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Moby summary of Daktronics, Inc.'s Q4 2026 earnings call

The lesson from Micron's blowout Q3 earnings is that AI customers are treating memory like a bottleneck they cannot afford to leave to chance.

The lesson from Micron's blowout Q3 earnings is that AI customers are treating memory like a bottleneck they cannot afford to leave to chance.

Cerebras stock sinks on disappointing Q2 margin guidance. But Morgan Stanley recommends buying the post-earnings dip in CBRS shares.

Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 billion (compared to analyst estimates of $35.69 billion). Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers and guidance.

AMD Steady, Nvidia Higher: Semis Try to Shake Off Selloff Ahead of Micron

Railroad companies Canadian National Railway (CNI), CSX (CSX), and Union Pacific (UNP) are well-posi

Investing.com -- Cerebras Systems CEO Andrew Feldman said Wednesday that investors "misunderstood" the artificial intelligence chipmaker's margin guidance after shares fell more than 17% following the company's first earnings report since going public.

The companies inside this popular semiconductor fund are signaling a clear direction for their earnings, and it's worth paying attention.

Wall Street remains bullish on the AI hardware and infrastructure company, with all 10 analysts covering the stock continuing to rate it a ‘Buy’ or higher.

Micron Under Pressure Ahead of Earnings, Options Market Flashes Warning

Needham recently raised its price target on Micron Technology (MU) to $1,550 from $500, tripling its outlook two days before the company’s earnings report. That kind of leap usually follows a blowout quarter, not before one. Hours after the new target sent shares higher, Micron stock reversed hard ...

CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of ... Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028

Over the past six months, Ingredion’s stock price fell to $96.75. Shareholders have lost 12.9% of their capital, which is disappointing considering the S&P 500 has climbed by 7.8%. This was partly driven by its softer quarterly results and might have investors contemplating their next move.

Investing.com -- BTIG launched coverage of Take-Two Interactive with a Buy rating and a $290 price target on Wednesday, arguing that the upcoming release of Grand Theft Auto VI will drive a sustained earnings recovery for the video game publisher.

Cerebras shares plunged Wednesday following the AI chipmaker's first quarterly results as a public company.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.06%. September E-mini S&P futures (ESU26 ) are up +0.14%, and September E-mini Nasdaq futures...

AeroVironment (NasdaqGS:AVAV) has disclosed a significant accounting error tied to its space unit, leading to an $89 million goodwill impairment restatement. The company is facing multiple securities fraud class action lawsuits that allege misleading statements about major government contracts. AeroVironment has also reported weaknesses in its internal controls over financial reporting, raising questions about the reliability of past figures. AeroVironment enters this period of scrutiny...

Investing.com -- Water solutions firm Ecolab’s shares rose after Citi initiated a positive catalyst watch on the stock, citing an improving cost environment and pricing momentum heading into the second half of the year.

AI chipmaker Micron Technology (MU) is due to report its fiscal third quarter earnings results after Wednesday's market close. The company's stock has gained by 270% year-to-date in 2026. Morning Brief Host Julie Hyman, Yahoo Finance Breaking News Reporter Jake Conley, and Opening Bell Media CEO Phil Rosen discuss how much higher Micron's stock could run following this earnings report.

Paychex (PAYX) delivered earnings and revenue surprises of +0.63% and +0.22%, respectively, for the quarter ended May 2026. Do the numbers hold clues to what lies ahead for the stock?

June 24 (Reuters) - Wall Street's main indexes were muted on Wednesday, after two straight sessions of declines, as technology shares steadied after a sharp sell-off this week and investors awaited

PepsiCo is set to announce its second-quarter earnings next month, and Wall Street expects the company’s EPS to increase by a single digit.

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned -10.6% in Q1 2026, significantly lagging the S&P 500’s -4.3% returns. The letter noted the quarter as the worst for equities since 2022, with strong corporate earnings being […]

Wall Street stocks are expected to make a steadier start on Wednesday after a sharp technology-led sell-off in the previous two sessions, with investors now focused on Micron's earnings for clues about the health of the artificial intelligence boom. Nasdaq and S&P 500 futures were...

As tech and software stocks take a hit on Tuesday, memory chipmaker Micron Technology (MU) has dropped by as much as 12% in the session. Shares are still maintaining gains of over 270% in 2026 ahead of the company's latest earnings this Wednesday, June 24. Yahoo Finance Senior Business Reporter Ines Ferré and Mariner Wealth Advisors chief investment strategist Jeff Krumpelman take a closer look at what Wall Street is expecting from Micron's fiscal third quarter earnings results.

The spotlight is on chipmaker Micron Technology as it prepares to report earnings, with investors bracing for further volatility following sharp market swings fueled by large flows tied to SpaceX and a two-day boom-bust in semiconductor stocks. Last ‌June, Micron was a well-known if somewhat obscure company with a market value of $136 billion and a long history, but not ‌necessarily one whose quarterly earnings reports caught investors' fancy. Fast forward a year, and Micron is one of the stars of the technology rally that has sent chipmakers around the world ​soaring, igniting a fresh trading frenzy even after a dozen or more months of AI excitement.

Nasdaq 100 futures rose 0.5% in premarket trade after a two-day semiconductor selloff, with oil also hitting its lowest level since the start of the Iran war

The company nearly doubled revenue in its first quarter as a public company, but forecast a sharp drop in gross margins for the rest of the year

Shares of (NASDAQ:CBRS) fell roughly 14% in premarket trading on Wednesday after the AI chipmaker delivered mixed first-quarter 2026 results, with strong revenue growth overshadowed by an earnings miss and weaker margin guidance. The company, which describes itself as the builder of “the world’s fastest AI infrastructure,” reported revenue of $193.