Akros U.S. Tech 100 Index

Netflix is estimated to report Q3 2026 financial results on October 20, 2026, with consensus EPS of approximately $0.82-$0.84.

Johnson & Johnson is scheduled to report third-quarter 2026 results on October 13, 2026, with published consensus EPS estimates of approximately $3.02-$3.04.

Adobe is estimated to report FY2026 third-quarter results on September 10, 2026, with company revenue guidance of $6.67 billion to $6.72 billion.

ADP's calendar now lists an additional weekly National Employment Report Pulse publication for September 9, 2026, following the previously scheduled July 28 and August 11, 18, and 25 releases.

Broadcom is estimated to release its fiscal third-quarter 2026 results on September 3, 2026.

Ciena is scheduled to report fiscal third-quarter 2026 financial results on September 3, 2026.

Credo is estimated to release first-quarter fiscal 2027 results on September 2, 2026, based on its prior reporting schedule.

ADP is scheduled to release its August 2026 National Employment Report on September 2, 2026.

HPE's fiscal Q3 2026 earnings release is estimated for September 2, 2026.

Salesforce is expected to report Q2 FY27 results on September 2, 2026, providing the next test of its $11.27 billion-$11.35 billion quarterly revenue outlook.

Medtronic scheduled first-quarter fiscal 2027 results for September 1, 2026, with a financial release at approximately 5:45 a.m. CT and webcast at 6:45 a.m. CT.

Thomas Dittrich is scheduled to become Amgen's executive vice president and chief financial officer on September 1, 2026, succeeding retiring CFO Peter Griffith.

Apple’s previously announced leadership transition is scheduled to take effect on September 1, 2026, with John Ternus becoming CEO and Tim Cook becoming executive chair.

CrowdStrike is scheduled to host its Day Zero Threat Research Summit from August 30 to September 1 and Fal.Con 2026 in Las Vegas from August 31 to September 3.

Electronic Arts and Lucasfilm Games plan to launch Star Wars Zero Company for PC, PlayStation 5, and Xbox Series X|S on August 27, 2026.

Marvell is expected, but has not yet confirmed, to report second-quarter fiscal 2027 financial results after market close on August 27, 2026.

NVIDIA is scheduled to report second-quarter fiscal 2027 financial results on August 26, 2026.

Snowflake is estimated to report second-quarter fiscal 2027 results on August 26, 2026.

Synopsys is scheduled to report third-quarter fiscal 2026 results after the market closes on August 26, 2026.

Intuit is estimated to report fiscal fourth-quarter 2026 results after market close on August 20, although the company has not yet confirmed the date.

Analog Devices confirmed it will release fiscal Q3 2026 results on August 19, 2026, at 7:00 a.m. ET and hold an earnings call at 10:00 a.m. ET.

Keysight’s fiscal Q3 2026 results are listed by TipRanks for August 19 after market close, while MarketBeat estimates August 18 and Keysight has not officially announced the date.

Microchip will hold its 2026 virtual annual meeting of stockholders on August 18, 2026, at 9:00 a.m. PDT.

Chief Operating Officer Richard J. Simoncic will resign from Microchip effective August 17, 2026, to become chief executive officer of private company Menlo Microsystems.

Third-party earnings calendars list Palo Alto Networks as scheduled to report fiscal Q4 2026 financial results on August 17, 2026.

Applied Materials formally confirmed that it will report fiscal Q3 2026 results and hold its earnings call on August 13, 2026.

Netflix is scheduled to stream MLB's August 13, 2026 Field of Dreams game between the Philadelphia Phillies and Minnesota Twins live from Dyersville, Iowa.

Sandisk is scheduled to hold its 2026 Investor Day on August 13, 2026, at 9:00 a.m. Eastern Time.

Google is scheduled to hold its Made by Google event in New York on August 12, when Pixel 11 pre-orders are set to open.

