Bloom Energy raised the midpoint of its 2026 revenue outlook to $4.05 billion, 26.6% above where management started the year. Second-quarter revenue topped $1.0 billion for the first time, up 165.5% year over year, prompting a second increase to full-year guidance of $3.9bn—$4.2bn. Oracle has contracted 1.2 GW under an agreement supporting up to 2.8 GW, exceeding the 1 GW Fremont capacity the company disclosed earlier this year as it expands toward 2 GW.

Oracle’s remaining performance obligations (RPO) surged 363% to $638 billion, prompting management to guide for about $90 billion in FY27 revenue and adjusted EPS of $8.05. The company also expects to sustain 31% annual growth through 2030. Offsetting that outlook, Oracle plans $70 billion in net capital spending and a roughly $20 billion equity raise that would increase its share count by about 4.8%, making capex and dilution the central risks.

AMD said its data center revenue surged 107% year over year and now makes up nearly 60% of total revenue, alongside a sharp expansion in margins. Management said it expects revenue growth to substantially exceed its prior 35% target. The company attributed the improved outlook to accelerating AI adoption and continued market expansion.

Red Cat Holdings is shifting from a small drone supplier to a scaled autonomy platform, after revenue rose 527% year over year to $20.2 million. Its manufacturing footprint has expanded 5x and inventory has climbed to $85 million. Management is guiding for $150–$180 million in fiscal-year revenue, though performance is expected to be heavily concentrated in the second half. Gross margin improved to 16.1%, with a year-end 2026 target of 30% tied to contract execution and volume ramp.

Hewlett Packard Enterprise (HPE) reported fiscal 2026 second-quarter revenue of $10.7 billion, up 40% year over year and a record high. Revenue from its Cloud and AI segment rose 22.9%, while Networking revenue jumped 148.2%. Non-GAAP earnings per share doubled from a year earlier, and the Cloud and AI operating margin nearly doubled. The company also raised its full-year free cash flow outlook to at least $3.5 billion.

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Rocket Lab’s Space Systems revenue more than doubled year over year, lifting the company’s overall backlog to $2.36 billion. The larger backlog is positioned to support continued revenue growth and margin expansion.

In guidance released on Aug 20, 2026, Walmart raised its fiscal 2027 earnings-per-share outlook to $2.80 to $2.87. The retailer also projected third-quarter sales growth of 3% to 3.75% year over year.

Jaguar Health plans to file a new drug application for MVID in mid-2027 and said it could potentially secure U.S. approval by the end of 2027. In clinical trials, the drug showed it could reduce parenteral nutrition support by as much as 48%.