Actualités

SVM heads into Q1 earnings with revenues expected to jump 70% despite lower silver output, as higher metal prices and gold sales may lift results.

EMR's Q3 earnings beat estimates as Software & Systems surged, margins expanded and strong cash flow supported a higher fiscal 2026 outlook.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. September E-mini S&P futures (ESU26 ) are up +0.33%, and September E-mini Nasdaq futures...

Record vehicle deliveries and robotaxi expansion drive capital spending surge.

J's Q3 revenues top estimates as record backlog and AI-related infrastructure demand support growth, even as the stock fell after results.

KTOS delivers sharp Q2 earnings and revenue growth as government solutions, organic gains and strong bookings support performance.

Lucid's Q2 revenues jump 56.2% and beat estimates, but a $300 million inventory charge widens losses and keeps margins deeply negative.

PLTR lifted its 2026 revenue, profit and cash flow outlook as AI demand surged, but higher targets also raise the execution bar.

Uber reported second-quarter results on Wednesday that beat on bookings and profit, but shares fell as the ride-hailing giant's bookings guidance missed analyst projections. Uber says its robotaxi push is still well underway, with investments set to grow.

HWM's Q2 results are due Aug. 6, with commercial aerospace strength expected to aid growth despite transportation and supply-chain headwinds.

ENTG beats Q2 estimates as AI-linked chip investment lifts sales, margins and cash flow, while stronger bookings improve visibility into 2027.

Pfizer increased its savings target and revenue outlook, but investors remained focused on patent expirations and pipeline execution.

GlobalFoundries (NASDAQ:GFS) reported second-quarter fiscal 2026 revenue of $1.786 billion, up 9% sequentially and 6% from a year earlier, as demand for communications infrastructure and data-center applications helped drive growth and margin expansion. Chief Executive Officer Tim Breen said revenu

Extreme Networks (NASDAQ:EXTR) reported fourth-quarter fiscal 2026 revenue of $339 million, up 10% from a year earlier and 7% sequentially, as the networking company cited continued product demand, higher gross margins and growing adoption of its Extreme Platform ONE platform. For the full fiscal y

EVgo (NASDAQ:EVGO) reported second-quarter 2026 revenue of $83 million, down 16% from a year earlier, as growth in its core charging network was offset by declines in its eXtend and autonomous-vehicle-related businesses. The company posted an adjusted EBITDA loss of $10.6 million, in line with its p

Eos Energy Enterprises (NASDAQ:EOSE) reported record second-quarter revenue and backlog while narrowing its 2026 revenue outlook as it accelerates the consolidation of manufacturing operations at its Thorn Hill facility. Chief Executive Officer Joe Mastrangelo said the company shipped more product

CPS Technologies (NASDAQ:CPSH) reported second-quarter revenue of $8.3 million, modestly above $8.1 million in the comparable 2025 period, as the company cited robust demand across its core product markets. The company also said revenue increased from first-quarter levels and expects shipments to co

EOG's Q2 earnings beat estimates as higher oil prices and a 24.4% production gain fueled a 57.4% revenue surge and strong free cash flow.

Infineon Technologies AG (IFNNF) posts all-time high quarterly revenue of EUR4,172 million, driven by booming AI power solutions and broad-based recovery.

SK Telecom Co Ltd (SKM) reports robust profit growth fueled by AI data center momentum, while outlining a strategic 5-gigawatt expansion plan through its new subsidiary SK Hyper.

Palantir Technologies Inc. CEO Alex Karp reiterated on Monday that he believes AI frontier labs are not trustworthy enough for enterprise use. During the earnings call, following the company’s robust results, the CEO argued that companies should support technologies that...

Novo Nordisk beats Q2 earnings and sales estimates as GLP-1 demand grows, but pricing pressure, outlook concerns and pipeline setbacks sent shares lower.

QLYS tops Q2'26 estimates as channel revenues jump 22%, margins widen, and management raises its 2026 revenue and earnings outlook.

SpaceX is on course to burn $50 billion this year. That's a surprise.

AME's Q2 earnings rise 17%, and revenues climb 15%, as stronger EIG and EMG sales support a higher 2026 outlook.

RVLV's Q2 earnings top estimates as margin gains, customer growth and strong international demand help drive double-digit sales growth.

In this segment of the AI Investor Podcast from 24/7 Wall St., co-hosts Eric Bleeker and Austin Smith work through Intel's quarter and the whipsaw price action around it. Bleeker opens with the trading pattern as a microcosm of the month: Intel rose 10% after hours on the report, then fell roughly 30% over the following days, leaving it down 34% on the month at the end of last week. Yet, zoomed out, the stock is up 134% year to date and still more than double its post-February level, while most momentum names have given back their post-February gains entirely. He reads that as evidence Intel remains a structural winner. Bleeker credits two calls made earlier. The first was the rise of CPUs, which he says is playing out more forcefully than expected, with Intel's CPU prices up 48%. The second, and the one that matters more long term, is the foundry business. Intel guided 14A to volume production in 2028, which Bleeker takes as on track. Wall Street's disappointment centered on Intel declining to name customers, but Bleeker argues that silence is rational: a company shifting volume away from Taiwan Semiconductor has no interest in publicizing it and risking its existing allocation. What Intel needs, he notes, is wafer customers rather than packaging work, and he sees potential majors like Google drifting toward it. Smith agrees the non-disclosure is sensible and adds that these are not phantom customers. He points to reporting on xAI and the widely covered Apple arrangement as reasonably well established, meaning Intel gains little by confirming them publicly.

ImmunityBio beat Q2 earnings and revenue estimates as record Anktiva sales and continued adoption fuel growth, with more regulatory milestones ahead.

SEDG returns to adjusted operating profitability as stronger European demand, higher battery sales and expanding margins drive a second-quarter earnings beat.

LSCC posts record Q2 revenues and beats earnings estimates as AI data center demand and industrial recovery fuel growth, with upbeat Q3 guidance.