North America

The NASDAQ-listed wafer-processing equipment maker hit $292.9m in Q2 revenue and lifted its 2026 guidance to up to $1.175bn.

Allvue Systems has launched GP Accounting, integrating its FirmView and Fund Accounting platforms to replace spreadsheet-driven carried interest and partner capital

The automotive AI specialist reported Q3 FY2026 revenue of $69.6m and launched its first-ever share repurchase programme of up to $30m.

The EDA and TCAD software vendor posted $17.8m in Q2 revenue, its first non-GAAP operating profit in nearly two years, backed by Micron

Payouts.com has signed a long-term agreement with Replit to cut its product development cycle from months to days.

Sandisk showcased next-generation NAND and High Bandwidth Flash at FMS 2026, targeting AI inference workloads in data centres and cloud.

AMD has agreed to acquire Toronto-based Taalas, a specialist in AI inference silicon, to strengthen its Instinct GPU platform and full-stack AI portfolio.

HII has signed seven-year performance-based agreements with Path Robotics and GrayMatter Robotics worth up to $900m for autonomous shipbuilding.

The TSX-listed ad-tech platform reported 52% year-on-year revenue growth and its first positive net income since Q4 2024.

Infoblox has completed its acquisition of network observability firm Kentik, combining authoritative DNS data with real-time traffic intelligence.

Oxylabs analysis of 850,000 US job postings finds AWS in 30% of listings, with cloud platforms cited in 42% of all tech roles.

The NASDAQ-listed AI company says a multi-year market research contract will generate roughly $8m across 2026 and 2027.

Automox's new Canopy layer connects its AEM platform to Jamf Pro and Intune, automating patches on endpoints existing MDMs leave unmanaged.

The Nasdaq-listed solar tracker maker beat its Q2 targets and secured a 400MW post-period order, but remains loss-making with cash of $10m.

Gilat posted $122.7m in Q2 revenue and a 31% jump in adjusted EBITDA, while reiterating full-year guidance ahead of its Comtech acquisition.

Lovable will run latency-sensitive workloads on Cerebras' Wafer-Scale Engine as the two firms jointly explore faster AI software-creation experiences.

Remitly posted record Q2 revenue of $495m and raised its full-year 2026 outlook, citing AI-driven efficiency gains and accelerating customer growth.

Telnyx has launched an Email API in beta, letting developers send transactional and marketing email via the same REST endpoint as voice and SMS.

Virtuix has selected AVRT to supply weapons tracking and training content for a US Marine Corps virtual fireteam simulator due at Quantico in Q4 2026.

Volatus Aerospace and Kraus Hamdani Aerospace will introduce the K1000ULE ultra-long-endurance drone to Canada, targeting wildfire intelligence and Arctic operations.