SEALSQ (NASDAQ: LAES) has highlighted the critical need for quantum-safe chips in evolving Physical AI systems, from robots to edge devices, emphasizing that products designed today with 10-20 year lifespans must be post-quantum ready. The company is already sampling its TPM185, a full Post-Quantum Cryptography Trusted Platform Module, which allows customers to integrate quantum-resilient platforms now, even as industry-wide certification frameworks are still being finalized. SEALSQ anticipates its TPM185 will be among the first to receive Common Criteria certification once the new Protection Profile is approved by ANSSI in December 2026, assuring independent validation of its robust security features.

MKS (NASDAQ:MKSI) is scheduled to release its Q2 2026 earnings after market close on Wednesday, August 5th. Analysts anticipate an EPS of $2.93 and revenue of $1.205 billion, with management providing a guidance range of $2.60 to $3.20 EPS. The company's prior quarter exceeded expectations, and analysts currently hold a "Moderate Buy" rating with an average price target of $385.

Leidos (NYSE: LDOS) has introduced Parcata™, a new AI-driven cybersecurity platform designed to autonomously detect and fix software vulnerabilities, including zero-day issues, in real time. The model-agnostic tool leverages multiple large language models and was validated through DARPA's AI Cyber Challenge. This development aligns with Leidos' NorthStar 2030 strategy to enhance AI-enabled capabilities at operational scale.

Agilent Technologies has awarded an Agilent Research Catalyst (ARC) Award to Professor Zongwei Cai of the Eastern Institute of Technology, Ningbo. This award recognizes Professor Cai's pioneering research in developing advanced analytical methods for detecting PFAS and other emerging environmental contaminants. The funding and instrumentation from Agilent will enable his team to further study the potential health effects of these "forever chemicals" using advanced mass spectrometry and organoid-based toxicological models.

Seagate Technology reported impressive Q4 FY26 earnings, with revenue up 48% YoY to $3.6 billion and non-GAAP EPS reaching $5.71, a 121% YoY increase. The company also raised Q1 FY27 guidance and demonstrated a 13th consecutive quarter of margin expansion, driven by strong data center demand and the successful rollout of HAMR technology. Despite the strong performance, the stock fell, though TIKR's model suggests a significant upside potential to $2,031 by June 2030, implying a 172% total return.

Software company ServiceNow has cut hundreds of jobs globally as part of a restructuring to streamline operations and increase efficiency, impacting a "low single-digit" percentage of its workforce. Employees reported receiving separation emails without warning, with some claims suggesting the layoffs could affect around 3,000 workers globally. ServiceNow stated it is committed to having the right talent and is also increasing hiring for AI-focused roles.

Nocera, Inc. (NASDAQ: NCRA) has acquired a 30% controlling interest in QMAX Technology Co., Ltd., a Taiwan-based authorized distributor of Micron/Crucial memory and storage products, to strengthen its AI infrastructure strategy. This acquisition secures crucial memory sales qualifications and distribution channels for Nocera's planned AI data center build-out. The deal, valued at $408,000 in restricted common stock, aims to address the critical bottleneck of memory and storage supply in the expanding global AI infrastructure.

Fortive Corp (NYSE: FTV) reported strong second-quarter financial results, surpassing analyst expectations with $1.1 billion in revenue and a 28% increase in adjusted EPS. Despite this growth, GuruFocus' GF Value™ indicates the stock is currently 7.9% overvalued at $64.09, compared to its intrinsic value of $59.39. The company's GF Score™ of 76/100 highlights strong momentum and profitability, but insider selling activity suggests a cautious outlook among some investors.

Qualcomm (QCOM) has announced the completion of its acquisition of Modular Inc., an AI-native software infrastructure company. This acquisition will strengthen Qualcomm Technologies' ability to deliver comprehensive AI solutions by integrating Modular's software platform, which optimizes and deploys generative and agentic AI workloads across various computing systems. The move is expected to accelerate the expansion of Qualcomm's AI platforms across devices, data centers, and industrial AI, while retaining Modular's open ecosystem and product brands like Mojo, MAX, and Modular Cloud.

Baird downgraded Caterpillar (CAT) to Neutral from Outperform, citing risks from growing state and local restrictions on data center construction. These restrictions could slow demand for Caterpillar's power generation business after an anticipated near-term boom. While Baird expects strong performance through late 2026, it foresees a potential slowdown in orders and rising regulatory risks in 2027 and 2028, leading to a reduced price target for CAT.