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منبع: Seeking Alpha خبرگزاری
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Zeta Global: The Growth Is Finally Showing Up On The Bottom Line

Zeta Global: The Growth Is Finally Showing Up On The Bottom Line

Zeta Global's second-quarter 2026 results marked its 20th consecutive beat-and-raise, with revenue up 44% year over year and its first-ever positive GAAP net income. Adjusted EBITDA margin expanded to 20.7%, and free cash flow grew 73% year over year, evidence that operating leverage is now showing up in the numbers rather than just in guidance. Full-year guidance was raised again, with organic growth (excluding Marigold and political revenue) accelerating to 24% to 25% from 22% to 23%.

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منبع: Seeking Alpha
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منبع: Barrons خبرگزاری
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Berkshire's Buybacks and 2 More Big Things in Its Earnings Report

Berkshire's Buybacks and 2 More Big Things in Its Earnings Report

Warren Buffett's company was busy in the second quarter, repurchasing its own stock. Its investment activity and cash levels are also on Wall Street's radar.

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منبع: Barrons
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منبع: Reuters خبرگزاری
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Samsung, SK Hynix shareholders call for bigger payouts from AI cash mountain

Samsung, SK Hynix shareholders call for bigger payouts from AI cash mountain

Samsung Electronics and SK Hynix face growing calls from investors wanting a greater share of excess cash via dividends or buybacks, after the pair provided scant detail on capital returns when reporting AI-driven record ​profit.

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منبع: Reuters
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منبع: Seeking Alpha خبرگزاری
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BrainsWay: Building A Capital-Light Interventional Psychiatry Ecosystem

BrainsWay: Building A Capital-Light Interventional Psychiatry Ecosystem

BrainsWay is transitioning from a device manufacturer to a capital-light ecosystem provider for interventional psychiatry, leveraging recurring revenue and minority investments. BWAY reported Q1-2026 revenue up 35% YoY, a steady 75% gross margin, and expects FY-2026 revenue of $66–68M with adjusted EBITDA growth of 86–100%. Multi-year leasing, accelerated protocols, and expanded provider access are reducing TMS adoption barriers, supporting higher utilization and stickier customer relationships.

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منبع: Seeking Alpha
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منبع: Business Insider خبرگزاری
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JPMorgan CEO Jamie Dimon says the AI spending boom is likely to pay off

JPMorgan CEO Jamie Dimon says the AI spending boom is likely to pay off

Jamie Dimon said AI spending in the US is likely to pay off. He said data center construction has boosted the US GDP, creating jobs and demand for construction materials.

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منبع: Business Insider
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منبع: Business Wire خبرگزاری
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IonQ's Space Division Awarded NRO Radar Commercial Augmentation Contract

IonQ's Space Division Awarded NRO Radar Commercial Augmentation Contract

COLLEGE PARK, Md.--(BUSINESS WIRE)--IonQ (NYSE: IONQ), the world's leading quantum platform company, today announced that Capella, an IonQ company, has been awarded a contract under the National Reconnaissance Office's (NRO) Radar Commercial Augmentation (RCA) program. Under the contract, the company will provide commercial synthetic aperture radar (SAR) imagery and data services in support of U.S. national security missions. The award strengthens the company's national security portfolio by ex.

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منبع: Business Wire
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