| Access | ||||
|---|---|---|---|---|
| Anthropic Initiation 2026 On 26 October 2026 Anthropic filed its Form S-1 publicly, and for the first time there are audited accounts behind the fastest revenue ramp in... | Company Analysis | Frontier AI Models | $299 or PRO | |
| Akamai Initiation 2026 Akamai invented the content delivery network in 1998 and rebuilt itself as a security company: security was 53.3% of its $4,208 million of revenue in... | Company Analysis | $299 or PRO | ||
| HPE Initiation 2026 Hewlett Packard Enterprise was born on 1 November 2015, when Hewlett-Packard split in two, and spent its first decade getting smaller: the 2017 spin-mergers with... | Company Analysis | $299 or PRO | ||
| Vistra Energy Initiation 2026 Vistra’s headline earnings measure more than doubled between 2018 and 2025 while GAAP net income was negative in four of those nine years — most... | Company Analysis | $299 or PRO | ||
| Eaton Initiation 2026 Eaton began in 1911 as a maker of truck axles; it now earns 59% of its segment profit in Electrical Americas, which sells switchgear, transformers... | Company Analysis | $299 or PRO | ||
| nVent Initiation 2026 nVent makes the enclosures, liquid cooling, switchgear and connectors that protect and connect electrical equipment, and in eighteen months it has become a supplier to... | Company Analysis | $299 or PRO | ||
| Dominion Energy Initiation 2026 Dominion Energy reported operating earnings of $3.44 a share for 2015 and $3.42 for 2025. In between it sold $31.7 billion of businesses, cut its... | Company Analysis | Power & Energy | $299 or PRO | |
| NextEra Initiation 2026 In 2025 NextEra Energy’s net income attributable to its shareholders, $6,835 million, was larger than its net income, $5,332 million — because $1,503 million of... | Company Analysis | Power & Energy | $299 or PRO | |
| American Electric Power Initiation 2026 American Electric Power tells investors it has 69 GW of new load contracted for 2030; its $78 billion capital plan was built on 28 GW.... | Company Analysis | $299 or PRO | ||
| Astera Labs Initiation 2026 Astera Labs designs the retimers, fabric switches, smart cables and memory controllers that keep data moving inside AI server racks. Its revenue went from $79.9... | Company Analysis | $299 or PRO | ||
| ON Semiconductor Initiation 2026 onsemi makes the power chips that switch and convert electricity in cars, factories and, increasingly, AI data centres, along with the analog chips around them... | Company Analysis | $299 or PRO | ||
| NXP Initiation 2026 NXP Semiconductors makes the processors, microcontrollers, radar, networking and security chips inside cars and factories — cars are 58% of its revenue, and by TechInsights’... | Company Analysis | $299 or PRO | ||
| Infineon Technologies Initiation 2026 Infineon makes the chips that switch and convert electrical power in cars, wind turbines, trains and, increasingly, AI data centres. In the quarter ended 30... | Company Analysis | $299 or PRO | ||
| Mediatek Initiation 2026 MediaTek designs the processors inside about a third of the world’s smartphones. In 2026 its share price rose 3.5 times in nine months while its... | Company Analysis | $299 or PRO | ||
| Bloom Energy Initiation 2026 Bloom Energy lost money for its common shareholders in every year from 2016 to 2025 — $2.18 billion in all — and then earned $266.9... | Company Analysis | Electrical Equipment | $299 or PRO | |
| GE Vernova Initiation 2026 GE Vernova makes the gas turbines, grid equipment and wind turbines that generate and move about a quarter of the world’s electricity, and services them... | Company Analysis | Electrical Equipment | $299 or PRO | |
| Digital Ocean Initiation 2026 DigitalOcean rents servers by the hour to developers and, increasingly, GPUs to companies building artificial-intelligence products. In the second quarter of 2026 its revenue grew... | Company Analysis | Cloud Infra | $299 or PRO | |
| IonQ Initiation 2026 IonQ is the largest listed quantum company on every measure that is filed — $130 million of revenue in 2025, $145 million in the first... | Company Analysis | Quantum Computing | $299 or PRO | |
| Nscale Initiation 2026 Nscale filed to list in New York on 18 September 2026 with $103.4 billion of signed contracts, 461,000 GPUs and 1.37 gigawatts “active and contracted”.... | Company Analysis | Cloud Infra | $299 or PRO | |
| Constellation Energy Initiation 2026 Constellation Energy closed its $21.8 billion acquisition of Calpine on 7 January 2026 — six days after the end of the financial year its most... | Company Analysis | Power & Energy | $299 or PRO | |
