Actualités

Gilead raises its 2026 base-business outlook as HIV and PrEP momentum strengthens, while Trodelvy growth and two potential launches shape the second half.

Fiserv cuts its 2026 outlook as client delays, Argentina weakness and higher tech spending pressure growth, with management focused on a 2027 rebound.

Datadog posted 36% revenue growth as AI and non-AI demand accelerated, while guidance was derisked for lower usage at its largest customer.

Dominion Energy keeps 2026 guidance intact as CVOW slips six months, while record demand and data center contracting stay in focus.

Celsius expects core-brand pressure to persist in Q3 before growth returns exiting 2026, as SKU resets, retail gains and 2027 innovation shape recovery.

Constellation lifts 2026 earnings guidance as Calpine accretion, nuclear contracting and Crane progress strengthen its growth outlook.

CDE cut partial-year production guidance at New Afton and Rainy River as slower ramp-ups sharpen focus on a stronger second half and 2026 cash flow.

AngloGold Ashanti sees H2 production rising about 6% from H1 as higher volumes ease costs while it pursues a $2 billion opportunistic buyback.

ATI's Q2 beat and record $4.4B backlog support a higher 2026 outlook as AA&S margins improve and HPMC ramps into stronger second-half growth.

Amprius raises 2026 revenue and margin guidance as drone demand, European sales and manufacturing economics strengthen visibility.

Albemarle sees tight lithium inventories and stronger storage demand, but warns Q3 Energy Storage sales, EBITDA and margins may decline sequentially.

UUUU shifts from dealmaking to execution, advancing White Mesa expansion, mine-to-magnet integration and staged rare earth capacity buildout.

The Trade Desk flags execution gaps and macro pressure after Q2 revenues rose 3%, while its Q3 guide assumes no meaningful improvement.

Talen Energy raises 2026 guidance and its 2028 cash-flow outlook while advancing grid-connected data centers and preserving merchant upside in PJM.

Atlassian's cloud growth, record enterprise deals and rising Rovo adoption fuel momentum, while fiscal 2027 guidance reflects external uncertainty.

Sezzle raises 2026 guidance again as subscriber growth surges, new products gain traction, and engagement climbs across its expanding platform.

Occidental targets more than $4B in annual sustainable cash flow gains by 2030, backed by lower costs, capital needs and a stronger balance sheet.

Ouster's Q2 call centers on the Rev8 production ramp, BlueCity expansion and rising robotics demand as full-year revenue expectations remain unchanged.

MACOM sees accelerating Data Center demand, record orders and rising manufacturing leverage supporting a stronger fiscal Q4 outlook.

MP Materials targets Q3 NdPr output above 1,000 tons, Q4 commercial magnet shipments and expansion into heavy rare earth products.

MKS is ramping semiconductor and packaging capacity as AI-driven demand boosts visibility into 2027 despite near-term margin pressure.

Cheniere Energy raises 2026 guidance again as higher output, stronger marketing margins and optimization boost results and expansion progress.

nLIGHT's Q2 results highlight record defense revenues and rising laser demand, while China-linked supply delays cloud Q3 shipments.

Kratos ramps up hypersonics, jet engines and unmanned systems as new capacity, program funding and bookings support stronger second-half growth.

INOD pairs 58% Q2 revenue growth with broader customer diversification, expanding AI research programs and disciplined 2026 guidance.

CLSK's Sandersville lease anchors its AI data center pivot, with $6.6B in contracted revenues and debt-led financing planned without new equity.

Century Aluminum highlights full-capacity smelters, strong U.S. demand and Oklahoma progress as it targets a year-end investment decision.

APA raised its U.S. oil outlook and cost-savings target while holding capital steady and advancing exploration plans for 2027.

Momentum has been one of the defining themes of this bull market. Investors have rewarded companies tied to artificial intelligence with premium valuations, particularly those building the infrastructure powering the AI boom. In many cases, rising capital spending and growing debt have become secondary concerns so long as revenue continues climbing. That backdrop makes it ... Michael Burry Says Shorting Nebius Is “Like Shooting Fish in a Barrel.” Earnings Could Prove Him Right.

MSI raises its 2026 outlook again as record orders lift backlog to $15.6 billion, with software and public-safety demand driving growth.