Amprius Technologies issued 2026 guidance calling for revenue of at least $140M and a gross margin of at least 28%. The company said the outlook is primarily driven by expanding demand for its SiCore batteries in defense drones. The guidance reflects Amprius’s confidence in continued business growth.

Hargreaves Services Plc (HGRVF) reported its FY2026 results and said it returned GBP 32.6 million to shareholders, including a GBP 20 million tender offer buyback. The company said the buyback was funded by proceeds from the first and second sales of its renewables assets. It reported higher volumes while maintaining margins at 6%, and ended the year with a cash balance of GBP 21.6 million.

POSCO Holdings reported 2026 second-quarter results with consolidated revenue of KRW 19.3 trillion and operating profit of KRW 820 billion. The company said performance improved from the previous quarter across all segments. Its Argentina lithium business posted a first-ever quarterly profit, marking a tangible step forward in its resource build-out for rechargeable battery materials (RBM). The results underscore POSCO Holdings’ shift from steel to an integrated new-energy materials service provider and support its core equity value.

Ipsen reported H1 2026 results showing total sales up 23.5% year over year at constant exchange rates and a 38.6% core operating margin, coming in well ahead of market expectations. The company said growth in key medicines is accelerating and that its pipeline is progressing smoothly. The release marks Ipsen’s first disclosure of H1 2026 financial data and is viewed as a direct fundamentals catalyst for IPSEY shares.

Microsoft posted record Q4 results, with revenue of $90B and operating income up 18%, while Azure’s annual revenue topped $100B after 41% growth. Commercial remaining performance obligations jumped 84% to $678B, highlighting strong contracted demand and weakening concerns that AI investment is driven by “circular money.” The company guided for 45% constant-currency Azure growth in Q1’27. Free cash flow fell 23% as capital spending accelerated, but the backlog data supports the business case for continued AI infrastructure investment.

AI-focused hedge fund Situational Awareness has rapidly offloaded much of its roughly $16B public equity portfolio after heavy losses tied to concentrated AI-related positions. The fund returned 439% from the start of the year through the end of June and has more than $20B in assets under management. It is expected to keep operating and still holds significant private-company investments, including an Anthropic stake valued at about $5B. Shares of Sandisk, Nebius, CoreWeave and Micron all jumped on the day, a move described as a technical rebound rather than an improvement in fundamentals.

Broadcom (AVGO) posted record fiscal 2024 Q2 results, including more than $30 billion in new AI orders and a 3x book-to-bill ratio. AI-related revenue accelerated, and the company maintained its $100B fiscal 2027 AI revenue target. Operating margin climbed to a record 67% and free cash flow reached $10.3B, while the VMware software segment guided for 31% revenue growth and a 79% margin. The results underscore strong data-center demand and pricing power for Broadcom’s AI chips and networking gear.

West African Resources Limited (WFRSF) reported FY2026 second-quarter results, delivering a record group gold production of just over 125,000 ounces from its Sanbrado and Kiaka gold operations in Burkina Faso. All-in sustaining costs (AISC) came in at $1,730 per ounce, below the company’s full-year guidance of $1,900 per ounce. The company said its annualized production run rate exceeded its 500,000-ounce target, while maintaining full-year production guidance of 430,000 to 490,000 ounces.

Super Micro Computer (SMCI) released preliminary fourth-quarter results showing gross margin of 15%–17%, close to twice its guidance, alongside more than $60 billion in new orders. The stock is valued at 11x forward non-GAAP P/E, 0.55x price-to-sales and 0.38 forward PEG, all well below peers. The company’s formal earnings release in August is expected to test whether software, liquid cooling and DCBBS can sustain double-digit margins.