| Texas Instruments Initiation 2026 Texas Instruments makes the analog and embedded chips that sit between the physical world and the digital one — more than 80,000 products sold to... | Company Analysis | Semis Fab | $299 or PRO | |
| Marriott International Initiation 2026 Marriott is the largest hotel company in the world by rooms — 1,779,936 of them at the end of 2025 — and it owns 14,406.... | Company Analysis | Hospitality | $299 or PRO | |
| Credo Technologies Initiation 2026 Credo Technology makes the cables, retimers and signal processors that carry data the short distances inside an AI data centre, and it is one of... | Company Analysis | Semis Design | $299 or PRO | |
| Softbank Initiation 2026 SoftBank Group is a holding company: it owns most of Arm, will own about 13% of OpenAI once its October payment is made, runs two... | Company Analysis | Frontier AI Models | $299 or PRO | |
| Lumentum Initiation 2026 Lumentum Holdings makes the lasers that carry AI data as light: the laser chips inside the transceivers that connect AI servers, the switches that steer... | Company Analysis | Semis Design | $299 or PRO | |
| Coherent Initiation 2026 Coherent Corp. makes the lasers, optical transceivers and materials that connect AI data centres. In the year to 30 June 2026 revenue was $7,118.2 million,... | Company Analysis | Semis Design | $299 or PRO | |
| TeraWulf Initiation 2026 TeraWulf builds data centres on former power-plant and industrial sites and leases them to AI companies, while still mining bitcoin in the buildings it has... | Company Analysis | Cloud Infra | $299 or PRO | |
| Nebius Initiation 2026 Nebius Group rents AI computing power: NVIDIA GPU clusters in data centres it increasingly designs and owns, and the cloud software that turns them into... | Company Analysis | Cloud Infra | $299 or PRO | |
| Applied Digital Initiation 2026 Applied Digital builds data centres in North Dakota and Louisiana and leases them, powered and cooled, to CoreWeave and two investment-grade hyperscalers it does not... | Company Analysis | Cloud Infra | $299 or PRO | |
| IREN Initiation 2026 IREN Limited owns the land, the grid connections, the substations, the buildings and the cooling; it owns the GPUs that go inside them; and since... | Company Analysis | Cloud Infra | $299 or PRO | |
| CoreWeave Initiation 2026 CoreWeave reported revenue of $2,575 million for the quarter ended 30 June 2026, up 112%, with adjusted EBITDA of $1,510 million and a margin of... | Company Analysis | Cloud Infra | $299 or PRO | |
| KLA Initiation 2026 KLA makes the machines that tell a chipmaker whether the last of a thousand process steps worked, and fiscal 2026 was the best year in... | Company Analysis | Semis Fab | $299 or PRO | |
| Marvell Iniation 2026 Marvell Technology designs the semiconductors that move data across an AI data centre, and increasingly designs the accelerators themselves. In the three months to 1... | Company Analysis | Semis Design | $299 or PRO | |
| Intel Initiation 2026 In the quarter ended 27 June 2026 Intel reported revenue of $16.1 billion, up 25% — management called it the strongest revenue growth in more... | Company Analysis | Semis Design · Semis Fab | $299 or PRO | |
| Palantir Initiation 2026 Palantir builds the software large institutions use to put all of their data in one place and act on it, and it is growing faster... | Company Analysis | SaaS & Software | $299 or PRO | |
| Lam Research Initiation 2026 Lam Research makes the machines that etch material away from a silicon wafer and deposit material back onto it, several hundred times per device, and... | Company Analysis | Semis Fab | $299 or PRO | |
| Analog Devices Initiation 2026 Analog Devices has just had the best quarter in its sixty-one-year history: $4,021.9 million of revenue in the three months to 1 August 2026, up... | Company Analysis | Semis Fab | $299 or PRO | |
| Qualcomm Initiation 2026 Qualcomm turned a cellular standard the industry had rejected into the most widely licensed patent portfolio in wireless, and then into a licensing business that... | Company Analysis | Semis Design | $299 or PRO | |
| Snowflake Initiation 2026 Snowflake sells a database that runs on its competitors’ clouds, charges by the second of compute consumed, and has never reported a GAAP profit in... | Company Analysis | SaaS & Software | $299 or PRO | |
