Tesla Q3 Earnings Miss Expectations Despite Record EV Sales
Tesla reported record Q3 revenue of $28.1B, but profit missed Wall Street estimates. Rising costs, shifting trade policies, and fading tax credits are squeezing margins.
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IBM Misses Red Hat Growth Target Despite Strong AI and Mainframe Sales
IBM’s Q3 results beat profit estimates but fell short on Red Hat growth, sparking investor concern. Strong AI and mainframe sales drove overall revenue to $16.3B.
Vicor Stock Soars 29% as AI Boom Fuels New Growth
Vicor jumps 29% after strong earnings and AI-driven demand for its power systems. Analysts upgrade the stock to Buy with a $90 price target.
Amphenol Posts Record Q3 2025 Results on Strong AI Data Center Demand
Amphenol reported record third-quarter 2025 sales and profit, fueled by surging demand from AI data centers and continued growth across key markets.
GE Vernova Surges as AI Power Demand Boosts Third-Quarter Profits
GE Vernova’s Q3 profit beat expectations, fueled by record power demand from AI-driven data centers and booming equipment orders. Shares jump as grid and turbine businesses expand rapidly.
Applied Digital Signs $5 Billion AI Lease with Major U.S. Hyperscaler in North Dakota
Applied Digital inks a $5 billion, 15-year deal with a top U.S. hyperscaler to provide 200 MW of AI data capacity at its new Polaris Forge 2 campus in North Dakota—boosting its total leased capacity to 600 MW.