AST SpaceMobile (NASDAQ: ASTS) is moving closer to commercial scale with a growing satellite fleet, major carrier relationships, and an ambitious deployment plan. But new questions around competition, funding, and execution could be cause for concern.
IBM (NYSE: IBM) says delayed deals, rather than lost demand, played a major role in its Q2 weakness. Q3 could test that explanation. Software growth, Consulting revenue, Red Hat, and free cash flow may determine whether the historic sell-off looks temporary or signals a more diff
As of 11:38 AM ET, the S&P 500 (SNPINDEX:^GSPC) is down 0.91% to 7,734 as a hot inflation print weighs on sentiment. The Nasdaq Composite (NASDAQINDEX:^IXIC) is down 1.31% to 26,840 on tech weakness, and the Dow Jones Industrial Average (DJINDICES:^DJI) has slipped 0.09% to 5
Key PointsApplied Materials reported fiscal 2025 revenue of about $28.4 billion and a 24.7% net margin, with revenue up about 25% in the quarter ended July 26, 2026.
Marvell (NASDAQ: MRVL) is turning custom AI chip wins into a larger growth platform, with hyperscalers, optical connectivity, and a $18 billion fiscal 2028 revenue target strengthening the long-term story. The key question is whether that opportunity can grow fast enough to justi
(RTTNews) - On Wednesday, Honeywell Technologies (HON) launched Forge Cognition, an agentic AI and simulation platform developed with NVIDIA (NVDA) and Dell Technologies to manage operations across buildings, campuses and industrial facilities.