x

Quarterly results made up the week's releases, and capital returns were a recurring theme. Hut 8 raised its stock repurchase authorization to $1.0 billion, VIAVI announced a new $500 million buyback program, and CLEAR added $175.0 million to its repurchase authorization while declaring a quarterly dividend. Growth was uneven: VIAVI reported revenue up 56.9% and Senstar Technologies up 37%, while Kyndryl's revenue declined 1.9% and Zillow Group posted a net loss tied to a legal settlement.

AI and data center demand appeared in several reports. Hut 8 signed a second 352 MW lease at Beacon Point, Kyndryl said hyperscaler-related revenues grew 27.2%, and ECARX signed a memorandum of understanding with Arm on AI compute platforms. Acquisitions and integrations also shaped results, including ECARX's purchase of the Flyme software business and Senstar's integration of Blickfeld. ECARX also said rising memory costs cut its gross margin.