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Wall Street expects Sandisk to continue benefiting from AI infrastructure spend, particularly demand for storage and memory products used in data centers.

SpaceX's first quarterly report since its IPO sent shockwaves through the AI chip trade, rewarding one ETF with a 21% single-session surge while punishing a chipmaker that just posted record revenue. The winner and loser share the same catalyst.

CEO Stephen Yalof tells WWD that the "resilient" consumer, the World Cup, domestic tourism and blockbuster movies fueled sales and traffic.

LLY crushes Q2 earnings estimates and lifts its 2026 sales outlook as Mounjaro and Zepbound fuel strong revenue growth and newer drugs add momentum.

Innoviz Technologies (NASDAQ:INVZ) reported record second-quarter revenue of $18.1 million as higher recognition of non-recurring engineering, or NRE, revenue tied to customer milestones helped lift results. The lidar developer also said it is expanding into defense and homeland-security application

CLSK expects lower Q3 revenues and EPS as Bitcoin volatility, rising costs and network difficulty weigh on results.

Shopify beat Wall Street expectations, raised its outlook, and argued that AI companies are becoming partners—not competitors—of its e-commerce platform.

CleanSpark mined 586 BTC in July and ended the month with 13,931 BTC in inventory and a 50 EH/s operational hashrate

DIS' fiscal Q3 earnings top estimates as Experiences and Entertainment drive profit growth, while streaming improves despite Sports headwinds.

SpaceX and Tesla CEO Elon Musk is famous for his sky-high ambitions, including reaching Mars one day. After SpaceX’s earnings report Tuesday, Musk laid out four more brazen goals for the rocket and artificial-intelligence company, including reaching $1 trillion in revenue in less than five years. SpaceX stock tumbled 8% to $115.29 on Wednesday, while the S&P 500 edged up 0.1%.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. September E-mini S&P futures (ESU26 ) are up +0.33%, and September E-mini Nasdaq futures...

Record vehicle deliveries and robotaxi expansion drive capital spending surge.

KTOS delivers sharp Q2 earnings and revenue growth as government solutions, organic gains and strong bookings support performance.

Pfizer increased its savings target and revenue outlook, but investors remained focused on patent expirations and pipeline execution.

GlobalFoundries (NASDAQ:GFS) reported second-quarter fiscal 2026 revenue of $1.786 billion, up 9% sequentially and 6% from a year earlier, as demand for communications infrastructure and data-center applications helped drive growth and margin expansion. Chief Executive Officer Tim Breen said revenu

Extreme Networks (NASDAQ:EXTR) reported fourth-quarter fiscal 2026 revenue of $339 million, up 10% from a year earlier and 7% sequentially, as the networking company cited continued product demand, higher gross margins and growing adoption of its Extreme Platform ONE platform. For the full fiscal y

EVgo (NASDAQ:EVGO) reported second-quarter 2026 revenue of $83 million, down 16% from a year earlier, as growth in its core charging network was offset by declines in its eXtend and autonomous-vehicle-related businesses. The company posted an adjusted EBITDA loss of $10.6 million, in line with its p

Eos Energy Enterprises (NASDAQ:EOSE) reported record second-quarter revenue and backlog while narrowing its 2026 revenue outlook as it accelerates the consolidation of manufacturing operations at its Thorn Hill facility. Chief Executive Officer Joe Mastrangelo said the company shipped more product

CPS Technologies (NASDAQ:CPSH) reported second-quarter revenue of $8.3 million, modestly above $8.1 million in the comparable 2025 period, as the company cited robust demand across its core product markets. The company also said revenue increased from first-quarter levels and expects shipments to co

Infineon Technologies AG (IFNNF) posts all-time high quarterly revenue of EUR4,172 million, driven by booming AI power solutions and broad-based recovery.

SK Telecom Co Ltd (SKM) reports robust profit growth fueled by AI data center momentum, while outlining a strategic 5-gigawatt expansion plan through its new subsidiary SK Hyper.

Palantir Technologies Inc. CEO Alex Karp reiterated on Monday that he believes AI frontier labs are not trustworthy enough for enterprise use. During the earnings call, following the company’s robust results, the CEO argued that companies should support technologies that...

AME's Q2 earnings rise 17%, and revenues climb 15%, as stronger EIG and EMG sales support a higher 2026 outlook.

In this segment of the AI Investor Podcast from 24/7 Wall St., co-hosts Eric Bleeker and Austin Smith work through Intel's quarter and the whipsaw price action around it. Bleeker opens with the trading pattern as a microcosm of the month: Intel rose 10% after hours on the report, then fell roughly 30% over the following days, leaving it down 34% on the month at the end of last week. Yet, zoomed out, the stock is up 134% year to date and still more than double its post-February level, while most momentum names have given back their post-February gains entirely. He reads that as evidence Intel remains a structural winner. Bleeker credits two calls made earlier. The first was the rise of CPUs, which he says is playing out more forcefully than expected, with Intel's CPU prices up 48%. The second, and the one that matters more long term, is the foundry business. Intel guided 14A to volume production in 2028, which Bleeker takes as on track. Wall Street's disappointment centered on Intel declining to name customers, but Bleeker argues that silence is rational: a company shifting volume away from Taiwan Semiconductor has no interest in publicizing it and risking its existing allocation. What Intel needs, he notes, is wafer customers rather than packaging work, and he sees potential majors like Google drifting toward it. Smith agrees the non-disclosure is sensible and adds that these are not phantom customers. He points to reporting on xAI and the widely covered Apple arrangement as reasonably well established, meaning Intel gains little by confirming them publicly.

AllianceBernstein global head of ETF strategy and partnerships, Julie Gunts, sits down with Yahoo Finance's Julie Hyman to discuss the dynamic between the tech sector, earnings, and ETF flows.

PINS beats Q2 earnings estimates as AI-powered ads, stronger monetization and record user growth drive revenue higher and support a stronger outlook.

Palantir stock has struggled for months, but the company may have just given investors some hope again. Shares of Palantir surged 29.45% on Aug. 4, the trading day after Palantir reported second-quarter results that topped Wall Street's expectations. The company posted adjusted earnings of 41 cents ...

VSAT's Q1 call spotlights record DAT awards, two ViaSat-3 satellites nearing service and stronger cash flow ahead of a stronger second half.

Advanced Micro Devices has had a stellar year so far. AMD shares were down around 5% on Wednesday following its earnings the previous day. The big question hangs over AMD’s ability to take market share from Nvidia’s graphics-processing units.

Disney (DIS) shares are getting some gains Wednesday morning after the House of Mouse reported streaming and its theme parks to be the main growth drivers in its fiscal third quarter. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to examine the experiences demand at Disney parks and the companies performance under its latest CEO Josh D'Amaro.