Leon Neal/Getty Images News Northrop Grumman ( NOC ) on Monday said it’s moving forward in the race to field autonomous combat aircraft, announcing that its Talon Blue platform has been designated the YFQ-48A by the U.S. Air Force as part of the service’s Collaborative Combat Aircraft program. The YFQ-48A Talon Blue is the Air Force variant within Northrop Grumman’s ( NOC ) internally funded Proje...
Leon Neal/Getty Images News Northrop Grumman ( NOC ) on Monday said it’s moving forward in the race to field autonomous combat aircraft, announcing that its Talon Blue platform has been designated the YFQ-48A by the U.S. Air Force as part of the service’s Collaborative Combat Aircraft program. The YFQ-48A Talon Blue is the Air Force variant within Northrop Grumman’s ( NOC ) internally funded Project Talon portfolio, which focuses on developing modular, lower-cost and rapidly deployable autonomous aircraft designed to operate alongside crewed fighter jets. The designation signals formal alignment between the company’s efforts and the Air Force’s push to accelerate acquisition of next-generation autonomous systems. For investors, the shift toward autonomous military systems signals a potential multiyear growth cycle for defense contractors with strength in software, artificial intelligence, advanced manufacturing and scalable production. As militaries around the world prepare for more contested, data-driven battlefields, autonomous systems are increasingly seen as essential force multipliers rather than experimental add-ons. From Ukraine to the Indo-Pacific, drones and AI-enabled platforms have demonstrated how lower-cost, unmanned systems can extend reach, absorb risk and accelerate decision-making without putting pilots or soldiers directly in harm’s way. The U.S. Air Force’s Collaborative Combat Aircraft program reflects this shift, aiming to pair crewed fighters with autonomous “wingmen” that can conduct surveillance, electronic warfare or strike missions in tandem. Similar initiatives across Europe and Asia underscore a broader strategic pivot: autonomy is becoming central to airpower doctrine, procurement strategy and deterrence planning in an era defined by speed, scale and survivability. Digital backbone Northrop Grumman ( NOC ) said Talon Blue is designed to function as an autonomous “wingman,” supporting piloted aircraft in contested environments. The aircra...
Nvidia has expanded its partnership with Meta to supply data center CPUs and GPUs, moving directly into Intel’s core CPU territory. The deal positions Nvidia as a larger supplier for Meta’s AI and cloud infrastructure, an area where Intel has historically been a key CPU provider. This development arrives as NasdaqGS:INTC is working through supply constraints and investing heavily in manufacturing ...
Nvidia has expanded its partnership with Meta to supply data center CPUs and GPUs, moving directly into Intel’s core CPU territory. The deal positions Nvidia as a larger supplier for Meta’s AI and cloud infrastructure, an area where Intel has historically been a key CPU provider. This development arrives as NasdaqGS:INTC is working through supply constraints and investing heavily in manufacturing and internal turnaround efforts. For you as an Intel watcher, this move puts fresh attention...
akinbostanci/E+ via Getty Images Introduction & Investment Thesis The YTD damage in the current SaaSpocalypse has been brutal, with Atlassian Corporation (NASDAQ: TEAM ) likely being hit the hardest, with its stock down 53% YTD, despite the company reporting accelerating revenue growth in its Q2 FY26 earnings , along with a 200 basis point sequential gain in RPO (Remaining Performance Obligations)...
