Value-added services growing 25%+ and a $20B buyback. July 28 is the date to watch.
85% revenue growth and a Rule of 40 score of 145% meet the market's hardest question.
Q2 earnings hit after close. Revenue growth of 25% and a network integration that changes the math.
One of the S&P 500’s top stocks of 2026 just entered correction territory. The fundamental case hasn’t...
Revenue up 40% and a $7.7B backlog. The real debate is the valuation.
A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.
A Meta nuclear PPA and record EBITDA are not yet in the price.
A Meta nuclear PPA and record Q1 adjusted EBITDA are not yet in the price.
A historic Q2 beat and raised guidance just reopened the managed care trade.