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MACOM Technology Solutions Q2 Earnings Call Highlights
MarketBeat100d agoneutral
MACOM Technology Solutions Q2 Earnings Call Highlights

MACOM Technology Solutions (NASDAQ:MTSI) reported fiscal second-quarter 2026 revenue of $289 million and adjusted earnings per diluted share of $1.09, supported by what management described as strong demand across its three end markets and a record backlog. President and CEO Steve Daly said sequent

IREN Q3 Earnings Call Highlights
MarketBeat100d agoneutral
IREN Q3 Earnings Call Highlights

IREN (NASDAQ:IREN) used its fiscal third-quarter earnings call to highlight a rapid expansion in AI data center capacity, a new long-term customer agreement with NVIDIA, and continued progress in shifting its business mix away from Bitcoin mining and toward AI Cloud services. Strategic focus: conve

JFrog Q1 Earnings Call Highlights
MarketBeat100d agoneutral
JFrog Q1 Earnings Call Highlights

JFrog (NASDAQ:FROG) reported first-quarter 2026 results that management said exceeded the top end of its guidance range across all metrics, citing accelerating cloud usage trends tied to AI-driven software development and continued demand for its software supply chain security products. “We entered

Akamai Technologies Q1 Earnings Call Highlights
MarketBeat100d agoneutral
Akamai Technologies Q1 Earnings Call Highlights

Akamai Technologies (NASDAQ:AKAM) opened 2026 with first-quarter results that highlighted faster growth in cloud infrastructure services and continued demand for its security portfolio, alongside a major new long-term customer commitment tied to AI infrastructure. Landmark cloud deal underscores AI

Applied Optoelectronics Q1 Earnings Call Highlights
MarketBeat100d agoneutral
Applied Optoelectronics Q1 Earnings Call Highlights

Applied Optoelectronics (NASDAQ:AAOI) reported first-quarter 2026 results that management said were in line with expectations, citing “robust demand” across its data center and CATV businesses and continued progress expanding manufacturing capacity. Founder, Chairman and CEO Dr. Thompson Lin said th

Inside the $17 income play paying 5.7% yield after its biggest earnings disappointment
24/7 Wall St.101d agoneutral
Inside the $17 income play paying 5.7% yield after its biggest earnings disappointment

Gladstone Investment (NASDAQ:GAIN) is the income-focused business development company that pays shareholders a $0.08 monthly distribution plus periodic supplemental payouts tied to portfolio exits. Income investors lean on GAIN for that monthly check, so the Q3 FY26 earnings miss reported February 3, 2026, where adjusted EPS came in at $0.21 against a $0.2275 estimate, raised ... Inside the $17 income play paying 5.7% yield after its biggest earnings disappointment

Palantir Just Beat Earnings and Dropped. This Has Happened Before. Here’s What Came Next
24/7 Wall St.101d agoneutral
Palantir Just Beat Earnings and Dropped. This Has Happened Before. Here’s What Came Next

Shares of Palantir (NASDAQ:PLTR) delivered some impressive quarterly earnings only to be met with a mildly negative reaction. Indeed, it was another tough crowd of Palantir shareholders. This beat-and-drop reaction has happened before and, if I were to place a bet, it’s probably going to happen again. Given good results no longer mean a good ... Palantir Just Beat Earnings and Dropped. This Has Happened Before. Here’s What Came Next

Peloton Soars 11% on Q3 Profit Turnaround, Raised Guidance, Spotify Partnership
24/7 Wall St.101d agobullish
Peloton Soars 11% on Q3 Profit Turnaround, Raised Guidance, Spotify Partnership

Shares of Peloton Interactive (NASDAQ:PTON) are climbing 11% to $5.76 in premarket trading on Thursday, May 7, after the connected fitness company posted a swing to GAAP profitability and lifted its full-year outlook. The bid follows an 8-K filed at 6:59 a.m. ET and an earnings call that began at 8:30 a.m. ET. The pop ... Peloton Soars 11% on Q3 Profit Turnaround, Raised Guidance, Spotify Partnership

SiTime Q1 Earnings Call Highlights
MarketBeat101d agoneutral
SiTime Q1 Earnings Call Highlights

