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| Ticker | Company | Title | Period | Published |
|---|---|---|---|---|
| AMZN.US | Amazon.com Inc |
AWS Growth Accelerates to 24% as ~$200B CapEx Plan is Signaled for 2026
|
FY2025 Q4 | Feb 06, 2026 |
| OWL.US | Blue Owl Capital Inc |
Record $56B Fundraising Drives 19% Annual FRE Growth as Firm Defends Tech Portfolio Against AI Concerns
|
FY2025 Q4 | Feb 06, 2026 |
| OWL.US | Blue Owl Capital Inc |
Record $57B LTM Fundraising Powered by Over $50B in New Digital Infrastructure Projects
|
FY2025 Q3 | Feb 06, 2026 |
| OWL.US | Blue Owl Capital Inc |
Record $12.1B Capital Raise Underscores Momentum; Firm Pivots to Growth in Digital Infrastructure and Defined Contribution Channels
|
FY2025 Q2 | Feb 06, 2026 |
| OWL.US | Blue Owl Capital Inc |
Net Deployment More Than Doubles to $4.5B as AUM Reaches $273B; Firm Extends Per-Share Earnings Growth Timeline
|
FY2025 Q1 | Feb 06, 2026 |
| IREN.US | IREN Ltd |
$3.6B GPU Financing De-Risks Microsoft Contract; New Oklahoma Site Expands Secured Power to Over 4.5 GW
|
FY2026 Q2 | Feb 06, 2026 |
| OWL.US | Blue Owl Capital Inc |
Record Fundraising Fuels 26% FRE Growth and 25% Dividend Hike as Strategic Diversification Accelerates
|
FY2024 Q4 | Feb 06, 2026 |
| FTNT.US | Fortinet Inc |
Unified SASE Billings Growth Accelerates to 40%, Driving Q4 Outperformance and Reaffirming Commitment to Above-Market Growth
|
FY2025 Q4 | Feb 06, 2026 |
| QCOM.US | QUALCOMM Incorporated |
Handset Outlook Lowered on Memory Constraints as Automotive Growth Guidance Accelerates Above 35%
|
FY2026 Q1 | Feb 06, 2026 |
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