$DELL:
“The conversations we’re having with customers are multi-year in nature. I think 3, 4, 5 years, those discussions are underway.”
“We’re seeing budgets grow. We’re seeing budget shift.”
“We would expect to exit the year with meaningful backlog as we enter next year.”
$OSS released a shareholder letter highlighting record quarterly EPS and gross margin. 2025 revenue from continuing ops rose 31.2% to $32.2M, with gross margin at 49.6%. For 2026, OSS sees 20% to 25% revenue growth, around 40% gross margin, and positive EBITDA.
Fannie Mae will soon accept crypto-backed mortgages, according to WSJ. Better and Coinbase are launching a product that lets buyers use bitcoin or USDC as collateral for a separate loan to cover the down payment, instead of selling crypto.
Whoop plans to grow headcount by as much as 75% this Year, adding 600+ roles as ahead of a potential IPO
The co. has ~800 employees, operates in 60 countries, & gets about 60% of sales internationally
IPO timeline is still roughly “over a horizon of 2Yrs”
Blue $OWL is permanently halting redemptions for its retail private credit fund Blue Owl Capital Corp II, walking back plans to reopen quarterly withdrawals and instead paying investors back over time as it sells assets.
Datavault AI $DVLT says it was granted 2 U.S. patents tied to blockchain-based content licensing and tokenized monetization, including tracking content usage, verifying licenses via smart contracts, and automating royalty splits.
One patent also covers registering and tracking rights using secure identifiers, including inaudible tones.