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Kymera Therapeutics (NASDAQ:KYMR) said it completed enrollment in its Phase 2b atopic dermatitis trial of KT-621 about six months ahead of schedule, positioning the company to report top-line data by the end of 2026 and potentially begin Phase 3 development around mid-2027. Chief Executive Officer

Kratos's earnings last night weren't quite as good as they first appeared.

Moby summary of The Kraft Heinz Company's Q2 2026 earnings call

Moby summary of Innoviz Technologies Ltd.'s Q2 2026 earnings call

WYNN's Q2 earnings and revenues beat estimates and rise year over year, as Wynn Palace drives growth with a 21.1% revenue increase.

Moby summary of CDW Corporation's Q2 2026 earnings call

Palantir's Q2 may have finally justified its lofty premium.

Moby summary of CVS Health Corporation's Q2 2026 earnings call

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.

Oshkosh tops Q2 estimates as sales rise 6.7% and Access orders hit $1.5B, but margin pressure and a slower fire truck ramp trim its 2026 outlook.

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

In this segment of the AI Investor Podcast from 24/7 Wall St., Eric Bleeker reviews Lam Research, a semiconductor equipment holding originally recommended to the million dollar AI portfolio he manages as part of a collection of memory-adjacent stocks. The quarter itself was solid: $1.82 in EPS against $1.70 expected, with the standout being guidance of $2.15 for next quarter versus a street estimate of $1.84. The stock jumped about 20% the next morning, though Bleeker attributes most of that to how far it had fallen during July's selloff rather than to the results, which he characterizes as good but not spectacular. His hesitation is valuation. Against a full-year estimate of $9.40, the shares trade a bit above 30 times forward earnings, which he considers the upper end of the historical range. He is not planning to add more with other opportunities across the market after a steep July sell-off. The broader read on semiconductor equipment is more bullish. Taiwan Semiconductor raised capex, Intel sounded optimistic on capex needs, and Bleeker guesses 2028 equipment spending could come in roughly 25% above where Wall Street currently models it. He is particularly interested in advanced packaging and testing, sub-verticals growing faster than the overall space. Lam remains a core long-term holding and, in his view, among the best operators in semi equipment.

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

Lucid slams the brakes on cash burn -- but is it too late?

Digital Turbine tops Q1 fiscal 2027 earnings and revenue estimates, posts strong App Growth Platform gains and raises full-year revenue and EBITDA guidance.

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.

Uber reported second-quarter results on Wednesday that beat on bookings and profit, but shares fell as the ride-hailing giant's bookings guidance missed analyst projections. Uber says its robotaxi push is still well underway, with investments set to grow.

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