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Lockheed's AIR6500 Award Gives Australia a Brain Without Ammunition
Lockheed Martin Australia won a A$1.32 billion contract from the Australian Government for Tranche 2B of Project AIR6500, the Joint Air Battle Management System...
Oracle's $638 Billion Backlog Meets Its First Real Conversion Test
Oracle reports fiscal first-quarter results after the close on Sept. 10, and the number that matters is not revenue or earnings. It is RPO, the $638 billion bac...
Rocket Lab's Iridium Deal Caps a Full-Stack Space Bet That Hinges on Neutron
Rocket Lab's $8 billion move on Iridium is the capstone of a full-stack space bet: rockets, satellites, and soon a constellation it owns outright. The company j...
Verizon's 80-Million-Mile Order Makes Corning the Toll Road of AI
Verizon committed to more than 80 million miles of Corning's high-density optical fiber β a six-year, multi-billion-dollar bet spanning consumer broadband and A...
Qualcomm's Amazon Deal Brings the Phone-Chip King Into AI's Data Centers
Qualcomm signed a landmark multi-generational pact with Amazon to build custom AI inference chips and optical connectivity for AWS β the phone-chip king's bigge...
Kratos and GE Now Second-Source the JASSM's Engine. Small Jets Are the Bottleneck
Kratos (KTOS) and GE Aerospace won the Air Force EMD award making the F143-ZZ-100 the second-source engine for the JASSM cruise missile; its J85 engines are als...
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Key Metrics (TTM)
| Metric | GEV | META | CEG | MU | NFLX | VST | NVDA | AVAV |
|---|---|---|---|---|---|---|---|---|
| Revenue (TTM) | $41.4B | $214.96B | $31.3B | $90.3B | $46.89B | $19.2B | $130.5B | $734M |
| Rev Growth (YoY) | +9.0% | +22.2% | +23.0% | +345.7% | +15.9% | -5.5% | +114.3% | +40.3% |
| Net Income | $9.53B | $70.59B | $3.46B | $50.47B | $13.37B | $2.03B | $72.88B | $75.2M |
| P/E Ratio | 27.3x | 23.0x | 26.4x | 19.8x | 27.7x | 23.6x | 38.5x | 42.1x |
| Price/Sales | 5.9x | 7.5x | 3.06x | 10.98x | 7.7x | 2.47x | 21.5x | 8.9x |
| Target Upside | +37.1% | +30.4% | +29.7% | +71.2% | +33.7% | +58.0% | +31.2% | +24.7% |
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Apple Answers the Stalled Upgrade Cycle With a $2,000 Foldable
Apple's Sept. 9 event is expected to debut its first foldable iPhone β the 'iPhone Ultra,' reportedly priced above $2,000 β in John Ternus's first major keynote...
Hyperscalers Want Their Own AI CPUs. Arm Is the Blueprint.
Arm's Neoverse CSS N4, codenamed Ranger, packs up to 128 cores per die and, by Arm's reckoning, roughly doubles the performance of its CSS N3 predecessor β a se...
Robinhood Built the Everything-App. Now It's the Bank for AI Agents.
Robinhood is compounding its everything-app into the financial operating layer of the agent economy β roughly 100,000 customers handed real accounts to AI agent...
Every AI Chip Pays a Toll. TSMC Keeps Raising It.
TSMC, the foundry behind nearly every advanced AI chip on earth, raised its 2026 capex target to $60-64 billion after a record second quarter. Wall Street is al...
Washington Drew a Line on AI Chips. Alibaba's Demand Stepped Over It.
The New York Times reports that Aivres, the American arm of blacklisted Chinese server giant Inspur, exported more than $3 billion of servers built on Nvidia's ...
Hyperscalers Are Spending 750 Billion Dollars on AI. The Bill Comes Later.
Capex is cash out the door today; depreciation spreads the pain over years. That gap is the real story of the AI buildout: 750 billion dollars planned for 2026,...
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Bloom Energy's S&P 500 Entry: The AI Trade Has Moved to Electricity
Bloom Energy is heading into the S&P 500. S&P Dow Jones Indices announced the move Friday after the close: Bloom replaces Molson Coors, effective before the ope...
The Network, Explained: AI's Third Bottleneck Hides Between the Chips
The AI buildout's first two bottlenecks β memory and power β get all the headlines. The third is the network between the chips, and it decides how much of that ...
Palo Alto Had Its Best Quarter Ever. Investors Sold Anyway.
Palo Alto's first-ever platform-level revenue disclosure shows the firewall has become the slow part: Network & AI Security grew 17% while Cortex, machine-ident...
Ciena's Record Quarter Got Punished β and That Could Be the Setup
Ciena blew past estimates in fiscal Q3 2026 β record revenue of $1.67 billion, adjusted earnings up 215% to $2.11 a share, an all-time-high 22.5% operating marg...
Zscaler's Selloff Was About Next Year, Not This One
Zscaler closed its best year ever β revenue up 25% to $3.4 billion, a record 24.3% operating margin, AI-security bookings past $100 million and up 50% quarter o...
Axon Won the Streets With TASERs. Now It's Selling AI Agents and Aiming at the Sky
Axon β the TASER and body-cam company that owns distribution into American public safety β just stacked its 10th straight quarter of 30%-plus growth, and the en...
