Solar module output hits second-highest quarterly level while company navigates capital raise and G2 Austin funding timeline
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Defense contract activation and industrial recovery drive record quarterly revenue.
BETA Technologies Inc (BETA) reports record Q2 revenue and nearly hits $4B backlog target, while navigating certification progress and significant cash burn.
Whitefiber Inc (WYFI) reports significant progress with NC1 deployment, $865 million in new contracts, and innovative technology developments despite ongoing supply chain challenges.

A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.
Despite raising its full-year outlook, Cerebras Systems saw its stock plunge after hardware revenue fell 23% in Q2.

eBay Live GMV surged 8x year-over-year as management completed Depop acquisition.

Jackson outlines $4 billion sustainable cash flow target by 2030.

Cisco Systems (NASDAQ:CSCO) reported record fourth-quarter and fiscal 2026 results, citing broad demand for networking, AI infrastructure, security and collaboration products. The company also issued fiscal 2027 guidance that calls for continued revenue and earnings growth as it pursues what Chief E

Cerebras Systems (NASDAQ:CBRS) reported record second-quarter core revenue and raised its full-year outlook, as the AI infrastructure company said it is expanding data-center capacity, manufacturing output and customer deployments to support anticipated growth beginning in 2027. Chief Executive Off

Record backlog and raised guidance signal strong momentum in public safety communications.

Company hits first profitable quarter as satellite constellation nears launch.

International retail jumped 16.5% as U.S. market faced persistent headwinds.

Several members of the group, including Microsoft (MSFT) and Apple (AAPL), posted solid results overall, though the post-earnings reaction was much stronger for MSFT.

Harmonic (HLIT) delivered earnings and revenue surprises of +41.18% and +10.52%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Coherent (COHR) delivered earnings and revenue surprises of +7.41% and +2.66%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Usio (USIO) delivered earnings and revenue surprises of +200.00% and +0.31%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Moby summary of T1 Energy Inc's Q2 2026 earnings call

Today’s earnings update is packed as we sift through Q2 earnings for CoreWeave, Nebius, and WhiteFiber. Plus, CoreWeave CDO Brannin McBee joins us to unpack the company’s banner Q2 beat.

Securitize, the BlackRock-backed tokenization firm, said its second-quarter losses widened from a year ago, hit by a sharp downturn in the broader crypto market. Quarterly revenue fell 5% to $14.4 million from $15.3 million in the year-ago period. It made its public debut on the New York Stock Exchange last month after merging with a special-purpose acquisition company sponsored by Cantor Fitzgerald.

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.

Moby summary of Liquidia Corporation's Q2 2026 earnings call

Moby summary of Amcor plc's Q4 2026 earnings call

Moby summary of Riskified Ltd.'s Q2 2026 earnings call
Moby summary of Annexon, Inc.'s Q2 2026 earnings call

Moby summary of LiqTech International, Inc.'s Q2 2026 earnings call

Moby summary of Global-e Online Ltd.'s Q2 2026 earnings call

Moby summary of Kornit Digital Ltd.'s Q2 2026 earnings call

Coherent beat earnings and revenue estimates and offered a stronger-than-expected outlook as demand for its optical-networking technology grows with AI infrastructure.
Coherent reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.74 beating the consensus estimate of $1.62 by $0.12. Revenue reached $2.05 billion, surpassing the $1.98 billion estimate and marking a 34% increase YoY.