The Trade Desk Inc. (TTD) reported Q3 2026 revenue of $736 million, exceeding guidance despite a 0.5% year-over-year decline. Adjusted EBITDA reached $266 million, with strong international growth and an increase in joint business plans. The company also announced a 15% workforce reduction to generate over $100 million in savings for 2027, while providing a Q4 revenue outlook of at least $755 million.

This article compares Analog Devices (ADI) and NVIDIA (NVDA) for investors interested in the AI data center market, noting that NVIDIA's revenue is heavily reliant on data centers while ADI has broader AI exposure. It details their differing margin outlooks, cash spending strategies, and financial valuations. Although NVIDIA appears to have an edge in valuation, growth, and margins, Analog Devices offers faster-improving margins and a less AI-dependent business.

NorthStar Earth & Space reported significant growth in its Q3 2026 results, with revenue climbing to $17.2 million and operating income reaching $10.4 million, largely due to progress on the 3 CSD program. The company reiterated its full-year 2026 revenue guidance of $41 million (US$30 million). While revenue and operating income saw sharp increases, the company also noted challenges including cash reserves of only $0.3 million before a US$30 million PIPE investment and total debt of $145.1 million, with Q3 net income being heavily reliant on a single contract.

CoreWeave, an AI cloud provider, reported that its demand for AI capacity is ten times its available capacity through 2027, and it significantly raised its 2026 revenue outlook. While CoreWeave primarily uses Nvidia hardware, its strong growth signals a robust data center build-out, which benefits memory chipmaker Micron Technology, whose data center units already account for 63% of its revenue. Despite CoreWeave not being a direct Micron customer for memory, the overall market demand and Micron's expected memory supply shortage through 2028 suggest that Micron stock remains a worthwhile purchase, with potential for higher pricing.

Applied Materials Inc. (AMAT) reported strong fiscal fourth-quarter earnings, beating Wall Street expectations with $4.16 per share on an adjusted basis and revenue of $10.41 billion. For the upcoming fiscal first quarter, the chipmaking equipment maker forecasts earnings per share between $4.15 and $4.55 and revenue ranging from $10.6 billion to $11.6 billion. The company's shares have seen significant growth, rising 48% year-to-date and 65% over the last 12 months.

Fluent, Inc. (NASDAQ: FLNT) announced its third-quarter 2026 financial results, reporting a 14% increase in total revenue to $53.6 million. The company's Commerce Media Solutions segment saw its revenue double to $37.5 million, now comprising 70% of total revenue with an annual run rate exceeding $145 million. Fluent anticipates double-digit revenue growth from continuing businesses and improved adjusted EBITDA for the full year 2026, with further consolidated revenue growth expected in 2027.

A class action lawsuit has been filed against Axon Enterprise by two California drivers, alleging that the company's automated license plate reader (ALPR) network tracks and stores residents' movements without proper privacy disclosures as required by California law. The plaintiffs claim Axon, as both an ALPR operator and end user, failed to post a usage and privacy policy and that the aggregation of location data constitutes an invasion of privacy. The suit seeks class certification, injunctive relief, and damages for individuals whose ALPR information was collected and stored by Axon from November 3, 2023, onward.

NorthStar Earth & Space (NSTR) reported a significant surge in Q3 2026 revenue, reaching CAD 17.2 million from CAD 1.4 million a year earlier, and swung to a net profit of CAD 7.7 million. Despite these strong financial results, the company's shares fell 7.47% in regular trading before recovering slightly after hours. The earnings call highlighted the company's transition to a public entity, its reliance on a few anchor customers, and plans for expanding its space domain awareness sensor architecture.

Hour Loop (NASDAQ: HOUR) reported a 4% decrease in third-quarter revenue to $32.1 million and a decline in net income to $0.4 million, though nine-month revenue increased 11% to $95.9 million. The company reiterated its full-year net income guidance and narrowed its revenue outlook. Hour Loop highlighted the increasing role of AI agents in its core operations, including purchasing, advertising, and customer service, which it believes will enable scaling without proportional headcount growth.

Cisco (NASDAQ: CSCO) announced record-breaking first-quarter results for fiscal year 2027, with revenue soaring to $18.5 billion, a 24% increase year-over-year, and non-GAAP earnings per share reaching $1.40, up 40%. The company attributed this strong performance to high demand across all markets and raised its full-year FY27 revenue and non-GAAP EPS guidance, including a significant increase in expected AI infrastructure revenue from hyperscalers to $9 billion. Cisco also declared a quarterly dividend of $0.42 per common share.