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● Wedbush downgraded Qualys to Neutral from Outperform on September 14 while simultaneously raising its price target from $125 to $175.
● AXON shares closed down 9.81% at $442.08, making it one of the S&P 500's sharpest single-day decliners.
● EchoStar, which changed itsNasdaqticker from SATS to ECHO on 24 June 2026, is monetizing roughly $40 billion of spectrum sales to AT&T and SpaceX approved by the FCC in May 2026, reshaping itsBalance Sheetaround a leaner connectivity business.
The 2026 technology rally has been written largely as a megacap story. Yet the plumbing of artificial intelligence, the analog interfaces, the circuit boards, the optics, the specialty memory and the interconnect designs, runs through a wider cast of companies whose most recent quarters …
● SurgePays sold threeBusinessunits to a GPO PlusSubsidiaryfor $27.5 million in preferred stock, lifting stockholders'Equityback above Nasdaq's listing threshold, while the stock remains down about 94% over twelve months.
● Taboola raised its full-year 2026 outlook after second-quarterRevenueof $476.8 million and adjusted EBITDA up 22.8% to $55.5 million, powered by its agentic Realize+Advertisingplatform.
● TeraWulf signed a 20-yearLeasewith Anthropic on July 6, 2026 for roughly 401 MW of capacity at its Kentucky data campus, valued at about $19 billion over the initial term and up to roughly $33 billion with extensions.
A wave of 2025-2026 debutants sits under this five-ticker basket. Three are genuine AI or software plays. Two are not what a casual reader might assume. Elauwit Connection (NASDAQ:ELWT), QumulusAI (NASDAQ:QMLS), EquipmentShare (NASDAQ:EQPT), Swarmer (NASDAQ:SWMR) and Cerebras Systems (NASDAQ:CBRS) sit under a tidy pitch: …
● monday.com reported second-quarterRevenueof $364.6 million, up 22% year over year, with ARR from AI products doubling from the first quarter and representing 17% of net new ARR.
● Life360 crossed 100 million monthly active users in the second quarter of 2026, withRevenueup 38% year over year to $159.0 million and adjusted EBITDA up 53% to $31.1 million.
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