Actualités

Manufacturing partnership with Toyota supports Texas pilot program launch.

AI traffic acceleration and customer consolidation drove 23% revenue growth.

Merck's second quarter was marked by continued sales growth, primarily driven by the strength of its oncology portfolio and contributions from new product launches. Management credited higher demand for KEYTRUDA in both early-stage and metastatic cancers and robust performance in Animal Health as core drivers. CFO Caroline Litchfield highlighted, “Our strong commercial and operational execution continues to drive near-term performance while we invest in our outstanding pipeline.” While market re

Lucid’s second quarter saw a negative market response despite revenue surpassing analyst expectations, as management was candid about ongoing operational challenges. CEO Silvio Napoli, in his first quarter at the helm, acknowledged that Lucid’s history of missed commitments and poor execution has strained trust with customers and investors. Napoli emphasized that the company’s persistent cash burn, inventory buildup, and inconsistent quality have required urgent intervention, including a signifi

Record earnings fueled by smartphone demand and expanded mixed-signal content across new markets.

Why Marathon Petroleum Stock Is Back in Focus Marathon Petroleum (MPC) has moved back onto investors’ radar after a very strong second quarter earnings report, with refining and marketing operations outperforming expectations and unplanned refinery downtime hitting its lowest level this decade. See our latest analysis for Marathon Petroleum. The earnings surprise, lower refinery downtime and a fresh US$1.00 per share dividend declaration have come alongside strong share price momentum. A year...

Record revenue of $246.1 million driven by oil and gas royalties and water operations.

Marketplace GOV surged 36% as DashPass subscribers hit record highs.

For the 451 S&P 500 companies that have reported Q2 results, aggregate earnings have grown +41.6% YoY on +14.7% higher revenues. Positive surprises are also widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates.

Trimble Inc (TRMB) delivers strong Q2 with 10% organic growth, raises full-year outlook, and announces strategic review of Transportation & Logistics segment.

Datacenter revenue surged 103% sequentially as $93.9B in long-term agreements secure AI demand.

Enovix (NASDAQ:ENVX) reported second-quarter 2026 revenue at the high end of its guidance and highlighted progress in smartphone battery qualification, an initial commercial ramp in smart eyewear, and expanding drone and defense opportunities. Revenue for the quarter was $9 million, up 21% from a y

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

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.

Zeta Global's second quarter saw robust top-line growth, surpassing Wall Street’s revenue and profit expectations. Despite this, the market reacted negatively following the results. Management attributed the strong quarter to accelerated adoption of Zeta’s AI-powered Athena platform and deeper cross-industry partnerships, particularly with OpenAI, Palantir, and Snowflake. CEO David Steinberg emphasized that “Athena is fundamentally changing how customers interact with the Zeta platform,” highlig

Pan American Silver (PAAS) delivered earnings and revenue surprises of -13.10% and -3.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

While the top- and bottom-line numbers for Cisco (CSCO) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

The headline numbers for Cerebras (CBRS) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

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.

Nano Nuclear Energy Inc. (NNE) delivered earnings and revenue surprises of +32.14% and -78.60%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

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.

Oracle stock has delivered an 84.4% gain over the past 5 years. After a sharp pullback over the last year, investors are again asking whether the current price around US$153 still leaves room for value. Over 5 years, Oracle has returned 84.4%, which places recent weakness in the context of a longer track record of value creation for shareholders. AI and quantum partnerships tied to Oracle Cloud, such as recent work with Quantinuum and Google Cloud, can support expectations for future cash...

Emerson Electric (NYSE:EMR) reported strong quarterly results and raised its full year guidance, highlighting continued execution in its core automation business. The company announced a significant leadership transition aimed at accelerating its AI enabled automation strategy. Emerson introduced its DeltaV Automation Platform tailored for data centers, expanding its presence in digital infrastructure. Emerson Electric is only one company tied to the build out of AI infrastructure. It can...

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.