Cisco confirmed that it will report Q4 fiscal 2026 results and hold its earnings call on August 12, 2026, at 1:30 p.m. Pacific time.

Coherent confirmed that it will report fiscal fourth-quarter and full-year 2026 results after the NYSE close on August 12, 2026, followed by a 4:30 p.m. ET webcast.

Jury selection in the multistate youth-safety lawsuit against Meta is scheduled to begin on August 12, 2026, with opening statements scheduled for August 18.

Lumentum is scheduled to release fiscal fourth-quarter and full-year 2026 results after market close on August 11, 2026, followed by a 2:00 p.m. PT webcast.

Rocket Lab formally confirmed that it will release second-quarter 2026 financial results after the U.S. market close on August 10, 2026, followed by a 5:00 p.m. ET conference call.

Nebius Group is estimated to report its Q2 2026 results on August 6, 2026, subject to company confirmation.

Cloudflare is scheduled to report financial results for the quarter ended June 30, 2026 after the U.S. market closes on August 6, 2026.

Datadog is scheduled to report second-quarter fiscal 2026 financial results before U.S. markets open on August 6, 2026.

EA SPORTS Madden NFL 27 begins seven-day early access and Madden NFL 27 Arcade Edition launches exclusively on Apple Arcade on August 6, 2026.

Microchip is estimated to release first-quarter fiscal 2027 results on August 6, 2026.

Natera is estimated to report second-quarter 2026 results on August 6, 2026, with consensus EPS estimates around a loss of $0.51 to $0.52.

Shopify plans to report financial results for the quarter ended June 30, 2026 before markets open on August 5, 2026.

AppLovin is scheduled to release second-quarter 2026 financial results after the U.S. market closes on August 5, 2026.

ADP is scheduled to release its July 2026 National Employment Report on August 5, 2026.

Sandisk is scheduled to report fiscal fourth-quarter and full-year 2026 results and hold its earnings call on August 5, 2026.

AMD is scheduled to report fiscal second-quarter 2026 financial results after market close on August 4, 2026.

Amgen has officially scheduled its Q2 2026 earnings conference call for August 4, 2026 at 1:30 p.m. PDT, following the U.S. market close.

Arista Networks is scheduled to release Q2 2026 financial results after U.S. market close on August 4, 2026.

Astera Labs is scheduled to release its second-quarter 2026 financial results after the market closes on August 4, 2026.

Caterpillar formally confirmed that it will release second-quarter 2026 results at 5:30 a.m. CDT on August 4, followed by its analyst webcast and teleconference at 7:30 a.m. CDT.

Electronic Arts is estimated to release first-quarter fiscal 2027 results for the quarter ended June 30, 2026, on August 4, 2026.

Gilead is scheduled to release second-quarter 2026 financial results and guidance after the market closes on August 4, 2026.

Merck is scheduled to release second-quarter 2026 sales and earnings and hold its investor conference call on August 4, 2026.

Rockwell Automation confirmed that it will release fiscal third-quarter 2026 results before market open on August 4, followed by a 7:30 a.m. CDT webcast conference call.

Johnson & Johnson scheduled an August 3 investor call to discuss OTTAVA’s U.S. authorization and planned select-customer commercial launch, creating a competitive read-through for Intuitive.

Merck is scheduled to hold a virtual HIV Investor Event on August 3, 2026, at which senior management will update investors on the company’s HIV program and strategy.

Palantir is scheduled to release results for the quarter ended June 30, 2026 after the U.S. market close on August 3, 2026.

Corina Cacovean is scheduled to become AppLovin's Chief Legal Officer on August 1, 2026, when Chief Administrative and Legal Officer Victoria Valenzuela retires.

Netflix is scheduled to stream WWE SummerSlam internationally on August 1-2, 2026, while the event will be available on ESPN in the United States.

Kioxia Holdings is scheduled to report first-quarter fiscal 2026 results on July 31, 2026 at 3:30 p.m. JST.

