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Cohu Q2 Earnings Call Highlights
MarketBeat20d agoneutral
Cohu Q2 Earnings Call Highlights

Cohu (NASDAQ:COHU) reported second-quarter 2026 revenue of $149 million, up 38% from a year earlier and above the midpoint of its guidance, as demand for high-performance computing equipment and a recovery in several core semiconductor markets supported results. President and CEO Luis Müller said r

AXT Q2 Earnings Call Highlights
MarketBeat20d agoneutral
AXT Q2 Earnings Call Highlights

AXT (NASDAQ:AXTI) reported record second-quarter revenue and a return to profitability, driven by strong demand for indium phosphide substrates used in optical connectivity for AI data centers. Management said it is accelerating capacity expansion as customer demand continues to exceed supply. Seco

Jersey Mike’s Is the Latest Stock Slide in Trading Debuts This Year
The Wall Street Journal20d agoneutral
Jersey Mike’s Is the Latest Stock Slide in Trading Debuts This Year

Jersey Mike’s Subs, with its 5.96% stock-price decline Thursday, is hardly alone in having a first-day share slide. This year, shares for hedge fund Pershing Square, nuclear fuel company Standard Nuclear and biotech firm Generate Biomedicines fell 18%, 18% and 21% respectively on their first trading days, according to Dealogic.

Analyst compares SpaceX, Palantir to Bitcoin
TheStreet20d agoneutral
Analyst compares SpaceX, Palantir to Bitcoin

Though Palantir Technologies Inc. (Nasdaq: PLTR), Space Exploration Technologies or SpaceX (Nasdaq: SPCX), and Bitcoin (BTC) are entirely different assets, they are all different kinds of stake on the same geopolitical shift, 10x Research said on May 19. Founded by Peter Thiel, Stephen Cohen, Joe ...

Microsoft Posts Biggest One-Day Market-Cap Gain for Any U.S. Company
The Wall Street Journal20d agoneutral
Microsoft Posts Biggest One-Day Market-Cap Gain for Any U.S. Company

Tension between Silicon Valley’s astronomical AI spending and Wall Street fears that it won’t pay off had been sending markets on a wild ride. The company’s stock surged 16% after its earnings quelled concerns that investments on data centers, chips and more would outpace the company’s ability to generate cash. Microsoft’s $450 billion one-day gain in market capitalization was the largest by any U.S. business, ever.

JPMorgan makes bold BWX Technologies prediction
TheStreet20d agoneutral
JPMorgan makes bold BWX Technologies prediction

JPMorgan just pointed investors toward a fast-rising player in AI nuclear energy. On July 27, 2026, the bank started coverage of BWX Technologies (BWXT) with an overweightrating and a $230 price target. That target runs through December 2027 and sits about 30% above where the stock traded when the ...

Why e.l.f. & Estée Lauder benefit from inflation
Yahoo Finance Video20d agoneutralVIDEO
Why e.l.f. & Estée Lauder benefit from inflation

Linda Bolton Weiser, Water Tower Research Managing Director explains how Procter & Gamble (PG), e.l.f. Beauty (ELF), and Estée Lauder (EL) leverage brand equity, product innovation, and the "lipstick effect" to maintain strong pricing power and stay inflation-proof.

Why e.l.f. & Estée Lauder benefit from inflation
Yahoo Finance Video20d agoneutralVIDEO
Why e.l.f. & Estée Lauder benefit from inflation

Linda Bolton Weiser, Water Tower Research Managing Director explains how Procter & Gamble (PG), e.l.f. Beauty (ELF), and Estée Lauder (EL) leverage brand equity, product innovation, and the "lipstick effect" to maintain strong pricing power and stay inflation-proof.

Strategy Posts $8.2 Billion Loss As Crypto Winter Drags On
The Wall Street Journal20d agoneutral
Strategy Posts $8.2 Billion Loss As Crypto Winter Drags On

Strategy, the bitcoin accumulation firm founded by Michael Saylor, reported an $8.2 billion loss in the second quarter, driven by a steep decline in the value of its bitcoin holdings. Strategy adopted a fair-value accounting standard last year that requires companies holding digital assets to show the fair value of their cryptocurrencies on their balance sheets at the end of each quarter. The change has driven wild swings in Strategy’s earnings, with the company posting a $12.54 billion loss for the first quarter of 2026.

Apple earnings: iPhone prices are 'not immune' to rising memory costs
Yahoo Finance Video20d agoneutralVIDEO
Apple earnings: iPhone prices are 'not immune' to rising memory costs

Apple (AAPL) stock is stumbling in Thursday's after-hours since reporting fiscal third quarter earnings and revenue that topped estimates, carried by strong iPhone sales. New Street Research technology Infrastructure analyst Antoine Chkaiban explains the problem areas that could emerge down the line for Apple tied to the memory chip shortage.