Earnings
Cerebras Faces Its First Earnings Test: A $24.6 Billion Backlog Meets a 95x Price Tag
The chipmaker Cerebras Systems steps into the earnings spotlight on Tuesday with its first quarterly report since going public —...
Heidelberg Druck’s High-Stakes Transformation: Dividend Zero, Net Loss Warning, and a €300M Drone Bet
Heidelberger Druckmaschinen is heading for a net loss in the low double-digit millions in the 2026/27 financial year, management has...
Cerebras Showcases Its 50-Times-Larger Chip in Singapore as First Earnings Test Approaches
On a conference stage in Singapore, Cerebras Systems chief strategist Andy Hock held up the company’s Wafer Scale Engine —...
Micron’s Rally Has Already Priced In a Memory Squeeze — Now Earnings Must Prove It’s Real
The narrative around Micron has shifted from cyclical memory maker to essential AI infrastructure supplier, and the stock’s near-tripling this...
Cerebras Races Into First Earnings Report After Back-to-Back Double-Digit Gains
Cerebras Systems is heading into its maiden quarterly report as a public company with a burst of momentum that has...
ServiceNow’s Q1 Revenue Jumps 22% as AI Bet Pays Off, but Armis Price Tag Weighs on Margins
ServiceNow’s latest quarterly numbers tell a tale of two narratives. On one hand, the workflow automation giant delivered a 22%...
Inside Oracle’s Cash-Burning Engine: Record Demand, a $3 Billion Deal That Got Away, and a $40 Billion Capital Plea
For a company sitting on a $638 billion backlog — the largest in its history — Oracle is facing a...
BayWa’s Revenue Plunges 34% as Legal Probes Mount and Creditors Circle Ahead of Autumn Deadline
BayWa’s first-quarter revenue collapsed 34% to €2.3 billion, deepening the crisis for the embattled German agribusiness group as it juggles...
Heidelberg Druck Locks In €436M Credit Until 2030, Betting on Defense to Offset Core Woes
The German printing press manufacturer has bought itself long-term financial breathing room. Heidelberger Druckmaschinen extended its syndicated loan facility of...
Uranium Energy’s Q3: A Deliberate Revenue Drought Backed by $794 Million in Cash
Uranium Energy Corp (UEC) chose to sit on more than 1.5 million pounds of uranium during its fiscal third quarter...
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