CoreWeave Just Booked $104 Billion of Future Revenue — and Burned $5.7 Billion in a Single Quarter
https://www.youtube.com/watch?v=O9xTEXK50D8 Revenue more than doubled and the contracted backlog reached $104 billion — but the same quarter consumed $5.7 billion...
A 159-Year-Old Boilermaker Just Became an AI Power Story — and Babcock & Wilcox Jumped 36%
https://www.youtube.com/watch?v=d9ZN18-8FWA Revenue up 130%, backlog up 533%, and a swing from a $58 million loss to a profit — $BW...
Cloudflare Jumped ~16% on a 36% Revenue Quarter, 120% Net Retention, and a Raised Full-Year Outlook
https://www.youtube.com/watch?v=KUDUtHhXo68 Cloudflare's second quarter did the one thing a high-multiple software stock has to do: it accelerated. Revenue grew 36%,...
BREAKING NEWS
Shopify Just Posted a ‘Monster’ Quarter — 34% Revenue Growth, 32% GMV, and AI Orders Tripling
https://www.youtube.com/watch?v=sV4_JGGz24Y Shopify just delivered what analysts called a "monster" quarter — more...
Eli Lilly Just Posted a Record $23 Billion Quarter — and Raised Its Outlook as Mounjaro and Zepbound Surge
https://www.youtube.com/watch?v=2atrF8MEKcY Eli Lilly just reported the biggest quarter in its 149-year history,...
Caterpillar Just Booked Its First $20 Billion Quarter — and Data Centers Are Fueling It
https://www.youtube.com/watch?v=LBuDeQlG-_E Caterpillar just posted the first $20 billion revenue quarter in its history, crushed earnings estimates, and raised its outlook...
Atkore Is Getting Bought for $3.8 Billion — Shareholders Just Won a 30% Premium
https://www.youtube.com/watch?v=P4vPXyemyJw Atkore agreed to be acquired by Prysmian for $95 a share in cash — a roughly 30% premium —...
Fortinet’s Billings Just Jumped 33% — Cybersecurity Demand Is Accelerating, Not Slowing
https://www.youtube.com/watch?v=95IYYPrUnnQ Fortinet grew revenue 26%, lifted its full-year guidance, and — the number that matters most for a security company...
Microsoft’s Azure Just Crossed $100 Billion — the Clearest Sign Yet of Who’s Winning AI
https://www.youtube.com/watch?v=BNfpucbuINk Microsoft beat on revenue and earnings, grew Azure 43%, and pushed its cloud past $100 billion in annual revenue...
IQVIA Just Posted Record Bookings and Raised Guidance — the Data Engine Behind Big Pharma
https://www.youtube.com/watch?v=pvd6grzbF5A IQVIA beat on earnings, raised its full-year guidance, and booked a record $3.15 billion of new research work. The...
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