Actualités

Halozyme Therapeutics (NASDAQ:HALO) stockholders elected two Class I directors and approved several governance items at the company’s annual meeting, while President and CEO Helen Torley highlighted 2025 execution, recent acquisitions, new commercial agreements, and updated financial guidance. Stoc

Strategy (NASDAQ:MSTR) executives emphasized an expanded set of capital markets “levers” and a continued focus on growing Bitcoin per share during the company’s first quarter 2026 earnings webinar, while noting that reported results were dominated by quarter-end Bitcoin price moves. Quarter results

Mercury Systems (NASDAQ:MRCY) reported third-quarter fiscal 2026 results that exceeded management’s expectations, driven by stronger-than-planned backlog conversion, record bookings, and year-over-year margin expansion. Chairman and CEO Bill Ballhaus said the quarter reflected “strong demand signals

Lumentum (NASDAQ:LITE) reported what President and CEO Michael Hurlston described as an “exceptional” fiscal third quarter of 2026, with revenue rising 90% year-over-year to a record $808 million, driven primarily by transceivers and laser chips. The company also posted significant profitability gai

Lucid Group (NASDAQ:LCID) executives emphasized an expanded autonomy partnership, new financing, and a renewed focus on cost and execution during the company’s first-quarter 2026 earnings call, while also suspending prior guidance as incoming CEO Silvio Napoli begins a review of the business. Leade

The Hackett Group (NASDAQ:HCKT) reported first-quarter 2026 results that reflected what management described as ongoing macro-driven demand pressure and “elongated client decision cycles” tied in part to uncertainty around AI return on investment. Company leaders also emphasized that Hackett is in t

Pan American Silver (PAAS) delivered earnings and revenue surprises of +2.59% and -7.38%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Hecla Mining (HL) delivered earnings and revenue surprises of -11.11% and -13.22%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Freshworks (FRSH) delivered earnings and revenue surprises of 0.00% and +2.28%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Moby summary of Tempus AI, Inc.'s Q1 2026 earnings call

Moby summary of Talen Energy Corporation's Q1 2026 earnings call

Moby summary of SSR Mining Inc.'s Q1 2026 earnings call

Moby summary of Grab Holdings Limited's Q1 2026 earnings call

Moby summary of BigBear.ai Holdings, Inc.'s Q1 2026 earnings call

Moby summary of Upstart Holdings, Inc.'s Q1 2026 earnings call

Moby summary of Astera Labs, Inc. Common Stock's Q1 2026 earnings call

Moby summary of Emerson Electric Co.'s Q2 2026 earnings call

Moby summary of Arista Networks, Inc.'s Q1 2026 earnings call

Moby summary of Kosmos Energy Ltd.'s Q1 2026 earnings call

With the Iran cease-fire still seemingly intact, oil prices retreated today, giving the market some room to run. The tech-heavy Nasdaq Composite rose 1%, while the The S&P 500 gained 0.8%. While there has been no real uptick in traffic through the Strait of Hormuz, the fact that the cease-fire remains in effect was enough to temper oil prices on Tuesday.

Advanced Micro Devices (NASDAQ:AMD) reported first-quarter fiscal 2026 results that management said marked an inflection in growth, driven by accelerating demand for AI infrastructure products across the company’s portfolio. Chair and CEO Lisa Su said revenue rose 38% year-over-year to $10.3 billion

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

The divestment of Copler provides a strategic repositioning for SSR Mining Inc. as a focused Americas-based gold and silver producer with a clear emphasis on free cash flow generation. Financially, the business generated more than $210 million in free cash flow in the first quarter of the year.

Michael Thomas Staiger: Good afternoon, and thank you for attending Super Micro Computer, Inc.’s call to discuss financial results for the third quarter of fiscal 2026, which ended March 31, 2026. As you know, with me today are Charles Liang, Founder, Chairman, and Chief Executive Officer, and David E. Weigand, Chief Financial Officer. By now, you should have received a copy of the press release from the company that was distributed at the close of regular trading, and it is available on the company’s website.

Bill Miller: Veeco Instruments Inc. executed well in the first quarter and we believe we are strategically positioned to benefit from the evolving semiconductor landscape driven by artificial intelligence and high-performance computing. Veeco Instruments Inc. is well positioned across our portfolio, with highly differentiated process equipment aligned with high-growth opportunities. Third, as it pertains to the compound semiconductor market, a stronger-than-expected opportunity has emerged for Veeco Instruments Inc. to capture multiyear revenue in the production of indium phosphide lasers.

Paul Gu: Thank you, Sonya, and thank you everyone for joining us today. As reflected in our three-year outlook of 35% annualized revenue growth, we expect to be one of the fastest multiyear compounders at our scale. Consumer credit is arguably the oldest, most economically foundational business there is, and today is the perfect time to reimagine it.

CoreWeave, one of the more polarizing AI stocks, is on the reporting docket this week. But what can investors expect?

It's important to consider your investment style and take a long-term view.

Surendralal Karsanbhai: Thank you, Doug. At this moment, it is important to highlight our teams in the Middle East who persevered in a challenging, at times dangerous, environment. Led by Liam Hurley, our team in the Middle East brought this to life.

With me on today's call are Jayshree Ullal, Arista Networks, Inc. Chairperson and Chief Executive Officer, and Chantelle Breithaupt, Arista's Chief Financial Officer. This afternoon, Arista Networks, Inc. issued a press release announcing its fiscal first quarter results for the period ending 03/31/2026. During the course of this conference call, Arista Networks, Inc. management will make forward-looking statements, including those relating to our financial outlook for the second quarter of the 2026 fiscal year, longer-term business model and financial outlooks for 2026 and beyond, our total addressable market and strategy by addressing these market opportunities, including AI, inventory management, lead times, and product innovation, which are subject to the risks and uncertainties that we discussed in detail in our documents filed with the SEC, specifically in our most recent Form 10-Q and Form 10-K, and which could cause actual results to differ materially from those anticipated by these statements.