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

Moby summary of Global-e Online Ltd.'s Q2 2026 earnings call

Moby summary of Kornit Digital Ltd.'s Q2 2026 earnings call

The entire AI data center industry still appears to be firing on all cylinders after all, with more of the same in the cards.

The fast-casual chain's revenue is already rebounding from the Cyclospora scare.

Falling AI costs may favor companies with massive distribution

Cerebras Systems raised its annual revenue and gross margin forecasts on Wednesday, buoyed by robust demand for its chips from ‌companies ramping up data-center capacity to power AI services. The chip designer ​is banking on growing demand for inference, the data crunching that occurs when a user queries a chatbot, as it seeks to challenge Nvidia's dominance in the AI processor market. Cerebras' flagship wafer-scale engine (WSE) is a single chip the size of a ‌dinner plate containing trillions of ⁠transistors, a design that it says is more efficient than connecting thousands of smaller graphics processors together, as Nvidia does.

Neocloud stocks just posted some of the wildest single-session gains of the AI buildout cycle, and the valuation math behind them is stranger and more compelling than it looks at first glance.

These catalysts could prove to be the actual drivers of the stock.

Kontoor Brands raised its full-year guidance and announced a major buyback. The Wrangler and Helly Hansen parent is streamlining its brand portfolio.

Microsoft is already relatively close to its median 12-month price target.

The LEO satellite maker still has a bright future.

United States Antimony just watched most of its 2026 gains evaporate in a single session, and the guidance cut behind the collapse raises a bigger question: is this an isolated antimony-price shock or a warning sign for the entire domestic critical-minerals trade?

The chipmaker announced a $15 billion secondary stock offering this week.

Aurora Cannabis would expand Curaleaf's international presence, but it hasn't been a strong business in recent years.

Oracle shares rallied Thursday after two neoclouds posted blowout earnings, but does this AI tailwind justify the stock's risks?

The tech company's latest numbers showed significant improvements in revenue, gross margin, and net income.

IBM (NYSE:IBM) just signed a $240 million deal with Together AI to build an Nvidia (NASDAQ:NVDA)-powered AI inference cluster on IBM Cloud, announced August 11. Together AI’s chief revenue officer Kai Mak says demand is so strong the cluster will sell out two to three months before it even goes live. That kind of confidence […]

The investor made famous by The Big Short is doubling down on his bets against some of the biggest names in AI.

Norway’s fund also publicly declared owning a 0.05% stake in SpaceX.

Intel's stunning 176% run has the semiconductor sector buzzing, but with AMD trading at a jaw-dropping 123x earnings and a fresh dilution event on the table, figuring out where to hold and where to fold across chip stocks has never been more consequential.

Jim Cramer just named Intel a major focus name and pointed directly at CEO Lip-Bu Tan, but Wall Street's cautious consensus tells a very different story about where this explosive turnaround actually stands.

Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers.

Pepsi has its challenges, but its dirt cheap valuation and high-dividend yield make it a no-brainer buy for income investors.

Elon Musk just told SpaceX employees that a business most people have never heard of will soon dwarf rockets, Starlink, and every other revenue line the company has ever built, and he gave a specific month.

July inflation came in exactly as expected, and stocks rallied for about half an hour. Here's what actually moved the market after that.

The innovator's dilemma is hitting hard in the remittance space.

Every few quarters, the debate around Nvidia moves. For a while, it was about whether AI demand was real. Then it was about whether margins could hold. Now, heading into its August 26 earnings report, the question is whether the next product cycle can keep a company already running at this pace ...

AI cloud demand pushes contracts above $40 billion.

AI is likely a bigger piece of your investment portfolio than you realize. Here’s what to do about it