Orbital AI aims to solve a few pressing structural needs, starting with the relentless demand for data-processing speed.

BILL Holdings stock beats Q2, raises FY26 guidance, and trades at a valuation discount. Here's what investors need to know ...

Analysts raised questions about customer hesitancy regarding AI, but management reported no evidence of increased churn or ...

Q3 recap: big EPS beat, FY26 guidance raise, Rhode-driven growth and strong margins. See here for more details.

Enormous Budget Deficits: Every major economy around the world – from the U.S. (its 6% of GDP deficit is high, especially ...

In this post, I turn my attention to divergences in risk across companies, looking at alternative measures of risk and how ...

Kennametal surged on organic growth, tungsten prices, and 2026 industrial recovery hopes. Here's what you need to know on KMT ...

Quality underperformed sharply in emerging markets as cyclical value & AI-linked capex beneficiaries dominated, breaking long ...

Guidance language shifted from a focus on strong growth and higher-than-expected 2025 performance in Q3 to explicit 2026 ...

Q2 2026 earnings call recap: record revenue, HomeBuddy acquisition impact, AI upside, and raised FY26 guidance—read the key ...

Guidance for capital raising in 2026 is more specific, now expecting to exceed $50 billion, compared to a general expectation ...

S&P Global (SPGI) upgraded to Buy after sell-off: strong Q3 FY25 margins, guidance raised, Mobility spin-off & rate-cut/AI ...