SiTime (NASDAQ:SITM) reported a sharp year-over-year increase in first-quarter 2026 revenue and profitability, with management attributing the performance primarily to accelerating demand for precision timing in AI infrastructure and data center networking. On the company’s earnings call, CEO Rajesh

ARM Q4 Earnings Call Highlights
MarketBeat101d agoneutral
ARM Q4 Earnings Call Highlights

Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli

AMD stock surges on Q1 earnings, driven by AI demand boom
Yahoo Finance Video102d agobullishVIDEO
AMD stock surges on Q1 earnings, driven by AI demand boom

Advanced Micro Devices (AMD) stock rips and tears higher in Wednesday's pre-market session after beating Wall Street's earnings and revenue estimates. The semiconductor manufacturer also topped forecasts for its second quarter guidance. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland analyze the current narratives around the chip space, AI data center demand, and the catalysts for AMD in these late stages of the AI Boom.

Lumentum Q3 Earnings Call Highlights
MarketBeat102d agoneutral
Lumentum Q3 Earnings Call Highlights

Lumentum (NASDAQ:LITE) reported what President and CEO Michael Hurlston described as an “exceptional” fiscal third quarter of 2026, with revenue rising 90% year-over-year to a record $808 million, driven primarily by transceivers and laser chips. The company also posted significant profitability gai

Cathie Wood sells $11.8 million in Nvidia-backed stock before earnings
TheStreet102d agobearish
Cathie Wood sells $11.8 million in Nvidia-backed stock before earnings

Cathie Wood just made a massive move ahead of a key tech earnings report. The ARK Invest founder trimmed $12 million in CoreWeave (CRWV) stock just days before the company reports earnings in a couple of days' time. On May 4, ARK sold 99,692 shares of CoreWeave across multiple ETFs, locking ...

AMD Q1 earnings: What the chipmaker's growth could mean for Nvidia
Yahoo Finance Video102d agoneutralVIDEO
AMD Q1 earnings: What the chipmaker's growth could mean for Nvidia

Advanced Micro Devices (AMD) posted first quarter results that beat Wall Street estimates, reporting adjusted earnings of $1.37 per share (vs. estimates of $1.28) and revenue of $10.25 billion (vs. estimates of $9.89 billion). Futurum CEO Daniel Newman comes on Market Domination Overtime to dive into the AI chipmaker's earnings release and what it may signal about CEO Lisa Su's growth outlook and the company's tightening competition with Nvidia (NVDA). The stock is getting a lift in Tuesday's after-hours trading at the time of this video being posted.

Can Disney Keep Treading Above $100 After Earnings Tomorrow?
24/7 Wall St.103d agoneutral
Can Disney Keep Treading Above $100 After Earnings Tomorrow?

Investors are watching Disney (NYSE:DIS) ahead of fiscal Q2 2026 results due before the bell tomorrow, May 6. Shares are barely holding $100 at $100.69, down 10.95% YTD. This is new CEO Josh D’Amaro’s first real test. D’Amaro Inherits a Crowded To-Do List Last quarter, Disney beat with adjusted EPS of $1.63 on revenue of ... Can Disney Keep Treading Above $100 After Earnings Tomorrow?

AMD earnings on deck: Why we might see a stock sell-off
Yahoo Finance Video103d agobearishVIDEO
AMD earnings on deck: Why we might see a stock sell-off

AMD (AMD) is set to report quarterly earnings on Tuesday after the closing bell. Yahoo Finance Markets and Data Editor Jared Blikre and Winthrop Capital chief investment officer Adam Coons chat with Yahoo Finance Senior Reporter Brooke DiPalma about their expectations.

AMD earnings on deck: Why we might see a stock sell-off
Yahoo Finance Video103d agobearishVIDEO
AMD earnings on deck: Why we might see a stock sell-off

AMD (AMD) is set to report quarterly earnings on Tuesday after the closing bell. Yahoo Finance Markets and Data Editor Jared Blikre and Winthrop Capital chief investment officer Adam Coons chat with Yahoo Finance Senior Reporter Brooke DiPalma about their expectations.