akinbostanci/E+ via Getty Images Introduction & Investment Thesis The YTD damage in the current SaaSpocalypse has been brutal, with Atlassian Corporation (NASDAQ: TEAM ) likely being hit the hardest, with its stock down 53% YTD, despite the company reporting accelerating revenue growth in its Q2 FY26 earnings , along with a 200 basis point sequential gain in RPO (Remaining Performance Obligations) and NRR (Net Retention Rates) ticking up for the third consecutive quarter. The thing is that investors are convinced as Agentic AI rewrites the software tech stack, where Atlassian’s project management workflow faces a growing risk of commoditization as the cost of creating software goes to zero. While Atlassian is sprinting ahead with its AI-powered “Collections” roadmap, where the idea is to move away from standalone apps to a curated set of apps and AI agents that are built on top of the Atlassian platform, it has not been able to move the needle. At this point, consensus estimates are revising their forward revenue and earnings estimates lower. The thing is that markets are probably going to be on standby for the next few quarters as they look for evidence of durable strength in Atlassian’s backlog and net retention rates. Till then, it is hard to assign a price-to-earnings multiple with no trigger to call a bottom. What's Working So Far With Atlassian? When Atlassian reported its Q2 FY26 earnings, the revenue growth rate accelerated sequentially, up 23% YoY to $1.6B, along with RPO that also gained 200 basis points sequentially, growing 44% YoY, and NRR ticking up for the third consecutive quarter at 120%. This was driven by paid seat expansion, higher average revenue per user, and cross-selling of additional products, especially in their Cloud offering, which grew at a steady pace of 26% YoY, contributing over 67% of revenue. Q2 FY26 Shareholder Letter: Revenue breakdown by deployments On top of that, Atlassian also closed a record number of deals with $1M+ ACV (Ann...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of tariff uncertainty on tech. Plus, AI disruption continues to rattle shares during a busy week of earnings that includes Nvidia and Salesforce. And, Bitcoin has not been immune to the anxiety, sliding below $65,000 at one point for a second time this month. (Source: Bloomberg)
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of tariff uncertainty on tech. Plus, AI disruption continues to rattle shares during a busy week of earnings that includes Nvidia and Salesforce. And, Bitcoin has not been immune to the anxiety, sliding below $65,000 at one point for a second time this month. (Source: Bloomberg)
Controversial doctor steps down as contributor after Epstein files reveal communication between the two men Controversial longevity expert Dr Peter Attia has resigned from his post as a CBS News contributor after correspondence between Attia and convicted sex trafficker Jeffrey Epstein was made public. The Hollywood Reporter first broke the news of Attia’s departure. Continue reading...
Controversial doctor steps down as contributor after Epstein files reveal communication between the two men Controversial longevity expert Dr Peter Attia has resigned from his post as a CBS News contributor after correspondence between Attia and convicted sex trafficker Jeffrey Epstein was made public. The Hollywood Reporter first broke the news of Attia’s departure. Continue reading...
peterschreiber.media/iStock via Getty Images American Electric Power's ( AEP ) Southwestern Electric Power announced Monday a new data center investment from Amazon ( AMZN ) that company leaders called "the most significant economic development win northwest Louisiana has seen in a generation," but no specifics were provided. The investment will bring new utility infrastructure upgrades that will ...
peterschreiber.media/iStock via Getty Images American Electric Power's ( AEP ) Southwestern Electric Power announced Monday a new data center investment from Amazon ( AMZN ) that company leaders called "the most significant economic development win northwest Louisiana has seen in a generation," but no specifics were provided. The investment will bring new utility infrastructure upgrades that will "deliver meaningful, long-term benefits for SWEPCO customers while also supporting Amazon's data center operations," AEP ( AEP ) said. All costs associated with any project-specific improvements - including substations, transmission lines, or specialized equipment - will be fully covered by Amazon ( AMZN ) and will not be passed on to existing SWEPCO residential or business customers, AEP ( AEP ) said. The infrastructure investments required to serve the new project will "strengthen the electric grid, enhance reliability, and help drive long‑term growth and resilience for communities across n orthwest Louisiana," the company said. More on American Electric Power American Electric Power: Strong Q4 Earnings Confirm Data Centers Are A Catalyst American Electric Power: Unmatched Reach Makes It A Buy American Electric Power Q4 2025 Earnings Call Presentation
If you're wondering about whether to invest $2,000 into Bitcoin (CRYPTO: BTC) or XRP (CRYPTO: XRP) for the purpose of a five-year hold, it's probably the case that both assets can do fairly well over that time. But that doesn't mean their odds of strong performance are equal, and the fact of the matter is that one of the pair is a bit more likely to take the prize. Let's compare and contrast these...
