Actualités

Moby summary of Cheniere Energy, Inc.'s Q2 2026 earnings call

Moby summary of Howmet Aerospace Inc.'s Q2 2026 earnings call

A mix of high expectations, profit-taking, and a slight dip in valuations has sent S&P 500 stocks sputtering even after solid earnings reports.

Microchip Technology (NASDAQ:MCHP) reported fiscal first-quarter results that exceeded its prior guidance, as the semiconductor company cited strong demand across data centers, aerospace and defense, industrial and automotive markets. Management also raised its disclosure around data-center exposure

Marathon Digital (NASDAQ:MARA) outlined a strategy to expand beyond Bitcoin mining into AI-focused digital infrastructure, while reporting lower second-quarter revenue and a net loss driven largely by a decline in the value of its Bitcoin holdings. Chairman and CEO Fred Thiel said the company is po

Lyft (NASDAQ:LYFT) reported record second-quarter operating performance, with more than 30 million active riders and 262 million rides, as the company pointed to growth across North American rideshare, bikes, Canada and its European Freenow business. Chief Executive Officer David Risher said the co

Mitek Systems (NASDAQ:MITK) reported fiscal third-quarter 2026 revenue growth of 18% year over year, supported by record fraud and identity revenue, higher SaaS sales and continued expansion of its Check Fraud Defender consortium network. Total revenue reached $54 million, exceeding the high end of

nLight (NASDAQ:LASR) reported record second-quarter revenue and product sales as demand increased across its defense, space and advanced-manufacturing markets, while management said supply-chain constraints involving materials sourced from China are expected to reduce third-quarter shipments. Secon

US power use is expected to keep notching record highs in 2026 and 2027, according to the Energy Information Administration.

Moby summary of Dana Incorporated's Q2 2026 earnings call

Moby summary of PENN Entertainment, Inc.'s Q2 2026 earnings call

Moby summary of Century Aluminum Company's Q2 2026 earnings call

Moby summary of BlackSky Technology Inc.'s Q2 2026 earnings call

Innodata (NASDAQ:INOD) reported record second-quarter results for 2026, with revenue, adjusted gross profit, adjusted EBITDA and cash reaching new highs as the company continued to expand its work with AI model developers and large technology customers. Revenue for the quarter was $92.1 million, up

Voyager Technologies Inc (VOYG) posts record $53 million in revenue and $113 million in bookings, raising full-year guidance amid strong defense and space demand.

Halozyme Therapeutics (NASDAQ:HALO) reported record second-quarter revenue and raised its full-year outlook, citing growth in royalty income from its ENHANZE drug-delivery platform, contributions from newer product launches and revenue from newly signed collaboration agreements. Total revenue rose

Gen Digital (NASDAQ:GEN) reported first-quarter fiscal 2027 results that exceeded its guidance, with revenue, bookings and earnings rising at double-digit rates as growth in trust-based solutions complemented continued momentum in its core cyber-safety business. Chief Executive Officer Vincent Pile

Five9 (NASDAQ:FIVN) reported second-quarter 2026 revenue of $312 million, up 10% from a year earlier and above the high end of its guidance range, as accelerating artificial intelligence revenue helped drive subscription growth. Subscription revenue rose 14% year over year, marking a third consecut

Funko (NASDAQ:FNKO) reported higher second-quarter sales, improved profitability and a raised adjusted EBITDA outlook as the collectible-products company said its “Make Culture POP!” strategy is gaining traction across regions, product categories and fan communities. Speaking during a presentation

Revenue surged 70% as membership grew 46% and operating margins hit record lows.

SpaceX (SPCX) stock investors are still reeling from a post-earnings sell-off, digesting a quarter dominated by soaring CapEx and growing questions over cash generation. Before the report, Wall Street was looking for strong headline numbers but remained mostly skeptical of its ability to expand AI, ...

AppLovin Corp (APP) posts 53% revenue growth to $1.92 billion, with strong consumer vertical momentum and a robust Q3 outlook despite lighter-than-expected model improvements.

Phillips 66 (PSX) posts $3.8 billion in adjusted earnings, driven by robust refining margins and operational excellence, while advancing debt reduction and shareholder returns.

Despite a dip in cash reserves, CPS Technologies Corp (CPSH) posts a 37% revenue surge and secures new defense contracts, signaling robust growth ahead.

Occidental Petroleum Corp (OXY) delivers strongest free cash flow since 2022, cuts debt to lowest level in seven years, and outlines a clear path to $4 billion in annual sustainable cash flow by 2030.

Cleanspark (NASDAQ:CLSK) reported fiscal third-quarter revenue of $138 million, up 1% from the preceding quarter, while outlining plans to expand from Bitcoin mining into digital infrastructure through a long-term data center lease in Georgia. Chief Executive Officer Matthew Schultz said the compan

Century Aluminum (NASDAQ:CENX) reported higher second-quarter shipments, sales and adjusted EBITDA as it expanded output at its Mount Holly plant and advanced the restart of a potline at its Grundartangi facility in Iceland. The company said second-quarter shipments rose 6% from the prior quarter t

Maplebear (NASDAQ:CART), which operates Instacart, reported second-quarter 2026 growth in gross transaction value, revenue and adjusted EBITDA, as the grocery technology company pointed to momentum in its marketplace, enterprise offerings and advertising business. Gross transaction value, or GTV, r

Utility companies are increasingly benefiting from the AI data center boom, and here is my favorite way to gain exposure to this investment theme.

CoreWeave stock is stuck in neutral amid strong top-line growth as its second-quarter earnings report approaches. Nebius is also due.