Alnylam is scheduled to report second-quarter 2026 financial results before U.S. market open on July 30, 2026.

Amazon Leo's FCC waiver takes effect at the July 30, 2026 interim deployment milestone, with later-deployed satellites temporarily losing spectrum-coordination priority until the waiver condition is satisfied.

Amazon is scheduled to hold its second-quarter 2026 financial-results conference call on July 30, 2026.

Apple is scheduled to report fiscal Q3 2026 results after the market closes on July 30, 2026.

Monolithic Power Systems is scheduled to report second-quarter 2026 financial results after market close on July 30, 2026.

Roblox is scheduled to report second-quarter 2026 financial results after the market close on July 30, 2026.

Samsung Electronics is scheduled to release second-quarter 2026 results and hold an earnings call on July 30, 2026.

ADP is scheduled to release fourth-quarter and fiscal 2026 financial results before the Nasdaq opens on July 29, 2026.

Biogen is scheduled to report second-quarter 2026 financial results before U.S. markets open on July 29, 2026.

Meta Platforms is scheduled to release its second-quarter 2026 financial results after the market closes on July 29, 2026.

Fortinet is scheduled to release second-quarter 2026 financial results after market close on July 29, 2026, followed by a 4:30 p.m. EDT conference call.

Lam Research is scheduled to host its June 2026 quarter financial conference call on July 29, 2026.

Microsoft is scheduled to publish fiscal 2026 fourth-quarter financial results after market close on July 29, 2026.

Qualcomm is scheduled to release third-quarter fiscal 2026 results after market close on July 29, 2026.

SK hynix is scheduled to report second-quarter 2026 results and hold its earnings conference call on July 29, 2026, at 9:00 a.m. Seoul time.

Reuters and other reporting indicated that Apple plans to launch a U.S. device-leasing program called Apple Upgrade with Klarna on July 28, 2026.

Bloom Energy is scheduled to release its second-quarter 2026 financial results after market close on July 28, 2026.

Boeing is scheduled to release its second-quarter 2026 financial results on July 28, 2026.

Corning is scheduled to report second-quarter 2026 financial results and hold its earnings call on July 28, 2026, before the U.S. market opens.

KLA is scheduled to release fiscal 2026 fourth-quarter results after the market closes on July 28, 2026, with consensus EPS estimated at $1.00.

Teradyne plans to release its second-quarter 2026 financial results after market close on July 28, 2026.

Moonshot AI plans to release Kimi K3’s full model weights by July 27, creating a near-term validation catalyst for the open-source EDA-disruption concern that drove Cadence’s July 17 selloff.

Cadence is scheduled to report second-quarter 2026 financial results after the market close on July 27, 2026.

Samsung Electronics and Broadcom announced an MOU to expand collaboration on memory, leading-edge foundry and advanced packaging for next-generation AI infrastructure, estimated at more than $200 billion through 2030.

BlackRock’s more than $12 billion bond financing for Meta’s El Paso, Texas data-center campus was reported to face softer demand and was expected to price on July 27, 2026.

AWS made Anthropic's Claude Opus 5 available through Amazon Bedrock and the Claude Platform on AWS.

Tech Mahindra and Cisco announced a partnership to offer an AI-driven Security Service Edge solution to global enterprises using Cisco Secure Access.

Meta began rolling out agentic Meta AI features powered by Muse Spark 1.1 that can connect to apps and complete tasks for users in select markets.

Jet2 selected CFM LEAP-1A engines for 54 Airbus A321neo aircraft and entered a long-term engine-services agreement, completing LEAP selection for its 146-aircraft A321neo orderbook.

HPE appointed former Booking Holdings CFO David I. Goulden to its Board of Directors and to its Finance & Investment and HR & Compensation Committees, effective July 24, 2026.

Intel and Lens Technology signed a one-year nonbinding memorandum to explore glass-through-via advanced packaging for future AI and data-center computing platforms.

