Browsing Tag
NASDAQ
801 posts
Noodles & Company (NASDAQ: NDLS) jumps 24% as turnaround gains traction
Noodles & Company stock jumped 24% as sales and margins improved. Can the NDLS turnaround overcome debt and refinancing risks?
Intel (INTC) taps Lens Technology for glass substrate collaboration on AI packaging
Intel and Lens Technology signed a mostly non-binding MOU on through-glass via packaging, betting on the yield problem gating 2030 glass substrate scaling.
CoreWeave company profile: How a crypto miner built a $99.4bn AI cloud backlog
CoreWeave has transformed from a cryptocurrency-mining operation into one of the world’s fastest-growing artificial intelligence cloud providers, securing major commitments from Microsoft Corporation, OpenAI, Meta Platforms, Inc., Anthropic and Jane Street. Its $99.4 billion revenue backlog offers extraordinary visibility, but heavy debt, customer concentration and a planned $31 billion to $35 billion capital programme make execution as important as demand.
VeriSign (NASDAQ: VRSN) gains 7% as .web and domain growth lift outlook
VeriSign stock gained 7% as domain growth accelerated and .web moved closer to launch. Can VRSN justify its premium valuation?
Nebius Group company profile: How the former Yandex parent became an NVIDIA-backed AI cloud contender
Nebius Group has rapidly transformed the international assets retained after the breakup of Yandex into a full-stack artificial intelligence cloud platform. Contracts with Microsoft Corporation and Meta Platforms, Inc., a $2 billion investment from NVIDIA Corporation and sharply accelerating revenue have strengthened its position, but capital intensity, customer concentration and a premium valuation leave little room for execution errors.
IREN Limited company profile: Can a Bitcoin miner become a $4bn AI cloud platform?
IREN Limited is attempting one of the technology sector’s most ambitious business-model transitions, converting power-rich Bitcoin mining infrastructure into an artificial intelligence cloud platform. Contracts with Microsoft Corporation, NVIDIA Corporation and several AI developers have strengthened its growth case, but the gap between contracted annualised revenue and recognised financial results remains the critical issue for investors.
MaxLinear (NASDAQ: MXL) slides 22% as AI expectations outrun its Q2 beat
MaxLinear stock fell 22% despite strong Q2 results. Can optical AI growth, rising margins and Q3 guidance justify MXL’s valuation?
Wall Street welcomes Repligen’s $1.5bn BioLife deal, but integration now matters
Repligen’s $1.5bn BioLife deal targets recurring cell therapy revenue. See why investors welcomed the bet and where execution risk remains.
One leadership change, several major catalysts: What Vir Biotechnology must prove next
Vir Biotechnology’s finance leadership change comes as the biotechnology company manages more than $1 billion of financial resources, an important Astellas Pharma alliance and several potentially valuation-shaping clinical milestones.
Scribe Therapeutics IPO raises $128.7m as CRISPR biotech prepares to trade as SCTX
Scribe Therapeutics expanded the offering by 20% and priced shares at the top of its range, strengthening its balance sheet before crucial STX-1150 human data expected in 2027.