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ESS Tech signs 500 MWh sodium-ion framework LOI with Juniper Energy
ESS Tech's 500 MWh Juniper Energy LOI targets a 2027 California start, with Q2 results due 13 August and cash below $14M testing the sodium-ion pivot at NYSE.
Enlight Renewable Energy (ENLT) raises 2026 guidance as $2.6bn CO Bar buildout tests execution
Enlight Renewable Energy delivered 55% growth in second-quarter revenues and income and raised its 2026 outlook as new projects, electricity trading and stronger power prices lifted performance. The next test is whether the company can convert a rapidly expanding construction portfolio, led by Arizona’s CO Bar solar-storage complex, into durable cash flow without weakening capital discipline.
Fusion just pulled in another $1bn, and Commonwealth Fusion Systems is the market test
Commonwealth Fusion Systems’ latest $1 billion equity raise brings its total capital to $4 billion, but the real test is whether SPARC can unlock a financeable path to the ARC fusion power plant in Virginia.
Magic Leap layoffs rise to 269 as augmented reality pioneer abandons first-party devices
Magic Leap is eliminating 269 positions across Florida and California as it retreats from branded augmented reality devices and becomes an optics supplier for artificial intelligence glasses.
Google Flow Music gets Lyria 3.5 upgrade with sharper vocals and lyrics
Alphabet ships Lyria 3.5 to Google Flow Music on Q2 earnings day, as Suno's D. Mass. summary judgment and GEMA's 31 July Munich verdict test AI music training.
Verizon (NYSE: VZ) jumps 6% as AI fiber widens the turnaround story
Verizon stock jumped 6% as subscribers and cash flow improved. Can its Google AI fiber deal add a durable new growth engine?
Alphabet Q2 revenue jumps 24% as Google Cloud surges 82%, but $205bn AI capex pressures GOOGL
Alphabet’s artificial intelligence strategy produced exceptional Google Cloud growth and stronger operating margins, but record infrastructure spending pushed quarterly free cash flow below zero. The second-quarter numbers have shifted the investor debate from whether artificial intelligence is generating demand to whether Alphabet can fund that demand without weakening capital returns.
Hut 8 (NASDAQ: HUT) rises 10% after $9.8bn AI data-centre lease
Hut 8 has fully contracted its one-gigawatt Beacon Point campus, but investors must separate headline lease value from construction, financing and delivery economics.
Steel River Energy Center: Can Cypress Creek deliver America’s largest solar project with storage by 2029?
Cypress Creek and Google start the 2.5 GW Steel River project, combining solar, storage and Arkansas manufacturing to serve rising regional power demand.
Why Google’s first European fusion cheque went to Proxima Fusion, not a tokamak
Proxima Fusion's €411m Series A2 at a €2.4bn valuation brings RWE and Google onto the register but leaves the Alpha stellarator budget to a future round.