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Austin
59 posts
Oracle (ORCL) reports $19.3bn Q1 FY27 revenue as IaaS reaches $7.4bn
Oracle delivered 121% infrastructure cloud growth and added 850 MW of data center capacity in its fiscal first quarter, but $28.5 billion of capital expenditure and negative free cash flow keep the economics of its AI expansion under scrutiny.
Why SCHEELS thinks a Ferris wheel and aquarium belong inside a sporting goods store
SCHEELS opens a 300,000-square-foot Texas store, testing whether costly experiential retail can turn destination traffic into durable store economics.
S.NATURE gets Sephora shelf space, but can Aqua Squalane win repeat U.S. demand?
S.NATURE’s Sephora debut puts its Aqua Squalane line before U.S. shoppers, testing whether Korean beauty momentum can become lasting U.S. retail demand.
T1 Energy sales hit $250m as $135m solar IP deal raises the stakes for U.S. expansion
T1 Energy posted $250 million in Q2 sales while expanding U.S. solar manufacturing. See why financing and dilution remain key risks.
Emerson (NYSE: EMR) rolls out PACEdge 3.0 with AI capability for industrial edge
Emerson's PACEdge 3.0 pushes AI and containerised workloads to the industrial edge, and the read is whether it accelerates $1.68bn software ACV growth.
BAE Systems raises FY26 outlook as H1 sales climb 9% and free cash flow hits ÂŁ1.79bn
BAE Systems lifted every 2026 guidance line after 9% H1 sales growth and ÂŁ1.79bn free cash flow, yet BAESY fell 8.3% after hours as the premium is tested.
Halcyon launches File Resilience as ransomware defence shifts from recovery to stopping encryption
Halcyon’s File Resilience operates at the Windows kernel level to interrupt unauthorised file encryption, but enterprise adoption will depend on reliability, compatibility and proof that the technology can withstand production-scale attacks.
Emerson expands NI Nigel AI as $EMR targets a 50% reduction in test development workloads
Emerson’s NI Nigel AI can now generate LabVIEW code and TestStand sequences, extending artificial intelligence across engineering validation while raising new questions around adoption, accuracy and monetisation.
CrowdStrike taps Cerebras inference to advance Falcon AI Detection and Response
CrowdStrike and Cerebras are pairing Falcon AIDR with high-speed inference, sharpening CRWD and CBRS exposure to real-time AI cybersecurity
Tesla (TSLA) falls 7.5% despite record Q2 deliveries as margins face July test
Tesla delivered 480,126 vehicles and lost 7.5%. July earnings must show whether record volumes can fund its US$25bn AI and robotaxi bet.