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Snowflake Stock Jumps 37% on Q1 FY27 Earnings — $1.39B Revenue, a $6B AWS Deal, and an Agentic Enterprise Inflection
Snowflake reported Q1 FY27 product revenue of $1.33B and total revenue of $1.39B on May 27, 2026 — alongside a $6B AWS expansion and a raised full-year outlook anchored on Cortex and Snowflake Intelligence.
Robinhood Ships Agentic Trading and an Agentic Credit Card — AI Agents Now Trade Stocks and Swipe Cards With Spending Limits
Robinhood launched Agentic Trading and an Agentic Credit Card on May 27, 2026 — AI agents can now autonomously execute equity trades inside a guardrailed sub-account and make purchases through a virtual Gold Card via the Robinhood Banking MCP server.
AI Agents Settled $73M in a Year — Keyrock Says Coinbase, Stripe, Visa, and Google Are Racing to Own the Rails
A Keyrock report on May 24, 2026 finds AI agents settled $73M across 176M blockchain transactions in the past year — and Coinbase, Stripe, Visa, and Google are now building the rails for machine-to-machine commerce.
Coinbase Brings Perpetual Equity Index Futures to US Markets — AI, Defense, China, and Tech100 Contracts Launch June 8
Coinbase Derivatives announced on May 22, 2026 the June 8 launch of the first perpetual-style equity index futures on a US regulated exchange — four thematic contracts covering AI, defense, China, and Nasdaq tech.
Lime Files for a Nasdaq IPO — The Uber-Backed Micromobility Leader Heads to Public Markets Under the LIME Ticker
Lime filed for an IPO in May 2026 to list on the Nasdaq under the ticker LIME — the Uber-backed e-scooter and e-bike rental leader steps into a busy 2026 IPO calendar.
SpaceX Files Its S-1 — SPCX Heads to a Nasdaq Listing With a $1.7 Trillion Valuation Target and a $75B Raise
SpaceX filed its S-1 with the SEC on May 20, 2026 — the company is targeting a Nasdaq listing on June 12 under SPCX with a raise of up to $75 billion at a $1.7 trillion valuation, on the back of Starlink's 10.3M subscribers and $4.7B Q1 revenue.
NVIDIA's Q1 FY27 Earnings Land — $75 Billion in Data Center Revenue and a "Parabolic" Agentic AI Demand Signal
NVIDIA reported Q1 FY27 earnings on May 20, 2026 — $75 billion in data center revenue, with CEO Jensen Huang declaring agentic AI demand has "gone parabolic" across hyperscalers and enterprise.
Mercury Hits a $5.2B Valuation — The Fintech Bank for AI Startups Banks Its Own Charter
Mercury raised $200M at a $5.2B valuation on May 20, 2026 — up 49% in 14 months — with $650M annualized revenue, four years of profitability, and conditional OCC approval to become a federally regulated bank.
Alibaba's AI Cloud Grew 38% in Q4 — AI Revenue Is on Pace for 50% of the Cloud Segment Within a Year
Alibaba reported fiscal Q4 2026 earnings on May 13, 2026 — Alibaba Cloud grew 38% to $6.04B, AI products hit 30% of external cloud revenue, and CEO Eddie Wu projected AI will exceed 50% of the segment within 12 months.
Japan's SBI Securities and Rakuten Securities to Launch Crypto Investment Trusts — In-House Bitcoin and Ethereum Products for Retail
On May 17, 2026, CoinDesk reported that SBI Securities and Rakuten Securities will offer in-house crypto investment trusts to Japanese retail investors, with Nomura also lining up its own products as regulators finalize rules.
NVIDIA Heads Into Q1 FY27 Earnings With the Stock Near All-Time Highs and Wall Street Watching AI Demand
NVIDIA reports Q1 fiscal 2027 earnings on May 20, 2026 — the stock hit a $232 intraday high on May 16 with analysts forecasting continued strong year-over-year revenue growth from AI data center chip demand.
Applied Materials Posts a Record Q2 — $7.91B Revenue, 50% Gross Margin, and Eight Price-Target Hikes in a Day
Applied Materials beat Q2 FY2026 estimates with $7.91B revenue and $2.86 non-GAAP EPS on May 15, 2026 — triggering eight Wall Street price target hikes and a 30% calendar-2026 growth call.
