Forgent Power Solutions

Eaton Corp

POWELL INDUSTRIES

GE Vernova

CATERPILLAR

Forgent Power prices $1.06B IPO at $19/share, valuing the data center electrical equipment maker at ~$5.8B. AI power demand drives the deal.

Forgent Power Raises $1.06B in First Major AI Infrastructure IPO of 2026

LOCKHEED MARTIN

RTX signs 5 Pentagon deals to boost Tomahawk output 16x to 1,000/year. Arsenal of Freedom initiative follows Trump's January criticism of Raytheon.

RTX Locks In 7-Year Pentagon Deals to Quadruple Missile Output

MCKESSON

McKesson's Q3 adjusted EPS of $9.34 beats estimates by 2%, raises FY26 guidance to $38.80-$39.20. Oncology segment operating profit surges 57%.

McKesson Beats Q3 Estimates, Raises Guidance as Oncology Platform Delivers 57% Profit Growth

Snap

Meta Platforms

PINTEREST

Snap beats Q4 with $45M net income, 5x prior year. CEO Spiegel's pivot to profitable growth sacrifices 3M users for margin expansion.

Snap's Pivot to Profitability: Q4 Earnings Beat as Company Sacrifices User Growth for Margins

AT&T

AMAZON COM

T-Mobile US

AST SpaceMobile

Globalstar

AT&T taps Amazon's satellite network and AWS cloud in strategic partnership. What the fiber-to-space deal means for Starlink competition.

AT&T and Amazon Forge 'Fiber-to-Space' Alliance to Challenge Starlink Dominance

YUM BRANDS

Yum China Holdings

DOMINOS PIZZA

CHIPOTLE MEXICAN GRILL

Yum Brands closing 250 Pizza Huts in H1 2026 as strategic review advances. Taco Bell leads with 7% comps while Pizza Hut posts 8th straight quarterly decline.

Yum Brands to Close 250 Pizza Huts as Taco Bell Shines—Strategic Review Advances

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