Microchip signed a definitive agreement to acquire edge-AI processor and vision-processing provider Hailo, with closing expected toward the end of the quarter ending September 30, 2026.

NAVER, NVIDIA and Brookfield announced a proposed expansion of NAVER’s GAK Sejong NVIDIA DSX AI factory from 55 megawatts to 200 megawatts by 2028.

NVIDIA and SK Group announced a $500 billion-plus initiative spanning AI factories and a long-term partnership to secure and co-develop next-generation AI memory.

Reuters and other reporting said Qualcomm notified customers of planned double-digit price increases for products shipped after September 1, 2026.

SNDK closed at $1,436.56 on July 24, 2026, down 10.79% for the session and 38.5% below its June 25 closing high of $2,335.00.

AMD and Cerebras announced a technical partnership to deploy Helios systems with Cerebras Wafer-Scale Engine technology for a joint low-latency inference offering.

AMD launched the Helios rack-scale AI platform, Instinct MI400 GPUs including MI455X, and sixth-generation EPYC Venice CPUs at Advancing AI 2026.

The European Commission fined Google €890 million for Digital Markets Act breaches involving Google Search self-preferencing and Google Play anti-steering restrictions.

Amgen submitted data and analyses to the FDA on July 23, 2026 in support of a hearing request challenging CDER's proposed withdrawal of TAVNEOS approval.

Apple and Ford announced that Apple Maps will be embedded in Ford’s Universal Electric Vehicle Platform beginning with vehicles launching in 2027.

Boeing and General Motors signed a definitive agreement to sell their jointly owned HRL Laboratories research venture to IBM.

Cato Networks announced generally available integrations between its SASE Platform and CrowdStrike Falcon to unify network and endpoint security operations.

The European Commission cleared PIF's acquisition of sole control of Electronic Arts under the EU Merger Regulation, advancing the proposed $55 billion take-private transaction.

EMA’s CHMP adopted a positive opinion recommending EU authorization of Trodelvy plus Keytruda for first-line PD-L1-positive unresectable locally advanced or metastatic triple-negative breast cancer.

Honeywell Technologies reported Q2 2026 results and raised its full-year adjusted EPS outlook to $8.05-$8.35 following the Aerospace spin-off.

Intel reported Q2 2026 revenue of $16.1 billion and non-GAAP EPS of $0.42, while guiding Q3 revenue to $15.8 billion-$16.8 billion and non-GAAP EPS to $0.38.

Intel committed to a high-volume ramp of its 14A process technology in 2028 while maintaining planned internal risk production in the second half of 2027.

IBM signed a definitive agreement to acquire privately held HRL Laboratories to add silicon-spin qubit, quantum-sensing and related research capabilities to its quantum program.

IBM’s Q2 2026 Form 10-Q disclosed a $11.602 billion purchase price allocation for its completed Confluent acquisition, including $7.238 billion of goodwill.

Intuitive’s SRS 2026 AI and telecollaboration disclosure did not include a commercial product launch, launch timing, or regulatory milestone.

Johnson & Johnson reported positive Phase 3 MonumenTAL-6 topline results for TECVAYLI plus TALVEY in earlier-line relapsed or refractory multiple myeloma.

NVIDIA and Amkor Technology signed a $1.5 billion multi-year agreement under which NVIDIA will prepay to expand Amkor’s U.S. advanced semiconductor packaging and test capacity.

The U.S. Department of War awarded Oracle an enterprise software agreement valued at nearly $7 billion over up to 10 years to consolidate its on-premises Oracle software procurement.

RTX reported second-quarter 2026 results and raised its full-year adjusted sales, adjusted EPS, and free-cash-flow outlook.

ServiceNow and TeamViewer announced a multi-year partnership to integrate TeamViewer endpoint capabilities with the ServiceNow AI Platform for autonomous IT workflows.

Synopsys disclosed that AMD used its multi-die design, verification, emulation and memory-interface technologies in developing the Instinct MI455X AI GPU.

