Nebius Group Q4 2025 Earnings: Strong Growth Despite Missing Estimates
Nebius Group reports Q4 2025 revenue of $227.7M (up 547% YoY) and full-year $529.8M. ARR hits $1.25B, EBITDA turns positive, targeting $7–9B ARR in 2026.
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Fermi America Teams Up with Hyundai to Restart Big Nuclear Power in the US
Fermi America is partnering with Hyundai E&C to build massive nuclear plants for Project Matador in Texas. This could power AI data centers and restart large-scale US nuclear construction.
Quantum Computing Stocks: Analyst Shifts Views on Rigetti and D-Wave
TD Cowen analyst updates ratings on Rigetti Computing and initiates coverage on D-Wave Quantum – one faces valuation and competition risks, while the other gets a positive nod for its tech edge.
Big Twist in Hollywood Mega-Deal: Activist Investor Challenges Warner Bros. Netflix Sale
Activist investor Ancora Holdings buys $200M stake in Warner Bros. Discovery, slams the $83B Netflix deal as inferior, and pushes for Paramount's rival offer in a heated Hollywood takeover battle.
AppLovin Crushes Q4 Expectations with Strong Beats and Bullish Q1 Outlook
AppLovin (APP) posted impressive Q4 2025 earnings with revenue and profits exceeding forecasts, plus upbeat Q1 2026 guidance—yet shares dipped after hours amid market jitters.
Cisco's Q2 Earnings: Mixed Signals with AI Wins and Margin Worries
Cisco reports strong Q2 results driven by AI, but lower-than-expected profit margins spark stock dip.