
BofA's Aditya Bhave defends the bank's three-hike Fed forecast after July's CPI report, saying tightening remains incomplete.
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BofA's Aditya Bhave defends the bank's three-hike Fed forecast after July's CPI report, saying tightening remains incomplete.
Trimble Inc (TRMB) delivers strong Q2 with 10% organic growth, raises full-year outlook, and announces strategic review of Transportation & Logistics segment.

Datacenter revenue surged 103% sequentially as $93.9B in long-term agreements secure AI demand.

Enovix (NASDAQ:ENVX) reported second-quarter 2026 revenue at the high end of its guidance and highlighted progress in smartphone battery qualification, an initial commercial ramp in smart eyewear, and expanding drone and defense opportunities. Revenue for the quarter was $9 million, up 21% from a y

Defense contract activation and industrial recovery drive record quarterly revenue.
Whitefiber Inc (WYFI) reports significant progress with NC1 deployment, $865 million in new contracts, and innovative technology developments despite ongoing supply chain challenges.

For much of the artificial intelligence boom, investors faced an uncomfortable trade-off. Big Tech continued to spend tens of billions of dollars on data centers, semiconductors, and cloud capacity as Wall Street waited for confirmation that investments would create enough income to justify the ...

A Chinese humanoid robotics IPO just shattered demand records, and the shockwave is already hitting a handful of niche ETFs built exactly for this moment. Whether that momentum holds depends on two wildcards most investors are not watching closely enough.

<body><p>STORY: U.S. stocks closed mostly higher on Wednesday, with the Dow the only outlier, ending virtually flat, the S&P 500 gaining about a quarter of a percent, and the Nasdaq adding more than half a percent.</p><p>:: CoreWeave</p><p>Upbeat quarterly results from AI-related firms continued to soothe investor fears about massive capex spending.</p><p>:: CoreWeave</p><p>Shares of CoreWeave, for instance, surged 19% after the AI cloud company lifted its annual capital spending forecast and topped second-quarter earnings estimates.</p><p>Mike Mussio is president of FBB Capital Partners.</p><p>“We continue to see some of these names that sold off dramatically in June and part of July on just general AI over-investment, scare around that, they're actually reporting earnings, and the earnings are kind of saying, 'nothing really to see here.' So some of these same companies and sub-industries within the AI complex that sold off hard are bouncing dramatically. And that's helping lead the Nasdaq higher today.”</p><p>Data center operators also rose, with IREN gaining almost 10% and Applied Digital up nearly 5%.</p><p>:: Nebius Group</p><p>And shares of data center company Nebius Group jumped 34%, helped by second-quarter results that beat expectations.</p><p>Shares of Super Micro Computer surged 19% after the AI server maker forecast fiscal 2027 revenue above Wall Street expectations.</p><p>And chip makers gained, with Nvidia rising 3% and Micron Technology adding about 5%. </p><p>Meanwhile, data on Wednesday showed U.S. consumer prices barely increased in July as the cost of gasoline declined for a second straight month, further reducing expectations of an interest rate hike next month from the Federal Reserve.</p></body>

The content deals could provide the tech company’s voice assistant with current news and information.

U.S. stocks advanced on Aug. 12 after fresh inflation data showed consumer prices rose 3.4% year over year in July, slightly below the previous month’s 3.5% reading, helping fuel gains across technology and AI-linked stocks. The Nasdaq Composite was up about 0.5% during the session. AI ...

eBay Live GMV surged 8x year-over-year as management completed Depop acquisition.

Jackson outlines $4 billion sustainable cash flow target by 2030.

Cisco Systems (NASDAQ:CSCO) reported record fourth-quarter and fiscal 2026 results, citing broad demand for networking, AI infrastructure, security and collaboration products. The company also issued fiscal 2027 guidance that calls for continued revenue and earnings growth as it pursues what Chief E

Cerebras Systems (NASDAQ:CBRS) reported record second-quarter core revenue and raised its full-year outlook, as the AI infrastructure company said it is expanding data-center capacity, manufacturing output and customer deployments to support anticipated growth beginning in 2027. Chief Executive Off

Record backlog and raised guidance signal strong momentum in public safety communications.

Company hits first profitable quarter as satellite constellation nears launch.

International retail jumped 16.5% as U.S. market faced persistent headwinds.

Several members of the group, including Microsoft (MSFT) and Apple (AAPL), posted solid results overall, though the post-earnings reaction was much stronger for MSFT.

Harmonic (HLIT) delivered earnings and revenue surprises of +41.18% and +10.52%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Coherent (COHR) delivered earnings and revenue surprises of +7.41% and +2.66%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Core CPI, which excludes food and energy, advanced 0.2% last month, with the overall annual inflation rate landing at 3.4%.

Usio (USIO) delivered earnings and revenue surprises of +200.00% and +0.31%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The semiconductor company reported a quarterly loss of $450.5 million, compared with a profit of $309.5 million a year earlier.

Bill Ackman’s Pershing Square made investments in six new public companies since the end of March: Visa Mastercard Netflix S&P Global Intercontinental Exchange Alcon The additions were disclosed in a letter to shareholders that accompanied Pershing Square’s quarterly earnings release, the firm’s first since it went public in April.

Moby summary of T1 Energy Inc's Q2 2026 earnings call

Today’s earnings update is packed as we sift through Q2 earnings for CoreWeave, Nebius, and WhiteFiber. Plus, CoreWeave CDO Brannin McBee joins us to unpack the company’s banner Q2 beat.

Securitize, the BlackRock-backed tokenization firm, said its second-quarter losses widened from a year ago, hit by a sharp downturn in the broader crypto market. Quarterly revenue fell 5% to $14.4 million from $15.3 million in the year-ago period. It made its public debut on the New York Stock Exchange last month after merging with a special-purpose acquisition company sponsored by Cantor Fitzgerald.

U.S. stocks were mixed as deadlock in the Middle East offset relatively benign consumer-inflation data and an artificial-intelligence earnings bonanza.
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