Marvell Beats Earnings but Stock Falls on Margin Guidance
Marvell posted record $2.74B revenue and beat EPS, yet shares fell after hours as Q3 gross-margin guidance slipped on custom-chip mix.
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Generac Stock Slides After Trump Grid-Equipment Order; Wells Fargo Stays Overweight
Investors worry about Baudouin engines in Generac’s 2.25–3.25 MW data-center units. Wells Fargo: mostly standby U.S.-assembled packages.
T1 Energy Moves to Turn Former Battery Factory Into AI Data Center
T1 Energy won local approval to rezone part of its idle Giga Arctic plant in Mo i Rana, Norway, for a data center that could open at 50 MW in 2027.
NASA Awards Infleqtion $20 Million to Advance World’s First Space Quantum Gravity Sensor
Total funding now $40M; hardware work runs through 2027 with a 2030 orbit demo.
Best Buy Beat Estimates. Costs and High Expectations Hit the Stock.
Best Buy raised full-year forecasts after a Q2 beat. Investors focused on rising costs, weaker product margins, and modest Q3 guidance.
Why Dollar General Jumped and Dollar Tree Slid After Earnings
Dollar General’s Q2 showed traffic-led comps and a real guidance raise. Dollar Tree’s EPS jump was mostly tariff refunds it plans to reinvest in Q3.