Thermo Fisher reported second-quarter 2026 revenue of $11.99 billion and adjusted EPS of $6.03, and raised its full-year outlook.

Thermo Fisher indicated on its second-quarter 2026 earnings call that the previously announced sale of its microbiology business to Astorg is expected in the third quarter of 2026.

AMD and Anthropic added an up-to-$5 billion AMD equity-investment commitment and a multiyear engineering collaboration to their planned deployment of up to 2 gigawatts of MI450 Series GPUs.

JPMorgan lowered its Alnylam price target to $400 from $420 while maintaining an Overweight rating.

Alphabet raised its 2026 capital-expenditure outlook to $195 billion-$205 billion while reporting second-quarter results.

CrowdStrike and Cerebras announced a strategic partnership to power Falcon AI Detection and Response with Cerebras inference and secure Cerebras with Falcon.

GE Aerospace and Magellan Aerospace signed a conditional memorandum to establish Canadian F414-GE-39E engine MRO capability for a prospective Royal Canadian Air Force Gripen E fleet.

IBM’s July 23 Form 10-Q confirmed the final second-quarter 2026 financial and segment disclosures, resolving the pending filing follow-up from its July 22 earnings release.

Intuit launched the Intuit Business Credit Card, a World Elite Business Mastercard that natively syncs spending and receipt data with QuickBooks for U.S. small businesses.

A U.S. magistrate judge ordered plaintiffs in Johnson & Johnson's federal talc ovarian-cancer MDL to show that they can present admissible case-specific causation evidence or face dismissal of their claims.

Johnson & Johnson received FDA De Novo authorization for the OTTAVA robotic surgical system in the United States.

Microsoft committed $60 million to the U.S. Department of Energy's Genesis Mission and launched its SPARK program office to coordinate AI-for-science support.

Netflix completed its $1.0 billion 5.250% senior unsecured notes offering due 2036, with proceeds intended to repay its 4.375% notes at their November 15, 2026 maturity and for general corporate purposes.

Qualcomm announced that Snapdragon platforms will power Samsung's new Galaxy foldable smartphones, first Snapdragon-powered Galaxy Watches, and intelligent eyewear.

RTX's Pratt & Whitney reported more than 800 GTF engine orders and commitments year-to-date, increasing the GTF backlog to more than 8,000 engines.

U.S. agencies updated their advisory on Iranian-affiliated attacks against internet-connected PLCs with new detection and mitigation guidance specific to malicious reusable-code-module changes in Rockwell Automation/Allen-Bradley programs.

ServiceNow reported second-quarter 2026 results that exceeded revenue and adjusted-profit estimates and raised its full-year subscription-revenue outlook.

Tesla said it began Cybercab production at Gigafactory Texas during Q2 2026, marking the start of a production ramp for its purpose-built autonomous vehicle.

Tesla said it was securing debt facilities that would provide up to $30 billion of borrowing capacity to accelerate its AI, robotaxi, Optimus, semiconductor and solar investments.

Tesla's Q2 2026 filing showed that a $1.005 billion unrealized gain on its SpaceX equity investment supported reported profit, while operating income fell 57% to $398 million and free cash flow was negative $1.09 billion.

Texas Instruments reported Q2 2026 revenue of $5.46 billion and diluted EPS of $2.14, and guided Q3 revenue to $5.65 billion-$6.15 billion and EPS to $2.23-$2.57.

Medtronic presented Touch Surgery Aide, its AI-native operating-room computing platform, and its FDA-cleared Instrument Exit Point application for the Hugo robotic surgery system at the July 23-26 Society of Robotic Surgery meeting.

Morgan Stanley downgraded Adobe to Underweight from Equalweight and reduced its price target to $240 from $365.

Google introduced Gemini 3.6 Flash, Gemini 3.5 Flash-Lite, and Gemini 3.5 Flash Cyber to provide more efficient AI-agent and cybersecurity capabilities.