If you're wondering about whether to invest $2,000 into Bitcoin (CRYPTO: BTC) or XRP (CRYPTO: XRP) for the purpose of a five-year hold, it's probably the case that both assets can do fairly well over that time. But that doesn't mean their odds of strong performance are equal, and the fact of the matter is that one of the pair is a bit more likely to take the prize. Let's compare and contrast these two coins to see why that is. Image source: Getty Images. Continue reading
If you are trying to figure out whether Advanced Micro Devices at around US$200 per share still offers value, this article walks through what the current price may and may not be reflecting. The stock has seen a 3.5% decline over the last 7 days and a 22.9% decline over the last 30 days, even though the 1 year return sits at 80.6% and the 3 year return at 156.3%. Recent attention on AMD has center...
If you are trying to figure out whether Advanced Micro Devices at around US$200 per share still offers value, this article walks through what the current price may and may not be reflecting. The stock has seen a 3.5% decline over the last 7 days and a 22.9% decline over the last 30 days, even though the 1 year return sits at 80.6% and the 3 year return at 156.3%. Recent attention on AMD has centered on its role in high performance computing and graphics. Investors are closely watching how it...
Keysight press release ( KEYS ): Q1 Non-GAAP EPS of $2.17 beats by $0.17 . Revenue of $1.60B (+23.1% Y/Y) beats by $60M . Cash flow from operations was $441 million, compared to $378 million last year. Free cash flow was $407 million, compared to $346 million in the first quarter of 2025. As of January 31, 2026, cash, cash equivalents, and restricted cash totaled $2.20 billion. More on Keysight Ke...
Keysight press release ( KEYS ): Q1 Non-GAAP EPS of $2.17 beats by $0.17 . Revenue of $1.60B (+23.1% Y/Y) beats by $60M . Cash flow from operations was $441 million, compared to $378 million last year. Free cash flow was $407 million, compared to $346 million in the first quarter of 2025. As of January 31, 2026, cash, cash equivalents, and restricted cash totaled $2.20 billion. More on Keysight Keysight Technologies, Inc. (KEYS) Presents at Barclays 23rd Annual Global Technology Conference Transcript Keysight Technologies: Growth Opportunity May Be Priced In Keysight Technologies, Inc. (KEYS) Presents at UBS Global Technology and AI Conference 2025 Transcript Seeking Alpha’s Quant Rating on Keysight Historical earnings data for Keysight
Investing.com -- Amazon.com Inc (NASDAQ:AMZN) shares fell 2.5% in late trading Monday following the announcement of a massive infrastructure expansion in the American South. The tech giant revealed plans to invest $12 billion to establish its first data center campuses in northwest Louisiana to bolster its cloud and artificial intelligence capabilities. The project, spread across Caddo and Bossier...
Investing.com -- Amazon.com Inc (NASDAQ:AMZN) shares fell 2.5% in late trading Monday following the announcement of a massive infrastructure expansion in the American South. The tech giant revealed plans to invest $12 billion to establish its first data center campuses in northwest Louisiana to bolster its cloud and artificial intelligence capabilities. The project, spread across Caddo and Bossier Parishes, is expected to create 540 direct full-time jobs and support over 1,700 additional positio
BioMarin Pharmaceutical press release ( BMRN ): Q4 Non-GAAP EPS of $0.46 misses by $0.10 . Revenue of $875M (+17.1% Y/Y) beats by $39.97M . Outlook: Item 2025 Actuals 2026 Guidance Total Revenues $3,221 $3,325 to $3,425 vs consensus of $3.38B Enzyme Therapies $2,105 $2,225 to $2,275 VOXZOGO $927 $975 to $1,025 Other Revenues (1) $189 $100 to $125 Non-GAAP Diluted EPS (2)(3) $3.15 $4.95 to $5.15 vs...
BioMarin Pharmaceutical press release ( BMRN ): Q4 Non-GAAP EPS of $0.46 misses by $0.10 . Revenue of $875M (+17.1% Y/Y) beats by $39.97M . Outlook: Item 2025 Actuals 2026 Guidance Total Revenues $3,221 $3,325 to $3,425 vs consensus of $3.38B Enzyme Therapies $2,105 $2,225 to $2,275 VOXZOGO $927 $975 to $1,025 Other Revenues (1) $189 $100 to $125 Non-GAAP Diluted EPS (2)(3) $3.15 $4.95 to $5.15 vs consensus of $5.33 Click to enlarge More on BioMarin Pharmaceutical The Right Play On BioMarin Pharmaceuticals 44th Annual J.P. Morgan Healthcare Conference BioMarin Pharmaceutical Inc. (BMRN) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript BioMarin Pharmaceutical Q4 2025 Earnings Preview BioMarin prices $850M senior notes, completes $2B term loan syndication
Exclusive: Trump’s decision will be driven by envoys’ judgment on whether Iran is stalling on a nuclear deal Donald Trump ’s decision to order airstrikes against Iran will hinge in part on the judgment of Trump’s special envoys, Steve Witkoff and Jared Kushner, about whether Tehran is stalling over a deal to relinquish its capacity to produce nuclear weapons, according to people familiar with the ...
