AI & Software Platforms

With a record $411M backlog and surging revenue, Redwire's strategic pivot to defense and space comes at a high cost. Can it turn growth into profit?

After a year focused on organic growth, the environmental firm posted record results and now plans a disciplined return to acquisitions in 2026.

PROCEPT BioRobotics reports record Aquablation procedures but lowers 2026 revenue guidance, signaling a strategic shift for long-term profitability.

Asbury Automotive nets $210M from strategic dealership sales, funneling capital into debt reduction and a massively expanded share repurchase program.

With broadband subscribers declining and competition mounting, all eyes are on Co-CEO Mike Cavanagh to outline Comcast's strategy at a key TMT conference.

Pennant Group posts record revenue and an aggressive 2026 outlook, but rapid expansion and regulatory headwinds present a complex path forward for the provider.

The diagnostics firm beat Q4 estimates with a 705% profit jump, driven by its Decipher and Afirma tests, and plans to launch two new products in 2026.

LSI Industries' acquisition of Royston Group creates a one-stop shop for retail branding, accelerating growth and reshaping the in-store experience.

With a booming subscription business and a focus on AI, Arlo Technologies is set to outline its future vision for the competitive smart home security market.

Riding a wave of AI-focused innovation, Everpure smashes records with its first billion-dollar quarter, signaling a new era in data intelligence.

Fintech giant Chime forecasts its first full year of GAAP profitability in 2026, propelled by its new ChimeCore platform, AI, and strong product growth.

With record revenue and key battery tech milestones met, Enovix is on the brink of powering smartphones, but manufacturing hurdles and cash burn remain.

The business solutions provider saw record growth in 2025, fueled by client wins, and now plans strategic tech investments while boosting shareholder value.

Quantum firm IonQ shatters revenue goals with $130M in 2025 and moves to acquire a chip foundry, signaling an aggressive push to own the quantum stack.

Y Combinator-backed Coinrule now offers AI-driven trading for stocks and ETFs, entering a competitive market under the watchful eye of regulators.

Global home care provider Dovida acquires U.S. franchise A Place At Home, bringing its international, person-centered model to an aging America.

A landmark summit in New Delhi launches a strategic tech partnership, aiming to build a sovereign 'third way' in AI and challenge global power dynamics.

A new venture plans to transform Los Angeles's legacy oil fields into clean power plants for the AI industry, bypassing an already strained energy grid.

Fresh off a pivot from fintech, T3 Defense lands $20M to acquire critical suppliers, aiming to fix bottlenecks in America's defense industrial base.

The nation's largest ENT practice is adopting Epic's EHR, promising unprecedented patient access and a more connected healthcare ecosystem. Here's what it means.