| Broadcom Initiation 2026 For twenty years Broadcom ran one play: buy a category leader with defensible technology and lazy margins, cut everything that is not the franchise, hold... | Company Analysis | Semis Design | $299 or PRO | |
| Intuit Initiation 2026 Intuit makes TurboTax, QuickBooks, Credit Karma and Mailchimp. In the year to 31 July 2026 it grew revenue 13.9% to $21.4 billion and operating income... | Company Analysis | SaaS & Software | $299 or PRO | |
| Workday Initiation 2026 Workday runs the HR and finance records of more than 11,500 organisations and is paid largely by the number of people they employ. In the... | Company Analysis | SaaS & Software | $299 or PRO | |
| Shopify Initiation 2026 Note 23 to Shopify’s 2025 accounts says the company “operates in one single operating and reportable segment and manages segment performance and resource allocation based... | Company Analysis | SaaS & Software | $299 or PRO | |
| Dell Initiation 2026 For a decade Dell was a low-growth hardware company that compounded quietly on cash flow and buybacks — revenue went from $56.9 billion in fiscal... | Company Analysis | Hardware & Devices | $299 or PRO | |
| SAP Initiation 2026 On 29 January 2026 SAP reported IFRS operating profit for 2025 of €9,830 million. On 26 February 2026 it filed audited accounts reporting €9,617 million... | Company Analysis | SaaS & Software | $299 or PRO | |
| Samsung Electronics Initiation 2026 Samsung Electronics earned more operating profit in the first half of 2026 — KRW 146.7 trillion on revenue of KRW 305.4 trillion, a 48% margin... | Company Analysis | Semis Memory | $299 or PRO | |
| SK Hynix Initiation 2026 In the three months ended 30 June 2026 SK hynix reported revenue of KRW 79.3 trillion, an operating profit of KRW 60.5 trillion — a... | Company Analysis | Semis Memory | $299 or PRO | |
| Micron Initiation 2026 In the quarter ended 28 May 2026 Micron reported revenue of $41.5 billion at a gross margin of 84.6% and net income of $28.2 billion.... | Company Analysis | Semis Memory | $299 or PRO | |
| Western Digital Initiation 2026 Western Digital makes the hard disk drives that hold most of the cloud’s data, and since spinning off Sandisk in February 2025 it makes nothing... | Company Analysis | Semis Memory | $299 or PRO | |
| Sandisk Initiation 2026 Sandisk makes NAND flash, the memory that keeps data without power, and the drives built from it. In the 53-week fiscal year to 3 July... | Company Analysis | Semis Memory | $299 or PRO | |
| OpenAI Initiation 2026 On 8 June 2026 OpenAI confirmed it had submitted a draft registration statement on Form S-1 to the SEC. The submission was confidential — it... | Company Analysis | Frontier AI Models | $299 or PRO | |
| Synopsys Initiation 2026 On 31 October 2023 Synopsys had $15.6 million of total debt against $10.3 billion of assets, and had just earned an operating margin above 20%... | Company Analysis | Semis Design | $299 or PRO | |
| Cadence Initiation 2026 Cadence Design Systems sells the software without which no advanced semiconductor gets designed, and it has grown revenue in every one of the last sixteen... | Company Analysis | Semis Design | $299 or PRO | |
| Cerebras Initiation 2026 In the three months ended 30 June 2026 Cerebras reported revenue of $180.1 million and an operating loss of $477.2 million. Five weeks later, on... | Company Analysis | Semis Design | $299 or PRO | |
| Applied Materials Initiation 2026 Applied Materials makes the equipment with which virtually every semiconductor in the world is manufactured, and it has just had the best quarter in its... | Company Analysis | Semis Fab | $299 or PRO | |
| Datadog Initiation 2026 Datadog sells the instrument panel for software that runs in the cloud, and it has compounded revenue at 55.4% a year for nine years to... | Company Analysis | SaaS & Software | $299 or PRO | |
| Cloudflare Initiation 2026 Cloudflare sells a global network as a service, and it has compounded revenue at 41.5% a year for eight years to do it — from... | Company Analysis | Cloud Infra | $299 or PRO | |
| Palo Alto Initiation 2026 Palo Alto Networks reported revenue of $3,002 million for the quarter ended 30 April 2026, up 31.1%, beat every metric it had guided to and... | Company Analysis | Cybersecurity | $299 or PRO | |
| Crowdstrike Initiation 2026 CrowdStrike ended fiscal 2026 with $5.25 billion of annual recurring revenue, grew it 24%, and turned $4.81 billion of revenue into $1.24 billion of free... | Company Analysis | Cybersecurity | $299 or PRO | |
