search, While Agentic Traffic Triples and 75% of AI Orders Skip the Top 100 Categories

Amprius Technologies Raises Guidance Again as Defense Drone Demand Outpaces Supply, Eyes Robotics and Data Center Expansion

Caris Life Sciences Says Detect Demand Already Outstripping a Capacity Base It Is Tripling to $3 Billion, While Unveiling a Personalized Cancer Vaccine Pipeline Built on Its Early Detection Data

Vishay Precision Group Lands Vendor Nomination From First Humanoid Robotics Customer, Sees Path to Thousands of Units Per Week by Year-End

Schrödinger Lands BMS as Anchor Customer for New AI Co-Scientist Bunsen, Reaffirms Path to 75% Hosted Revenue by 2028

Sandisk Locks In $93.9 Billion of Contracted NAND Revenue as Datacenter Bits Triple to 38% of Portfolio

Power Integrations Unveils 2,200-Volt GaN Milestone as Margins Snap Back and Data Center Pipeline Builds

Ginkgo Bioworks Undercuts WuXi on Drug-Testing Prices as It Bets Its Future on Robots, Not Chemists

Symbotic Pushes Back Walmart Micro-Fulfillment Order to 2028 Even as EBITDA More Than Doubles

Klaviyo Bets Big on Agentic AI With Surprise Agency Acquisition as Composer Adoption Hits 95,000 Users in Its First Month

PacBio Cuts Guidance and Pushes Cash-Flow Breakeven to 2028 as CEO Christian Henry Steps Down Mid-Transition

NuScale Builds $1.9 Billion War Chest While TVA Talks Drag On, Positions Nuclear-Grade Supply Chain as Its Real Moat

Figma’s AI Credits Are Working, but the Bigger Story Is a Widening Product Stack and a C-Suite Shakeup

SiTime's Renesas Deal Is Already Outgrowing Its Own Guidance as AI Data Center Demand Broadens Beyond Hyperscalers

Cirrus Logic Cuts PC Outlook on Supply Constraints While Unveiling New Analog Push Into Smart Meters and Grid Infrastructure

Aeva Technologies Pivots to AI Data Centers, Signs Hyperscaler Deal Worth Potentially Hundreds of Millions Annually

Joby Aviation Raises Revenue Guidance as Blade Surges and eIPP Flights Loom, Signs Kalanick-Backed Infrastructure Deal

AppLovin Says Q2 Model-Improvement Miss Was Timing, Not Demand, as Consumer Ad Business Hits 28% Growth Above Q4 Peak

Axon Raises Guidance as Bookings Surge 20% and Counter-Drone Business Tops $100 Million Quarterly

MercadoLibre Reveals Ecosystemic Users Drive Multiples of Profit as Credit Book Hits $16.4 Billion, Margins Stay Under Pressure

Motorola Solutions Raises Guidance Again as Silvus Counter-Drone Momentum and D-Series Refresh Cycle Drive Record Backlog

PayPay Corporation: Seven & i Alliance and Insurance Push Mark Turn Toward "Hybrid" Balance-Sheet Model as Guidance Rises

GlobalWafers: Novara Fire Clouds Near-Term Outlook as Landmark Micron Deal Reveals New Localization Demands Reshaping Wafer Contracts

Grab Raises Full-Year Guidance as Fintech Nears Profitability and Superbank Deal Reshapes Growth Math

Spotify Crosses 300 Million Subscribers as Management Reveals AI Cost Engine and Deliberately Slows Emerging-Market Growth to Force Monetization

Certara Reshuffles Leadership and Cost Base as Software Momentum Builds While Services Business Continues to Lag

Caterpillar Tops $20 Billion in Quarterly Sales for First Time as Data Center Power Backlog Stretches Into 2030

Tower Semiconductor Lifts 2028 Revenue Target 27% to $3.6 Billion as Silicon Photonics Demand Outstrips Capacity, Unveils Fourfold Japan Expansion

