The company’s fuel cell backlog surged 140% year over year, driven by off-grid power needs for AI infrastructure. Bloom Energy’s backlog reached $20 billion at the start of 2026, fueled by demand for hydrogen fuel cells amid AI-driven electricity constraints. The figure in
Consensus estimates project SYNA to report $1.21 EPS and $305.32M revenue, up 31.5% and 14.3% year-over-year, respectively. Synaptics will release its Q2 2026 financial results on August 6 after the market closes. Analysts expect earnings per share of $1.21, reflecting a 3
Core Natural Resources will report Q2 results with consensus EPS of $0.64 and revenue of $1.12B before markets open. Core Natural Resources (CNR) will announce its Q2 2026 earnings on August 6 before the market opens. Analysts expect the company to post earnings per share
BNP Paribas said SpaceX (SPCX) management's commentary around AI capacity expansion and cloud monetization has broader implications for the AI infrastructure ecosystem, including neoclouds CoreWeave (CRWV) and Nebius (NBIS) as well as large Nvidia ( To ensure this doesnât happen...</stron
SpaceX shares sank 7% on Wednesday after a surge in artificial intelligence spending rattled investors and clouded an otherwise expectation-beating quarter. In SpaceX's first earnings report as a public company on Tuesday, Elon Musk's space firm said its capital expenditur
Analysts see 43% upside for ON stock as AI data center revenue doubles and free cash flow quadruples in 2026. ON Semiconductor (NASDAQ:ON) received a $115.02 price target, implying 43.05% upside from its current $80.40 level, driven by a quadrupling of free cash flow and a
Morgan Stanley Direct Lending Fund (MSDL) is scheduled to announce Q2 earnings results on Thursday, August 6th, after market close. - The consensus EPS Estimate is $0.45 and the consensus Revenue Estimate is $88.59M (-11.0% Y/Y). - Over the last 3 months, EPS
WFC CEO Charlie Scharf cites AI-driven job losses but asserts consumer strength amid Q2 EPS of $2.00, up 25% year over year. Wells Fargo CEO Charlie Scharf stated AI automation will eliminate tens of thousands of positions at the bank, despite posting Q2 earnings per share
Partnership targets LED display and AI software expansion in events, retail, and corporate communications sectors. Nextech3D.AI announced a strategic partnership with F2B Services to expand its AI-powered event technology business. The collaboration focuses on LED display
Quick Read - Jay Clayton authorized the SEC's lawsuit against Ripple on December 22, 2020, and is now the director of national intelligence. - XRP fell 60% in the week after the filing and stayed off U.S. exchanges for two and a half years. - Ripple still cannot sell XRP to U.S....</stron
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