Actualités

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

CAVA beats Q2 earnings and revenue estimates as traffic and unit growth lift sales, though higher food, labor and delivery costs pressure margins.

A fresh Starlink launch and a surprise Morgan Stanley note are pulling SpaceX stock out of a steep selloff, while Intuitive Machines heads into earnings with options traders betting heavily on the upside. Here is what the catalysts actually signal.

Lumentum's Q4 earnings and revenues surge as cloud and AI demand drives record transceiver shipments and 1.6T product shipments begin.

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...

Cerebras Systems Inc. (NASDAQ:CBRS) reports second-quarter earnings after the bell today, its second report as a public company. Analysts expect a loss of roughly 17 cents per share, while Cerebras has guided to core revenue of about 194 million dollars,...

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

Akamai beat Q2 revenue and adjusted EPS estimates as AI infrastructure and cybersecurity demand grew, but rising investment costs weighed on profitability.

NeuroPace's Q2 revenues rise 17.1% as RNS demand strengthens, while a narrower loss and higher 2026 outlook highlight continued momentum.

Sezzle's post-Q2 pullback has improved its valuation setup as rapid revenue, subscriber and earnings growth continue.

Refining margins surged to $24.08 per barrel as debt fell $6.6 billion.

Talen Energy stock has delivered a very large return over the past three years, yet the broader valuation checks now flag a possible mismatch between that history and what investors are paying today. After a fresh move higher in the past week, the stock screens as expensive on market multiples while the overall value score points to a more mixed picture instead of a clear bargain. Over the past three years, Talen Energy has returned more than 7x, which sets a high bar for what needs to...

Sandisk, AppLovin, and Dutch Bros all look like buys after their stocks crashed following earnings.

Nebius Group (NASDAQ:NBIS) reported second-quarter 2026 revenue growth of 454% from a year earlier as its AI cloud business expanded capacity and utilization, while management reaffirmed its full-year outlook and outlined plans for additional capacity deployment in 2027. Group revenue rose to $582

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.

FTNT raises 2026 guidance as firewall refreshes and SASE adoption accelerate, and AI and silicon advances strengthen its growth outlook.

SMCI posts a 315% earnings jump and 93% revenue growth, fueled by AI demand, record orders and a strong fiscal 2027 outlook.

Tango Therapeutics stock falls 5% on a wider-than-expected Q2 loss, reflecting higher operating expenses, while pipeline progress remains in focus.

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIEpstein Victim Files Cleared for Release Over Maxwell’s ProtestAs the latest reporting season nears

Nu Holdings enters Q2 earnings with strong customer and credit growth, but rising provisions and costs cloud the near-term risk-reward setup.

The announcement, made August 12, adds a leadership uncertainty premium to a stock already under pressure: HD has shed roughly 14% over the past year and sits well below its 52-week high of $426.75. For investors in Home Depot and its closest rival Lowe’s (NYSE: LOW), the timing matters because August 18’s pre-market print will be the first major financial disclosure under interim management, and any softness in guidance could amplify the selling.

HPC leasing surged 52% quarter-over-quarter, now driving 71% of revenue.

Sales fell 1.4% as volume declines offset pricing gains in challenging quarter.

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

CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. Helfert is also Westwood's portfolio manager of the Enhanced Income Opportunity ETF.

ATRO raises 2026 revenue guidance to $1.02B-$1.04B as record bookings, margin gains and the Army radio test ramp support second-half momentum.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report. The move is lifting AI server peers, with Dell Technologies (NYSE:DELL) stock up 5% to $463.99 and Hewlett Packard Enterprise (NYSE:HPE) shares up 3% to $55.85. Broader tech ... Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

USDC circulation hit $73.3 billion as Arc blockchain prepares for mainnet launch.

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…

Estee Lauder (EL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.