Quick Read - Despite the DOE's $17.5 billion reactor commitment, URA is flat and NLR is down 8% year to date, failing to capture the policy tailwind. - URNM's physical uranium sleeve feeds spot price gains straight into NAV, delivering 15% returns over the past year versus NLR's...</stron
Meta CEO Mark Zuckerberg says AI compute demand outstrips supply, benefiting providers like Iren with uncommitted capacity. Meta Platforms CEO Mark Zuckerberg stated that AI compute capacity is trading at a significant premium over purchase prices, signaling strong demand
Google Cloud’s operating income triples to $8.8 billion, boosting margins to 35.5% amid AI-driven growth and custom silicon adoption. Alphabet’s Google Cloud revenue jumped 82% year over year to $24.8 billion in the second quarter, fueled by enterprise AI adoption and cust
The company’s security and risk franchise surpasses $1 billion in annual contract value, outpacing standalone cybersecurity peers. ServiceNow introduced six Autonomous Security solutions under its Shift Zero initiative, aiming to consolidate enterprise security tools into
Ring Energy reported $104.7 million in Q2 revenue as realized pricing surged to $57.55 per BOE and unit costs declined. Ring Energy posted second-quarter revenue of $104.7 million, driven by a 36% increase in realized pricing to $57.55 per barrel of oil equivalent (BOE) an
Lineage reports $50.8 million in cash, extending runway while advancing OpRegen and OPC1 clinical programs with milestone potential. Lineage Cell Therapeutics (LCTX) ended Q2 with $50.8 million in cash and marketable securities, projecting a runway into Q3 2028. Revenue de
The wearable robotics firm reported $11.7 million in Q2 revenue and narrowed its operating loss to $2.3 million. Myomo reported a 21% year-over-year increase in second-quarter revenue to $11.7 million, driven by a 19% rise in recognized MyoPro units and a record 255 orders
Nine Energy Service reported $8.6 million in adjusted EBITDA for Q2, below expectations due to Coiled Tubing equipment issues and cost pressures. Nine Energy Service posted second-quarter revenue of $141.8 million, aligning with guidance, but adjusted EBITDA fell to $8.6 m
The company reported a 116% year-over-year increase in revenue and reaffirmed 2026 production guidance amid portfolio expansion. Gold Royalty Corp reported first-half revenue of $17.3 million, up 116% from the prior year, driven by higher gold equivalent ounces and land ag
The merged company projects 870,000–920,000 ounces of gold production in 2026 with costs of $1,900–$2,000 per ounce. Equinox Gold raised its 2026 production outlook to 870,000–920,000 ounces after merging with Orla Mining, expanding its North American footprint. The combin
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