Browsing Tag
NASDAQ
801 posts
SB Energy heads for IPO with $439bn backlog and Nvidia committing $3bn
SoftBank-backed SB Energy has filed for a Nasdaq IPO with about $439 billion of contracted backlog and 8.8 GW of data-centre capacity contracted or under construction. Yet none of its data centres is operating today, first-half revenue was only $138.7 million and the company reported a $3.21 billion net loss distorted heavily by OpenAI warrant revaluation. The listing will test how much public investors are prepared to pay today for AI infrastructure cash flows stretching decades into the future.
Science Applications International raises 2027 outlook as revenue grows and shares jump 8%
Science Applications International shares jumped 8% after stronger revenue and a major 2027 guidance raise, but weak bookings remain a key risk.
ARRAY Technologies closes Affordable Wire Management acquisition to target storage and data centers
ARRAY Technologies completes its $203 million Affordable Wire Management deal, expanding beyond solar into storage and data-center infrastructure.
LexinFintech faces funding squeeze as quarterly profit plunges and loan outlook weakens
LexinFintech profit plunged 80% as funding tightened, and management now warns of a possible third-quarter loss. See what investors face next.
Marvell (Nasdaq: MRVL) crashes 10% as Google AI payoff shifts to FY29
Marvell fell 10% despite record Q2 sales and higher forecasts. Can Google custom silicon justify MRVL's premium as bigger revenue shifts to FY29?
Hecate Energy’s $1.2bn public listing moves forward after lender issues are resolved
Hecate Energy clears a major hurdle to its $1.2 billion Nasdaq deal as its 47 GW power pipeline targets surging U.S. data-center demand.
HealthEquity revenue reaches $351m as HSA growth and AI efficiencies lift margins
HealthEquity HSA assets reached $37.9B as Q2 profit rose, EBITDA margin hit 48% and management raised fiscal 2027 guidance.
Bilibili users reach 117m a day as advertising becomes its largest revenue business
Bilibili Q2 profit jumped 55% as advertising revenue surged 28%, users spent 113 minutes daily and gross margin improved again.
NVIDIA forecasts first $100bn quarter as Data Center revenue surges 117%
NVIDIA Q2 revenue doubled to $96.2B as Data Center sales hit $89B and Q3 guidance reached a record $108B.
Li Auto forecasts return to delivery growth as Q2 revenue drops to RMB25.7bn
Li Auto Q2 revenue fell 15% as it posted a RMB1.7B loss, but vehicle margins improved and Q3 guidance points to renewed delivery growth.