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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

iQIYI Bets Its Future on AI-Generated Content as Losses Narrow Toward Breakeven

Pony AI Becomes Uber's Largest European Robotaxi Partner as Revenue Surges 69% and AI Automation Slashes City-Launch Costs

Hesai Doubles SGI Revenue Guidance as Actuation Modules Ramp Faster Than Expected, Robotics Lidar Nearly Triples

Corporación América Airports Declares Inaugural $150 Million Dividend, Says Argentina Headwinds Are Transitory as Cargo and Flybondi Disruptions Mask Underlying Strength

Cerebras Unveils CS4 System With 30x GPU Speed Advantage as OpenAI Confirms Compute Demand "Vastly Outpaces" Capacity

Keysight: Wireline Tops $1 Billion, Surpasses Wireless for First Time as AI Testing Demand Outstrips Supply

Broadcom: Custom AI Chips Set to Exceed $100 Billion by 2027 as Hyperscalers Escape Nvidia's "General Compute Tax"

Jeffrey Currie: Refined Fuel Prices Have Doubled While Crude Barely Moved, and He's Betting on Gold Because "The System Is Incredibly Vulnerable"

Fabrinet Lays Out Path to $14 Billion Revenue Capacity as Data Center Business Overtakes Telecom

Enovix Confirms 1,000-Cycle Breakthrough on Smartphone Battery Even as CEO Abruptly Resigns

PolyPeptide Delivers Blowout Earnings in What May Be Its Final Call as a Public Company Before Samsung Biologics Takeover

Figure Technology Raises Connect Mix Target to 70% as Take Rate Pressure Proves Structural, Not Competitive

Intuitive Machines Posts Record $1.2 Billion Quarterly Bookings as National Security and Commercial Contracts Overtake NASA in Revenue Mix

SanDisk Reveals $93.9 Billion in Contracted Revenue as Customer Deals Shift From 3-Month to 4-Year Visibility

Dynatrace Buys AI Observability Leader Arize for $915 Million, Betting Developer-Led Growth Can Offset Near-Term Margin Hit

Fermi America Locks In $6.5 Billion TensorWave Contract, Doubles Power Capacity to 4.8 Gigawatts Through Novel Zero-CapEx Hillcore Deal

Adyen Breaks From In-House Playbook With First Major Acquisitions, Pulls Forward AI-Driven CapEx to Lock In Pricing

Applied Materials Raises Growth Guidance Again as Customers Lock In Visibility Through 2030, Plans to Double Manufacturing Capacity by 2028

Quantum-Si Pushes Proteus Launch to Q2 2027, Cuts 20% of Workforce as It Adds Extra Design Cycle to De-Risk Platform

York Space Systems Cuts 2026 Revenue Guidance by 32% as Pentagon's Shift to Slow-Start IDIQ Contracts Pushes Growth Into 2027

Nu Holdings Crosses $1 Billion Quarterly Profit Threshold as AI Platform Drives Record Risk-Adjusted Margins

L3Harris Technologies Pushes Missile IPO to Mid-2027, Unveils $12 Billion THAAD-PAC-3 Framework as Aerojet Turnaround Validates

Apnimed Deep Dive: Awakening the Sleep Apnea Market with a First-in-Class Oral Therapy

TicketPlus Deep Dive: The Operating System for Latin America's Live Entertainment Boom

Vogenx Deep Dive: The Oral Challenger in the Post-Bariatric Hypoglycemia Market

Londian Wason Deep Dive: The Picks, Shovels, and Ultra-Thin Foil of the EV and AI Boom

ASX Limited: Exchange Abandons Margin Guidance as Regulatory Remediation Costs Lock In Years of Elevated Spending

Intel Transcript: Lip-Bu Tan on Rebuilding Silicon Valley’s Hardware Foundation, Re-architecting Memory, and Investing in Next-Generation AI Infrastructure

Intel's Lip-Bu Tan Hints at Memory Return, Doubles Down on Full-Stack Vertical Integration to Chase AI's "Next Big Wave"

Peter Schiff: Record $432 Billion July Deficit and Hidden CPI Math Point to Inflation Far Above What Markets Are Pricing

Nebius Group Reveals Premium Pricing Power as Short-Term Capacity Fetches Double the Rate of Multiyear Deals

Trimble Explores Sale of Transportation & Logistics Unit After Unsolicited Buyer Interest, While Raising Full-Year Guidance on AI-Driven Beat