Bloom Energy Turns a Profit and Doubles Its 2026 Outlook as AI Data Centers Drive Growth
Fuel-cell maker Bloom Energy doubles revenue to $1.065B in Q2, turns profitable, and lifts full-year outlook amid strong hyperscaler demand.
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Seagate Reports Blowout Results Powered by AI Storage Needs
AI demand lifts Seagate: Q4 revenue $3.63B, EPS $5.71. Company guides higher for next quarter as cloud providers expand.
Visa’s Payments Momentum Continues Despite Job Cuts and Restructuring Charge
Visa reports $11.6B revenue (+14%) and beats EPS estimates in fiscal Q3, while announcing 2,600 job cuts and a $563M restructuring charge.
Ford Lifts 2026 Guidance After Strong Truck Sales and Resilient Demand
Ford posted Q2 EPS of $0.42 and $48.3B revenue, beating forecasts. The automaker raised full-year adjusted EBIT guidance to $10–11 billion on strong pricing and resilient demand.
Corning on Pace for Biggest One-Day Drop Since 2002 After Soft Guidance
Corning shares plunge as cautious Q3 outlook overshadows strong Q2 results fueled by generative AI-driven optical demand.
Boeing Turns Positive Free Cash Flow Early, Eyes $1–3 Billion in 2026 as 737 Production Ramps
Boeing posts Q2 loss but turns free cash flow positive earlier than expected. Targets $1–3B FCF in 2026 as 737 production ramps to 47/month.