Actualités

T1 Energy, formerly FREYR Battery (NYSE:FREY), reported higher solar-module production and improved gross margins in the second quarter of 2026 as it continued construction of its planned U.S. solar-cell factory in Rockdale, Texas. Chairman and CEO Dan Barcelo said the company is pursuing its goal

WhiteFiber expects its 40 MW NC-1 deployment to reach full run-rate billing in August, while new cloud agreements add more than $540 million of contract value.

Investors have been concerned about a potential slowdown in AI adoption, but results from these neocloud operators suggest otherwise.

Record sensor orders driven by AI and aerospace demand offset ERP delays.

Energy Fuels' uranium growth and rare earth expansion offer long-term potential, but a stretched valuation and expected 2026 loss weigh on its near-term appeal.

MP Materials surges 15% after Q2 revenues jump 89%, but high costs, estimate cuts and a premium valuation cloud the outlook.

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.

TDS earnings surge on spectrum gains as faster fiber deployment and stronger tower metrics reshape the company's growth outlook.

FLY's Q2 call puts a $1.5B backlog, spacecraft scale, and Alpha's production ramp in focus, as 2026 revenue guidance remains at $420M-$450M.

Applied Aerospace & Defense fell about 10% on Wednesday after its first earnings report since going public in June.

BETA Technologies (NYSE:BETA) reported second-quarter revenue of $14.7 million, exceeding its prior guidance range of $8 million to $11 million and representing 146% year-over-year growth. The company said results were driven primarily by revenue recognized from its Electrified Powertrain Flight Dem

WhiteFiber (NASDAQ:WYFI) reported second-quarter revenue growth and outlined progress across its North Carolina colocation campus, Canadian facilities and cloud services business, as management emphasized a strategy centered on contracted infrastructure, customer prepayments and project-level financ

Moby summary of Acumen Pharmaceuticals, Inc.'s Q2 2026 earnings call

CoreWeave Inc (NASDAQ:CRWV) stock is trading higher Wednesday after the company beat Street estimates and shared a strong backlog. The stock is one of two highlighted by tech investor Dan Ives this week that could show the momentum trade in AI is still in its early innings. Dan Ives on AI Trade Dan Ives has moved on from being an analyst at Wedbush, but he’s just as bullish on the AI sector in his new role leading Yorkville Ives. With stock market indexes at record highs, Ives was recently asked

Novogratz discusses Helios expansion and digital asset infrastructure.

Revenue grew 26.6% as the company surpassed its long-term EBITDA margin target.

Verizon's rising earnings estimates, stronger wireless growth and AI infrastructure deals boost its long-term outlook, but debt and competition remain key risks.

Zebra Technologies (ZBRA) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

AXT (AXTI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Gross bookings hit $58 billion as autonomous vehicle ambitions accelerate.

Record Experiences revenue and 28% EPS growth highlight strong quarter execution.

Adjusted EPS surged 42.5% on margin recovery across all operating segments.

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.

APP expects third-quarter revenue growth to reaccelerate sequentially while maintaining an 83% margin despite continued investment in AI computing capacity.

Home Depot (HD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Target (TGT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Trimble (NASDAQ:TRMB) reported second-quarter results that exceeded its guidance midpoint, driven by strength in its architecture, engineering, construction and operations business and Field Systems segment. The company also raised its full-year outlook, authorized a new $1 billion share repurchase

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.