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Plug Power (PLUG) is back in focus after its latest quarterly update. The hydrogen fuel cell company reported second quarter 2026 results and raised its revenue growth guidance for the full year. See our latest analysis for Plug Power. The earnings beat and raised guidance have given Plug Power some short term momentum, with a 1 day share price return of 5.21% and a 7 day share price return of 2.78%. Even so, the 90 day share price return is down 43.94%. The 1 year total shareholder return of...

Nutrien Ltd. recently reported second-quarter 2026 results, with sales of US$10,812 million and net income of US$1,214 million, and declared a US$0.55 per-share quarterly dividend payable on October 16, 2026, to shareholders of record on September 29, 2026. The company also completed a US$261 million buyback of 3,732,920 shares and raised its 2026 potash sales volume guidance, underscoring management’s focus on returning capital while leaning into areas of strongest demand. Now we’ll examine...

Ares Management (ARES) shares reacted after the company reported second quarter 2026 results, including revenue of US$1,428.61m and net income of US$150.64m. Management also affirmed quarterly dividends on both common and preferred stock. See our latest analysis for Ares Management. The earnings and dividend announcements appear to have contributed to a sharp short term rebound for Ares Management, with a 30 day share price return of 17.49% and a 90 day gain of 16.18%. However, the year to...

Bechtle (ETR:BC8) reported double-digit growth across most key metrics in the second quarter and first half of 2026, prompting the IT services provider to raise its full-year outlook despite what management described as continued challenging market conditions. Chief Executive Officer Thomas Olemotz

DTC revenue surged 9% while streaming subscribers hit 81.6 million.

Strong data center and automation demand offset residential HVAC weakness.

Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era.

Restaurant Brands International (NYSE:QSR) is back in focus after its latest quarterly update highlighted earnings that met or beat expectations, with Burger King momentum tied to menu changes and extensive restaurant remodeling efforts. See our latest analysis for Restaurant Brands International. The latest earnings update and capital returns have arrived after a period where Restaurant Brands International’s share price return has cooled in the short term, with the stock down over the past...

Ares Management Corporation recently reported past second-quarter 2026 results, with revenue of US$1,428.61 million and net income of US$150.64 million, alongside declaring quarterly dividends of US$1.35 per share for its common stock and US$0.84375 per share for its 6.75% Series B mandatory convertible preferred stock. The combination of higher year-on-year revenue and earnings, together with continued common and preferred dividends, highlights Ares Management’s ability to translate its...

Zeolite revenue doubles and liquidity strengthens to $62.2 million, yet lower antimony prices compress margins and prompt a reduced full-year outlook.

Armanino Foods of Distinction Inc (AMNF) posts record Q2 sales with new national account wins, but rising costs and facility investments temper near-term earnings growth.

TDS reported second-quarter progress in its fiber expansion and tower infrastructure operations, while updating 2026 guidance for both TDS Telecom and Array Digital Infrastructure (NYSE:AD). Management also said it would not provide further updates or take questions regarding TDS’s pending proposal

Owlet Inc (OWLT) posts 29.9% revenue growth and record subscription income, while navigating aggressive competitor discounting and planning AI-driven product enhancements.

Astronics Corp (ATRO) posts record Q2 sales of $260 million, up 27% year-over-year, with adjusted EBITDA margin expanding to 19.8% and full-year guidance crossing the $1 billion threshold.

Lumentum Holdings Inc (LITE) delivers eighth consecutive quarter of top-line growth, with non-GAAP gross margin crossing 50% ahead of schedule.

Firefly Aerospace Inc (FLY) reports a 659% year-over-year revenue surge to $117.7 million, driven by robust spacecraft demand and a record $1.5 billion backlog.

CoreWeave Inc (CRWV) reports 112% revenue growth and raises full-year guidance as demand for AI compute accelerates.

Strong consumer demand and successful new offerings drive growth, while the company navigates near-term impacts from the Cyclospora outbreak and invests in long-term operational efficiency.

Even as NVIDIA Corp.’s (NASDAQ:NVDA) shares surge in August, cryptocurrency punters remain skeptical that the stock will finish the month at or above $250. Polymarket Wagers on NVDA The betting crowd on Polygon (CRYPTO: POL)-based Polymarket currently assigns only a...

How Solaris Energy Infrastructure’s Recent Earnings and Dividend Update Frame the Stock Solaris Energy Infrastructure (SEI) has just reported second quarter 2026 results alongside a fresh dividend decision, giving you new data on sales, earnings and cash returns to shareholders. See our latest analysis for Solaris Energy Infrastructure. Alongside these earnings and dividend updates, Solaris Energy Infrastructure has also been active on the corporate front with its investment in Deployable...

Elbit Systems has delivered a very large 424.6% return over the past five years, yet its latest valuation checks suggest the stock is not an obvious bargain at around ₪2,340 per share. After such a strong run, investors are weighing that track record against a low overall value score and fresh contract wins that may already be reflected in the price. Over five years, Elbit Systems has returned 424.6%, which puts recent share price strength front and center in any valuation discussion. New...

United States Antimony (NYSE:UAMY) reported lower second-quarter revenue as antimony selling prices declined sharply from a year earlier, while the company expanded volumes, built inventory for government deliveries and advanced mining and processing projects in North America. Revenue for the quart

Moby summary of On Holding AG's Q2 2026 earnings call

The Aura AI Photonics ETF just launched with no trading history and a narrow thematic bet on light-based data center tech, and four upcoming hyperscaler earnings calls will determine whether that bet pays off or collapses before year-end.

Moby summary of Kopin Corporation's Q2 2026 earnings call

Moby summary of Venture Global, Inc.'s Q2 2026 earnings call

On Tuesday, CoreWeave Inc. (NASDAQ:CRWV) shares jumped nearly 16% in after-hours trading after its second-quarter results, with analyst Daniel Newman pointing to an extended Nvidia Corp (NASDAQ:NVDA) A100 contract as evidence that older AI GPUs may remain valuable far longer than expected. CoreWeave Stock Jumps After Strong Q2 Results CoreWeave reported second-quarter revenue of $2.58 billion, topping analysts’ expectations of $2.56 billion, while its adjusted loss of $1.03 per share was narrowe

Revenue hit $34 million with 126% year-over-year growth as margins expanded.

CAVA Group (NYSE:CAVA) reported second-quarter 2026 revenue growth of 31.3% as same-restaurant sales increased 9%, supported by 5.3% traffic growth and continued strength in new restaurant openings. Revenue rose to $365.4 million, while net income increased to $23 million from $18.4 million in the

CoreWeave and Nebius have emerged as major beneficiaries of the AI boom and surging demand for cloud infrastructure.