Cisco's AI Orders Forecast Hits $9 Billion — Record Q3 Revenue Sends the Stock to an All-Time High
Cisco reported record Q3 fiscal 2026 revenue of $15.84B on May 13, 2026 — and raised its full-year AI orders forecast to $9 billion, up from $5 billion, sending the stock to a new all-time high.
Nebius Crushes Q1 — 684% Revenue Growth, $27B Meta Contract, and a $20-25B CapEx Step-Up
Nebius Group reported Q1 2026 revenue of $399 million on May 13, 2026 — up 684% year-over-year — and disclosed a $27B Meta capacity contract along with raised full-year CapEx guidance to $20B-$25B.
KLA Splits 10-for-1 — The First Big-Tech Stock-Split Story of 2026 Lands With a Record-Setting Run Behind It
KLA Corporation announced a 10-for-1 forward stock split on May 7, 2026 — the first major US tech stock split of the year, with split-adjusted trading kicking off June 12 alongside a 17th consecutive annual dividend boost.
Jabil Beats Q2 Print and Raises Full-Year Guidance to $34B as Intelligent Infrastructure Surges 52% YoY
Jabil stock climbed on May 11, 2026 after Q2 fiscal 2026 revenue hit $8.28B with EPS of $2.69, and the company raised full-year guidance to roughly $34B on AI data-center demand.
Datadog Q1 Crushes the Print: $1.01B Revenue, FedRAMP High Certified, 2026 Guidance Raised to $4.34B
Datadog stock jumped 31% on May 7, 2026 after Q1 revenue hit $1.01B (up 32% YoY), the company secured FedRAMP High certification, and management lifted full-year 2026 guidance to $4.30B–$4.34B.
Intel Surges 13% to All-Time High On Preliminary Apple Chip Manufacturing Deal
Intel stock jumped 13% to an all-time high above $130 on May 8, 2026 after reports of a preliminary chip manufacturing deal with Apple — Intel's foundry pivot is finally working.
Micron Surges 38% On the Week As AI Memory Demand Drives Memory Stocks to Record Highs
Micron Technology jumped over 15% on May 8, 2026 to push past $850B market cap, capping a 38% weekly surge as AI memory demand sends DRAM and NAND prices sharply higher.
Axon's Q1 Beat: Revenue Tops $807M, Stock Jumps 12%, Full-Year Guidance Raised
Axon Enterprise reported Q1 2026 revenue of $807M against a $779M consensus on May 7, 2026 — raising full-year guidance and sending the stock up more than 12% on the print.
Super Micro's Q3 Beat: Margins Bounce Back, AI Data Center Demand Powers $40B Outlook
Super Micro Computer surged 24% on May 6, 2026 after Q3 earnings beat estimates by 33% — non-GAAP gross margins jumped to 10.1% and the AI server maker raised its full-year revenue outlook to $40.4B.
AMD's Q1 Blowout: $10.25B Revenue, Data Center Up 57%, Stock Surges 16%
Advanced Micro Devices reported Q1 2026 revenue of $10.25B on May 5, 2026 — beating estimates with 38% YoY growth, data center revenue up 57%, and Q2 guidance of $11.2B that sent shares 16% higher on May 6.
Palantir's Q1 Beat: 85% Revenue Growth, Rule of 40 at 145%, Guidance Crushed
Palantir delivered $1.63B Q1 2026 revenue at 85% YoY growth on May 5, 2026, beating Wall Street estimates with U.S. commercial up 133% and a Rule of 40 score of 145% — and management raised full-year guidance again.
Twilio's Q1 Beat: Voice AI Surges, Stock Jumps 19%, 2026 Outlook Raised
Twilio crushed Q1 2026 expectations with $1.41B revenue and $1.50 adjusted EPS — voice AI hit a five-year high, the stock jumped 19% on May 1, and management raised the full-year revenue growth outlook to 14-15%.
Alphabet's Q1 Beat: Google Cloud Surges 63%, Setting a New AI Infrastructure Bar
Alphabet posted Q1 2026 revenue of $109.9 billion on April 30, beating consensus by nearly $3 billion as Google Cloud accelerated to 63% year-over-year growth — the cleanest signal yet that AI infrastructure demand is still surprising to the upside.
