Circle Q2 Results: USDC Hits $73.3B as Real-World Adoption Takes Over
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ALAB Jumps on Beat-and-Raise as Scorpio X-Series Fabric Switches Ramp Ahead of Schedule
Astera Labs posts record Q2 revenue of $392.4M and guides for ~40% sequential growth in Q3, driven by Scorpio X-Series acceleration.
Piper Sandler Upgrades Kratos Defense to Overweight on Clearer Growth Path
Piper Sandler upgrades KTOS to Overweight ($75 PT). Clearer path via MACH-TB, engines & drones after strong Q2 results and raised 2026 guidance.
Rocket Lab Wins $397 Million Contract to Build Flatellites for Space Force Tracking Program
Rocket Lab will build and launch advanced Flatellites on Neutron for the Space Force’s SB-AMTI system, delivering persistent space-based aircraft tracking.
Teradata’s Strong Quarter Overshadowed by Cautious Q3 Revenue Guidance
Teradata’s solid Q2 beat on revenue, EPS & cash flow was overshadowed by weak Q3 guidance. ARR grew, but near-term softness sparked a sharp sell-off.
Arista Networks Hits First $3 Billion Quarter as AI Demand Supercharges Results
Arista Networks posts record $3.04B revenue and $1.02 adjusted EPS in Q2 2026, beating estimates as AI networking demand drives strong growth and higher guidance.