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The company guided to as much as $72 billion in fiscal 2027 sales

Nebius Stock Set for Wild Ride as AI Cloud Demand Drives 442% Revenue Growth

Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy ahead of the open, as investors treat SMCI’s results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem — and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%.

Cheniere surpasses Q2 earnings estimates as higher LNG volumes and margins drive profit growth and stronger cash flow.

Moby summary of United States Antimony Corporation's Q2 2026 earnings call

Moby summary of Firefly Aerospace Inc.'s Q2 2026 earnings call

Moby summary of Astronics Corporation's Q2 2026 earnings call

The defense spending supercycle has only just begun.

B's Q2 earnings jumped 74% as higher gold prices drove sales growth, while 2026 capital spending guidance was lowered.

SMCI stock surged in pre-market trade to levels not seen since late June.

The Mediterranean fast-casual chain also said sales are rebounding after a cyclospora outbreak briefly dented results

T1 Energy Inc. (NYSE:TE) shares gained 3.

Avino Silver (ASM) delivered earnings and revenue surprises of 0.00% and -14.42%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Etsy (ETSY) is back in focus after second quarter 2026 results topped revenue expectations, followed by job cuts, the Depop sale to eBay, and a new US$2b share repurchase program. See our latest analysis for Etsy. Etsy’s latest moves around Depop, workforce reshaping and the US$2b buyback come after a sharp shift in momentum, with the share price up 38.8% year to date and the 1 year total shareholder return at 19.5%, while the 5 year total shareholder return remains materially lower. If this...

Spotify Technology has delivered a very large 3 year return, yet its current share price and valuation checks send a more mixed signal, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model implying a discount to where the stock trades today. Spotify Technology has returned about 2.8x over the past 3 years, which raises the question of how much future upside is already reflected in the share price. Strong subscriber growth and new AI powered features can support investor...

Investing.com -- Goldman Sachs said in a note Wednesday that investors will focus on several key issues when Nvidia reports its latest quarterly results on August 26, from its newly announced financing platform to the shape of its Rubin product ramp.

AMD and Nvidia are the market leaders for designing artificial intelligence (AI) GPUs.

CoreWeave (NASDAQ:CRWV) shares jumped more than 15% on Tradegate on Tuesday after the cloud infrastructure provider delivered record revenue for a fifth consecutive quarter, exceeded Wall Street expectations and raised its outlook as demand for artificial intelligence computing capacity remained strong. CoreWeave operates a specialised cloud platform built around large volumes of Nvidia’s advanced graphics processing units.

Super Micro Computer (NASDAQ:SMCI) shares jumped 10. 1% in premarket trading after the AI server specialist reported fiscal 2026 fourth-quarter results that delivered a significant earnings beat alongside a stronger-than-expected outlook for the coming year.

Coherent (NYSE:COHR) shares climbed 5. 7% in premarket trading to $347.

Webster Financial has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 8.3% to $79.06 per share while the index has gained 11%.

Investor interest in photonics is rising as hyperscalers ramp AI spending, fueling expectations for a multi-year boom for optical connectivity tech providers.

Server solutions provider Super Micro (NASDAQ:SMCI) will be reporting results this Tuesday afternoon. Here’s what you need to know.

E-commerce and gaming company Sea (NYSE:SE) will be reporting results this Tuesday before market hours. Here’s what to expect.

How the latest earnings and dividend news frame Elbit Systems today Elbit Systems (TASE:ESLT) just posted second quarter 2026 results and reaffirmed its dividend, giving you fresh information on sales, profitability, backlog and cash returns to shareholders to reassess the stock. See our latest analysis for Elbit Systems. Despite the sharp 9.41% decline in the 1 day share price return to ₪2,340.0 following Elbit Systems' earnings release and dividend affirmation, the 25.66% year to date share...

DoorDash stock has delivered a strong 168.9% gain over the past three years, yet the broader valuation checks currently lean toward the shares looking expensive rather than like a clear bargain. DoorDash has returned 168.9% over three years, which sets a high bar for any further upside from today’s valuation. Growth expectations around delivery, grocery and retail expansion can support richer pricing. However, execution risks in areas like drone delivery and AI integration may weigh on how...

The cost of Amazon's AI pivot may be weighing on the stock.

The chip and software giant's reported profits more than doubled over the past year -- which happens to be how this gap closed both times before.

Astronics (ATRO) just released second quarter 2026 results, giving investors fresh numbers to assess the stock. The update covers both the three month period and the first half of the year. See our latest analysis for Astronics. Astronics is trading at US$74.91 after a small pullback over the past week, while the 30 day share price return of 3.32% and year to date share price return of 58.79% sit alongside a very large 5 year total shareholder return that suggests sustained positive momentum...

Since February 2026, Cal-Maine has been in a holding pattern, posting a small return of 4.2% while floating around $85.09. The stock also fell short of the S&P 500’s 11% gain during that period.