Apple's Q2 Beat: $111B Revenue, iPhone +21.7%, and a Services All-Time High
Apple posted Q2 fiscal 2026 revenue of $111.18B (up 17% YoY) on April 30, 2026 — iPhone revenue surged 21.7%, Services hit an all-time record $30.98B, and Greater China sales jumped 28% to $20.5B.
SanDisk's Q3 Beat Is the Cleanest AI Infrastructure Read of the Quarter
SanDisk delivered Q3 revenue of $5.95B (+251% YoY) on May 1, 2026, beating consensus by $1.25B with EPS of $23.41 versus $14.50 expected — and disclosed five multi-year supply agreements valued at over $11B.
Microsoft's Azure Surges 40% as Q1 Earnings Set a New $190B AI Capex Bar
Microsoft posted Q1 2026 EPS of $4.27 on $82.89B revenue on April 29, 2026, with Azure growing 40% year over year and the company guiding 2026 capital expenditures up to $190B as AI infrastructure demand keeps accelerating.
SoFi Posts Record Q1 2026 — Revenue Up 43%, Profit More Than Doubles, Outlook Raised
SoFi reported record Q1 2026 results on April 29 — adjusted net revenue of $1.1B (up 41% YoY), net income up to $166.7M, $12.2B in loan originations, and a raised full-year 2026 outlook.
Mag 7 Earnings Week Begins Tomorrow — What Microsoft, Alphabet, Meta, Amazon, and Apple Could Set in Motion
Five of the Magnificent Seven report this week — Microsoft, Alphabet, Meta, and Amazon on April 29, Apple on April 30 — with AI capex, cloud growth, and AI infrastructure spend in focus.
Tesla Q1 Earnings Beat — Plus a $25B+ AI and Robotics Capital Commitment for 2026
Tesla beat Q1 2026 estimates with $22.39B in revenue and $0.41 EPS, then committed over $25 billion to AI, robotics, Cybercab, and Optimus capex through the rest of 2026.
Bitcoin ETF Inflows Hit $2.1B Across a 9-Day Streak — IBIT Crosses $63B in AUM
U.S. spot Bitcoin ETFs notched a 9-day inflow streak through April 24 totaling $2.1B, lifting cumulative net inflows to $58B and BlackRock's IBIT to about $63B in assets.
Nvidia Closes Above $5 Trillion as AI Chip Demand Pushes It Past Every Other Company
Nvidia's stock surged 4.3% Friday to a record close, lifting its market cap above $5 trillion and cementing its position as the world's most valuable company by a $1T margin.
Intel Posts Sixth Straight Earnings Beat as Tesla Signs On for Its 14A Foundry Process
Intel's Q1 2026 crushed estimates for the sixth consecutive quarter — data center AI revenue up 24%, stock surging 24%, and Tesla becoming the first major 14A foundry customer.
Adobe Greenlights $25 Billion Stock Buyback Through 2030 as Tech Sector Posts 11% Monthly Gains
Adobe's $25B stock buyback through April 2030 sends shares up 3.6% — a confidence signal from the AI creative leader as the US tech sector climbs 11% in April.
Q1 2026 Shatters Every Venture Record as AI Claims $242B of $300B in Global Funding
Crunchbase data shows Q1 2026 hit $300B in global startup funding — up 150% year-over-year — with AI capturing 81%, led by OpenAI, Anthropic, xAI, and Waymo's mega-rounds.
Big Tech Earnings Week: Microsoft, Meta, Amazon, and Apple All Report This Week
Microsoft reports April 29 with 16.8% EPS growth expected, alongside Meta, Apple, Amazon, and Tesla in the most important earnings week for AI stocks in 2026.
Morgan Stanley and BofA Crush Q1 2026 as S&P 500 Reaches New Record
Morgan Stanley posted $3.43 EPS vs. $3.00 expected while the S&P 500 hit a fresh all-time high, with tech sector EPS growth forecast at 44% as AI productivity gains start showing in results.
JPMorgan Is Building an AI-First Bank With 450 Agentic Workflows and $19.8B in Tech
JPMorgan is spending $19.8B on tech in 2026 and has deployed 450+ agentic AI workflows, cutting fraud false positives by 95% and reshaping how the world's largest bank operates.
Morgan Stanley Brings Bitcoin, Ether, and Solana Trading to E*Trade for Millions of Retail Investors
Morgan Stanley is launching spot crypto trading on E*Trade via Zerohash in H1 2026 — letting millions of retail investors hold Bitcoin, Ether, and Solana alongside their stocks in a single account.
