For The Better

Acquisitions and air defense plans reshape Swarmer’s strategy toward hardware.

XRP’s price may be lower than before, but its upside bids are starting to look improbable.

CoreWeave plunged over the last month, but the company is in a stronger position than investors think.

Compute power now drives nearly all revenue as the company reaches its first positive EBITDA quarter.

Management details margin targets and memory cost pressures ahead.

Branded growth and cost discipline kept margins climbing for 14 quarters.

Debt-free balance sheet and a SpaceX spectrum deal frame NextNav’s regulatory push.

New patient starts rose 30% as physician adoption of KOMZIFTI accelerated.

Sales growth returned as opportunistic deals rebuilt store traffic.

Foundry delays push volume production to 2028 despite a Foxconn milestone.

Asset sales and a $425 million note deal are reshaping the trust’s portfolio.

Cementing growth outpaced rig counts as management pivots toward higher returns.

Management sees its Akron Bio deal accelerating the path to profitability ahead.

Automation and a tax break lifted profits as new orders pile up.

Debt milestone reached, with free cash flow hitting $2.8 billion.

Early aerospace deliveries arrived, but a $1.8 million inventory write-down hit gross results.

Defense contracts and new funding set up a 2027 inflection point.

Revenue jumped 45% on new campuses, but EBITDA guidance was lowered.

Flow cell sales hit a quarterly record as supply constraints kept back orders elevated.

Burn-center rollout advances as international sales timing slips into 2027.