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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

Meituan Returns to Profit as Food Delivery War Cools, but Management Warns Subsidy Normalization Will Take "A Few Quarters"

Aon Pays $17 Billion for USI, Betting Middle-Market Scale and New E&S Access Can Push Organic Growth Above Mid-Single Digits

SLB Pays $4.1 Billion for Kelvion to Bulk Up AI Data Center Cooling Bet, Targets $5 Billion Revenue Business by 2028

TDK Reveals Direct Retinal Projection Tech and SensorGPT as It Targets Tripling AI-Ecosystem Sales by FY2031

Horizon Robotics Jumps to No. 2 in Urban NOA and Guides Full-Year Revenue Above RMB 5 Billion

Xiaomi's MiMo AI Model Tops Global Usage Charts as Memory Cost Shock Tests Smartphone Margins

Wesfarmers Delivers First-Ever Lithium Profit as Bunnings Prepares for Leadership Handover and New Store Format Bets Pay Off

Sivers Semiconductors' Pipeline Triples to $1.2 Billion as Company Trades Near-Term Revenue for a 2027 Production Ramp

Lumentum Lifts Fiscal 2028 Earnings Power Target to $40 as Optical Circuit Switching Order Book Surges Past Expectations

Bilibili's Ad Business Doubles AI-Sector Revenue as Five-Title Game Pipeline Sets Up Q4 Turnaround

Autodesk Raises Full-Year Guidance as MaintainX Deal Closes and Management Unveils "Project Intelligence" Strategy Spanning Design, Make and Operate

Workday: AI ARR Nears $600 Million as Executives Preview Cautious FY28 Growth Target and Dodge Private Equity Buyout Question

Marvell Raises Fiscal 2028 Revenue Outlook to $18 Billion as Google Warrant Deal Signals Custom Silicon Business Could Dwarf Prior Targets

Elastic Raises Full-Year Guidance as AI Penetration Nearly Doubles and New Metrics Architecture Opens Fresh Growth Vector

SentinelOne Raises Guidance as AI Security ARR Triples, But Net New ARR Math Draws Analyst Skepticism

Rubrik Clarifies Zero ARR From Strata Deal as Organic Net New ARR Growth Accelerates to 35%

Articore Delivers First Real Profit Since the Pandemic Boom, But Top-Line Growth Remains the Missing Piece

IREN Locks In $4 Billion of ARR and a New Frontier Lab Customer as Pricing Surges 125% Since November

DHH: Anthropic's Claude Still Leads Coding Agents, but Grok and DeepSeek Are Closing the Cost Gap Fast

WiseTech Global: CargoWise Growth Deceleration Exposes Pricing Model Growing Pains, But e2open Synergies and AI Cost Cuts Arrive Ahead of Schedule

WuXi Biologics Raises Growth Guidance to 20-23% as "Diamond Funnel" Nears 1,000 Projects and Biosimilars Emerge as New $1 Billion Driver

Li Auto Margins Crushed by AI-Driven Chip Costs as Company Bets Everything on Vertical Integration

Photronics Reins In Near-Term CapEx as Fab Volatility Persists, But High-End Node Migration Drives Record Mix Shift

Oracle: Shrinking Server Racks and Rising Deferred Revenue Point to a Broader AI Monetization Story Than Wall Street Appreciates

Nvidia Issues First-Ever Full-Year Guide of 70% Growth While Warning Memory Costs Will Squeeze Margins to 71%

Intel: $23 Billion Capital Raise Signals Confidence in 14A Ramp and Data Center CPU Supercycle, CFO Says Gross Margins Now "Comfortably in the 40s"

Synopsys Signals EDA Reacceleration to Double Digits and Unveils "Factory 2" Royalty Model as Ansys Integration Hits Full Stride

CrowdStrike Says AI Agents Are Now the Adversary, and Enterprises Are Paying Up to Fight Back

Lyntris Deep Dive: The Merchant Arms Dealer for the Connected Battlespace

QumulusAI Won't Reaffirm $300 Million ARR Target as Signed Contracts Hit $282.5 Million Against Just $6.7 Million in Recognized Revenue

WuXi XDC Posts Record Backlog and First Commercial Revenue as Linker-Payload Business Outpaces Core Growth

Intuit Admits It Lost the New-Customer Battle in Tax and QuickBooks, Resets Growth Targets Sharply Lower to Fund a Turnaround

Semtech: Data Center Backlog Runs Into Fiscal 2028 as CopperEdge and FiberEdge Both Hit Inflection Points

Lynas Rare Earths Fixes Mt Weld Quality Crisis and Cuts China Dependence to Zero on Reagents, But Sulfuric Acid Costs Have Quadrupled on Iran-Linked Supply Shock

Electro Optic Systems: Leipzig Airport Drone Attack Ignites European Demand Surge as Guidance Jumps to $400 Million

PicPay Beats Guidance Across the Board as AI Freezes Headcount and Payroll Loan Risk-Taking Widens NPL Gap

PDD Holdings Confirms EU Tariff Hit to Cross-Border Business and Admits First-Party Brand Rollout Fell Short of Expectations

XPeng Raises $900 Million for Robotics Arm at $6.2 Billion Valuation, Targets Humanoid Robot Mass Production by Year-End

Lattice Semiconductor: AI Servers Are Only Half the Story as Attach Rates and AMI Integration Reshape the Growth Algorithm

Stratechery's Ben Thompson: Nvidia Is Already Cutting Prices, It's Just Hidden in Circular Deals

Novonesis Raises Guidance and Launches First-Ever EUR 1 Billion Buyback as Food & Beverage Growth Broadens Beyond Dairy

Deere & Company: Management Declares 2026 the Ag Cycle Bottom as Tariff Relief and Construction Backlogs Drive a Rare Guidance Raise

Aurora Innovation: CEO Says Insider Selling Reflects VC Fund Cycles and SPAC Technicalities, Not Doubts About the Business, While Capacity Ramps Toward 1,000 Trucks a Year

Futu Holdings Quantifies Mainland China Client Outflows at Mid-Single Digits, Signals Worst Is Behind It

Baidu: GPU Cloud Revenue Nearly Quadruples as AI Business Hits Half of Revenue, But Robotaxi Hits Domestic Regulatory Snag and Core Ad Business Keeps Shrinking

Weibo: AI-Generated Ad Creatives Hit 50% of Bidding Volume as Margins Compress and Core Advertising Slips

Kingsoft Cloud Turns Operating-Profit Positive as AI Cloud Billings Surge 82% and MaaS Revenue Jumps 12x Quarter-on-Quarter

Circle's Allaire Says Reserve Income Is Just the Starting Point as Arc Mainnet Nears September Launch and Agentic Payments Already Run on USDC

Analog Devices Doubles Its 2030 AI Data Center Opportunity, Guides Gross Margin Back to 2022 Peak Levels

Wolfspeed: AI Data Center Revenue Doubles as Management Sets $800 Million Breakeven Target and Shuts Down Breakup Speculation

Broadcom Transcript: Custom XPU Silicon Revenue to Exceed $100 Billion as Tech Giants Shift from Nvidia to Tailored Modular Architectures

Huber+Suhner: Record Order Backlog Masks Cash Burn as OCS Ramp-Up Drags Communications Into the Red

Xiaomi Absorbs a 5x Memory Cost Shock While AI Model MiMo Tops Global Usage Charts