Upstart Applies for a National Bank Charter to Build America's First AI-Native Bank
Upstart is taking its AI-driven lending model to its logical conclusion — applying for a national bank charter to build America's first AI-native bank and reshape how credit is assessed for millions.
Real-World Asset Tokenization Triples to $16.7B — Wall Street Is All-In
Tokenized real-world assets have tripled to $16.7B in 2026, with BlackRock's BUIDL fund and Morgan Stanley driving Wall Street's deepening embrace of blockchain infrastructure.
$300 Billion in Q1 2026: Startup Funding Breaks Every Record — 81% Went to AI
Crunchbase's Q1 2026 data confirms the most extraordinary venture capital quarter ever: $300B raised globally, with $242B — 81% — flowing directly to AI companies.
Q1 2026 Earnings Season: Why AI Infrastructure Stocks Deserve a Fresh Look
AI infrastructure is projected to drive 87% of S&P 500 earnings growth in Q1 2026 — Wall Street is shifting from AI hype to AI ROI, and the setup looks compelling for long-term tech investors.
Fintech VC Hits $12B in Q1 2026 — AI Applications Are Driving the Surge
Global fintech raised $12B in Q1 2026 with US startups up 47% year-over-year, as AI-powered financial tools capture 58% of all fintech venture investment.
Robinhood Cortex Rolls Out AI-Powered Portfolio Intelligence for Gold Subscribers
Robinhood Cortex is now live for Gold subscribers — an AI investment tool connecting your portfolio to real-time news, analyst data, and market insights.
Wall Street's AI Infrastructure Playbook for Q1 2026: Record Earnings, Compressed Valuations
Wall Street analysts call AI infrastructure stocks like Nvidia 'ripe for gains' as Q1 2026 earnings growth outpaces the rest of the S&P 500.
CME Group Launches Sui Futures on May 4 — Institutional Derivatives Arrive for Layer 1 Crypto
CME Group will launch cash-settled Sui (SUI) futures on May 4, 2026, in standard and micro sizes — a significant institutional validation as Sui's DeFi TVL climbs to $585M.
Franklin Templeton Launches Franklin Crypto With Veteran Wall Street and Web3 Leadership
Franklin Templeton launched Franklin Crypto on April 1, a dedicated institutional crypto investment management platform co-led by Chris Perkins, Seth Ginns, and Tony Pecore.
9fin Raises $170M at $1.3B Valuation to Scale Its AI Platform for Debt Markets
London-based fintech 9fin closed a $170M Series C at a $1.3B valuation, bringing AI-powered debt market intelligence to over 300 banks, asset managers, and law firms.
JPMorgan's LLM Suite Has Scaled to 450 Agentic AI Workflows Across the Bank
JPMorgan Chase's proprietary LLM Suite now powers over 450 agentic AI workflows — including generating full investment banking pitch decks in under 30 seconds.
Robinhood's Prediction Markets Hit 11 Billion Contracts — CFTC Exchange Next
Robinhood's prediction markets hit 11 billion contracts and 1 million customers, making it the platform's fastest-growing product since launch.
NYSE Parent ICE Completes $600M More in Polymarket, Pushing Its Total Stake to $1.64 Billion
Intercontinental Exchange has finalized a fresh $600 million investment in Polymarket, bringing its total equity stake to $1.64 billion as prediction markets become a serious financial data asset class.
AccuQuant Launches Next-Gen AI Quantitative Trading Platform for Global Investors
UK-based AccuQuant launched its AI-powered quantitative trading system today, bringing institutional-style automated strategy execution to retail and institutional crypto investors worldwide.
Shopify Agentic Storefronts Put Millions of Merchants Inside ChatGPT
Shopify's Agentic Storefronts went live March 24 for all US merchants — making every eligible Shopify store shoppable inside ChatGPT, Google Gemini, and Microsoft Copilot by default.
CFTC Launches Innovation Task Force for Crypto, AI, and Derivatives Markets
The CFTC's new Innovation Task Force will build regulatory clarity for crypto derivatives, AI autonomous trading systems, and prediction markets in US financial markets.
