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Record bookings and 1.6:1 book-to-bill ratio signal strong demand across key markets.

Ondas (NASDAQ:ONDS) reported record second-quarter revenue of approximately $83.8 million, up 67% sequentially and more than 13 times the level reported a year earlier, as the company expanded deliveries across its autonomous defense and security portfolio. Chairman and CEO Eric Brock said the comp

Intuitive Machines (NASDAQ:LUNR) reported second-quarter revenue of $206 million, more than four times its prior-year result, as the company expanded its satellite manufacturing, lunar-services and national-security operations. Management reaffirmed full-year revenue guidance of $900 million to $1 b

Record retail performance and progress toward interactive profitability drive momentum.

Super Micro shares jump as $60 billion AI backlog powers stock rally

Strategic revenue surged 38% as Vector hit $1B run rate ahead of schedule.

Both earnings and revenue growth were the highest since 2021.

Nvidia-backed CoreWeave (CRWV) stock entered another earnings season with Wall Street looking for another quarter marred by heavy CapEx and losses. Analysts were looking at $2.56 billion in sales with an adjusted loss of $1.41 per share. Instead, CoreWeave delivered another sizeable double beat, ...

Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.

Moby summary of Bit Digital, Inc.'s Q2 2026 earnings call

Moby summary of Brookfield Corporation's Q2 2026 earnings call

ROST is poised for Q2 growth as value-driven demand, store expansion and stronger execution support sales and earnings.

Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand surge went flying in the opposite direction. The divergence comes down to something buried in the cash flow disclosures that most headlines missed.

Moby summary of Telesat Corporation's Q2 2026 earnings call

Over the past six months, McDonald’s stock price fell to $273.75. Shareholders have lost 15.3% of their capital, which is disappointing considering the S&P 500 has climbed by 11.7%. This might have investors contemplating their next move.

Legence LGN (NASDAQ:LGN) reported record second-quarter results as demand for mission-critical building systems remained strong, led by data centers and technology projects, while the company raised its full-year revenue and adjusted EBITDA outlook. Revenue for the second quarter of 2026 totaled $1

JD.com (NASDAQ:JD) reported a 2.9% year-over-year decline in second-quarter revenue to RMB 346 billion, as sales of electronics and home appliances faced comparisons against a high prior-year base and pressure from rising upstream component costs. Despite the revenue decline, the company reported st

Record $5.8M revenue surged 470% YoY as military contracts accelerated.

Moby summary of Advanced Flower Capital Inc.'s Q2 2026 earnings call

Moby summary of Applied Industrial Technologies, Inc.'s Q4 2026 earnings call

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

Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why.

Strong AI growth fails to offset a sharp earnings miss.

Masco currently trades at $75.17 per share and has shown little upside over the past six months, posting a small loss of 1.7%. The stock also fell short of the S&P 500’s 11.7% gain during that period.

Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different question.

The soft outlook overshadowed Tapestry’s fiscal fourth-quarter earnings and revenue, which beat analyst expectations.

Ondas raised its revenue outlook and still got punished, breaking a monthlong winning streak in a sector where every drone name is now watching its back. The selloff raises a pointed question about whether richly valued momentum stocks can survive their own good news.

Gen-3 satellites drive 50% revenue growth and positive adjusted EBITDA.

AbbVie's growth engine is firing on all cylinders, but on its latest earnings call, analysts focused on whether the company can defend its turf and execute on its next big pipeline bet.

Figure Technology Solutions (NASDAQ:FIGR) reported second-quarter results marked by triple-digit growth in consumer loan marketplace volume, expanding adoption of its Figure Connect tokenized loan marketplace and a higher share of fee-based revenue. Consumer loan marketplace volume reached $4.3 bil