| MongoDB Initiation 2026 MongoDB spent nine years turning itself inside out. In the year ended 31 January 2018 its hosted service was 6.8% of revenue and it sold... | Company Analysis | SaaS & Software | $299 or PRO | |
| Hubspot Initiation 2026 HubSpot sells one customer platform to 306,446 small and mid-sized businesses, and in 2025 — its nineteenth year — it finally made money, reporting a... | Company Analysis | SaaS & Software | $299 or PRO | |
| ServiceNow Initiation 2026 For thirteen years ServiceNow was one of the most predictable businesses in enterprise software: subscription revenue compounding above 20% every year without exception, a 98%... | Company Analysis | SaaS & Software | $299 or PRO | |
| Fortinet Initiation 2026 Fortinet sells network security: an appliance with silicon it designs itself, and a subscription that has to be renewed. In the quarter ended 30 June... | Company Analysis | Cybersecurity | $299 or PRO | |
| Walmart Initiation 2026 Walmart sold $706.4 billion of merchandise in the year to 31 January 2026. After the cost of that merchandise and the cost of running the... | Company Analysis | Consumer & Commerce | $299 or PRO | |
| Ciena Initiation 2026 Ciena makes the optical systems that carry data between data centres, across continents and under oceans, and AI has given it the best run in... | Company Analysis | Networking | $299 or PRO | |
| Tesla Initiation 2026 Tesla’s revenue fell in fiscal 2025 — to $94,827 million, down 2.9% — for the first time in the seventeen years of revenue history it... | Company Analysis | Mobility Platforms | $299 or PRO | |
| Arista Networks Initiation 2026 Arista Networks makes the Ethernet switches that connect the servers and GPUs inside the world’s largest data centres. In the first half of 2026 its... | Company Analysis | Networking | $299 or PRO | |
| SpaceX Initiation 2026 On 20 May 2026, Space Exploration Technologies Corp. filed to list on Nasdaq under the symbol SPCX and published its accounts for the first time... | Company Analysis | Space | $299 or PRO | |
| Vertiv Initiation 2026 Vertiv sells the power and cooling equipment that data centres are built out of — switchgear, busway, uninterruptible power supplies, chillers, coolant distribution units, racks... | Company Analysis | Hardware & Devices · Electrical Equipment | $299 or PRO | |
| Cisco Initiation 2026 On 12 August 2026 Cisco reported fiscal 2026 revenue of $63,325 million, up 11.8%, the largest number in its forty-two-year history. Its chief financial officer... | Company Analysis | Networking | $299 or PRO | |
| Uber Initiation 2026 In the year to 31 December 2025, 13.6 billion trips were taken on Uber’s platform and $193.5 billion was paid for them. Uber recorded $52.0... | Company Analysis | Mobility Platforms | $299 or PRO | |
| Nvidia Initiation 2026 In the quarter ended 26 July 2026, NVIDIA earned an operating margin of 66.2% on revenue of $96.2 billion — operating margin, after every dollar... | Company Analysis | Semis Design | $299 or PRO | |
| ASML Initiation 2026 ASML shipped 323 lithography systems in 2025 against 449 in 2023 — 28% fewer — and revenue rose from €27.6 billion to €32.7 billion. That... | Company Analysis | Semis Fab | $299 or PRO | |
| AMD Initiation 2026 Between 2000 and 2015 AMD reported a cumulative net loss of $8.2 billion, produced negative free cash flow in fifteen of those years, and ended... | Company Analysis | Semis Design | $299 or PRO | |
| Netflix Initiation 2026 In 2025 Netflix earned $45.2 billion of revenue at a 29.5% operating margin, generated $9.5 billion of free cash flow and returned almost all of... | Company Analysis | Digital Ads | $299 or PRO | |
| Arm Initiation 2026 Arm designs the processors that virtually every smartphone on earth runs on, licenses them to the companies that build the chips, and collects a royalty... | Company Analysis | Semis Design | $299 or PRO | |
| Roku Initiation 2026 Roku sells hardware at roughly zero gross margin on purpose. The players it is famous for are, in the company’s own words, bait — a... | Company Analysis | Digital Ads | $299 or PRO | |
| Apple Initiation 2026 For four years Apple was a growth company that had stopped growing — revenue peaked at $394.3 billion in fiscal 2022 and then went sideways,... | Company Analysis | Hardware & Devices | $299 or PRO | |
| Trade Desk Initiation 2026 The Trade Desk keeps about twenty cents of every dollar spent through it, has held that take rate for nine straight years, and grew the... | Company Analysis | Digital Ads | $299 or PRO | |