ECB Opens Eurosystem Collateral to Tokenized DLT Assets Starting March 30
The ECB accepts DLT-issued tokenized assets as Eurosystem collateral from March 30, marking Europe's biggest step toward institutional-grade tokenization.
Otonomii AI Acquires AI Signals to Bring Autonomous Market Intelligence to Retail Traders
Otonomii AI's acquisition of the AI Signals platform extends its cognitive trading architecture to retail traders and brokerages, adding equities and futures to its AI market intelligence stack.
Thermo Fisher Closes $8.9B Clario Deal to Accelerate AI Drug Trials
Thermo Fisher Scientific completes its $8.875B acquisition of Clario, adding AI-powered clinical trial data tools that have supported 70% of FDA novel drug approvals in a decade.
OpenAI Closes $120B Round at $850B Valuation — History's Largest Private Raise
OpenAI's total fundraise reaches $120 billion after CFO Sarah Friar confirmed an extra $10B injection, lifting the AI lab's valuation to approximately $850 billion.
Arm Holdings Unveils First In-House AGI CPU, Targets $15B Revenue
After 35 years of pure IP licensing, Arm unveils its first self-designed 136-core AGI CPU on TSMC 3nm for AI inference, with Meta as launch customer.
Microsoft-Backed Startup Lace Raises $40M for Atomic-Scale Chip Lithography
Norwegian startup Lace closes a $40M Series A to develop helium atom beam lithography capable of etching chip features 10x smaller than current EUV technology.
Coinbase Launches 24/7 Stock Perpetual Futures Covering All Magnificent 7 Stocks
Coinbase goes live with stock perpetual futures on its international exchange, offering round-the-clock trading of Apple, Nvidia, Tesla, and more with up to 20x leverage.
Uber Invests $1.25 Billion in Rivian to Deploy 50,000 Robotaxis Across Three Continents
Uber commits up to $1.25B in Rivian to build a fleet of 50,000 autonomous R2 electric SUVs launching in San Francisco and Miami by 2028, expanding to 25 cities by 2031.
Micron Posts Record $23.9B Revenue as AI Memory Demand Nearly Triples the Business
Micron's Q2 FY2026 revenue surges 196% year-over-year to $23.9B with 75% gross margins, driven by insatiable AI data center demand for HBM and server DRAM.
The Fed Holds Rates at 3.5% and Projects Just One Cut in 2026 — Powell Says Inflation Isn't Falling as Fast as Hoped
The FOMC keeps rates unchanged at 3.5-3.75% with a lone dissent favoring a cut, while Powell's cautious inflation remarks send markets lower by 0.7% across the board.
Markets Edge Higher as the Fed Opens Its March Meeting — NVIDIA Rallies Post-GTC While Micron Surges on Memory Demand
The S&P 500 gains 0.25% and the Nasdaq adds 0.47% as investors digest GTC announcements and position ahead of the Fed's rate decision, with Micron rallying on AI memory chip demand.
Meta Signs a $27 Billion AI Infrastructure Deal With Nebius — The Largest External Cloud Commitment in AI History
Nebius Group surges 14% as Meta commits up to $27B over five years for dedicated GPU capacity, including one of the first large-scale NVIDIA Vera Rubin deployments starting early 2027.
Nasdaq Partners With Kraken to Build a Tokenized Equities Gateway — Bridging Wall Street and Blockchain Markets
The world's second-largest exchange teams with Kraken's xStocks platform to create interoperability between traditional financial markets and on-chain tokenized stock trading.
Energy and Materials Stocks Surge as Oil Crosses $100 — CF Industries, Dow Inc, and Mosaic Lead the Rally
While the broader S&P 500 posts its third consecutive weekly loss, energy and materials sectors buck the trend with CF Industries up 7.25% and Dow Inc gaining 5.09%.
February CPI Holds at 2.4% as Rent Posts Its Smallest Gain Since 2021 — But Oil Prices Cloud the Outlook
The Bureau of Labor Statistics reports February inflation at 2.4% annually with core CPI at 2.5%, while rent's 0.1% monthly gain signals shelter disinflation is finally arriving.
Oracle Crushes Q3 Estimates as Cloud Revenue Surges 84% — And the $553 Billion Backlog Signals What's Coming
Oracle reports $17.19B in Q3 revenue with cloud infrastructure up 84% to $4.9B, raises FY2027 guidance to $90B, and reveals a $553B remaining performance obligation.
