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Moby summary of Aebi Schmidt Holding AG's Q2 2026 earnings call

(Updates with market moves after the close.) The S&P 500 rose to a record on Thursday as traders

Artificial-intelligence adoption continued to drive demand for the company’s semiconductor solutions.

Applied Materials reports better-than-expected earnings for its fiscal third quarter, but investors aren’t impressed.

U.S. stocks rose and the S&P 500 closed at a record high after a report of moderated wholesale inflation eased interest-rate fears.

Applied Materials Inc. delivered an estimate-beating forecast that still got a lukewarm reaction from investors, a sign of the lofty hopes surrounding a company that’s key to the AI boom.

Analysts surveyed by The Wall Street Journal were expecting a 0.2% gain. The reading follows a slight slowdown in CPI reported Wednesday and added to expectations that the Federal Reserve can hold off on raising rates for now. The market-implied likelihood of a hike at its September meeting is now around 35%, down from 55% a week ago according to CME FedWatch.

The U.S. stock market rose to a record following the latest sign that inflation is getting less bad. The Dow Jones Industrial Average added 0.1%, and the Nasdaq composite gained 0.8%. The Nasdaq composite rose 214.54 points, or 0.8%, to 26,803.03.

Lam Research said on Thursday it intends to invest more than $3 billion in ‌the next five years to expand its ‌global research and development lab network, as it seeks to increase ​experiment capacity and speed up product development. The U.S. chip equipment maker said the multi-site expansion is expected to increase its experiment capacity by over 50%. • Lam Research is making the investment with the intention of staying ahead of customers' ​needs as ​the pace of innovation ​requires chips with new ‌architectures, different materials and complex features engineered with nanoscale precision, CEO Tim Archer said.

In one of his last public appearances as CEO, Tim Cook offered Secretary of Commerce Howard Lutnick a tour of a facility meant to highlight its investments in U.S. supply chains.

Wayfair stock has rebounded over the past few years, yet investors now face a split verdict on value, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to a large discount while market based multiples suggest the shares are not cheap. Wayfair shareholders have seen the stock decline 63.3% over the past 5 years, which keeps long term returns under pressure even after the more recent recovery. The recent lift in higher end brands and store expansion can support...

Inflation, earnings and chip stocks were top of mind for investors on Thursday.

Eric Criscuolo, Market Strategist at the NYSE, reviews a quiet week on Wall Street marked by tight trading ranges, cooling inflation, and a major new AI financing development. The S&P 500 consolidated near all-time highs before breaking through 7,800 for the first time on Thursday, lifted in part by Nvidia's partnership with major Wall Street firms to launch a $500 billion compute financing platform. In-line CPI and a cooler-than-expected PPI pushed yields lower across the curve, with the long end finally joining the downtrend. Looking ahead, markets will turn their attention to FOMC meeting minutes, August Flash PMIs, and earnings from consumer and housing bellwethers including Walmart, Home Depot, and Deere.

Applied Materials forecast ‌fourth-quarter revenue ‌above Wall Street expectations ​on Thursday, betting that unabated demand for ‌advanced AI ⁠chips will continue to ⁠fuel robust spending on ​its semiconductor ​manufacturing ​equipment. The company ‌forecast quarterly revenue of around $10.25 billion, plus or minus $500 million, compared ‌with ​analysts' average ​estimate ​of $9.54 ‌billion, according to data ​compiled ​by LSEG.

The S&P 500 cruised through the latest round of earnings reports and inflation data to close at a record high on Thursday. The Nasdaq Composite was up 0.8%. Artificial intelligence stocks were once again at the vanguard, but a broad collection of S&P 500 stocks closed higher.

US equity indexes ended higher Thursday after a weak producer price inflation report and a drop in c

Millions of dollars are available to eligible Chantix buyers, but consumers have until September 14 to submit a claim.

(Updates with index/price moves from the first paragraph.) US equity indexes rose, with the S&P 5

Workday stock surged after a report of a possible takeover by private equity firm Silver Lake.

Shares of Workday are posting record gains after Reuters reported that Silver Lake is in talks to buy the human-resources software company. At today’s highs, Workday was up around 30%, its biggest intraday surge ever, according to Dow Jones Market Data.

Yeti stock is tumbling today despite meeting analysts' expectations for the second quarter.

Sandisk Stock Jumps as New Forecast Points to Strong Growth and Cash Flow

Workday stock jumped on Thursday after a published report that private-equity firm Silver Lake is in talks to acquire the enterprise software company. According to the Reuters report, which cited people familiar with the matter, Silver Lake and Workday have held discussions about a possible deal in recent months. Barron’s has reached out to Workday and Silver Lake for comment.

Investor Day targets 50% free-cash-flow margins.

One inflation trend could keep policymakers on the sidelines

Bloomberg's James Crombie joins Emily Graffeo on "Real Yield."  Bond traders dialed back measures of credit risk associated with Nvidia after the company said it would limit its exposure in a $500 billion plan to finance the type of AI investments that are driving demand for its computer chips.

Strong AI demand may already be priced in.

S&P 500 Pushes to Record as Inflation Data Eases Fed Fears

Investing.com -- Workday (NASDAQ:WDAY) shares surged 25% Thursday afternoon following a Reuters report that private equity firm Silver Lake is in talks to acquire the company.

Jim Cramer was supposed to be on vacation. Instead, the MadMoney host was looking at three critical market signals that, in his view, can tell investors all they need to know. Two of them were the usual suspects: bonds and oil. The third, though, was Nvidia (NVDA), a surprise, to say ...