| Zeta Global Initiation 2026 Zeta Global’s real asset is not its software but the database underneath it: roughly 245 million Americans, thousands of attributes each, and more than a... | Company Analysis | Digital Ads | $299 or PRO | |
| Booking.com Initiation 2026 In 2025 Booking Holdings intermediated $186.1 billion of other people’s travel, kept $26.9 billion of it as revenue, and turned that into $9.1 billion of... | Company Analysis | Hospitality | $299 or PRO | |
| Airbnb Initiation 2026 Airbnb keeps about thirteen cents of every dollar booked on it, converts forty cents of every revenue dollar into free cash, and spends 1.4% of... | Company Analysis | Hospitality | $299 or PRO | |
| Salesforce Initiation 2026 Salesforce spends roughly half of every revenue dollar on sales and marketing, and that single accounting fact is why the company looks barely profitable when... | Company Analysis | SaaS & Software | $299 or PRO | |
| Constellation Software Initiation 2026 Constellation Software has compounded revenue at 24% a year for two decades, and roughly two points of that is organic, everything else was bought, about... | Company Analysis | SaaS & Software | $299 or PRO | |
| Adobe Initiation 2026 Adobe earned a 46.2% non-GAAP operating margin on $23.77 billion of revenue in fiscal 2025, generated $9.85 billion of free cash flow on $179 million... | Company Analysis | SaaS & Software | $299 or PRO | |
| Google Initiation 2026 Google holds 35.7% of a US$740bn digital-advertising market and pays Apple roughly US$20bn a year to stay the default — the most profitable distribution arrangement... | Company Analysis | Cloud Infra | $299 or PRO | |
| Meta Initiation 2026 Meta Platforms reaches 3.4 billion people every day and turns almost all of that attention into money one way, advertising is 98% of revenue. This... | Company Analysis | Digital Ads | $299 or PRO | |
| Oracle Initiation 2026 Oracle is best known for the database that runs much of the world’s enterprise data, but it is also the owner of NetSuite and Cerner,... | Company Analysis | Cloud Infra | $299 or PRO | |
| Microsoft Initiation 2026 Microsoft is best known for Windows and Office — but it is also the world’s second-largest cloud infrastructure provider, a US$20bn cybersecurity business, the owner... | Company Analysis | Cloud Infra | $299 or PRO | |
| TSMC Initiation 2026 TSMC makes more than 92% of the world’s leading-edge chips, holds 65% of the foundry market and manufactures roughly 30% of all semiconductors on earth... | Company Analysis | Semis Fab | $299 or PRO | |
| Amazon Initiation 2026 Amazon is fundamentally an e-commerce and cloud computing company, but it’s also a streaming studio, a hardware maker, a digital advertising platform, and the logistics... | Company Analysis | Cloud Infra | $299 or PRO |
Anthropic Initiation 2026
On 26 October 2026 Anthropic filed its Form S-1 publicly, and for the first time there are audited accounts behind the fastest revenue ramp in...
Akamai Initiation 2026
Akamai invented the content delivery network in 1998 and rebuilt itself as a security company: security was 53.3% of its $4,208 million of revenue in...
HPE Initiation 2026
Hewlett Packard Enterprise was born on 1 November 2015, when Hewlett-Packard split in two, and spent its first decade getting smaller: the 2017 spin-mergers with...
Vistra Energy Initiation 2026
Vistra’s headline earnings measure more than doubled between 2018 and 2025 while GAAP net income was negative in four of those nine years — most...
Eaton Initiation 2026
Eaton began in 1911 as a maker of truck axles; it now earns 59% of its segment profit in Electrical Americas, which sells switchgear, transformers...
nVent Initiation 2026
nVent makes the enclosures, liquid cooling, switchgear and connectors that protect and connect electrical equipment, and in eighteen months it has become a supplier to...
Dominion Energy Initiation 2026
Dominion Energy reported operating earnings of $3.44 a share for 2015 and $3.42 for 2025. In between it sold $31.7 billion of businesses, cut its...
NextEra Initiation 2026
In 2025 NextEra Energy’s net income attributable to its shareholders, $6,835 million, was larger than its net income, $5,332 million — because $1,503 million of...
American Electric Power Initiation 2026
American Electric Power tells investors it has 69 GW of new load contracted for 2030; its $78 billion capital plan was built on 28 GW....
Astera Labs Initiation 2026
Astera Labs designs the retimers, fabric switches, smart cables and memory controllers that keep data moving inside AI server racks. Its revenue went from $79.9...
