Massive 2026 capital spending plans reveal how one AI cloud provider is turning compute demand into physical infrastructure.
Mar 19, 2026
6 min read
New pharmaceutical manufacturing contracts tied to U.S. reshoring are starting to flow through Thermo Fisher’s services business.
Mar 17, 2026
7 min read
Delays and pressure around major submarine contracts put backlog, capacity, and margin durability into focus for U.S. shipbuilders.
Mar 12, 2026
A growing backlog and steady margins in February 2026 raise a practical question — how durable is infrastructure demand right now?
Mar 7, 2026
Synopsys delivered strong top-line growth and non-GAAP earnings, but GAAP profit tells a different story.
Mar 4, 2026
Strong revenue growth tied to integration raises the real question — can scale convert into margin durability?
Feb 28, 2026
5 min read
