Data center royalties doubled. Now the Arm AGI CPU bet has to convert.
Record orders and 58% revenue growth collide with an $18.7B debt load at Q2 earnings.
Revenue up 53%, a $19B full-year target, and an AMD deal land ahead of Q2 earnings.
The turnaround is real. The valuation at 45x earnings leaves no room for a miss.
Total platform assets hit $307 billion. The prediction markets bet could be worth $1.7 billion.
A $20B fiber acquisition, 30M new passings, and the first full Frontier quarter drops this morning.
NATO rearming and the Hormuz war just made defense the most visible trade of Q2.
A $2 trillion quarter in rated issuance and an AI pivot that is already moving margins.
The CFO already told you Q2 billing growth is running above a three-year high.
Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.