ON Semiconductor Initiation 2026
onsemi makes the power chips that switch and convert electricity in cars, factories and, increasingly, AI data centres, along with the analog chips around them...
NXP Initiation 2026
NXP Semiconductors makes the processors, microcontrollers, radar, networking and security chips inside cars and factories — cars are 58% of its revenue, and by TechInsights’...
Infineon Technologies Initiation 2026
Infineon makes the chips that switch and convert electrical power in cars, wind turbines, trains and, increasingly, AI data centres. In the quarter ended 30...
Mediatek Initiation 2026
MediaTek designs the processors inside about a third of the world’s smartphones. In 2026 its share price rose 3.5 times in nine months while its...
Bloom Energy Initiation 2026
Bloom Energy lost money for its common shareholders in every year from 2016 to 2025 — $2.18 billion in all — and then earned $266.9...
GE Vernova Initiation 2026
GE Vernova makes the gas turbines, grid equipment and wind turbines that generate and move about a quarter of the world’s electricity, and services them...
Digital Ocean Initiation 2026
DigitalOcean rents servers by the hour to developers and, increasingly, GPUs to companies building artificial-intelligence products. In the second quarter of 2026 its revenue grew...
IonQ Initiation 2026
IonQ is the largest listed quantum company on every measure that is filed — $130 million of revenue in 2025, $145 million in the first...
Nscale Initiation 2026
Nscale filed to list in New York on 18 September 2026 with $103.4 billion of signed contracts, 461,000 GPUs and 1.37 gigawatts “active and contracted”....
Constellation Energy Initiation 2026
Constellation Energy closed its $21.8 billion acquisition of Calpine on 7 January 2026 — six days after the end of the financial year its most...
Texas Instruments Initiation 2026
Texas Instruments makes the analog and embedded chips that sit between the physical world and the digital one — more than 80,000 products sold to...
Marriott International Initiation 2026
Marriott is the largest hotel company in the world by rooms — 1,779,936 of them at the end of 2025 — and it owns 14,406....
Credo Technologies Initiation 2026
Credo Technology makes the cables, retimers and signal processors that carry data the short distances inside an AI data centre, and it is one of...
Softbank Initiation 2026
SoftBank Group is a holding company: it owns most of Arm, will own about 13% of OpenAI once its October payment is made, runs two...
Lumentum Initiation 2026
Lumentum Holdings makes the lasers that carry AI data as light: the laser chips inside the transceivers that connect AI servers, the switches that steer...
Coherent Initiation 2026
Coherent Corp. makes the lasers, optical transceivers and materials that connect AI data centres. In the year to 30 June 2026 revenue was $7,118.2 million,...
TeraWulf Initiation 2026
TeraWulf builds data centres on former power-plant and industrial sites and leases them to AI companies, while still mining bitcoin in the buildings it has...
Nebius Initiation 2026
Nebius Group rents AI computing power: NVIDIA GPU clusters in data centres it increasingly designs and owns, and the cloud software that turns them into...
Applied Digital Initiation 2026
Applied Digital builds data centres in North Dakota and Louisiana and leases them, powered and cooled, to CoreWeave and two investment-grade hyperscalers it does not...
IREN Initiation 2026
IREN Limited owns the land, the grid connections, the substations, the buildings and the cooling; it owns the GPUs that go inside them; and since...
CoreWeave Initiation 2026
CoreWeave reported revenue of $2,575 million for the quarter ended 30 June 2026, up 112%, with adjusted EBITDA of $1,510 million and a margin of...
KLA Initiation 2026
KLA makes the machines that tell a chipmaker whether the last of a thousand process steps worked, and fiscal 2026 was the best year in...
Marvell Iniation 2026
Marvell Technology designs the semiconductors that move data across an AI data centre, and increasingly designs the accelerators themselves. In the three months to 1...
Intel Initiation 2026
In the quarter ended 27 June 2026 Intel reported revenue of $16.1 billion, up 25% — management called it the strongest revenue growth in more...
Palantir Initiation 2026
Palantir builds the software large institutions use to put all of their data in one place and act on it, and it is growing faster...
Lam Research Initiation 2026
Lam Research makes the machines that etch material away from a silicon wafer and deposit material back onto it, several hundred times per device, and...
Analog Devices Initiation 2026
Analog Devices has just had the best quarter in its sixty-one-year history: $4,021.9 million of revenue in the three months to 1 August 2026, up...
