TTM Technologies reported stronger-than-expected Q2 results and raised full-year guidance, which improves its revenue visibility and supports ongoing AI data-center demand.
TTM's quarter shows AI data-center demand is driving stronger sales and profit. Raised 2026 guidance and a 1.49 book-to-bill increase revenue visibility and order momentum. An activist stake adds outside investor interest.
Hut 8 was named as part of Third Point’s basket, but the article gives no company-specific results or size of the stake, so the outlook is unchanged.
Riot Platforms was included in Third Point’s bitcoin-miner basket, but no fresh operational details appeared, leaving its outlook unchanged.
Core Scientific was listed among miners Third Point bought, yet the story provides no new company metrics or orders to change its outlook.
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