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The networking giant raised its full-year AI infrastructure order forecast to $9 billion as it shifts investment toward silicon, optics, and security

(Updates headline and eighth paragraph with the latest layoff information.) Cisco Systems (CSCO)

Qnity Electronics (Q) is back in focus after first quarter results topped expectations and the company raised its full year 2026 earnings guidance, tightening projected net sales to US$5.225b to US$5.375b. See our latest analysis for Qnity Electronics. After an early pop on the earnings beat and guidance hike, Qnity’s share price has cooled slightly, with a 1 day share price return showing a 3.77% decline, but the 90 day share price return of 49.27% and year to date share price return of...

Stocks are hitting records as earnings surge. Meanwhile, bonds are competing harder for investor cash.

Post (NYSE:POST) Holdings executives said the company’s diversified portfolio delivered second-quarter adjusted EBITDA above expectations, but management maintained its prior full-year adjusted EBITDA guidance because of new cost pressures tied to the conflict in the Middle East. Daniel O’Rourke, P

(Updates with the latest stock price movement in the headline and the first paragraph.) Cisco Sys

Nvidia is scheduled to report earnings for its first quarter of fiscal 2027 on May 20.

Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR) reported higher production, stronger refinery utilization and continued investment in upstream projects during the first quarter of 2026, while executives said the company is monitoring fuel-price volatility and prioritizing capital discipline. Chief E

Applied Materials reports earnings Thursday as investors look for signs that AI-driven chip spending can outweigh slowing sales growth in China.

OppFi (NYSE:OPFI) reported higher first-quarter 2026 revenue but lower adjusted earnings as elevated charge-offs offset growth in receivables, while management emphasized a series of strategic moves aimed at reshaping the company into a broader technology-enabled banking platform. Executive Chairma

ON (NYSE:ONON) reported what executives described as an “outstanding” start to 2026, with first-quarter net sales surpassing CHF 800 million for the first time and profitability expanding as the company reiterated its full-year growth outlook. Net sales reached CHF 831.9 million in the quarter, up

Montrose Environmental Group (NYSE:ONT), now operating under the Onterris brand, reported lower first-quarter revenue as severe winter weather and reduced environmental emergency response activity weighed on results, but management reiterated its full-year outlook and pointed to stronger profitabili

Doximity (NYSE:DOCS) reported fiscal fourth-quarter revenue above the high end of its guidance and said it is entering what management called an “AI investment year,” with higher spending planned for artificial intelligence products even as near-term growth in the digital pharma advertising market r

Cisco Systems Inc (CSCO) reports a 12% revenue increase driven by strong AI demand, despite challenges in services revenue and gross margin.

Enovix Corp (ENVX) reports a 49% revenue increase and strategic advancements in battery technology, despite ongoing operational challenges.

Spire Global Inc (SPIR) surpasses revenue expectations but faces profitability hurdles and delivery risks.

AEye Inc (LIDR) reports a 60% revenue increase, expands customer base, but faces challenges with net loss and cash burn.

Aeluma Inc (ALMU) leverages innovative technologies and strategic partnerships to navigate supply chain constraints and secure future growth, despite current revenue setbacks.

USA Rare Earth (NASDAQ:USAR) said its first quarter was marked by a series of strategic transactions intended to turn the company into a fully integrated rare earths platform spanning mining, processing, metals and magnet production. On the company’s first-quarter 2026 earnings call, Chief Executiv

Omeros (NASDAQ:OMER) reported first-quarter 2026 net income of $56.1 million, or $0.78 per share, as the company began commercial sales of YARTEMLEA, its recently approved treatment for hematopoietic stem cell transplant-associated thrombotic microangiopathy, or TA-TMA. Chairman and Chief Executive

Applied Materials Stock in Focus Ahead of Key AI-Driven Earnings Test

The AI chipmaker's growth story is still extraordinary, but rising competition and a premium valuation make another name in the space look more attractive.

IAC’s first quarter was marked by a significant shortfall relative to Wall Street’s expectations, sparking a notable negative market response. Management attributed the revenue decline to ongoing challenges in web traffic, particularly from Google, and the continued impact of shedding non-core assets like Care.com. Digital operations at People Inc. demonstrated margin expansion and growth in non-session-based revenues, but these gains were offset by anticipated declines in legacy print and sessi

AEye (NASDAQ:LIDR) reported higher first-quarter revenue and emphasized expanding commercial engagement across defense, transportation, automotive and infrastructure markets, while management said the lidar company remains focused on converting evaluations and proofs of concept into deployments. On

Lightwave Logic (NASDAQ:LWLG) reported a wider first-quarter loss while outlining progress on customer engagement, foundry integration and commercialization efforts for its electro-optic polymer technology, which management said is increasingly aligned with demand from artificial intelligence networ

Cisco reported record revenue and surging AI demand while announcing job cuts affecting thousands as it repositions for an AI-driven future.

Moby summary of Protalix BioTherapeutics, Inc.'s Q1 2026 earnings call

BWX’s first quarter results for 2026 exceeded Wall Street’s expectations for both revenue and non-GAAP earnings, but the market reaction was notably negative. Management attributed the performance to higher throughput, strong operational execution, and robust demand in both government and commercial segments. CEO Rex Geveden pointed to “improved throughput, favorable pacing of work, and exceptional operational execution” as major contributors. The company also highlighted a significant year-over

Enovix (NASDAQ:ENVX) reported first-quarter 2026 revenue above its guidance range as the battery developer said it is advancing commercial production for smart eyewear, refining smartphone qualification standards with customers and building a larger pipeline in drone, defense and industrial markets.

Aeluma (NASDAQ:ALMU) executives said the company is seeing increased customer interest in its photonics technology as artificial intelligence data center investment strains existing supply chains for optical components, while quarterly revenue remained roughly flat and the company narrowed its full-