Public Company Reports
LATEST 6
Joby Aviation (NYSE: JOBY): Bringing Electric Flight to Everyday Travel
Joby Aviation · JOBYRead report →
Penguin Solutions (NASDAQ: PENG): Building the AI Factory Platform
Penguin Solutions · PENGRead report →
Nebius (NASDAQ: NBIS): Building AI’s Next Hyperscaler
Nebius · NBISRead report →
Ondas (NASDAQ: ONDS): Building a Global Autonomous Defense Powerhouse
Ondas · ONDSRead report →
Applied Digital (NASDAQ: APLD): $36 Billion in Contracts to Power the AI Boom
Applied Digital · APLDRead report →The CEO Signal
IN THEIR OWN WORDS“Compute and cloud needs are vastly exceeding capacity as more industries embrace AI and companies move beyond experimentation to real-world applications.”
NebiusArkady Volozh · Founder & CEO
“The character of warfare is changing rapidly, and military advantage increasingly belongs to organizations capable of deploying autonomous systems at scale.”
OndasEric Brock · Chairman & CEO
“We are still in the early innings of what we believe will likely be the largest buildout of critical infrastructure in modern economic history.”
Applied DigitalWes Cummins · Chairman & CEO
“We are not very good at finding product market fit, or maybe luck plays a big role. … But we have become pretty good at engineering, design, monetization, marketing … And we should be able to buy product market fit from people and they get a good price, we get a good asset we can make more valuable.”
Bending SpoonsLuca Ferrari · CEO & Co-founder
News Signals
All news →Applied Digital: Access to up to 1 GW of potential Finland power capacity
Why it matters First international development opportunity.
Read the signal →Ondas: $56M European component order
Why it matters Commercial validation of the acquired precision-strike capability.
Read the signal →Applied Digital: Another 75 MW brought Polaris Forge 1 to 250 MW live
Why it matters Building 2’s full 150 MW became operational.
Read the signal →Nebius: Inferize acquisition strengthens production inference
Why it matters Could improve Token Factory efficiency and customer economics. The acquisition’s revenue contribution and purchase economics are not disclosed in the announcement.
Read the signal →Ondas: Dronebuster REACH launched
Why it matters Product expansion through an established counter-drone family.
Read the signal →Ondas: Cyberhawk renews SSE relationship
Why it matters Long-term industrial customer continuity and broader inspection scope.
Read the signal →CEO Interviews
COMING SOONThe leaders behind the companies.
Conversations about vision, strategy and what comes next.