One Stop Systems stock rises on $400K defense contract

One Stop Systems (OSS) reported Q2 2026 results and said it shifted to a pure-play ruggedized AI and high-performance compute provider after selling its Bressner subsidiary for $22.4 million. It posted record $15.1 million bookings, 62.3% revenue growth, and raised 2026 revenue guidance to 25%-30% with ~40% gross margin. It recorded a $6.25 million legal settlement charge.

One Stop Systems (OSS) reported Q2 2026 revenue of $9.3 million, up 62.3% YoY, and record bookings of $15.1 million, with $30 million year-to-date and a 1.7 book-to-bill ratio. Full-year 2026 revenue guidance was raised to 25% to 30%. A $6.25 million legal settlement drove a GAAP net loss of $7.3 million.

Amazon Web Services (AWS) reported that its data centers in Bahrain and one of three in the UAE remain offline due to damage from Iranian drone strikes. AWS stated that the damage exceeded the resilience of its regional and multi-AZ services. Most customers had migrated workloads before the second zone went down, but some data and resources may be lost. AWS is working to restore services in the UAE and will provide updates in the coming months. The incidents are part of the broader conflict betw

LG CNS, a South Korean IT services firm, plans to invest ₩381.4 billion ($275.3 million) in Nvidia's next-gen GPUs and infrastructure to build AI factories. The investment, 7.2% of its 2025 assets, aims to secure AI computing capabilities and expand its GPU-as-a-Service (GPUaaS) business. LG CNS expects to start an 80-MW AI factory by 2028, with plans to integrate design, construction, and operations.

Qualcomm (QCOM) stock rose 40% between March and September 2026, driven by data center business developments. Management indicated progress in fiscal Q3 2025, with revenue expected from fiscal 2028. By November 2025, revenue was pulled forward to fiscal 2027. In July 2026, Qualcomm reported purchase orders and updated targets, including $5B in data center revenue for fiscal 2027. The stock's rise was also supported by partnerships with BMW and Amazon. Qualcomm's handset business faced challenges

Spyre Therapeutics (SYRE) reported that its anti-IL-23 antibody, SPY003, met primary endpoints in a Phase 2 trial, showing a 10.0-point reduction in Robart’s Histopathology Index score. This follows successful results for SPY001 and SPY002, completing proof-of-concept for all three molecules in its IBD portfolio. The company has $1.1 billion in cash, enough to fund operations into 2029. Part B of the SKYLINE trial, testing drug combinations, is still enrolling, with data expected in 2027. Spyre