Actualités

Atlassian (TEAM) has just reported quarterly results that exceeded analyst expectations, paired with strong guidance that leans heavily on the adoption of its Rovo AI platform and the new Code Context capability. See our latest analysis for Atlassian. Atlassian’s earnings beat and strong Rovo AI narrative have coincided with sharp recent momentum, with a 30 day share price return of 61.44% and a 90 day share price return of 91.99%, even though the 1 year total shareholder return is down...

Vanguard's own 10-year forecast for U.S. stocks is 4.2% to 6.2% a year. The record behind numbers like that is worth seeing whole.

Enovix Corp (ENVX) reports fifth consecutive quarter of revenue growth, with Smart Eyewear orders jumping nine-fold and drone/defense pipeline expanding to $180 million.

Strong first-half performance driven by Aboitiz Power and Union Bank, offsetting food and real estate headwinds.

BeOne Medicines Ltd (ONC) delivers robust Q2 2026 results with record BRUKINSA sales, raises full-year guidance, and advances a promising oncology pipeline.

Solar module output hits second-highest quarterly level while company navigates capital raise and G2 Austin funding timeline

BETA Technologies Inc (BETA) reports record Q2 revenue and nearly hits $4B backlog target, while navigating certification progress and significant cash burn.

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.

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

Cisco stock rose amid fiscal Q4 earnings and revenue that topped estimates while the company's fiscal 2027 sales outlook came in above views.

Bending Spoons, an acquisitive digital media and software company, has enjoyed a strong stock market debut. Analysts expect it will report revenue of $683 million for the second quarter and earnings per share of 27 cents.

Nebius shares surged Wednesday after the AI infrastructure firm posted second-quarter results that topped analysts’ estimates.

Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.

Shares of Kaiser Aluminum climbed above a buy point Wednesday, just days after the company issued a bullish quarterly report, and as the stock stands out among peers. With an IBD Composite Rating of 98 and a three-month Relative Strength Rating of 82, Kaiser Aluminum has emerged as the leader among aluminum stocks. In last month's earnings report, CEO Keith Harvey said the "underlying story is increasingly one of stronger customer demand, improving market conditions and strengthening business fundamentals."

AT&T's fiber expansion, wireless gains and bundled services support growth, but high capex, debt and competition raise key concerns.

APA's Q2 earnings beat estimates as higher oil prices and lower expenses offset weaker revenues and natural gas prices.

Boeing and Airbus supplier Astronics surged on Wednesday on strong earnings, flashing buy signals. The stock has doubled in 2026.

Super Micro Computer Inc (NASDAQ:SMCI) reported a sharp increase in fourth quarter profit as margins improved, while revenue came in slightly below analysts’ expectations. The company's shares were up about 14% at about $36 on the report. For the quarter ended June 30, Supermicro...

WhiteFiber reported $28.8 million in second-quarter revenue, above the $18 million analyst estimate.

Vestas Wind Systems AS (VWDRY) boosts full-year EBIT margin outlook to 7%-9% on strong Power Solutions growth and announces a new EUR400 million share buyback program.

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

Nebius posted a 41% adjusted EBITDA margin, retained its $20 billion to $25 billion capex plan and raised its contracted-power target to 5 GW as customers funded more of the…

The AI cloud company reported $582.3 million in quarterly revenue, up 454% from a year earlier, as demand for computing capacity grew

Nebius Group (NBIS) delivered earnings and revenue surprises of +82.09% and +1.49%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Super Micro Shares Rally on Big Earnings Beat and $72 Billion Revenue Target

The Mediterranean fast-casual chain also said sales are rebounding after a cyclospora outbreak briefly dented results

T1 Energy Inc. (NYSE:TE) shares gained 3.

AMD and Nvidia are the market leaders for designing artificial intelligence (AI) GPUs.

CoreWeave (NASDAQ:CRWV) shares jumped more than 15% on Tradegate on Tuesday after the cloud infrastructure provider delivered record revenue for a fifth consecutive quarter, exceeded Wall Street expectations and raised its outlook as demand for artificial intelligence computing capacity remained strong. CoreWeave operates a specialised cloud platform built around large volumes of Nvidia’s advanced graphics processing units.