Google, MN8 and Eos to Build Solar-and-Storage Project on West Virginia Coal Mine
MN8, Google and Eos will add 86 MW solar plus lithium and zinc batteries on a reclaimed coal mine to power the PJM grid and data centers.
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Vertiv to Acquire UtilityInnovation Group for $1.45 Billion to Speed Power for AI Data Centers
Vertiv will acquire UIG for $1.45B, plus earnout, to add microgrids and speed power for AI data centers. Close expected Q4 2026.
High Expectations, Soft Margins: Why CRDO Fell After Earnings
Credo beat Q1 estimates and guided Q2 sales higher, but CRDO sold off as growth slowed, GAAP margins fell, and costs jumped.
Beat, Raise, Sell: Palo Alto Networks Faces Growth-Deceleration Math
Palo Alto beat Q4 revenue and EPS and bought Console to add AI agents to Cortex. Shares still fell on slower ARR growth and a rich valuation.
MongoDB Q2: Fastest Growth in Years, Cautious Q3 Guide
Atlas grew 29% and full-year guidance was raised, but a sequential decline in Q3 revenue guidance and a stretched valuation sent MDB shares lower.
GitLab Stock Surges After Beating Estimates and Lifting Full-Year Guidance
GitLab beat Q2 estimates with $286.3M revenue and $0.24 EPS, raised FY2027 guidance, and cited strong bookings.