capacity expansion

$DOCN rallies on 22% Q1 revenue growth and 221% ARR surge. Guidance raised to 50%+ growth, but 125X valuation and institutional selling raise correction risks.

ChronoScale appoints Cenly Chen, former Super Micro executive with 20+ years infrastructure experience, as CEO to lead AI compute expansion.

Marathon Digital ($MARA) to report Q1 2026 results May 11, announces $1B convertible note repurchase and 15,133 Bitcoin sale alongside Long Ridge Energy acquisition.

Northwest Biotherapeutics establishes dedicated UK leukapheresis clinic by June 2026, enabling scaled immunotherapy production and removing manufacturing bottlenecks.

$SLNH expands AI and Bitcoin mining capacity to 17 MW through Blockware partnership, acquiring full Project Dorothy ownership for $16.5M.

Tower Semiconductor reports Q1 2026 results May 13, expands Japan 300mm capacity via TPSCo to meet strong optical and photonics demand.

ASML reports €8.8B Q1 sales, €2.8B profit, raises 2026 guidance to €36-40B driven by AI infrastructure boom. Increases dividend 17%, maintains buybacks.

Vicor's 200% rally triggers insider profit-taking, yet institutional investors maintain 4:1 buy-to-sell advantage, signaling continued confidence in AI data-center power chip demand.

CBAK Energy reports 11% revenue growth to $195.19M in 2025, driven by LEV battery surge, but swings to $9.38M net loss amid capacity transitions.

Planet Labs surged 15.74% on SpaceX IPO anticipation, NASA's $20B moon base announcement, and its own Germany expansion and doubled satellite production plans.

Micron completes $1.8B Taiwan acquisition and plans second facility to meet surging AI memory demand; stock rallies 4.51%.

Micron finalized purchase of PSMC's Taiwan facility, gaining 300,000 sq ft cleanroom for AI-focused DRAM and HBM production with shipments expected by fiscal 2028.

Amazon and TSMC emerge as compelling $1,000 investments, powered by AI infrastructure demand and advanced chip manufacturing capacity.

Micron doubles revenue and expands margins to 66% on AI demand, betting $200B to expand memory capacity by 2027. Current 11.5x P/E valuation looks attractive, but execution risks loom.

Unusual Machines stock surged 7% after doubling 2025 revenue guidance to $11.2M and projecting positive operating cash flow by 2026, bolstered by $142M cash and zero debt.

Barfresh secured $7.3M in convertible financing and $2.4M government grant to expand Ohio facility, targeting $200M+ annual capacity by fiscal 2026.

$FMFC invests $2.5M for 15% stake in Philippines manufacturer, gaining 477K sq ft capacity and 3,500 employees—first major expansion outside Cambodia.

$YDDL completes San Rafael facility upgrade targeting 30%+ capacity gains and 8-12% margin expansion in precious metal recovery.

Sturm Ruger ($RGR) reported Q4 2025 sales of $151M, up 3.6% YoY, but swung to a $0.27 loss per share. New products drove growth.

Cal-Maine Foods acquires Creighton Brothers assets for $128.5M, adding 3.2M laying hens capacity and expanding into Indiana with 177 employees.