Planet Labs is maintained as a Buy before its September 3rd earnings report, despite a demanding 20x forward EV/sales multiple and a recent 50% drop in share price. The investment case relies on accelerating revenue growth, expanding government and defense contracts, international market expansion, and a shift toward higher-margin AI and analytics products. Key earnings expectations include beating the $104 million revenue consensus, maintaining or raising full-year 2027 guidance of $436 million, and showing improving margins and cash flow. While international deals and regulatory support bolster Planet Labs’ strategic position, failure to sustain growth could lead to significant valuation multiple compression.
During SpaceX's Q2 2026 earnings call, Elon Musk identified memory as the main bottleneck for AI compute expansion, surpassing power and GPU constraints. He highlighted that memory supply grows 20% annually while demand surges 200%, driving prices up...
The Bitcoin Rainbow Chart forecasts Bitcoin trading around $63,800 by early September 2026, a slight increase from its current price near $63,258. This model uses historical price trends and a logarithmic growth curve to assess Bitcoin's valuation, i...
Harmony is rolling back its blockchain to two checkpoints from August 11 to undo a forged mint of 2.385 trillion ONE tokens. This recovery will discard over 109,000 regular and 315 staking transactions processed after the checkpoints. The rollback re...
IM Cannabis Corp. has agreed to sell all shares of IMC Holdings to Slil.com Holding Ltd., aiming to improve shareholders' equity by approximately CAD$3 million. The transaction includes a pre-closing reorganization to retain Israeli operations within...
Cryptocurrency prices are fluctuating with Bitcoin trading around $63,569, showing a slight increase of 0.40%. Ethereum also rose by 0.70% to about $1,905. Some altcoins like HYPE and RAIN saw gains over 3%, while others like ADA and SHIB experienced...