Qualcomm Initiation 2026
Qualcomm turned a cellular standard the industry had rejected into the most widely licensed patent portfolio in wireless, and then into a licensing business that...
Snowflake Initiation 2026
Snowflake sells a database that runs on its competitors’ clouds, charges by the second of compute consumed, and has never reported a GAAP profit in...
Broadcom Initiation 2026
For twenty years Broadcom ran one play: buy a category leader with defensible technology and lazy margins, cut everything that is not the franchise, hold...
Intuit Initiation 2026
Intuit makes TurboTax, QuickBooks, Credit Karma and Mailchimp. In the year to 31 July 2026 it grew revenue 13.9% to $21.4 billion and operating income...
Workday Initiation 2026
Workday runs the HR and finance records of more than 11,500 organisations and is paid largely by the number of people they employ. In the...
Shopify Initiation 2026
Note 23 to Shopify’s 2025 accounts says the company “operates in one single operating and reportable segment and manages segment performance and resource allocation based...
Dell Initiation 2026
For a decade Dell was a low-growth hardware company that compounded quietly on cash flow and buybacks — revenue went from $56.9 billion in fiscal...
SAP Initiation 2026
On 29 January 2026 SAP reported IFRS operating profit for 2025 of €9,830 million. On 26 February 2026 it filed audited accounts reporting €9,617 million...
Samsung Electronics Initiation 2026
Samsung Electronics earned more operating profit in the first half of 2026 — KRW 146.7 trillion on revenue of KRW 305.4 trillion, a 48% margin...
SK Hynix Initiation 2026
In the three months ended 30 June 2026 SK hynix reported revenue of KRW 79.3 trillion, an operating profit of KRW 60.5 trillion — a...
Micron Initiation 2026
In the quarter ended 28 May 2026 Micron reported revenue of $41.5 billion at a gross margin of 84.6% and net income of $28.2 billion....
Western Digital Initiation 2026
Western Digital makes the hard disk drives that hold most of the cloud’s data, and since spinning off Sandisk in February 2025 it makes nothing...
Sandisk Initiation 2026
Sandisk makes NAND flash, the memory that keeps data without power, and the drives built from it. In the 53-week fiscal year to 3 July...
OpenAI Initiation 2026
On 8 June 2026 OpenAI confirmed it had submitted a draft registration statement on Form S-1 to the SEC. The submission was confidential — it...
Synopsys Initiation 2026
On 31 October 2023 Synopsys had $15.6 million of total debt against $10.3 billion of assets, and had just earned an operating margin above 20%...
Cadence Initiation 2026
Cadence Design Systems sells the software without which no advanced semiconductor gets designed, and it has grown revenue in every one of the last sixteen...
Cerebras Initiation 2026
In the three months ended 30 June 2026 Cerebras reported revenue of $180.1 million and an operating loss of $477.2 million. Five weeks later, on...
Applied Materials Initiation 2026
Applied Materials makes the equipment with which virtually every semiconductor in the world is manufactured, and it has just had the best quarter in its...
Datadog Initiation 2026
Datadog sells the instrument panel for software that runs in the cloud, and it has compounded revenue at 55.4% a year for nine years to...
Cloudflare Initiation 2026
Cloudflare sells a global network as a service, and it has compounded revenue at 41.5% a year for eight years to do it — from...
Palo Alto Initiation 2026
Palo Alto Networks reported revenue of $3,002 million for the quarter ended 30 April 2026, up 31.1%, beat every metric it had guided to and...
Crowdstrike Initiation 2026
CrowdStrike ended fiscal 2026 with $5.25 billion of annual recurring revenue, grew it 24%, and turned $4.81 billion of revenue into $1.24 billion of free...
MongoDB Initiation 2026
MongoDB spent nine years turning itself inside out. In the year ended 31 January 2018 its hosted service was 6.8% of revenue and it sold...
Hubspot Initiation 2026
HubSpot sells one customer platform to 306,446 small and mid-sized businesses, and in 2025 — its nineteenth year — it finally made money, reporting a...
ServiceNow Initiation 2026
For thirteen years ServiceNow was one of the most predictable businesses in enterprise software: subscription revenue compounding above 20% every year without exception, a 98%...
Fortinet Initiation 2026
Fortinet sells network security: an appliance with silicon it designs itself, and a subscription that has to be renewed. In the quarter ended 30 June...
Walmart Initiation 2026
Walmart sold $706.4 billion of merchandise in the year to 31 January 2026. After the cost of that merchandise and the cost of running the...
