Micron’s AI-driven memory demand lifted Q3 revenue to $41.46 billion and gross margin to 85%, with $22 billion in customer agreements supporting Q4 guidance.
Arista Networks targets at least $3.5 billion in FY2026 AI fabrics revenue and $1.25 billion in campus sales, driven by EOS, CloudVision and enterprise networking expansion.
T. Rowe Price's retirement-heavy AUM, alternative vehicles and expense discipline support cash flow despite outflows, with operating margin rising to 37.1% and a debt-free balance sheet funding a near-5% dividend.
Ethos relies on three carriers for 88% of revenue as TruStage payment failures triggered policy lapses and Family First Life publicly ranked Ethos last among insurance partners.
Plains GP Holdings cut leverage to 3.3 times adjusted EBITDA as Permian volumes and distributions rise, while $8.44 billion of debt faces refinancing at higher rates.
Talos Energy is raising standalone production guidance without added capex while using offshore cash flow to fund Shell acquisition and Mexico farm-in commitments.
New Fortress Energy’s UK restructuring extinguished $7.5 billion of debt, but common holders retain 35% behind a large preferred stack despite long-term Puerto Rico and Nicaragua contracts.
Meta’s AI-driven advertising gains face a $279 billion infrastructure bill, making capital efficiency and post-2028 free-cash-flow normalization central to the investment case.
Owens Corning's roofing business has historically posted sharp EBITDA and share-price gains during El Niño storm years, as severe weather drives shingle replacement demand.