Emerson Electric: Semiconductor Orders Surge 70% as Power Buildout Accelerates Past $3 Billion in Project Funnel

Astera Labs: Scorpio Fabric Switches to Become Largest Product Line a Quarter Early as Content Per XPU Heads Toward "Multiple Thousands of Dollars"

SpaceX Pulls Forward $1 Trillion Revenue Target to 2030 as Musk Declares Starship Heat Shield Problem "Solved"

Arista Networks Raises 2026 Guidance to $12.6 Billion as Purchase Commitments Nearly Triple to $9.7 Billion

AMD Raises Long-Term Targets Again as Anthropic Deal and Data Center Doubling Signal AI Cycle Is Still Accelerating

Toast Says Its New AI Marketing Agent Is Its Fastest Product Ever to $10 Million in ARR, Teases Bookkeeping and Payroll Agents Next

Match Group's Tinder Turnaround Gains Speed as Daily Users Near Positive Growth for First Time in Three Years

Coupang Reveals 16% Underlying Growth Rate Masked by Data-Breach Fallout, Discloses $410 Million Fine and Fulfillment Center Fire

Lattice Semiconductor Hits $1 Billion Run Rate a Quarter Early as AI Server Demand and AMI Deal Reshape Growth Story

Kratos Raises Guidance as Engine Orders for 3,000 Turbojets Signal Cruise Missile Ramp Ahead

MakeMyTrip Reveals India IPO Fungibility Plans and AI Now Writes 75% of Its Code as Currency Swings Mask 20% Constant-Currency Growth

LY Corporation Pushes JPY 690 Billion Bet on Kakaku.com as Search Decline Stabilizes and PayPay Profit Surges 59%

Twist Bioscience: AI Drug Discovery Orders to Double Again in Fiscal 2027 as Therapeutics Revenue Surges 49%

BWX Technologies Sharpens Nuclear Focus With Medical Divestiture as Commercial Backlog Signals Multi-Decade Super Cycle

Palantir Posts Record 93% Revenue Growth as US Commercial Business Surges 149%, Raises Full-Year Guidance by Largest Margin Ever

GeneDx Reveals It Collects Just 32% on Genome Tests, Setting Up a Potential Doubling of Revenue Per Test by 2027

ON Semiconductor Quadruples AI Data Center TAM to $50 Billion as Data Center Revenue Set to "More Than Double" in 2026

Sony Posts Record Q1 Profit as Tariff Refunds and Resilient Semiconductor Recovery Offset Kumamoto Earthquake Disruption, While PS5 Disc Production Set to End in 2028

Renesas Beats Guidance on AI Data Center Demand as Kumamoto Earthquake Damage Proves Limited, 6-inch Takasaki Fab to Close

MediaTek Doubles Down on AI ASIC Ambitions, Lifts 2027 TAM to $80 Billion as Second-Generation Chip Progresses Toward 2028 Production

Umicore Raises Guidance as Efficiency Gains and Metal Price Windfall Drive 33% EBITDA Surge, but Battery Materials Ramp-Up Stays Stuck

Eaton Raises 2026 Guidance Again as Data Center Backlog Swells to 307 Gigawatts, But Tax Rate and Mobility Weakness Temper an Otherwise Strong Beat

TDK Posts Record First-Quarter Profit as AI Data Center Demand Offsets Smartphone Slowdown, Keeps Full-Year Guidance Unchanged

Linde Hits Record $8.1 Billion Backlog on AI-Driven Electronics Boom, But U.S. Homecare Business Keeps Dragging Margins

Monolithic Power Systems: Record Quarter Driven by Enterprise Data Surge, Company Pushes Capacity Target Beyond $6 Billion as CPU Share Passes 30% Threshold

Allegro MicroSystems: Data Center Sales to More Than Double as Current Sensors Outpace Motor Drivers, Robotics Content Seen Topping $150 Per Humanoid by 2030

Apple's Tim Cook Exits With a Record Quarter, But Leaves John Ternus a Supply Crunch and a "100-Year Flood" in Memory Costs