Ciena Initiation 2026
Ciena makes the optical systems that carry data between data centres, across continents and under oceans, and AI has given it the best run in...
Tesla Initiation 2026
Tesla’s revenue fell in fiscal 2025 — to $94,827 million, down 2.9% — for the first time in the seventeen years of revenue history it...
Arista Networks Initiation 2026
Arista Networks makes the Ethernet switches that connect the servers and GPUs inside the world’s largest data centres. In the first half of 2026 its...
SpaceX Initiation 2026
On 20 May 2026, Space Exploration Technologies Corp. filed to list on Nasdaq under the symbol SPCX and published its accounts for the first time...
Vertiv Initiation 2026
Vertiv sells the power and cooling equipment that data centres are built out of — switchgear, busway, uninterruptible power supplies, chillers, coolant distribution units, racks...
Cisco Initiation 2026
On 12 August 2026 Cisco reported fiscal 2026 revenue of $63,325 million, up 11.8%, the largest number in its forty-two-year history. Its chief financial officer...
Uber Initiation 2026
In the year to 31 December 2025, 13.6 billion trips were taken on Uber’s platform and $193.5 billion was paid for them. Uber recorded $52.0...
Nvidia Initiation 2026
In the quarter ended 26 July 2026, NVIDIA earned an operating margin of 66.2% on revenue of $96.2 billion — operating margin, after every dollar...
ASML Initiation 2026
ASML shipped 323 lithography systems in 2025 against 449 in 2023 — 28% fewer — and revenue rose from €27.6 billion to €32.7 billion. That...
AMD Initiation 2026
Between 2000 and 2015 AMD reported a cumulative net loss of $8.2 billion, produced negative free cash flow in fifteen of those years, and ended...
Netflix Initiation 2026
In 2025 Netflix earned $45.2 billion of revenue at a 29.5% operating margin, generated $9.5 billion of free cash flow and returned almost all of...
Arm Initiation 2026
Arm designs the processors that virtually every smartphone on earth runs on, licenses them to the companies that build the chips, and collects a royalty...
Roku Initiation 2026
Roku sells hardware at roughly zero gross margin on purpose. The players it is famous for are, in the company’s own words, bait — a...
Apple Initiation 2026
For four years Apple was a growth company that had stopped growing — revenue peaked at $394.3 billion in fiscal 2022 and then went sideways,...
Trade Desk Initiation 2026
The Trade Desk keeps about twenty cents of every dollar spent through it, has held that take rate for nine straight years, and grew the...
Zeta Global Initiation 2026
Zeta Global’s real asset is not its software but the database underneath it: roughly 245 million Americans, thousands of attributes each, and more than a...
Booking.com Initiation 2026
In 2025 Booking Holdings intermediated $186.1 billion of other people’s travel, kept $26.9 billion of it as revenue, and turned that into $9.1 billion of...
Airbnb Initiation 2026
Airbnb keeps about thirteen cents of every dollar booked on it, converts forty cents of every revenue dollar into free cash, and spends 1.4% of...
Salesforce Initiation 2026
Salesforce spends roughly half of every revenue dollar on sales and marketing, and that single accounting fact is why the company looks barely profitable when...
Constellation Software Initiation 2026
Constellation Software has compounded revenue at 24% a year for two decades, and roughly two points of that is organic, everything else was bought, about...
Adobe Initiation 2026
Adobe earned a 46.2% non-GAAP operating margin on $23.77 billion of revenue in fiscal 2025, generated $9.85 billion of free cash flow on $179 million...
Google Initiation 2026
Google holds 35.7% of a US$740bn digital-advertising market and pays Apple roughly US$20bn a year to stay the default — the most profitable distribution arrangement...
Meta Initiation 2026
Meta Platforms reaches 3.4 billion people every day and turns almost all of that attention into money one way, advertising is 98% of revenue. This...
Oracle Initiation 2026
Oracle is best known for the database that runs much of the world’s enterprise data, but it is also the owner of NetSuite and Cerner,...
Microsoft Initiation 2026
Microsoft is best known for Windows and Office — but it is also the world’s second-largest cloud infrastructure provider, a US$20bn cybersecurity business, the owner...
TSMC Initiation 2026
TSMC makes more than 92% of the world’s leading-edge chips, holds 65% of the foundry market and manufactures roughly 30% of all semiconductors on earth...
Amazon Initiation 2026
Amazon is fundamentally an e-commerce and cloud computing company, but it’s also a streaming studio, a hardware maker, a digital advertising platform, and the logistics...