Waystar Launches New Agentic Solutions Transforming AI Into Action Across the Revenue Cycle

Waystar Holding Corp. (WAY) filed an SEC Form 8-K — Results of Operations and Financial Condition. Waystar Reports Second Quarter 2026 Results Q2 revenue of $319.7M, up 18% YoY Q2 net income of $40.9M and non-GAAP net income of $83.3M Q2 net income margin of 13%; adjusted EBITDA margin of 43% Raising revenue and adjusted EBITDA guidance for 2026 LEHI, Utah and LOUISVILLE, Ky.,

Fitch Ratings upgraded Waystar Holding Corp. (NYSE:WAY) and Waystar Technologies’ Long-Term Issuer Default Rating to BB+ from BB, and raised the first lien term loan to BBB- (Recovery Rating RR2). Fitch cited lower leverage expectations, with Fitch-adjusted EBITDA leverage projected below 3.0x in fiscal 2026 and sustained under 3x, plus strong recurring revenue and FCF.

Apple (AAPL) stock has risen 20% year-to-date, but analysts are divided. Evercore ISI notes App Store revenue declined 1% YoY in August, raising concerns about Services growth. Morgan Stanley sees potential in the upcoming foldable iPhone, estimating $14B in December quarter revenue. Hedge fund interest has slightly declined, with 169 funds holding positions in Q2 2026.

Crusoe Energy Systems has signed a $13 billion cloud deal with Jane Street Group for AI computing power, including GPUs, over five years. The agreement is Crusoe's largest cloud contract and has drawn interest to its fundraising efforts, aiming for $3 billion at a $30 billion valuation. According to Bloomberg, the deal is backed by contracts with Jane Street.

Eli Lilly's tirzepatide, sold as Mounjaro and Zepbound, became the world's best-selling drug, contributing 65% of Q2 revenue. Clinical trials showed tirzepatide combined with Taltz improved psoriasis and psoriatic arthritis symptoms, expanding potential uses beyond diabetes and obesity. Eli Lilly is testing tirzepatide in other conditions, aiming to secure broader insurance coverage and mitigate competition risks.

NVIDIA announced its Arm-based RTX Spark platform will launch in October, featuring Windows PCs with up to 1 petaflop of AI compute. Partners like Lenovo and Acer will release designs, including compact desktops and 2-in-1 laptops. The system pairs a 20-core Grace CPU with an RTX Blackwell GPU and up to 128GB of unified memory. Game developers, including EA and Ubisoft, are supporting the platform.