Vicor Corporation is positioned for significant growth driven by rising demand for high-power-density energy conversion solutions in AI infrastructure. Its advanced technologies, including Vertical Power Delivery and Factorized Power Architecture, cater to the complex energy needs of next-gen AI processors. In Q2 2026, Vicor reported $143.4 million in products and licensing revenue, with its order portfolio increasing 145% year-over-year to $380 million. Despite a high current valuation, the company is rated 'Buy' due to accelerating AI demand and expanding licensing opportunities.
Madison Air Solutions announced it will acquire German airflow technology leader ebm-papst for $5.4 billion, nearly doubling its addressable market and expanding its commercial and service segments. The acquisition adds advanced electronically commut...
Mining Americas Inc. announced Q2 2026 results with $32.6 million revenue, 8,217 ounces of gold produced, and adjusted net income of $6.5 million. The Pan mine ramped up production and is on track to meet its 2026 guidance of 32,000-38,000 ounces of ...
Freightos Limited appointed Yaron Eldad as its new Chief Financial Officer, effective September 1, 2026. Eldad brings over 25 years of financial leadership experience, including roles in technology and life sciences sectors, and has a strong track re...
Plus500 shares fell 25% since July, prompting Cavendish to upgrade the stock from 'hold' to 'buy,' citing undervaluation. Despite the share price drop, the company reported strong first-half results with $462.9 million revenue and $187.5 million EBIT...
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...
