A $9.9B Masimo deal, bioprocessing equipment orders up 30%, and the first full earnings test of the...
Industrial recovery plus AI power demand is an unusual combination for a chip company nobody was watching.
A $2 billion optical market and a Q2 beat streak enter the same week.
A $163B backlog and sold-out turbines through 2029 are priced in. Margin conversion is the only number...
A Meta nuclear PPA and record Q1 adjusted EBITDA are not yet in the price.
A Meta nuclear PPA and record EBITDA are not yet in the guidance.
A 2.8 trillion parameter model just triggered the second DeepSeek moment in 18 months.
A historic Q2 beat and raised guidance just reopened the managed care trade.
Starship Flight 13 is the first real test of whether the hype was ever justified.