Actualités

Apple Inc (AAPL) posts a record June quarter with $109.4 billion in revenue, but faces supply constraints and memory cost inflation that pressure September guidance.

Monolithic Power Systems Inc (MPWR) posts record Q2 revenue of $981 million, up 48% year-over-year, and raises full-year enterprise data growth outlook to 130%.

Rivian beats delivery expectations with R2 launch, posts 27% revenue growth, and raises full-year outlook despite ongoing profitability challenges.

Federal Reserve officials just won't listen to us! We warned them that the economy didn't need the four cuts in the federal funds rate (FFR) at the end of 2024. The Bond Vigilantes agreed with us. Now, we conclude that the Fed has to raise short-term rates to lower long-term rates, writes Ed Yardeni, editor of Yardeni QuickTakes.

Nextpower Inc (NXT) posts record Q1 revenue of $935 million, with backlog surging to $5.5 billion amid aggressive diversification into energy storage and inverters.

Moby summary of Socket Mobile, Inc.'s Q2 2026 earnings call

A China carveout could reduce regulatory complications related to SpaceX’s U.S. defense work and possible Beijing scrutiny.

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

BigBear.ai (NYSE:BBAI) reported second-quarter 2026 revenue growth and a substantial improvement in gross margin, while management said it is pursuing additional contract wins, product deployments and acquisitions to expand its position in defense, security, trade and travel technology markets. Rev

JPMorgan Chase learnt the hard way about the ferocity of the backlash that comes from backing a project football fans see as a threat to the...

Tesla is considering a separation of its China business to pave the way for a potential merger with SpaceX, the Wall Street Journal reported, ‌citing a person familiar with the talks. Reuters was unable to independently verify the report. ‌Tesla and SpaceX did not immediately respond to requests for comment. Tesla's Gigafactory Shanghai began production in October 2019, becoming China's first wholly foreign-owned car plant and symbolising Beijing's opening of its automotive sector.

Moby summary of Coinbase Global, Inc.'s Q2 2026 earnings call

Revenue beat guidance as data center and nuclear demand surge.

First-quarter net profit came in stronger than expected, supported by a rise in earnings from the music and image-sensor businesses.

Moby summary of Dolby Laboratories, Inc.'s Q3 2026 earnings call

(Bloomberg) -- Situational Awareness tried selling some of its stakes in privately held companies as it rushed to raise cash to meet a barrage of margin calls from its lenders this week. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion Jump Is Biggest in S

Every big vision eventually shows up on a balance sheet. Investors have spent the past year listening to Mark Zuckerberg describe a future in which artificial intelligence (AI) becomes personal, universal, and roughly as ordinary as electricity. The pitch has been consistent. It has also been ...

The Federal Communications Commission’s latest restrictions target emerging Chinese technologies that U.S. officials say could threaten America’s AI infrastructure, critical supply chains and cybersecurity. FCC Moves to Protect US AI Infrastructure On Tuesday, the Donald Trump administration unveiled sweeping restrictions...

Moby summary of PBF Energy Inc.'s Q2 2026 earnings call

Moby summary of Bristol-Myers Squibb Company's Q2 2026 earnings call

Shipbuilding revenue surged 15.7% as the company raised full-year guidance.

Revenue declined to $152M amid cautious customer demand and rising component costs.

Sony on Friday hiked its full-year operating profit forecast by 8% to 1.72 trillion yen ($10.72 billion), ‌citing the strength of its gaming business. The Japanese conglomerate has received ‌plaudits for its pivot to entertainment, but the market is concerned about the impact of ​AI and a memory chip price boom on its business. In the April-June quarter, ‌group operating profit rose 40% ⁠to 476.5 billion yen, beating analyst estimates, due to the strength of the gaming and image sensors businesses.

Coca-Cola's glass bottle has become one of the most recognizable pieces of packaging in history. PepsiCo has spent decades trying to create a similar connection with consumers. "Every consumer goods company wants to find a unique way to present itself to the public, and this, for us, has been the ...

Moby summary of Universal Display Corporation's Q2 2026 earnings call

(Bloomberg) -- Sony Group Corp. raised its profit outlook after its lucrative content holdings generated continued growth, underscoring the entertainment group’s resilience in the face of rising component prices.Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Bil

Record indium phosphide revenue surges 164% as AI data center demand accelerates.

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

Morgan Stanley lowered the price target on SoFi to $15 from $16 and maintained an ‘Underweight’ rating on the shares, saying that while the Q2 revenue beat by 7%, growth is becoming more capital intensive.

Record $12.1B backlog and 50% HVAC bookings growth signal strong data center demand ahead.