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#JKS #KGRN #GOOG #PL #SpaceX #CMPS #ITA #WDAF #TSM #NFLX #HON #QNT #Honeywell #FSLR #TAN #USO #FCG #BW #CRCL #AMD #INTC #QCOM #ARM #AMZN #ASPI #FTNT #NET #HIMX #ENVX #IFNNY #QUBT #ACHR #HIMS #TSEM #MDB #AUR #KDK #TE #NPWR #NXT #USAR #QBTS #EOSE #BWXT
10 hours ago | [YT] | 2
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WealthWise
Tower Semiconductor received bullish commentary from Susquehanna after reporting stronger-than-expected Q1 results and guidance, driven by continued momentum in RF infrastructure, silicon photonics, and Silicon Germanium technologies tied to AI and high-speed connectivity demand.
Susquehanna analysts led by Mehdi Hosseini said, “We now expect the company to exit 2027 at an annualized EPS of ~$7, rising to ~$8 by the end of 2028, with prospects of upside beyond these levels.”
Silicon Germanium (SiGe) is a semiconductor material that combines silicon with germanium to improve transistor speed, power efficiency, and high-frequency performance. It is widely used in RF chips, high-speed networking, AI optical interconnects, 5G infrastructure, automotive radar, and advanced communications systems because it can process very high-frequency signals more efficiently than traditional silicon.
#TowerSemiconductor #TSEM #SiliconPhotonics #SiGe #RFChips #Semiconductors #AIInfrastructure #Photonics #5G #Networking #DataCenters #OpticalInterconnects #AI #ChipStocks #CommunicationsChips
2 days ago | [YT] | 5
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Spire Global reported Q1 GAAP EPS of -$0.78, missing estimates by $0.09, while revenue of $15.83M fell 33.8% year over year but beat consensus by $0.75M.
Despite the revenue decline, management reaffirmed its full-year outlook and said growth remains heavily weighted toward the second half of 2026.
CEO Theresa Condor said, “Our 50% full year growth guidance is unchanged,” adding that the business remains “second half-weighted.”
Condor also highlighted the company’s satellite scale and manufacturing footprint, stating, “We have launched more than 240 satellites across more than 40 campaigns, and we have reserved launch capacity through 2028,” while adding, “We have operational scaled transatlantic manufacturing with production facilities in the U.S., Europe and the U.K.”
CFO Alison Engel said the company is “maintaining our full year 2026 guidance,” including revenue of $75M-$85M, adjusted EBITDA of negative $26M to negative $20.7M, and non-GAAP EPS of -$0.93 to -$0.79.
#SpireGlobal #Satellites #SpaceTech #EarthObservation #SpaceEconomy #Aerospace #SatelliteData #Space #NewSpace #LEO #Geospatial #SpaceInfrastructure #TechStocks #SatelliteCommunications #SPIR
2 days ago | [YT] | 1
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Ondas Holdings reported Q1 revenue of $50.1M, up more than 10x year over year and 66% sequentially, driven by accelerating demand for autonomous drones, counter-drone systems, and robotics platforms.
The company ended the quarter with a pro forma backlog of $457M, up sharply from $68.3M at the end of Q4 2025, significantly boosting long-term revenue visibility.
Management now expects at least ~$390M in 2026 revenue, implying roughly 670% growth from 2025 levels, though EBITDA losses are expected to remain elevated as the company continues expanding aggressively.
#Ondas #Drones #AutonomousSystems #Robotics #DefenseTech #CounterDrone #AI #MilitaryTech #AerialRobotics #DroneTechnology #Autonomy #DefenseStocks #UAV #ArtificialIntelligence #TechStocks
2 days ago | [YT] | 2
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Cerebras Systems surged in its market debut, with shares opening at $350, briefly spiking to $385 before a volatility halt, and closing at $311.
The company is gaining attention for its Wafer-Scale Engine 3 (WSE-3), which Cerebras says is the world’s fastest commercial AI processor.
The chip is designed as a giant wafer-scale architecture that the company claims is 58x larger than leading GPUs and capable of delivering AI inference speeds up to 15x faster than competing GPU-based systems while using less power.
Cerebras reported 2025 revenue of $510M, up 76% year over year, while swinging to net income of $237.8M from a large prior-year loss. Gross margin improved from 12% in 2022 to 39% in 2026, and the company disclosed a backlog of $24.6B.
The IPO momentum follows several major AI infrastructure wins. Last month, Cerebras announced a $20B agreement with OpenAI to provide AI servers over three years, and earlier this year partnered with Amazon on AI inference-focused data center infrastructure.
The company positions itself as a challenger to Nvidia in high-speed inference and large-scale AI computing.
#Cerebras #AI #ArtificialIntelligence #Semiconductors #AIInfrastructure #Inference #DataCenters #Chips #Nvidia #OpenAI #Amazon #WaferScale #GPU #MachineLearning #IPO
2 days ago | [YT] | 2
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Eos Energy Enterprises surged after announcing a partnership with Cerberus Capital Management and posting a major Q1 earnings beat.
Cerberus Capital Management and Eos Energy Enterprises are launching Frontier Power USA, a new company focused on building and operating long-duration energy storage projects using Eos’ zinc bromide-based Z3 battery technology, with the goal of becoming an independent power producer.
