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With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap.

Moby summary of Gray Media, Inc.'s Q2 2026 earnings call

Moby summary of Atmus Filtration Technologies Inc.'s Q2 2026 earnings call

Moby summary of Arko Corp.'s Q2 2026 earnings call

Moby summary of ACM Research, Inc.'s Q2 2026 earnings call

CoreWeave is due to report earnings after the closing bell Tuesday, with traders expecting a sizable move in the cloud computing provider’s stock in the days that follow.

The sell-off came after the buy-now-pay-later company reported second-quarter results on Thursday that topped estimates and raised full-year guidance.

Fresh institutional interest arrives before a critical execution update

BlackSky Technology (BKSY) stock is in focus after the company reported second quarter 2026 results that combined 50.1% year over year revenue growth, a narrower loss, and reaffirmed full year revenue guidance of US$130 million to US$150 million. See our latest analysis for BlackSky Technology. BlackSky Technology's latest earnings announcement and reaffirmed revenue guidance have coincided with a sharp rebound in the stock, with a 1-day share price return of 10.37% and 7-day share price...

Vertiv Holdings Co (VRT) is back in focus after raising its full year 2026 guidance and reporting higher second quarter revenue and earnings, supported by AI-focused data center demand and expanding capacity. See our latest analysis for Vertiv Holdings Co. Vertiv Holdings Co's share price has surged 56.69% year to date, with a 7 day share price return of 20.95% after its raised 2026 guidance and recent AI data center partnerships. The 1 year total shareholder return stands at 97.63%. If...

Twilio (TWLO) stock has surged 30% to a new all-time high after the cloud communications company delivered a strong Q2 report.

10x Genomics reported second-quarter revenue of $151 million, including $1.6 million in license and royalty revenue tied to its settlement with Takara Bio. Excluding non-recurring settlement revenue in both periods, revenue was $149.4 million, up 3% from the prior-year quarter. Chief Executive Offi

Wendy's (NASDAQ:WEN) reported weaker second-quarter results as U.S. traffic declines, pressure on franchisee economics and what new Chief Executive Officer Bob Wright described as erosion in the brand’s quality and value proposition weighed on performance. Global systemwide sales declined 6.5% on a

Warner Bros. Discovery (NASDAQ:WBD) said its streaming segment surpassed $3 billion in quarterly revenue for the first time in the second quarter of 2026, as HBO Max benefited from subscriber growth, engagement and advertising monetization. President and Chief Executive Officer David Zaslav said st

VIAVI enters fiscal 2027 with strong data-center and aerospace-and-defense demand, as 1.6T, CPO and optical switching broaden test opportunities.

Is a stock down more than 80% in a year cheap, or just cheaper?

We recap CleanSpark and MARA's earnings, plus Hut 8 CEO Asher Genoot joins us to debrief Hut 8's own quarterly earnings.

In the past week, Datadog reported Q2 2026 results showing revenue rising to US$1.12 billion and net income to US$44.56 million, alongside higher full-year 2026 revenue guidance of US$4.45 billion to US$4.47 billion. At the same time, softer Q3 revenue guidance of US$1.14 billion at the midpoint and a usage reduction from its largest customer raised fresh questions about the durability of recent growth trends. We’ll now examine how Datadog’s strong quarterly results but cautious near-term...

Versant (NASDAQ:VSNT) reported second-quarter revenue of $1.64 billion, down 4% from the prior-year period, while adjusted EBITDA rose 3% to $624 million as growth in advertising and digital platforms helped offset continued pressure in linear television distribution. Chief Executive Officer Mark L

COP reaffirms a $7 billion free-cash-flow inflection by 2029, backed by lower capital spending, major projects and improving Permian efficiency.

Take-Two beats Q1 guidance with $1.39B in net bookings, reiterates fiscal 2027 outlook amid unprecedented GTA VI pre-orders.

The headline numbers for APA (APA) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Trade Desk's (TTD) downbeat third-quarter outlook following a second-quarter miss indicates macro an

CIFR delivers initial Black Pearl HPC capacity two months early as it expands its data-center pipeline and project financing.

Albertsons CEO Susan Morris made her first open-market stock purchase after weak earnings and a lowered outlook sent Albertsons shares to record lows.

DENTSPLY SIRONA's Q2 sales fall 4.1% as dental weakness offsets Wellspect growth, while margins improve and 2026 guidance is maintained.

Although the revenue and EPS for MKS (MKSI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

While the top- and bottom-line numbers for eBay (EBAY) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

PPL's Q2 earnings miss estimates as higher costs weigh on results, while revenues rise 4.2% and data center demand continues to expand.

Seagate Technology Holdings plc (NASDAQ:STX)’s shares have caught a lot of quarters, including Cramer, by surprise in today’s AI-driven era of investing. They are up by 447% over the past year and by 181% year-to-date. The CNBC TV host has discussed Seagate Technology Holdings plc (NASDAQ:STX) several times over the past couple of months. For […]