The AI Memory Crunch Escaped the Data Center β Micron Is Pricing the Whole Economy Now
NAND contract prices jumped 55% in one quarter, auto DRAM is up roughly 70% since December β the memory crunch left the data center and hit the whole economy. M...
NVIDIA's Biggest Acquisition Ever: Hugging Face and the Fight for Open-Source AI
NVIDIA agreed to acquire Hugging Face, the open-source hub where 18 million developers share and download AI models, in the chipmaker's largest outright acquisi...
Microsoft Just Ripped Up Its 30-Year Playbook β and Admitted Where Its AI Moat Really Lives
Microsoft scrapped its three-segment structure on September 2, folding the company into Agents and Infra and Devices and Consumer β a reorganization that reads ...
HPE's Record Quarter Is a Signal: AI Demand Is Broadening Beyond Training Runs
The AI story's most overlooked giant just turned in the best quarter of its life. Hewlett Packard Enterprise reported record revenue of $12.2 billion, up 34%, w...
The Flywheel Is Back at Snowflake β CoWork and CoCo Are Why
Snowflake just delivered its third straight quarter of accelerating product growth β 37% year over year to $1.49 billion in Q2 FY27 β and management credits AI ...
The Grid Is AI's New Bottleneck β Vertiv Just Bet Up to $2.6 Billion on the Fix
Grid interconnection, not chip supply, is now the gating factor in AI data center development β and this morning Vertiv announced a deal to attack it head-on, a...
AI's Next Bottleneck Isn't Training β It's Where Models Run. Equinix Just Built the Exchange for That.
Equinix today launched Equinix Inference Exchange at its inaugural Equinix Horizon customer event β a distributed program that runs open-source AI models inside...
Dell Booked $60.9 Billion in AI Server Orders Last Quarter β Nearly 4x What It Could Ship
Dell booked a record $60.9 billion in AI-server orders in a single quarter β nearly four times the $16.4 billion of AI servers it could actually ship β pushing ...
SoFi Built a Bank. Now It's Training the AI to Run It.
SoFi is building the first true AI-native bank: a charter-funded lending machine wrapped around an everything-app and an agentic-AI stack β Coach, Composer, Osc...
RTX Builds the Shields Catching Iranian Missiles Out of the Sky
Projectiles hit two oil tankers in the Strait of Hormuz, and defense stocks popped on renewed U.S.-Iran hostilities. RTX β the Patriot, AMRAAM, and AIM-9X maker...
SpaceX Bought Cursor for $60 Billion. OpenAI Just Cut It Off.
OpenAI says it will cut off Cursor's access to its models by November 12 β the latest escalation of the MuskβAltman feud, now playing out in the AI coding marke...
AMD Turned βSecond Sourceβ Into a Gigawatt Moat
AMD is no longer just Nvidia's understudy. Gigawatt-scale deals with OpenAI, Meta, and Anthropic, a record 46.2% server CPU share, and a software stack that fin...
The HBM King Is Shopping for a Second Factory β Intel Is the Surprise Candidate
South Korea's Herald Business reports SK hynix is weighing Intel Foundry for part of its HBM4E base-die production β a dual-sourcing move away from sole-sourcin...
The Pentagon Just Signed 7-Year Missile Deals With Lockheed β This Is the Shovel Seller of the War Economy
Monday's seven-year Pentagon deals formalize the biggest munitions supercycle in a generation: triple PAC-3 capacity by 2030, quadruple THAAD production, and a ...
Don't Pay the Toll: RISC-V vs. ARM and the War Over AI's Brain
Forget the GPU battle for a second: the quietest war in AI is between ARM, whose designs sit inside virtually every smartphone and collect a royalty on each, an...
NASA Just Launched Its Most Powerful Telescope Ever β and the Company That Built Its Eye Is the One Wall Street Keeps Ignoring
NASA's Roman Space Telescope launched this morning β and L3Harris built the 2.4-meter eye at the heart of it. The defense-tech giant's stock sits near its one-y...
Meta Just Agreed to Pay $18 Billion for the Best News It's Had All Year
Meta agreed to pay up to $18 billion to settle teen-safety and addiction lawsuits from 48 states β the largest state-led settlement ever against a social platfo...
OpenAI's JalapeΓ±o Chip Just Topped Nvidia. Broadcom Is the Arms Dealer of the AI Era.
OpenAI just published results showing its Broadcom-co-designed JalapeΓ±o inference chip outworks Nvidia's flagship on work per watt β while Broadcom keeps stacki...
Accenture's $9 Billion Answer to the Question Nobody's Asking
Accenture is answering the βAI eats consultingβ question with a $9 billion acquisition spree β two SAP-focused mid-market deals this week, a doubled M&A budget,...
Pasqal Nearly Doubled in Its Nasdaq Debut. A Real Quantum Company Just Got Priced Like a Promise.
Pasqal, the French quantum computing company that builds machines out of lasers and neutral atoms, began trading on Nasdaq Friday after completing its SPAC merg...
OpenAI Sells Tokens. Palantir Sells the Rails.
Palantir builds the rails under institutional AI β the software that turns raw models into operational decisions via its data ontology. Q2 revenue nearly double...