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CoreWeave Backlog Signals Potential for a 2x Move by 2027
business1 day ago

CoreWeave Backlog Signals Potential for a 2x Move by 2027

24/7 Wall St. projects CoreWeave (CRWV) to reach about $166.75–$171 by Aug 2027, implying up to ~90% upside based on a $104 billion backlog that dwarfs its sub‑$50 billion market cap. The bull case hinges on improving operating margins in the low teens by Q4 and a ramp in power/inference monetization, but the stock carries heavy cash burn (free cash flow −$5.7B in Q2) and large capex guidance ($35–$39B for 2026). Comparisons to Nebius and Oracle are used, while a bear case warns of financing/interest risks; sentiment is mixed and one noted NVIDIA caller did not include CRWV among top AI stocks.

via 24/7 Wall St.|
#ai-infrastructure#backlog#business
Rocket Lab’s Q2 Wins: Record Revenue, Iridium Acquisition, and Neutron Drive
business14 days ago

Rocket Lab’s Q2 Wins: Record Revenue, Iridium Acquisition, and Neutron Drive

Rocket Lab reported a record Q2 revenue of $234 million (up 62% YoY), with over $1 billion of new contracts and a backlog of $2.36 billion, as it announced the strategic Iridium Communications acquisition to become a self‑launching, integrated space company. Neutron development is progressing well, supported by strong demand from government and commercial customers, including notable Space Force-related work. However, the quarter showed a GAAP loss due to amortization, margins are pressured by space-systems mix, and free cash flow is still negative with positivity not expected until 18–24 months after the first Neutron flight; Iridium’s close is targeted for mid‑2027 with integration benefits and potential tuck‑ins ahead.

via Yahoo Finance|
#backlog#business#iridium-acquisition
Rocket Lab Posts Record Revenue, But Earnings Misses Forecast
business14 days ago

Rocket Lab Posts Record Revenue, But Earnings Misses Forecast

Rocket Lab reported Q2 2026 revenue of $234.06M, a 62% year-over-year increase and a quarterly record, but posted an adjusted loss of $0.08 per share, missing the $0.06 consensus. The backlog rose to a record $2.36B, with more than $437M in new launch contracts, and the company announced plans to acquire Iridium Communications while completing Mynaric and Motiv deals. For Q3 2026, the company guided revenue of $250–$265M (midpoint $257.5M) and an adjusted EBITDA loss of $17–$23M, aided by Neutron rocket milestones and a $397M Space Force contract.

via Yahoo Finance|
#acquisitions#backlog#business
USPTO's Acting Leader Steers Back to Private Sector Amid Backlog Battle
government29 days ago

USPTO's Acting Leader Steers Back to Private Sector Amid Backlog Battle

Deputy USPTO Director Coke Morgan Stewart, who also served as Acting USPTO Director since January 2025, informed staff she will depart the agency by week’s end to return to the private sector. Stewart is credited with aggressive backlog reduction and patent-policy shifts, including PTAB workload management and the ‘settled expectations’ doctrine, as she led the agency through a pandemic-era staffing and workload crisis. Her prior experience spans USPTO leadership roles, Virginia’s Deputy Attorney General, and private practice at O’Melveny & Myers. A successor has not been announced.

via IPWatchdog.com|
#backlog#coke-stewart#government
GE Vernova Beats Earnings, Raises Guidance, But Stock Dips on AI Sentiment
business1 month ago

GE Vernova Beats Earnings, Raises Guidance, But Stock Dips on AI Sentiment

GE Vernova beat expectations with Q2 EBITDA of $1.2 billion on $11.1 billion in sales and lifted its 2026 guidance to about $46 billion in sales and $6 billion in EBITDA, backed by $24.2 billion in orders (up 88% YoY) and a $176 billion backlog. Despite the beat and continued order strength, the stock fell after the report as investors weighed AI-driven demand against broader AI sentiment risk and near-term price action.

