Actualités

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.

Vertex Pharmaceuticals’ second quarter reflected strong commercial momentum, with management highlighting the performance of its cystic fibrosis (CF) portfolio and accelerating uptake of newer products like CASGEVY and JOURNAVX. CEO Reshma Kewalramani attributed revenue growth to “the strength of our cystic fibrosis portfolio and the growing contributions from our newer products,” while also emphasizing progress in regulatory and clinical milestones. Management specifically noted that ALYFTREK a

JD.com stock has recovered somewhat in the short term, yet the longer record is still weak, and the current checks suggest the market may be pricing it below what its fundamentals imply. That mix of a recent rebound and a longer stretch of value erosion is what makes the current valuation debate around JD.com important for investors. Over the past 5 years JD.com has delivered a total return that is down 43.5%, which raises the question of whether sentiment has been too pessimistic compared...

BWX's second quarter performance reflected robust demand across both its government and commercial nuclear businesses, with revenue growth led by increased activity in commercial nuclear power and aftermarket services. Management pointed to strong operational execution and productivity improvements, particularly in Government Operations, as key contributors. CEO Rex Geveden highlighted the company's “position of strength with exposure across the nuclear value chain,” and noted that the recent sa

Her funds' daily trade files show the same response to each leg higher in the AI software stock -- while $26.6 million went somewhere much cheaper.

Consolidated revenue surges 19.2% YoY to INR 370 crores, driven by a landmark US production order and a 34% jump in industrial business.

Magazine Luiza SA (MGLUY) reports robust physical store growth and improved margins, while navigating online market share losses and macroeconomic headwinds.

Super Micro Computer (NASDAQ:SMCI) reported record fiscal 2026 revenue of $39.1 billion, up 78% from $22 billion in fiscal 2025, as demand for artificial intelligence infrastructure continued to drive growth. The company also projected fiscal 2027 revenue of $65 billion to $72 billion and said it en

The company is giving its most powerful AI models away while spending as much as $145 billion this year. How does that add up for shareholders?

Atomera clears manufacturing milestone with gate-all-around customer amid AI demand surge.

DTC sales surged 34% as brand scaled premium positioning and protected margins.

Starlink subscribers doubled while AI compute infrastructure turned profitable.

Snapchat’s second quarter saw a stronger-than-expected performance, which management attributed to momentum in both its advertising and subscription businesses. CEO Evan Spiegel emphasized that recent investments in ad platform automation and AI-powered tools have started to pay off, citing a 56% year-over-year increase in conversion events and growing adoption of new ad formats like sponsored Snaps. The company also benefited from major sporting events and robust growth among its small and medi

Shopee and Monee drove 48% revenue growth, with management targeting $1B adjusted EBITDA.

Moby summary of Absci Corporation's Q2 2026 earnings call

On 11 August 2026, On Holding AG reported second-quarter sales of CHF 850.3 million and net income of CHF 105 million, marking a shift from a net loss a year earlier. While the company highlighted strong direct-to-consumer momentum and raised its profit outlook, a slowdown in Americas growth and full-year sales guidance at the lower end of expectations raised fresh questions about the balance between expansion and discipline. Next, we’ll examine how softer Americas growth and tempered...

Pure-play Americas producer reports $1.78B cash after exiting Turkey.

Sulfur constraints pressured margins as sales fell to $2.8 billion.

QuickLogic (NASDAQ:QUIK) reported second-quarter fiscal 2026 revenue of $5.5 million, up 48.7% from the prior-year period and 8.5% sequentially, as growth in new product revenue offset a smaller mature-product business. Management said a delayed extension of an existing customer contract pushed reve

Quantinuum (NASDAQ:QNT) reported second-quarter 2026 revenue of $8 million, up 279% from the prior-year period, in its first earnings call as a public company following its June initial public offering. Chief Executive Officer Raj Hazra said the company is pursuing leadership across quantum hardwar

NextNav (NASDAQ:NN) said its second-quarter actions strengthened its balance sheet, expanded liquidity and advanced partnerships and technical validation efforts as the company continues to pursue regulatory approval for its proposed 900 MHz terrestrial positioning, navigation and timing network. C

Record location growth and AI expansion drive Toast's strongest quarter yet.

Defense contractor posts 30.5% revenue growth on rocket and hypersonic demand.

Revenue surged 44% year over year as AI adoption accelerated across enterprise customers.

AI shopping assistant drives record users and accelerates UCAN monetization.

CEO Nejatian discusses path to profitability and AI-driven operational leverage.

Mortality gains drove treatment growth despite payor mix headwinds.

Revenue surged 10% as six growth drivers now fuel 70% of product sales.