Actualités

Record data center royalties and AI chip demand double as Arm accelerates server adoption.

Record orders of $10.7 billion and 30% organic sales growth driven by AI demand.

Atmus Filtration Technologies (NYSE:ATMU) reported record second-quarter sales of $528 million, up 16.4% from $454 million a year earlier, driven by the acquisition of Koch Filter and growth in its Power Solutions business. The company also reported adjusted EBITDA of $109 million, adjusted earnings

Aspen Aerogels (NYSE:ASPN) said it expects a sharp sequential increase in revenue and adjusted EBITDA in the third quarter, supported by energy-industrial project deliveries, rising General Motors EV production and expanding European demand for its PyroThin thermal barriers. The company forecast th

ATI (NYSE:ATI) reported second-quarter results that exceeded its prior outlook, supported by higher pricing, favorable product mix and stronger demand in aerospace, defense and specialty materials. The company raised its full-year guidance for adjusted EBITDA, adjusted earnings per share and adjuste

Petroleo Brasileiro SA Petrobras (PBR) posts historic quarterly net income and record gross profit, driven by operational efficiency and surpassing production guidance.

Wheaton Precious Metals Corp (WPM) posts record quarterly revenue of $929 million, up 85% year-over-year, while advancing its industry-leading growth profile.

Kodiak Gas Services Inc (KGS) raises full-year guidance on record adjusted EBITDA, secures 1 GW turbine supply deal, and advances data center projects despite lube oil cost headwinds.

Atmus Filtration Technologies Inc (ATMU) posts record Q2 sales of $528 million, up 16.4% year-over-year, while navigating Middle East conflict impacts and narrowing full-year margin guidance.

During MARA's Q2 earnings call, the focus centered on MARA's path to a 4.8-gigawatt power portfolio, roughly 2.5x its starting point this year, anchored by two major deals. CEO Fred…

Memory giant SanDisk’s (SNDK) Aug. 5 earnings report came with a difficult question hanging over the stock. After what’s been a monumental surge in NAND pricing and profitability, how much longer can it keep this up? As it has for the past several quarters, SanDisk blew past top- and bottom-line ...

Speaking to the company's Sandersville AI site on its earnings call, CleanSpark's management emphasized an "investment-grade" counterparty, an unusually equity-free credit backstop, and financing built on loan-to-cost ratios exceeding 90%,…

Arlo Technologies (NYSE:ARLO) reported record second-quarter results, citing growth in subscription services, paid accounts and total revenue as the company raised its full-year 2026 outlook. Chief Executive Officer Matt McRae said service revenue, total revenue, gross profit and non-GAAP net incom

Moby summary of PPL Corporation's Q2 2026 earnings call

Moby summary of Construction Partners, Inc.'s Q3 2026 earnings call

Moby summary of Essent Group Ltd.'s Q2 2026 earnings call

Moby summary of Oklo Inc.'s Q2 2026 earnings call

Moby summary of Century Casinos, Inc.'s Q2 2026 earnings call

Airbnb shares soar as the company records blockbuster Q2 earnings and issues upbeat future guidance. But is it already too late to invest in ABNB stock? Let’s find out!

Moby summary of Take-Two Interactive Software, Inc.'s Q1 2027 earnings call

Array Digital Infrastructure Inc (AD) boosts full-year EBITDA outlook on 65% revenue surge, while navigating Dish wind-down costs and T-Mobile integration.

Albemarle (NYSE:ALB) reported higher second-quarter sales, earnings and cash generation as lithium pricing improved and its specialties business benefited from stronger pricing and volumes. Second-quarter net sales rose 31% from a year earlier to $1.7 billion, while adjusted EBITDA more than double

Ziff Davis (NASDAQ:ZD) said its second-quarter results reflected continued pressure in search-driven advertising businesses, partially offset by growth in several operating areas, while the company moved to reshape its capital structure following the sale of its Connectivity business. During the qu

Wendy's faces significant headwinds with US traffic down 12.5%, but new leadership outlines a five-point plan to restore brand quality and drive growth.

Fluor Corp (FLR) reports robust Q2 with $6 billion in new awards and raised cash flow guidance, while navigating legacy project losses and a revised EBITDA outlook.

Ziff Davis Inc (ZD) navigates a 2.7% revenue decline while boosting adjusted EPS by 13% through aggressive buybacks and AI-led operational gains.

Oklo Inc (OKLO) reports a $81.6 million net loss but achieves first criticality at Groves facility and secures key DOE award, positioning for 2028 Aurora startup.

While the top- and bottom-line numbers for Phillips 66 (PSX) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Moby summary of Gray Media, Inc.'s Q2 2026 earnings call

Moby summary of Atmus Filtration Technologies Inc.'s Q2 2026 earnings call