via Barron's|
#backlog#business#earnings
Super Micro Stock Surges on Margin Upgrade, Backlog Breaks Records
business1 month ago

Super Micro Stock Surges on Margin Upgrade, Backlog Breaks Records

Super Micro Computer jumped more than 20% after-hours after raising its June-quarter gross-margin guidance to 15-17%, roughly double the previous 8.2-8.4%, aided by favorable product mix. The company also reported a record backlog of over $60 billion in new orders, with revenue expected near the lower end of prior guidance ($11 billion to $12.5 billion). The stock has fallen about 50% over the past year amid smuggling investigations and dilution fears from a $7 billion equity financing; past DOJ charges against co-founder Wally Liaw and a Taiwan probe into Nvidia-chip smuggling have weighed on sentiment. Earnings are slated for Aug. 11.

via Barron's|
#ai-servers#backlog#business
Super Micro Soars on Margin Expansion and $60B Backlog
business1 month ago

Super Micro Soars on Margin Expansion and $60B Backlog

Super Micro Computer (SMCI) shares jumped about 20% after hours on a preliminary Q4 update that showed GAAP and non-GAAP gross margins of 15%–17%, well above prior guidance of about 8%, while revenue is expected near the bottom of its $11–$12.5 billion range. The company also disclosed an all-time backlog of roughly $60 billion, signaling a large future delivery pipeline as AI infrastructure demand remains robust. Full fourth-quarter and fiscal 2026 results are due on August 11.

via Yahoo Finance|
#ai-infrastructure#backlog#business
business1 month ago

Oracle’s AI Backlog Sparks High-Stakes, Debt-Funded Cloud Buildout

Oracle has built a massive $638B remaining performance obligations backlog fueling an aggressive, debt-funded AI cloud expansion that the company says will require about $70B in annual capex and roughly $40B in new funding; while cloud infrastructure revenue surged 93% in the latest quarter, the stock has fallen as investors weigh whether the backlog can translate into sustainable margins amid cash burn and a rich valuation, making this a high-risk, high-reward growth story.

via Trefis|
#ai#backlog#business
ASML Raises Guidance Again, Signaling Multi‑Year AI‑Driven Demand
business1 month ago

ASML Raises Guidance Again, Signaling Multi‑Year AI‑Driven Demand

ASML beat earnings again and raised its 2026 outlook for the second straight quarter, while increasing 2027 EUV production to 84 machines with orders nearly fully booked, signaling durable, multi‑year AI‑driven demand from leading chipmakers; management expects capacity growth into 2028, reinforcing ASML’s role as a foundational AI infrastructure supplier, though export restrictions to China remain a risk.

via 24/7 Wall St.|
#ai#asml#backlog
Tesla clears backlog with 480,126 Q2 deliveries, topping forecasts
business1 month ago

Tesla clears backlog with 480,126 Q2 deliveries, topping forecasts

Tesla reported Q2 production of 451,758 and 480,126 deliveries, well above consensus (roughly 396k–408k from Bloomberg/IR/Goldman/Morgan Stanley), effectively clearing its earlier backlog and marking ~25% year‑over‑year growth. The strong print suggests robust demand and an unwind of vehicle inventory, with analysts lifting or reaffirming 2026 targets as a result. Geographic delivery details weren’t disclosed, but the beat reinforces a more positive near‑term narrative for Tesla’s auto business.

via Yahoo Finance|
#backlog#business#deliveries
Trump Mobile Sells T1 to Public Before Backlog Cleared
technology2 months ago

Trump Mobile Sells T1 to Public Before Backlog Cleared

Trump Mobile has started selling its T1 Phone to the general public even as a large pre-order backlog (roughly 600,000 deposits totaling about $60 million) remains unfulfilled, drawing criticism for skipping the queue. The move follows recent PR turbulence and a teardown by iFixit that suggests the T1 is essentially a clone of the HTC U24 Pro, while Trump Mobile also rebranded its marketing from 'Made in America' to 'Assembled in America'.

via Wccftech|
#backlog#ifixit#pre-orders