Atomos (ASX: AMS) has launched seven Flanders Scientific QD-OLED monitors priced up to 48% below flagship models, shipping this month. Shares rose 57% intraday. #ASX #Technology #Video #Atomos
Full read:
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Supermicro (NASDAQ: SMCI) posted record US$19.9B revenue, up 298%, yet shares fell 5.7%. One customer drove 44% of sales. What's worrying investors. #SMCI #AI #Nasdaq #Supermicro #DataCenter
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Eagers Automotive (ASX: APE) expects record 2026 revenue of A$17.3-17.5bn, up at least 30%. Underlying return on sales is guided to 2.8-3.0% as Australian margins face pressure. #ASX #Automotive #Canada #APE
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FortifAI (ASX: FTI) has appointed ex-NVIDIA and Elastic sales leader Jason Brushe as chief revenue officer as Nol8 moves into commercial execution. #AI #Technology #ASX #FTI #FortifAI
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Amazon gained 2.2% after Phillip Securities upgraded its shares to Buy and raised its target. AWS revenue grew 39.3%, but US$220bn in planned 2026 capex keeps cash flow under pressure. #Amazon #AMZN #AWS #Nasdaq
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Palantir delivered 96% revenue growth and lifted its 2026 outlook. But U.S. commercial contract value growth slowed to 11%, raising a key question about the durability of its AI sales momentum. #Palantir #PLTR #AI #Nasdaq
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AMD fell 10.88% after Intel’s PC outlook rattled chip stocks. With data-centre revenue up 107% in Q2, Tuesday’s results must show AI demand converting into shipments and margins. #AMD #Semiconductors #LargeCap #Nasdaq #Wallstreet #Technology
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ResMed’s Q1 FY27 report showed 8% growth in Sleep and Breathing Health revenue and more than US$1bn returned to shareholders. The MatrixCare gain lifted reported earnings. #ResMed #Healthcare #NYSE #Wallstreet #ResMed #USA
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INOVIQ has signed a validation and licence option agreement with Sonic Healthcare USA for its EXO-OC ovarian cancer test.
#ASX #Biotech #Diagnostics #Inoviq #SoniqHealthcare #USA
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The ASX fell 0.44% by midday as supermarket, technology and mining stocks weighed on the market. KMD Brands rallied on takeover discussions, while investors braced for Tuesday’s RBA decision. #ASX #KMD #Markets #ASX #RBA #WallStreet
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Eli Lilly shares jumped 6.63% after Q3 revenue rose 39% to US$24.4bn. Mounjaro and Zepbound drove growth, while acquisition charges pushed the adjusted EPS outlook lower. #LLY #Pharma #Healthcare #NYSE #Wallstreet #ELILILLY
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Intel shares fell nearly 23% in extended trading after its Q4 guidance missed expectations. Strong data-centre growth could not offset weaker PC demand, manufacturing constraints and foundry losses. #Intel #NASDAQ #Semiconductors #wallstreet
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DXN shares plunged 54.72% by 12:18pm AEDT, despite Q1 revenue rising 380% to A$3.4m. A cancelled AI contract and A$4.7m operating cash outflow complicate the growth story. #ASX #DXN #AIInfrastructure #Australia
Full read here:
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Stakk (ASX: SKK) lifted operating cash flow 193.6% to A$731,000, yet closing cash fell to A$11.8m following its US$63m ParaScript acquisition. The seller’s note adds another financial commitment. #ASX #Fintech #Technology #Stakk
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Microsoft (NASDAQ: MSFT) delivered 19% revenue growth to US$92.3bn as Azure surged 48% in fiscal Q1. #NASDAQ #MSFT #AI #CloudComputing #Microsoft #Azure #Wallstreet
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Alphabet (NASDAQ: GOOGL) Q3 revenue climbed 25% to US$127.58bn. Google Cloud grew 103%, but free cash flow turned negative at US$9.07bn amid heavy AI investment. #Alphabet #AI #NASDAQ #Google #Nasdaq #Wallstreet
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GE Vernova (NYSE: GEV) lifted Q3 revenue 27% to US$12.64bn and raised 2026 guidance, but shares fell 1.90%. Its US$9bn Trench deal adds grid equipment capacity alongside financing and execution considerations. #Energy #GEV #NYSE #USA
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Micron (NASDAQ: MU) gained 5.86% as SK hynix reported record revenue and forecast memory shortages through 2030. Micron’s latest quarterly revenue reached US$54.23bn. #Micron #Semiconductors #AI #Nasdaq #WallStreet
Full read:
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SK Hynix (NASDAQ: SKHY) jumped 13.30% after reporting KRW 104.62tn in Q3 revenue and an 80% operating margin.
#Semiconductors #AI #SKHynix #Nasdaq #Wallstreet
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