Exclusive: Trump’s decision will be driven by envoys’ judgment on whether Iran is stalling on a nuclear deal Donald Trump ’s decision to order airstrikes against Iran will hinge in part on the judgment of Trump’s special envoys, Steve Witkoff and Jared Kushner, about whether Tehran is stalling over a deal to relinquish its capacity to produce nuclear weapons, according to people familiar with the matter. The president has not made a final determination on any strikes, as the administration prepares for Iran to send its latest proposal this week, ahead of what officials have described as a last-ditch round of negotiations scheduled for Thursday in Geneva. Continue reading...
Hims & Hers Health press release ( HIMS ): Q4 GAAP EPS of $0.08 beats by $0.03 . Revenue of $617.82M (+28.4% Y/Y) in-line. Financial Outlook Hims & Hers is providing the following guidance: For the first quarter 2026, we expect: Revenue of $600 million to $625 million vs consensus of $652.59M. Adjusted EBITDA of $35 million to $55 million, reflecting an Adjusted EBITDA margin of 6% to 9%. For the ...
Hims & Hers Health press release ( HIMS ): Q4 GAAP EPS of $0.08 beats by $0.03 . Revenue of $617.82M (+28.4% Y/Y) in-line. Financial Outlook Hims & Hers is providing the following guidance: For the first quarter 2026, we expect: Revenue of $600 million to $625 million vs consensus of $652.59M. Adjusted EBITDA of $35 million to $55 million, reflecting an Adjusted EBITDA margin of 6% to 9%. For the full year 2026, we expect: Revenue of $2.7 billion to $2.9 billion vs consensus of $2.71B. Adjusted EBITDA of $300 million to $375 million, reflecting an Adjusted EBITDA margin of 11% to 13%. Shares -4.38% AH. More on Hims & Hers Health What Is HIMS Worth Without GLP-1? Earnings Preview Hims & Hers Health: 5 Key Questions Ahead Of Critical Q4 Earnings Hims & Hers: Does Big Pharma Always Win? (Rating Downgrade) Hims & Hers Health Q4 2025 Earnings Preview Key deals this week: Visa, Hims & Hers Health, Salesforce and more
Clearway Energy press release ( CWEN ): FY GAAP EPS of -$1.43 misses by $3.29 . Revenue of $1.43B (+4.4% Y/Y) in-line. The Company is reaffirming its 2026 full year CAFD guidance range of $470 million to $510 million. The midpoint of the 2026 financial guidance range is based on median renewable energy production estimates for the full year, while the range reflects a potential distribution of out...
Clearway Energy press release ( CWEN ): FY GAAP EPS of -$1.43 misses by $3.29 . Revenue of $1.43B (+4.4% Y/Y) in-line. The Company is reaffirming its 2026 full year CAFD guidance range of $470 million to $510 million. The midpoint of the 2026 financial guidance range is based on median renewable energy production estimates for the full year, while the range reflects a potential distribution of outcomes on resource and performance in the fiscal year. The guidance range also factors in completing committed growth investments on currently forecasted schedules. More on Clearway Energy, Inc. Clearway Energy Has Accelerating Growth From AI Buildout Clearway Energy, Inc. (CWEN.A) Presents at Jefferies - US Power, Utilities & Clean Energy Webinar Series Transcript Clearway Energy's Dividend Looks Good, And Its Pipeline Potentially Makes It Safe Clearway Energy subsidiary announces proposed offering of $500M of senior notes Seeking Alpha’s Quant Rating on Clearway Energy, Inc.