Equinix (EQIX) buy rating reaffirmed after Q2: strong dividend coverage, revenue/FFO growth and scale, but rich valuation and ...

Meta's first-half 2026 revenue hit $117 billion, driven by AI-powered advertising and engagement growth. Read the full ...

Alphabet maintains robust momentum, with Q2 2026 revenues up 24% YoY and strong outperformance versus analyst expectations.

Rowan Street’s Q2 2026 letter highlights Tesla's progress in FSD, Robotaxi operations, and infrastructure investment. Read ...

Piper Sandler began coverage of neoclouds CoreWeave with an Overweight rating and $151 price target and Nebius with a Neutral ...

Palantir's implied equity valuation increased to roughly ~$350 billion based on its basic share count. Find out why PLTR ...

Nextpower leverages its dominant tracker franchise to expand into higher-margin, non-tracker products. Click here to read an ...

Rowan Street initiated a position in Constellation Software in Q1 2026, highlighting the firm's durable business model. Read ...

Apple surpassed $10B in annual sales in India for the first time last fiscal year, highlighting increasing demand for its ...

Tetra Tech is a global leader in water-focused engineering and consulting, driven by aggressive acquisitions. Find out why ...

Porch Group offers software and services to its network of homeowners, giving it early access to homebuyers and property data ...

Project Prometheus is the first phase two project under the Genesis Mission and targets nuclear energy applications.