Archive
A financial comparison of BigBear.ai and D-Wave Quantum reveals key operational differences across decision intelligence and quantum computing as both firms navigate steep net losses in fiscal 2025.
A look at how MP Materials and USA Rare Earth are tackling the U.S. domestic rare-earth supply chain crisis, comparing their operational readiness, material focus, and government backing.
Nvidia’s rapid scaling from $6.9 billion in fiscal 2017 to a projected $411 billion in fiscal 2027 reflects sustained dominance in artificial intelligence chips, even as future stock returns shift toward broader market compounding.
Total U.S. gross federal debt has eclipsed $40 trillion, escalating long-term inflationary pressures and drawing increased focus to corporate cash flows across the tech and payments sectors.
Shares of Howmet Aerospace experienced a sharp decline following Elon Musk's announcement that SpaceX intends to internally cast turbine blades for AI power generation. Analysts at Bernstein and Citi quickly pushed back, pointing to Howmet's entrenched market lead and long-term contracts.
Intuitive Machines reaffirmed its full-year 2026 guidance of up to $1 billion in revenue, backed by a record $1.8 billion backlog and expanding national security satellite contracts.
ATI Inc. raised its full-year 2026 financial guidance following a strong second quarter that saw revenue climb 11% to $1.26 billion. Extended material supply deals in aerospace and naval defense support the company's long-term earnings outlook.
Zscaler Inc. delivered fiscal fourth-quarter financial results that beat Wall Street forecasts across key metrics, propelled by accelerating demand for cybersecurity tools built to mitigate artificial intelligence risks.
Palo Alto Networks surpassed fiscal fourth-quarter expectations behind accelerating demand for AI defense tools, while announcing plans to acquire startup Console and issuing a strong revenue forecast.
