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The Marked Chart Wire · Business
Agilysys
Agilysys reported second-quarter revenue of $93.4 million, up 17.7 percent year over year. The company lifted its fiscal 2027 revenue target to between $374 million and $378 million, citing robust growth in subscription services.
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Anthropic IPO
The AI firm's upcoming computing lease obligations jumped to $321 billion by June 30, up from $50 billion at the end of 2025. Its IPO filing indicates a potential requirement for new capital earlier than anticipated, alongside $6.2 billion in convertible notes from Amazon.
HotEarnings
The company beat third-quarter estimates and raised its 2027 revenue projection to $40 billion. Executives noted that demand for AI hardware will remain strong through 2028.
Semiconductor Packaging
Applied Materials will raise its share of Besi to roughly 20 percent, expanding their joint work on next-generation semiconductor packaging techniques.
Nucor
Nucor posted third-quarter sales of $11.25 billion, up 32 percent year-over-year, but adjusted EPS of $5.80 missed the $5.92 estimate. Executives anticipate fourth-quarter results to hold steady or rise slightly.
HotDeals
Bank of America, Blackstone, Citi, and Morgan Stanley are partnering with Broadcom to build compute capacity for Anthropic in a $63 billion deal.
HotAI Infrastructure
Bank of America, Morgan Stanley, Blackstone, and Citi have announced a $63 billion financial structure to support broadband capacity and AI compute capabilities in partnership with Broadcom.
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