Amgen agreed to a proposed $74 million settlement of an investor class action concerning disclosures of its potential IRS tax liability.

Arista specified that Edge Threat Management for VeloCloud SD-WAN is scheduled for general availability in Q4 2026 across all current VeloCloud hardware and virtual edge platforms.

Astera Labs announced 3.2T Taurus Smart Retimers and Smart Redrivers for AI-infrastructure Ethernet connectivity on July 21, 2026.

ADP reported that U.S. private employers added an average of 16,500 jobs per week in the four weeks ended July 4, with hiring slowing for a fourth consecutive week.

JPMorgan raised its Bloom Energy price target to $346 from $267 and maintained its Overweight rating.

Boeing, BAE Systems and Saab signed a teaming agreement to offer the UK a next-generation pilot-training system anchored by Boeing's T-7 aircraft.

Uganda Airlines placed its first Boeing order, comprising four 737-8s and four 787-9s.

MSC Air Cargo purchased five Boeing 777-8 Freighters in its first order for the model.

AerCap placed a firm order for 15 Boeing 787-9 Dreamliners, with substitution rights for the larger 787-10.

Jefferies downgraded Datadog to Hold from Buy while raising its price target to $280 from $210, citing valuation after the shares' 94% year-to-date rally.

Fortinet and Intel announced a collaboration on July 21, 2026 to develop Fortinet Security Processor 6 (SP6), with Fortinet becoming Intel’s first publicly named cybersecurity silicon customer.

Abra Group selected 100 CFM LEAP-1A engines for 50 Avianca A320neo-family aircraft and expanded its services arrangement to include spares and long-term support.

BBAM agreed to acquire 30 CFM LEAP-1A and LEAP-1B spare engines in its first direct engine order from CFM International.

China Aircraft Leasing Group selected CFM LEAP-1A engines for 20 additional Airbus A320neo-family aircraft.

AerCap selected GE Aerospace GEnx-1B engines for 15 Boeing 787 aircraft ordered directly from Boeing, with deliveries scheduled through 2033.

Gilead and Merck announced detailed 48-week Phase 3 results showing once-weekly islatravir/lenacapavir maintained virologic suppression in the ISLEND-1 and ISLEND-2 trials.

Gilead reported 52-week open-label-extension data from PURPOSE 1 and PURPOSE 2 showing sustained efficacy, high adherence, and no new safety signals for twice-yearly lenacapavir PrEP.

Intel and Fortinet announced a collaboration to develop Fortinet Security Processor 6, which Intel will manufacture on its Intel 4 process node.

Intel confirmed that it is planning an additional, unspecified workforce reduction in its Data Center and AI Group as part of its efficiency program.

Morgan Stanley downgraded Intuit to Equal Weight from Overweight and cut its price target to $335 from $580.

Keysight announced Keysight Multiphysics, launching structural-analysis workflows for electronic-design drop, shock, and vibration validation.

Merck and Gilead reported that once-weekly oral islatravir/lenacapavir maintained virologic suppression at Week 48 in both Phase 3 ISLEND trials.

Microsoft and Mistral expanded their strategic partnership through a multibillion-dollar agreement for European AI infrastructure capacity and wider deployment of Mistral models across Microsoft products.

Bank of America added Micron to its U.S. 1 List while maintaining its Buy rating and $1,550 price target.

NVIDIA said Vera Rubin systems are entering production deployments and introduced the 102.4-terabit-per-second Spectrum-6 Ethernet switch system for gigascale AI factories.

Wistron opened its first U.S. smart factory in Fort Worth, Texas, for assembly and testing of NVIDIA AI systems, including GB300 production and planned Vera Rubin production.

Wisconsin regulators declined to reconsider financial-support rules that could require Oracle to secure more than $7 billion of collateral for power infrastructure serving its Port Washington Lighthouse data-center campus.

