Hewlett Packard Enterprise reported Q3 FY26 revenue of $12.2B, up 34% year over year, driven by strong growth in its Networking business and Cloud & AI segment. Networking margins stayed above 20%, while Cloud & AI margins reached 17%, which is viewed as a near-term ceiling. A DCF-based valuation implies a $61.40 price target, and the stock’s post-earnings dip is seen as a potential entry point.

Campbell’s said fourth-quarter net sales fell more than expected and it issued a weaker-than-expected outlook for annual profit and sales. The company cut its quarterly dividend by more than a third to prioritize debt reduction and is targeting about $500 million in cost savings by fiscal 2030 after closing some plants and reducing headcount. With lower-income shoppers shifting to cheaper brands and store labels, Campbell’s has implemented average price increases of 4% to 5% across roughly 60% of its portfolio.

Nvidia will acquire AI platform Hugging Face for $12.93 billion, bringing under its control a hub that hosts more than 3 million models and roughly 500,000 datasets. Hugging Face has more than 18 million users and 200,000 company customers. Broadcom also reported that its AI-chip revenue rose 221% year over year. Separately, China’s Moonshot AI is preparing for a Hong Kong IPO at a valuation near $50 billion, according to reports.

BMI raised its 2026 average coffee price forecast to 307 cents a pound, citing a strengthening El Nino and historically thin inventories. It expects global coffee production to rise 6% to 188.9 million bags in 2026-27, led by Brazil, where output is seen up 14.1% to 71.9 million bags, while Vietnam is forecast to edge up to 31.9 million bags. BMI sees Brazil’s 2027-28 crop slipping 5.1% to 68 million bags, narrowing the global surplus from 14.4 million bags to 9.2 million bags and keeping prices supported.

Discount retailer Burlington Stores plans to move its headquarters from South Jersey to Philadelphia, with an investment of $370 million. The company is slated to receive $30 million in Pennsylvania grants, plus a $7 million forgivable loan and a job-creation tax credit from the city. Burlington’s net income rose 21% and sales increased 9% last year, which management attributed to its tariff response. The company also reported strong results in the first half of 2026 and said it received $55 million in tariff refunds that it plans to use for additional price markdowns for customers.

Broadcom reported record fiscal Q3 results, including 86% year-over-year revenue growth and 221% growth in AI semiconductor sales. Operating income rose 92% and margins were 68%. Management guided fiscal Q4 AI revenue to $21.7B and projected $115B in FY27, with FY28 expected to double to $230B. The stock’s valuation implies a 18.9x FY27 P/E and a PEG of 0.67.

CoreWeave’s adjusted operating profit margin jumped from 1% to 5% in the second quarter, signaling a sharp improvement in profitability. Company guidance indicates the fourth quarter is expected to generate 60% of full-year adjusted operating income. Its weighted-average cost of debt fell by 300 basis points despite a hawkish Federal Reserve backdrop, pointing to easier financing conditions.

Privacy-focused infrastructure project Beldex has raised $8 million in a strategic round led by Sigma Capital and reported a series of ecosystem updates. Beldex Bridge has connected with BNB Smart Chain, while BelNet v1.4.1 improves Android performance and connectivity. The project is also advancing VRF-based PoS research ahead of its next hard fork, and recent snapshots show more than 3,300 masternodes. BDX and BDX-BSC are now available on SWFT Wallet and OmniBridge.