Actualités

Riot Platforms Inc (RIOT) secures landmark $9.1 billion AI data center lease and expands engineering margins, offsetting a $237 million GAAP net loss in Q2 2026.

Quantum Computing Inc (QUBT) reports a 9,000% year-over-year revenue increase, a $42.5M contract backlog, and strategic progress in advanced semiconductor manufacturing despite a net loss of $11.8M.

Kopin Corp (KOPN) posts strong Q2 2026 results with a 51% revenue jump, narrowing losses and positioning for GAAP profitability by Q4 2026 amid surging demand in defense and AI interconnect markets.

Babcock & Wilcox Enterprises Inc (BW) raises full-year 2026 adjusted EBITDA target to $80-$105 million amid record bookings and strong demand from AI data centers.

AST SpaceMobile Inc (ASTS) reiterates full-year guidance and secures $1B J-LEO award as it scales toward commercial service.

Archer Aviation Inc (ACHR) reports strong Q2 results with 213% revenue growth, unveils a transformative Boeing deal and new AI platform while managing ongoing cash burn.

Strong subscriber growth and international expansion drive record performance, offset by margin pressures and FTC legal challenges.

Rocket Lab Corp (RKLB) posts 62% revenue growth to $234 million, secures over $1 billion in new contracts, and advances Neutron development toward a Q4 2026 pad delivery.

Hims & Hers Health (NYSE:HIMS) reported second-quarter 2026 revenue of more than $753 million, up nearly 40% from a year earlier, as the telehealth company added 300,000 net new subscribers and ended the period with nearly 3 million subscribers globally. Chief Financial Officer Yemi Okupe said dome

Cannae (NYSE:CNNE) outlined plans to continue repurchasing shares, monetize non-core assets and expand its sports and entertainment portfolio during its second-quarter 2026 earnings call, as the company reported lower operating revenue and significant impairment charges related to its restaurant gro

Babcock (NYSE:BW) reported higher second-quarter revenue, net income and adjusted EBITDA, citing increased project activity and demand for reliable power generation from utility, industrial and data center customers. Chairman and Chief Executive Officer Kenny Young said the company raised its full-

Solar power systems company SolarEdge (NASDAQ:SEDG) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 19.6% year on year to $346.2 million. On the other hand, next quarter’s revenue guidance of $325 million was less impressive, coming in 12.6% below analysts’ estimates. Its non-GAAP profit of $0.05 per share was significantly above analysts’ consensus estimates.

USA Rare Earth (NASDAQ:USAR) reported second-quarter revenue of approximately $6 million, generated by third-party sales from its Less Common Metals metal and alloy-making business, while outlining progress on its mine-to-magnet supply chain strategy outside China. The company reported a net loss a

Archer Aviation (NYSE:ACHR) said it has entered agreements to acquire Boeing-owned Wisk Aero, Insitu and SkyGrid in an all-stock transaction that is expected to close by the end of the year, broadening its operations beyond electric air taxis into unmanned aircraft systems, aviation artificial intel

Record bookings and backlog signal strong demand across defense and space sectors.

Semiconductor revenue target doubled to $200M as hybrid bonding adoption accelerates.

Net debt fell 15% as production ramped at Jubilee and GTA maintained output levels.

Record backlog and $934M new orders signal surging demand from data centers and utilities.

Demand visibility extends into 2027 as manufacturing capacity expands.

Record revenue drives full-year guidance raise amid semiconductor and data center strength.

Revenue surged 90% as data center demand accelerated e-infrastructure growth.

Commercial nuclear revenue surged 72% as management raised full-year guidance.

Revenue hit $3.3 billion with guidance raised on strong newer product growth.

Production hit 1 million barrels daily as management raised guidance and doubled buybacks.

Revenue surged 93% year over year as AI demand accelerated across U.S. markets.

Moby summary of Plug Power Inc.'s Q2 2026 earnings call

Bitcoin production surged 377% while AI cloud revenue jumped 284% sequentially.

Moby summary of Quantum Computing, Inc.'s Q2 2026 earnings call

Riot Platforms Q2 2026 earnings snapshot Riot Platforms (RIOT) reported second quarter 2026 results that combined higher total revenue with a swing to a substantial net loss, reshaping how investors may look at the stock’s risk and reward profile. See our latest analysis for Riot Platforms. The Q2 2026 report and new 20 year AI infrastructure agreement come after a period where Riot Platforms’ share price has fallen 21% over 3 months but still delivered a 74% 1 year total shareholder return...

Corning Incorporated recently reported second-quarter 2026 results showing higher sales of US$4,505 million and improved earnings per share compared with a year earlier, while also completing a multi-year share repurchase program totaling 48,600,078 shares for about US$2.03 billion. The company paired these results with guidance calling for further year-over-year growth in third-quarter core sales and earnings, reinforcing investors’ focus on its role in supplying materials for data centers...