NBIS Q2 FY2026: Our March Thesis After a 126% Run
Nebius grew Q2 revenue 454% and reached a $3 billion annualized run rate. Here is what AIStocksHub’s March thesis got right—and what a 126% stock run changed.
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SMCI Q4 FY2026 Earnings: $11.1B Sales, Margin Rebound
Supermicro’s Q4 FY2026 earnings showed sharply higher revenue, a substantial gross-margin recovery and a much larger FY2027 revenue outlook.
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AppLovin Q2 2026 Earnings: Why APP Stock Fell
AppLovin’s Q2 earnings showed rapid growth and cash generation, but investors focused on a modest revenue shortfall and a tougher bar for AI-advertising upside.
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Bloom Energy Stock Report 2026: AI Data Center Power
Bloom Energy is benefiting from demand for faster data-center power. This report examines its record Q2, Brookfield financing framework, growth outlook, valuation context, and risks.
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IREN Stock: $2.8B July Contracts — August 2026
IREN’s July 20 AI contracts raised its ARR target above $4 billion. See the August 7 price reaction, analyst ratings, targets, and execution risks.
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AMD Q2 FY2026 Earnings: AI Growth in Focus
AMD’s Q2 FY2026 earnings exceeded consensus for revenue and non-GAAP EPS. Data Center growth led results, while investors weigh AI momentum, margins and rising expenses.
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Arista Networks Stock Report 2026: AI Growth and ANET Risks
Review Arista’s AI-networking opportunity, reported Q2 2026 growth, financial history, market expectations, and the risks behind the ANET investment debate.
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Palantir Q2 FY2026 Earnings Report: Can AI Growth Last?
Palantir beat Q2 FY2026 expectations, expanded adjusted operating margin to 62%, and raised full-year guidance. The next test is sustaining exceptional AI-driven growth against harder comparisons.
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Oracle Stock Report 2026: OCI AI Backlog
Oracle’s AI infrastructure demand and OCI growth are substantial, but backlog conversion, cloud economics, and capital discipline remain central investor questions.
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Broadcom Stock Report 2026: AI Revenue, Custom Chips and Risks
Review Broadcom’s reported AI semiconductor revenue, custom accelerator and Ethernet opportunities, infrastructure software exposure, and key risks including customer concentration, debt, margins, and supply-chain disruption.