AMD Lands a $60-100 Billion AI Chip Deal With Meta — The Biggest GPU Contract in History
Meta commits to 6 gigawatts of AMD Instinct MI450 GPUs built on TSMC's 2nm node, with first shipments in H2 2026 and AMD issuing 160 million performance-based share warrants.
Biotech Stocks Surge Double Digits as Regulatory Clarity Returns to the FDA
Gene therapy and rare disease stocks rally sharply as an FDA leadership transition signals a more predictable approval environment — uniQure jumps 36%, Biohaven gains 23%.
Boeing Surges on Reports of a $100 Billion China Deal for 500 Jets — Defying the Broader Market Selloff
Boeing jumped 3.7% to become the Dow's top gainer after Bloomberg reported a landmark 500-jet 737 MAX order from China, expected to be unveiled at the Trump-Xi summit.
Wall Street Suffers Its Worst Day in Three Months as Weak Jobs Data and Surging Oil Collide
The S&P 500 drops 2.4% and the Nasdaq tumbles 3.1% after February's jobs report misses badly and crude oil spikes above $88 a barrel.
The Trade Desk Surges 21% After Reports of OpenAI Ad Partnership Talks — And the CEO Just Bought $148 Million in Stock
Shares of The Trade Desk soared after reports that OpenAI explored selling ads through its platform, while CEO Jeff Green made the largest insider buy in company history.
Broadcom Smashes Q1 Estimates as AI Revenue Doubles to $8.4 Billion — Announces a $10 Billion Buyback
Broadcom posts record fiscal Q1 revenue of $19.3 billion with AI chip sales surging 106 percent year-over-year, and management sees a path to $100 billion in AI semiconductor revenue.
CrowdStrike Smashes Q4 Records as Annual Recurring Revenue Surpasses $5.25 Billion
CrowdStrike's Q4 FY2026 delivers record net new ARR of $331M, total ARR of $5.25B, and 45% operating income growth — crossing $1B in net new ARR for the full year.
Target Beats Q4 Estimates as Comparable Sales Turn Positive — Signaling a Broader Consumer Recovery
Target's Q4 earnings surprise with positive comparable store sales for the first time in five quarters, led by strength in discretionary categories and digital growth.
U.S. Manufacturing Expands for a Second Straight Month as the ISM PMI Hits 52.4
The ISM Manufacturing PMI registers 52.4 in February — only the third expansion in 40 months — with strong new orders signaling renewed industrial momentum.
Dell Posts a Record Quarter as AI Server Revenue Surges 342 Percent to $9 Billion
Dell's Q4 revenue hits $33.4B with AI server orders reaching $64B for the year, validating that enterprise AI spending is translating into real hardware demand.
Salesforce Posts Record Q4 as Agentforce AI Hits $800M ARR and a Massive $50 Billion Buyback Drops
Salesforce crushes Q4 with $11.2B revenue and $3.81 EPS, announces a $50B buyback while Agentforce AI surges 169% to $800M in annual recurring revenue.
Snowflake Crushes Q4 Estimates as AI Data Cloud Demand Hits an Inflection Point
Snowflake’s Q4 product revenue surged 30% to $1.23B with EPS of $0.34, smashing estimates as over 9,100 accounts now use its AI offerings.
Nvidia Reports Q4 Earnings Today — Wall Street Expects $65 Billion in Revenue and All Eyes Are on Guidance
Nvidia’s fiscal Q4 FY26 earnings drop after market close today. Analysts expect $65.7B revenue and $1.53 EPS, but forward guidance will move the stock.
AMD and Meta Announce a $100 Billion AI Chip Partnership That Reshapes the GPU Landscape
Meta will deploy up to 6 gigawatts of AMD Instinct GPUs for AI data centers in a landmark multi-year deal worth over $100 billion, sending AMD stock soaring 14% in pre-market trading.
The Dow Just Crossed 50,000 — And It Got There Faster Than Anyone Expected
The fastest 10,000-point climb in the index's 130-year history was powered by AI-driven productivity gains spreading beyond Big Tech.
S&P 500 Posts Its Fifth Straight Quarter of Double-Digit Earnings Growth — And Margins Hit a Record
Q4 2025 earnings came in at 13.2% growth with record profit margins, and analysts see more upside ahead for 2026.