IPO filing: SB Energy says it has 8.8GW of data center capacity contracted or under construction across Texas and Ohio and a $430B data center segment backlog
— IPO filing: SB Energy says it has 8.8GW of data center capacity contracted or under construction across Texas and Ohio and a $430B data center segment backlog — SB Energy Inc., ...
MongoDB reports Q2 revenue up 30% YoY to $771.8M, vs. $735M est., Atlas revenue up ~29% YoY, below major hedge funds' expectations; MDB drops 12%+ after hours
— Mariapaula Gonzalez / Barron's Online : MongoDB reports Q2 revenue up 30% YoY to $771.8M, vs. $735M est., Atlas revenue up ~29% YoY, below major hedge funds' expectations; MDB d...
[Mariapaula Gonzalez/Barron's Online]
Palo Alto Networks reports Q4 revenue up 34% YoY to $3.41B, vs. $3.35B est., and acquires Console, which provides AI-powered IT service management
— Palo Alto Networks reports Q4 revenue up 34% YoY to $3.41B, vs. $3.35B est., and acquires Console, which provides AI-powered IT service management — Palo Alto Networks surpassed...
Dell reports Q2 revenue up 58% YoY to $46.97B, vs. $44.92B est., and forecasts $192B in FY 2027 revenue, vs. $172.67B est.; DELL jumps 9%+ after hours
— Dell reports Q2 revenue up 58% YoY to $46.97B, vs. $44.92B est., and forecasts $192B in FY 2027 revenue, vs. $172.67B est.; DELL jumps 9%+ after hours — Dell Technologies shares...
Dow drops below a key chart level, warning of more trouble ahead
— The index last closed below its 50-day moving average on April 10, which marked the end of a correction phase that included a 5,000-point drop at its low point.
Dell’s AI servers drive a stellar earnings performance, and a raised outlook
— The company’s backlog has reached $95 billion as demand accelerates for its AI servers
Palo Alto Networks’ stock falls despite strong AI cybersecurity demand
— Enterprise cyber threats and AI adoption are giving Palo Alto Networks ‘durable tailwinds,’ according to CEO Nikesh Arora, but the stock retreated after an earnings beat
This could be the 10-year Treasury’s tipping point into the danger zone
— An unrelenting rout has global bond yields touching their highest levels since 2008, driving up borrowing costs for households, businesses and world governments.
Global oil prices surge to a 6-week high after the U.S. strikes Iran in Hormuz
— Oil prices on Tuesday settled at their highest levels in nearly six weeks, after the U.S. military said it struck Iranian targets in the Strait of Hormuz in response to Tehran’s...
Broadcom earnings need to answer these questions for the stock to rally again
— Investors are wondering if Broadcom will update its AI revenue guidance, and how durable growth in its AI business will be going forward, J.P. Morgan says.