Eos reported Q1 GAAP EPS of $0.12, beating estimates by $0.34, while revenue jumped 445% Y/Y to $56.96M, topping expectations by $0.56M.
Growth was driven by automated battery production and a 5.7x increase in cube deliveries.
The company’s commercial opportunity pipeline expanded 56% Y/Y to $24.3B, while backlog reached $644.6M, representing 2.6 GWh as of March 31, 2026.
COO John Mahaz said “Cube output increased 467% versus Q1 ’25,” while direct labor per cube fell 47% Y/Y.
Management said Thorn Hill initial production remains on track for the end of Q2, with full production expected in Q4.
CEO Joe Mastrangelo and CFO Nathan Kroeker reiterated expectations for positive adjusted gross margin and positive adjusted EBITDA later this year. Kroeker also said Frontier projects could begin contributing delivery volume in 2026, with bigger momentum building into 2027 and beyond.
#EosEnergy #EOSE #EnergyStorage #Batteries #LongDurationStorage #GridStorage #CleanEnergy #Infrastructure #EnergyTransition #BatteryTechnology #Renewables #PowerGrid #ZincBromide
3 days ago | [YT] | 2
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Local Bounti reported Q1 GAAP EPS of -$0.53 on revenue of $13.33M, up 15% year over year, as the controlled-environment agriculture company continued improving profitability and expanding retail distribution.
Net loss narrowed sharply to $12.7M from $37.7M a year earlier, primarily driven by a $14.8M reduction in interest expense following debt restructuring completed in Q1 2025. Adjusted EBITDA loss improved 35% year over year to $5.7M from $8.8M.
CEO Kathleen Valiasek said, “Each of our 3 state-of-the-art facilities continues to operate at full harvestable capacity, with our entire run rate capacity committed to customers.”
The company also confirmed the launch of two previously announced retail partnerships. Valiasek said, “The 2 new retail accounts we announced last quarter have launched. The first is a 6-SKU placement with a large premier retail customer, covering more than 250 stores. The second is a large regional retailer.”
#LocalBounti #VerticalFarming #Agritech #FoodTech #Greenhouse #FreshProduce #Sustainability #IndoorFarming #AgricultureStocks #FoodSupply #Hydroponics #LOCL
3 days ago | [YT] | 1
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Ananym Capital argued BWXT shares could potentially double, citing the company’s shelved “mPower” small modular reactor program as a significant hidden asset. The activist investor said BWXT could still see roughly 45% upside even if it remains focused on supplying components to large reactors and SMRs.
BWXT, best known for supplying nuclear reactors to the U.S. Navy, is benefiting from rising demand for reliable baseload power, nuclear medicine, and commercial nuclear infrastructure.
However, the larger opportunity could come from reviving or partnering around its proprietary pressurized water reactor SMR technology, where no dominant player has emerged.
BWXT’s mPower reactor, originally developed in the early 2010s when the company was part of Babcock & Wilcox, was a 180-megawatt pressurized water SMR based on the same reactor architecture widely used by the U.S. Navy. The project was shelved between 2014 and 2017 due to weak customer demand and high licensing costs.
#BWXT #NuclearEnergy #SMR #AIInfrastructure #DataCenters #NuclearPower #EnergyTransition #SmallModularReactors #PowerGrid #EnergyStocks #Reactors
3 days ago | [YT] | 1
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The company posted Q1 non-GAAP EPS of $0.57, beating estimates by $0.01, while revenue rose 15.6% Y/Y to $414M, topping expectations by $3.02M.
Tower guided Q2 2026 revenue to a record $455M, above the $436.38M consensus, implying 22% Y/Y and 10% sequential growth. Management also said it expects sequential revenue and margin expansion throughout 2026.
Separately, Tower announced $1.3B in silicon photonics contracts for 2027, including $290M in prepayments. The agreements also contain larger wafer commitments for 2028, with additional prepayments expected by early 2027.
The company is expanding manufacturing capacity to support demand from more than 50 active silicon photonics customers and is targeting $2.8B in revenue and $750M in net profit by 2028.
#TowerSemiconductor #TSEM #Photonics #SiliconPhotonics #AIInfrastructure #Semiconductors #OpticalNetworking #Datacenter #Hyperscalers #AI #800G #16T #CoPackagedOptics #Foundry
3 days ago | [YT] | 0
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Evolv Technologies reported Q1 non-GAAP EPS of -$0.02, in line with expectations, while revenue rose 45% Y/Y to $46.3M, beating estimates by $2.6M.
The company said annual recurring revenue reached $127.3M, up 20% Y/Y. CEO John Kedzierski said Evolv remains on track to have “comfortably over 10,000 units deployed by the end of this year.”
Management highlighted growing traction for Expedite, its autonomous AI bag-screening platform, which now has more than 75 customers, up from roughly 1% of the customer base a year ago to about 6% today.
Evolv raised its 2026 revenue outlook to $175M-$180M from $172M-$178M and expects year-end ARR of $145M-$150M, representing 20%-25% annual growth.
CFO Chris Kutsor said Q2 revenue is expected to decline sequentially due to fulfillment timing and backlog mix, adding demand trends remain strong.
#Evolv #EVLV #SecurityTech #ArtificialIntelligence #ComputerVision #PhysicalSecurity #EnterpriseTech #AIInfrastructure #PublicSafety
3 days ago | [YT] | 2
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