Market-focused coverage of artificial intelligence companies, infrastructure spending, business models, and adoption. We examine the filings, financial metrics, and competitive forces behind the headlines.
Las Vegas data-center giant Switch confidentially filed to return to public markets, chasing a valuation up to $80B just four years after an $11B take-private by DigitalBridge and IFM.
Twilio delivered $1.50B in Q2 2026 revenue, up 22% reported and 17% organic, raised full-year growth guidance to 18-18.5%, and posted record $353M free cash flow.
Chris Power’s automated defense factory just landed $1.37B from a public-market-heavy Series D, with the Alabama submarine facility at the center.
Palantir Q2 2026 revenue hit $1.94B (+93% YoY), EPS $0.41 vs $0.34, US commercial +149% to $764M. FY26 guide raised to $8.15B. PLTR +29% to $162.66.
Amazon posted $200.6B in Q2 revenue and $27.5B operating income. AWS grew 37% — the fastest in 18 quarters — as AI demand pulls capex forward.
Microsoft’s Q4 FY2026 topped estimates: $90B revenue (+18%), $4.81 diluted EPS, and Azure crossed $100B annual. Shares jumped ~9% after hours on July 29.
Amkor Technology posted a record Q2 with $1.90B in sales, but a soft Q3 guide and heavy AI-packaging capex sent AMKR down nearly 25% on July 28.
Meta and BlackRock unveiled a $14 billion joint venture for a 1-gigawatt El Paso AI data center, financed by a $12B bond sale kept off Meta’s balance sheet.
China’s Zhongji Innolight priced a $6.81 billion Hong Kong listing at HK$980 a share, the exchange’s biggest IPO of 2026 and Asia’s second-largest, ahead of a July 30 debut.
Reddit surged 13.93% Tuesday as investors bid up shares on reports of higher AI data-licensing fees, spotlighting a maturing content-for-training market.