Actualités

SanDisk Corp (SNDK) posts record Q4 FY2026 results with data center revenue up 103% sequentially, backed by $16.5 billion in financial guarantees from New Business Models.

Pattern Group Inc (PTRN) posts 47% revenue growth and record 129% net revenue retention, driving strong cash flow and an optimistic full-year outlook.

Cirrus Logic Inc (CRUS) posts record Q1 revenue of $460 million and EPS of $1.84, driven by strong smartphone demand and a robust HPMS pipeline.

TPC posts record Q2 revenue and operating income, raises 2026 EPS guidance to $5.15-$5.45 amid robust backlog and margin expansion.

Block Inc (XYZ) delivered a stellar Q2 with gross profit up 25% and adjusted EPS up 65%, prompting a raise in full-year guidance.

Veeco Instruments Inc (VECO) raises full-year revenue guidance to $780-$810 million, driven by AI infrastructure demand and strategic investments in advanced packaging and silicon photonics.

SoundHound AI (NASDAQ:SOUN) reported record second-quarter revenue of $61.9 million, up 45% from a year earlier and 40% sequentially, as the company cited demand for its conversational and agentic AI offerings across healthcare, financial services, automotive, restaurants and other industries. Chie

Sandisk (NASDAQ:SNDK) reported record fiscal fourth-quarter revenue, gross margin and earnings per share, with results exceeding the high end of its prior outlook as the company cited growing demand for NAND storage tied to AI inference workloads and data-center expansion. Fourth-quarter revenue to

SiTime (NASDAQ:SITM) reported second-quarter 2026 results marked by broad revenue growth, higher margins and increased profitability, while outlining a substantially larger third-quarter outlook following the July 1 closing of its acquisition of Renesas Electronics’ Timing Products Division. Chief

Schrodinger (NASDAQ:SDGR) said second-quarter annual contract value growth accelerated as demand broadened across large pharmaceutical customers, biotechnology companies and materials-science customers, while the company launched early access for Bunsen, its agentic AI co-scientist. Second-quarter

Satellogic (NASDAQ:SATL) reported second-quarter revenue growth of 259% year over year and said it generated positive operating income and adjusted EBITDA for the first time in its history, as sovereign satellite deliveries and subscriptions for persistent monitoring expanded. Revenue totaled $15.9

MercadoLibre Inc (MELI) reports record Q2 2026 results with 50% revenue growth, while navigating margin compression from strategic investments and regional headwinds.

News Corp (NWS) delivers record Q4 results with revenue up 11% and EBITDA up 31%, fueled by strategic AI deals and strong performance across Dow Jones and Digital Real Estate.

SoundHound AI Inc (SOUN) posts 45% revenue growth in Q2 2026, raises full-year guidance, and advances LivePerson acquisition.

AbCellera Biologics Inc (ABCL) advances ABCL-635 with early phase 2 completion and secures over $110 million in new T-cell engager deals, despite a wider net loss and revenue decline.

In my 40-plus years in this business, I’ve seen new Federal Reserve Chairmen and Chairwomen routinely tested by the market. Just look at the performance of the S&P 500 Index (^SPX) in Chairman Powell's first year. That said, I think the market narrative around Kevin Warsh is just wrong, maintains Nancy Tengler, CIO of Laffer Tengler Investments.

A look at the day ahead in European and global markets from Satoshi Sugiyama In "Learning to Fly", Tom Petty sang that what goes up must come down.

Shopify stock jumped 17% on a Q2 beat, and Jim Cramer says the AI disruption narrative around the company was backwards.

Samsung Electronics and SK Hynix face growing calls from investors wanting a greater share of excess cash via dividends or buybacks, after the pair provided scant detail on capital returns when reporting AI-driven record profit. The world's two largest memory chip makers are generating cash at an unprecedented pace due to robust demand ‌for chips used in AI applications, amassing reserves that exceed those of U.S. tech giants that are spending heavily on AI infrastructure. Samsung and SK Hynix are set to hold a combined $263 billion ‌in net cash by year-end, more than double the estimated $102 billion of AI bellwether Nvidia and exceeding the combined cash of the other six "Magnificent Seven" U.S. technology companies, LSEG data and Reuters calculations showed.

Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real toll booth sits one step behind the GPUs, and one company collects on every wafer that makes next-gen AI hardware possible.

Sunrun (NASDAQ:RUN) reported second-quarter results marked by a record storage attachment rate, positive cash generation excluding safe-harbor equipment investments, and a reduced full-year outlook as the company shifts toward a larger direct-sales business. Chief Executive Officer Mary Powell said

Pattern Group (NASDAQ:PTRN) reported record second-quarter results, with revenue rising 47% year over year to $877 million and adjusted EBITDA increasing 54% to $54 million. Chief Executive Officer Dave Wright said the company’s adjusted EBITDA growth exceeded revenue growth for the fourth consecuti

APA Corporation raised its full-year U.S. oil production forecast after second-quarter output exceeded guidance and operating costs came in below expectations.

(Bloomberg) -- Artificial intelligence’s tremendous hunger for electricity is already well known. What’s less familiar is how the rapid fluctuations in data centers’ appetites can break essential equipment at the facilities.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s $101 Bi

At $534.24, Applied Materials (NASDAQ:AMAT) sits at a decision point heading into the August 13 earnings report. The stock has staged one of the sharpest recoveries in large-cap semis this year, and the earnings report will decide whether the next leg is toward $600 or back into the low $400s. Applied Materials is the largest ... What Determines Applied Materials’ Resilience on Aug 13 Earnings

Record revenue and defense market entry signal a strategic shift for LiDAR maker Innoviz.

Alphabet just delivered a 24% revenue surge and a 210% free cash flow collapse in the same quarter, and the stock is rallying anyway. The bull and bear cases have never been more directly at war with each other.

Eli Lilly and Company will release its second-quarter earnings report before the opening bell on Wednesday, Aug. 5. Analysts expect the company to report quarterly earnings of $6.58 per share, up from $6.31 per share in the year-ago period. The...

News (NASDAQ:NWS) reported record fourth-quarter profitability for fiscal 2026, with revenue rising 11% year over year to $2.3 billion and total segment EBITDA increasing 31% to $423 million. Net income from continuing operations climbed 167% to $230 million, while reported earnings per share rose t

Everspin Tech (NASDAQ:MRAM) reported record second-quarter revenue as growth in MRAM product sales and initial revenue from a new U.S. defense-related subcontract lifted results above the company’s guidance range. For the quarter ended June 30, 2026, Everspin posted revenue of $18.7 million, up 42%