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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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