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AAOI delivers fifth consecutive record quarter with 86% revenue surge, driven by explosive demand for 800G and 1.6T optical transceivers.
BARK Inc (BARK) beats guidance with $78.8M revenue and positive adjusted EBITDA, while expanding retail partnerships and Bark Air growth.
Rocket Companies Inc (RKT) posts most profitable quarter in four years with record purchase and refinance market share, while navigating a challenging rate environment.
Karman Holdings Inc (KRMN) posts 58% revenue surge and $1.3 billion backlog, lifting full-year outlook amid strong defense demand.
SharonAI Holdings Inc (SHAZ) secures $4.9 billion NVIDIA deal and $8.8 billion revenue book, positioning for material Q4 2026 revenue ramp despite execution risks.
Microchip Technology Inc (MCHP) beats guidance with 38% year-over-year sales growth, driven by data center momentum and broad-based recovery across all end markets.
Century Aluminum Co (CENX) posts $327 million adjusted EBITDA, strengthens balance sheet, and advances key growth projects amid robust market conditions.
Revenue surges 58% year-over-year to $92.1 million, with adjusted EBITDA up 92% and significant customer diversification progress.
MARA doubles power capacity to 4.8 GW while navigating a challenging Bitcoin price environment with a $611.3 million net loss.
Twilio Inc (TWLO) delivers record Q2 revenue of $1.5 billion, with organic growth accelerating to 17% and AI-driven voice and messaging volumes fueling momentum.
NN (NASDAQ:NNBR) reported second-quarter sales growth of 19% and adjusted EBITDA growth of 36%, while raising its full-year outlook and completing a refinancing transaction that retired a substantial portion of its preferred stock. President and Chief Executive Officer Harold Bevis said the company
Novanta (NASDAQ:NOVT) reported second-quarter results marked by 9% organic sales growth, expanding margins and higher operating cash flow, while raising its full-year outlook following the late-July closing of its Riverpoint Medical acquisition. Chair and Chief Executive Officer Matthijs Glastra sa
Monster Beverage (NASDAQ:MNST) reported record quarterly net sales in the second quarter of 2026, with revenue surpassing $2.5 billion for the first time as the energy-drink maker posted double-digit growth across all geographic regions. Net sales rose 20.2% year over year to $2.54 billion, while s
Cloudflare Inc (NET) delivers stellar Q2 2026 with revenue up 36% year-over-year, record large customer additions, and strategic positioning at the forefront of the agentic Internet.
Moby summary of Cheniere Energy, Inc.'s Q2 2026 earnings call
Moby summary of Howmet Aerospace Inc.'s Q2 2026 earnings call
In August 2026, Cognex’s board declared a quarterly cash dividend of US$0.085 per share and reported Q2 2026 results showing higher sales and earnings compared with the same period a year earlier, alongside updated revenue guidance for Q3 and full-year 2026. The company’s record quarterly performance, margin expansion and raised full-year outlook highlighted how demand across logistics, packaging, electronics and semiconductors is reinforcing its machine-vision and AI strategy. Now we’ll...
Roku stock has delivered a strong 90.4% return over the past three years while valuation signals are split, with a Discounted Cash Flow (DCF) estimate suggesting the shares trade below intrinsic value and market multiples pointing to an expensive profile. Over the last three years Roku has returned 90.4%, which puts the current share price in a very different place to where long term holders started. Recent momentum in Roku’s advertising and subscription business may support expectations for...
Buying this AI infrastructure stock isn't about timing the next report -- it's about recognizing when price and reality fall out of sync.
So why did a 36% growth quarter set off a double-digit sell-off?
Microchip Technology (NASDAQ:MCHP) reported fiscal first-quarter results that exceeded its prior guidance, as the semiconductor company cited strong demand across data centers, aerospace and defense, industrial and automotive markets. Management also raised its disclosure around data-center exposure
Marathon Digital (NASDAQ:MARA) outlined a strategy to expand beyond Bitcoin mining into AI-focused digital infrastructure, while reporting lower second-quarter revenue and a net loss driven largely by a decline in the value of its Bitcoin holdings. Chairman and CEO Fred Thiel said the company is po
Lyft (NASDAQ:LYFT) reported record second-quarter operating performance, with more than 30 million active riders and 262 million rides, as the company pointed to growth across North American rideshare, bikes, Canada and its European Freenow business. Chief Executive Officer David Risher said the co
Mitek Systems (NASDAQ:MITK) reported fiscal third-quarter 2026 revenue growth of 18% year over year, supported by record fraud and identity revenue, higher SaaS sales and continued expansion of its Check Fraud Defender consortium network. Total revenue reached $54 million, exceeding the high end of
nLight (NASDAQ:LASR) reported record second-quarter revenue and product sales as demand increased across its defense, space and advanced-manufacturing markets, while management said supply-chain constraints involving materials sourced from China are expected to reduce third-quarter shipments. Secon
US power use is expected to keep notching record highs in 2026 and 2027, according to the Energy Information Administration.
Moby summary of Dana Incorporated's Q2 2026 earnings call
Moby summary of PENN Entertainment, Inc.'s Q2 2026 earnings call
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