Actualités

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.

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

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

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

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.

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

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

Peraso (PRSO) delivered earnings and revenue surprises of +16.67% and +4.56%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

CoreWeave (CRWV) delivered earnings and revenue surprises of +8.85% and +1.52%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Silicon Labs (SLAB) delivered earnings and revenue surprises of +5.97% and -1.26%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Yahoo Finance Tech Editor Dan Howley breaks down CoreWeave (CRWV) Q2 results.

The AI server maker projects $65 billion to $72 billion in fiscal 2027 revenue, well above the $54.4 billion analysts had expected

Investing.com -- Super Micro Computer Inc. (NASDAQ: SMCI) sent shares rallying 9% after reporting robust fourth-quarter profits and issuing aggressive forward guidance that blew past Wall Street consensus. The blowout outlook served as a sharp positive surprise for investors, who had braced for headwind after the AI server provider signaled soft Q4 revenue in its preliminary update on July 21.

Investing.com -- Lumentum Holdings Inc (NASDAQ:LITE) reported fiscal fourth quarter adjusted earnings per share of $3.23, beating the analyst estimate of $2.95 by $0.28. Revenue reached $1.01 billion, surpassing the consensus estimate of $984.57 million and marking a 109% increase from $480.7 million in the same quarter last year.

CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates.

The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter.

The AI cloud company posted $2.58 billion in second-quarter revenue but net losses widened to $626 million as debt financing costs climbed

Supermicro trounced Wall Street's earnings target for its fiscal Q4 and guided well above views for the current quarter. SMCI stock jumped.

Shopee's GMV climbs 28% with eight consecutive quarters of sequential growth, while Monee's loan book expands 62% to $11.1 billion, underscoring the company's diversified momentum.

Axon shares surged after a blowout quarter and a wave of analyst upgrades, but the real question is whether Wall Street's surprisingly steady 2027 earnings estimates are about to crack under the pressure of a $15 billion backlog.

Hertz stock is surging again, and retail traders are going all-in with life savings on the line, but a wall of lawsuits, a stretched balance sheet, and no support from peers raises a pointed question about who exactly is driving this trade.

GitLab, UiPath, and Asana have similar setups that could lead to big post-earnings jumps.

Helios posted strong Q2 results, with higher sales, expanding margins and raised 2026 guidance signaling continued momentum.

Legend Biotech just posted a quarter that flipped a key narrative for LEGN shareholders, but with a CEO transition underway and the stock still down sharply over the past year, the real question is whether this momentum can last.

Aehr Test Systems has surged over 400% this year on a dramatic business transformation, but with a price-to-sales ratio that would make most investors flinch and insiders quietly selling into the rally, the question now is whether the momentum has any room left to run.

RIG beats Q2 earnings estimates as Harsh environment floaters deliver stronger revenues, utilization and day rates despite lower sales.

Plug Power Stock Rallies on Strong Q2 Results and a Major Margin Turnaround

Archer Aviation is surging for a second straight day while rivals Joby and EHang sit completely frozen, and the reason traces back to a Boeing deal detail that changes how Archer plans to fund its entire future.

RadNet tops Q2 estimates as advanced imaging and Digital Health growth accelerate, prompting a higher 2026 Imaging Center outlook.

Eli Lilly just posted its fourth straight earnings beat and raised guidance again, but the real question is whether a next-generation obesity drug still sitting below Wall Street's radar could push the stock well past current targets.