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TheGapReport: NVIDIA Corporation (NVDA) Q2 2027 (may 20 - aug 26) NVIDIA's Q2 fiscal 2027 results, arrived with a structural admission that management had not offered 90 days earlier: supply is now the binding constraint on the company's growth, not demand, not product readiness, not market development. The $96 billion quarter — record revenue, fourth consecutive year-over-year acceleration — lands differently when the accompanying FY2028 guide of approximately 70% growth is immediately qualified as supply-constrained, with unconstrained demand running "a lot higher." ✅ Delivered Vera Rubin Launch — Production and Ramp In May, Colette Kress said Vera Rubin production shipments would commence in the second half of fiscal 2027, starting in Q3.Read more

Veeva runs behind-the-scenes software that drugmakers rely on for tightly controlled work, where a mistake can slow a study or paperwork needed to bring medicines to patients. With new AI tools being built right into those existing systems, the big question is whether Veeva can turn that built-in trust into a new wave of growth—without investors overpaying.Read more

Magma Group Berhad recorded broadly stable operating revenue for the second quarter ended 30 June 2026, supported primarily by its Hotel Operation and Hotel Management businesses. For Q2 FY2026, group revenue increased 4.1% quarter-on-quarter to RM6.517 million from RM6.261 million in the preceding quarter.Read more

Polaris pushes to grow its slice of Japan’s hotel market even as fewer visitors arrive from China, betting that bigger scale and a broader mix of hotel styles keep profits rising. It also leans more on lower-risk operating agreements and adds new customer perks, but the near-term outlook still looks a bit cloudy.Read more

Key Points: Sparc AI (CSE:SPAI) is tackling a growing global problem: drones and aircraft failing when GPS is jammed or spoofed, a problem already driving massive government losses globally. Its Overwatch platform is a software solution to the hardware problem, using AI and existing sensors making it highly scalable across fleets.Read more

Benz Mining’s Glenburgh project goes from a small, older estimate to a much bigger new target, and early drilling and test work point to pockets of higher-grade gold that could change the story. The catch is that the market already expects a lot, so the next round of drilling and a first official resource update will decide whether this is a breakout discovery or an overhyped one.Read more

Restar’s core device business is seeing demand pick up in industrial and auto markets, but tougher competition is weighing on another part of the company. With the current business plan nearing its final year, the next moves on acquisitions and new business units could decide whether momentum holds or fades.Read more

Reservoir Link Energy Bhd’s FY2026 results were weighed down by a sizeable non-cash impairment, but beneath the headline loss, the Group is building several growth engines that could support a stronger operating outlook in FY2027. For 4QFY2026, Reservoir Link recorded revenue of RM23.0 million and a loss before tax of RM56.1 million.Read more

Medpace helps smaller drug makers run clinical trials, and its edge comes from doing the whole job end-to-end with deep disease expertise and a global setup that’s hard to copy. But customers can walk away from projects quickly if funding dries up or a trial goes wrong, and the stock already assumes a lot goes right from here.Read more