QLYS tops Q2'26 estimates as channel revenues jump 22%, margins widen, and management raises its 2026 revenue and earnings outlook.
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
SpaceX is on course to burn $50 billion this year. That's a surprise.
FIGS heads into Q2 earnings with product innovation, global expansion and demand momentum in focus, while tariffs and freight costs may have pressured margins.
AME's Q2 earnings rise 17%, and revenues climb 15%, as stronger EIG and EMG sales support a higher 2026 outlook.
In this segment of the AI Investor Podcast from 24/7 Wall St., co-hosts Eric Bleeker and Austin Smith work through Intel's quarter and the whipsaw price action around it. Bleeker opens with the trading pattern as a microcosm of the month: Intel rose 10% after hours on the report, then fell roughly 30% over the following days, leaving it down 34% on the month at the end of last week. Yet, zoomed out, the stock is up 134% year to date and still more than double its post-February level, while most momentum names have given back their post-February gains entirely. He reads that as evidence Intel remains a structural winner. Bleeker credits two calls made earlier. The first was the rise of CPUs, which he says is playing out more forcefully than expected, with Intel's CPU prices up 48%. The second, and the one that matters more long term, is the foundry business. Intel guided 14A to volume production in 2028, which Bleeker takes as on track. Wall Street's disappointment centered on Intel declining to name customers, but Bleeker argues that silence is rational: a company shifting volume away from Taiwan Semiconductor has no interest in publicizing it and risking its existing allocation. What Intel needs, he notes, is wafer customers rather than packaging work, and he sees potential majors like Google drifting toward it. Smith agrees the non-disclosure is sensible and adds that these are not phantom customers. He points to reporting on xAI and the widely covered Apple arrangement as reasonably well established, meaning Intel gains little by confirming them publicly.

AllianceBernstein global head of ETF strategy and partnerships, Julie Gunts, sits down with Yahoo Finance's Julie Hyman to discuss the dynamic between the tech sector, earnings, and ETF flows.
PINS beats Q2 earnings estimates as AI-powered ads, stronger monetization and record user growth drive revenue higher and support a stronger outlook.
(Bloomberg) -- A key Senate committee on Wednesday advanced a package of bills aimed at improving children’s safety online, teeing up a showdown with the House over whether to hold Meta Platforms Inc. and Alphabet Inc.’s Google liable for harms done to minors on their social media platforms. Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model Mak
Walt Disney's (DIS) fiscal third-quarter earnings rose above Wall Street's estimates on Wednesday ev
Palantir stock has struggled for months, but the company may have just given investors some hope again. Shares of Palantir surged 29.45% on Aug. 4, the trading day after Palantir reported second-quarter results that topped Wall Street's expectations. The company posted adjusted earnings of 41 cents ...
Par Pacific's Q2 earnings soared 555.8% and revenues jumped 56.8%, beating estimates as refining margins surged despite lower throughput and softer retail results.
Today's ADP private-sector payrolls came in below the +75K forecast and less than half the downwardly revised +95K from June.
PCTY tops fiscal Q4 earnings and revenue estimates as recurring revenues grow 12.4% year over year. See what fuels results and its fiscal 2027 outlook.
FLEX's Cloud and Power Infrastructure growth is fueling a stronger FY27 outlook as AI-driven demand boosts revenue, margins and expansion plans.
VSAT's Q1 call spotlights record DAT awards, two ViaSat-3 satellites nearing service and stronger cash flow ahead of a stronger second half.
The analytics company posted 93% revenue growth last quarter, which was an acceleration from the previous period.
FCN beats second-quarter earnings estimates and reaffirms revenue guidance. Its rising costs squeeze margins and send shares lower.
Memory stocks have always been among the most volatile in the semiconductor sector. They run hard when the cycle is right, then give back a lot of it when investors start pricing in the next downturn. Micron has been through that cycle more times than most companies, and investors who have watched ...
Third-quarter revenue increased 7% to $25.2 billion, driven by growth from the company’s experiences unit.
Uber Technologies Inc (NYSE:UBER, XETRA:UT8) shares fell about 6% in early trading Wednesday after the ride-hailing company issued a third quarter outlook that fell short of some Wall Street expectations, overshadowing better-than-expected gross bookings and adjusted EBITDA in the second...
Advanced Micro Devices has had a stellar year so far. AMD shares were down around 5% on Wednesday following its earnings the previous day. The big question hangs over AMD’s ability to take market share from Nvidia’s graphics-processing units.
The March start date means Paramount will owe more than $1 billion in daily penalties before a judge ever rules on the deal
The S&P 500 Index ($SPX ) (SPY ) today is up +0.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.51%. September E-mini S&P futures (ESU26 ) are up +0.50%, and September E-mini Nasdaq futures...

Disney (DIS) shares are getting some gains Wednesday morning after the House of Mouse reported streaming and its theme parks to be the main growth drivers in its fiscal third quarter. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to examine the experiences demand at Disney parks and the companies performance under its latest CEO Josh D'Amaro.

Disney (DIS) shares are getting some gains Wednesday morning after the House of Mouse reported streaming and its theme parks to be the main growth drivers in its fiscal third quarter, Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to examine the experiences demand at Disney parks and the companies performance under its latest CEO Josh D'Amaro.
Chipotle Mexican Grill (NYSE:CMG) rose around 3. 5% in pre-market trading on Wednesday after Minnesota health officials said they have no ongoing concerns about the company following a recent salmonella outbreak investigation.
CDW (NASDAQ:CDW) reported record second-quarter results for 2026, as demand for infrastructure modernization, artificial intelligence readiness and security helped lift net sales 10% to $6.6 billion. The technology solutions provider said gross profit increased 6% to $1.3 billion, while non-GAAP op
AstraZeneca (NASDAQ:AZN) shares climbed around 6% on Wednesday after Reuters reported that there are “no discussions” between the company and Bristol Myers Squibb (NYSE:BMY) regarding a potential merger, contradicting recent speculation that had unsettled investors. The report eased concerns surrounding a deal that, if completed, would have created a pharmaceutical group valued at close to $400 billion.
SpaceX’s AI infrastructure business reached 1.4 GW of nameplate capacity as compute spending drove quarterly capital expenditures above $18 billion.