Palo Alto Networks introduced Synthetics, a digital-experience-monitoring capability that proactively validates application availability and performance from global locations.

Palo Alto Networks expects its proposed acquisition of Embrace to close in fiscal Q1 2027, subject to customary closing conditions.

RTX's Raytheon business received a $1.8 billion U.S. Navy contract extension for SPY-6 radar production and sustainment.

RTX's Raytheon UK unveiled Red Kite, a UK-designed precision glide weapon intended to provide an affordable, scalable capability for RAF stockpiles.

The U.S. Space Force awarded Rocket Lab USA a $266 million firm-fixed-price contract for 12 suborbital launches from Alaska, with six additional launches optional.

Morgan Stanley analyst Adam Wood downgraded Salesforce to Equalweight from Overweight and cut the price target to $185 from $287, citing a gap between AI momentum and weakening subscription-revenue growth.

Barclays raised its CRDO price target to $300 from $260 and maintained its Overweight rating.

NVIDIA's Schedule 13G filed on July 20, 2026 disclosed beneficial ownership of 22,256,412 Nebius Class A shares, or 9.3%, largely through a warrant acquired in its March investment.

AMD and Microsoft expanded their strategic partnership, with Microsoft set to deploy AMD Helios at scale on Azure for frontier-model inference and Azure AI services.

Boeing and Philippine Airlines announced a commitment for 15 787-10 aircraft with an opportunity to purchase five additional jets.

Riyadh Air committed to exercise options for 28 additional Boeing 787 Dreamliners, including conversion of 20 aircraft to the 787-10 variant.

The FAA allowed Boeing to resume issuing airworthiness certificates for all new 737 MAX and 787 aircraft effective July 20, 2026.

Boeing announced that SMBC Aviation Capital placed a firm order for 100 737 MAX aircraft at the Farnborough Airshow.

Cloudflare made Internal DNS generally available, extending its enterprise Gateway offering with integrated authoritative and recursive private DNS.

GE Aerospace and Shield AI completed AVEN thrust-vectoring-nozzle integration and engine light-off testing on the F110-GE-129E for the X-BAT aircraft.

GE Aerospace announced that its megawatt-class hybrid-electric system completed the first hybrid-electric flight above 30,000 feet and was publicly demonstrated at the Farnborough International Airshow.

CFM International signed an MoU with IndiGo covering more than 1,000 LEAP-1A engines for 510 Airbus A320neo-family aircraft, plus MRO-facility and long-term material-services support.

UK Export Finance and GE Aerospace signed a five-year £750 million financing framework to support qualifying airline engine-maintenance work at GE sites in Wales and Scotland.

Lam Research became a founding member of CuspAI’s AI Materials Foundry, a global materials-discovery network focused in part on semiconductors.

Barclays upgraded Lumentum to Overweight from Equal Weight, citing stronger confidence in AI-networking demand and the risk/reward after the share-price pullback.

Microsoft and AMD expanded their strategic partnership to deploy AMD Helios rackscale infrastructure and new AMD-powered Azure virtual-machine series for AI inference, data pipelines and chip design.

Netflix advertising inventory became available through The Trade Desk's Sellers and Publishers 500+ marketplace without a minimum spend requirement.

NVIDIA expanded its Agent Toolkit with open Omniverse libraries for RTX sensor simulation, GPU-accelerated physics and simulation-ready asset validation.

Bristol Myers Squibb announced it will deploy an NVIDIA DGX SuperPOD built with DGX Vera Rubin NVL72 systems to expand AI-enabled drug discovery and development.

Palantir USG filed a pre-award protest challenging the Defense Intelligence Agency’s ASTRA solicitation for custom software development.

British Airways selected RTX's Pratt & Whitney GTF engines for up to 63 Airbus A320neo-family aircraft, with a 12-year service agreement.

RTX's Pratt & Whitney Canada received a nine-year, $1 billion contract from V2X to overhaul engines for the U.S. JPATS T-6 trainer fleet.