BWX Technologies is riding a wave of demand for defense work and renewed interest in nuclear power, with big multi-year government deals and a growing order book offering clearer visibility than many industrial businesses. But the story also hinges on government priorities and the company’s ability to deliver complex projects without cost overruns, workforce bottlenecks, or uneven commercial demand.Read more

AMD leans into cooler-running, energy-saving chips and sharper pricing to win more PC buyers from Intel and Nvidia. The bigger twist is how its Xilinx deal could open new doors in data centers and AI—if fierce competition and chip supply shocks don’t get in the way.Read more

AMD is gaining momentum as more cloud and enterprise customers choose its chips to power data centers and run AI, helped by new products and deeper partnerships. But weaker demand in some of its other lines of business and intense rivalry could still trip it up if expectations stay high.Read more

Riot Platforms is trying to become more than a Bitcoin miner by building out data centers that can also serve the growing demand for AI and cloud computing, using its large power footprint as an advantage. The upside hinges on whether it can turn that power into dependable customers and steadier profits before crypto swings and heavy spending catch up with the business.Read more

Block is pushing hard to grow Cash App and Square by rolling out new features, moving deeper into banking and lending, and weaving in crypto tools to keep customers coming back. The big question is whether those bets pay off before tougher competition, crypto swings, and growing lending losses squeeze profits.Read more