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Ticker	Company	Title	Period	Published
FOUR.US	Shift4 Payments, Inc.	Corporate Simplification and Global Execution Define New Chapter; FY2026 GRLNF Growth Guided at 26-31%	FY2025 Q4	Feb 27, 2026
DELL.US	Dell Technologies Inc	AI Momentum Accelerates with Record $12.3B in Orders, Fueling Raised Full-Year Outlook	FY2026 Q3	Feb 27, 2026
DELL.US	Dell Technologies Inc	AI Server Forecast Raised to $20B, Lifting FY26 Outlook as Core Storage and Server Demand Moderates	FY2026 Q2	Feb 27, 2026
DELL.US	Dell Technologies Inc	AI Business Enters Hyper-Acceleration with $12.1B in Orders; Full-Year EPS Guidance Increased	FY2026 Q1	Feb 27, 2026
DELL.US	Dell Technologies Inc	AI Server Backlog Surges to $9B, Fueling Outlook for High-Teens ISG Growth and $15B in AI Shipments	FY2025 Q4	Feb 27, 2026
TTD.US	The Trade Desk, Inc.	Vertical Headwinds Mute Near-Term Outlook as Company Cites Operational Overhaul and AI Strategy as Long-Term Drivers	FY2025 Q4	Feb 27, 2026
ROOT.US	Root, Inc.	Policy Growth Set to Accelerate in 2026 as Company Pivots from Record Profitability to Reinvestment for Scale	FY2025 Q4	Feb 27, 2026
NVDA.US	NVIDIA Corporation	Record $68.1B Revenue Driven by Blackwell Ramp; Outlook Strengthened as Long-Term Demand Visibility Extends into 2027	FY2026 Q4	Feb 27, 2026

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