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SMCI Q2 Deep Dive: AI Demand Drives Orders, Enterprise Mix Lifts Margins
StockStory1d agoneutral
SMCI Q2 Deep Dive: AI Demand Drives Orders, Enterprise Mix Lifts Margins

Server solutions provider Super Micro (NASDAQ:SMCI) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 93.2% year on year to $11.12 billion. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $15 billion at the midpoint, or 26.7% above analysts’ estimates. Its non-GAAP profit of $1.70 per share was 77.5% above analysts’ consensus estimates.

ATRO Q2 Deep Dive: Demand Strength, Margin Expansion, and Backlog Set Up Growth
StockStory1d agoneutral
ATRO Q2 Deep Dive: Demand Strength, Margin Expansion, and Backlog Set Up Growth

Aerospace and defense technology solutions provider Astronics Corporation (NASDAQ:ATRO) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 27% year on year to $260 million. On top of that, next quarter’s revenue guidance ($270 million at the midpoint) was surprisingly good and 6.5% above what analysts were expecting. Its non-GAAP profit of $0.70 per share was 15.1% above analysts’ consensus estimates.

Is Dividend Hike And Medicare Exit Strategy Altering The Investment Case For UnitedHealth Group (UNH)?
Simply Wall St.1d agoneutral
Is Dividend Hike And Medicare Exit Strategy Altering The Investment Case For UnitedHealth Group (UNH)?

In August 2026, UnitedHealth Group’s board authorized a cash dividend of US$2.32 per share, paid on September 22, 2026, to shareholders of record as of September 14, 2026, while also outlining further exits from certain Medicare Advantage plans and updated margin expectations. These moves, alongside earnings supported by lower medical costs and a higher 2026 adjusted EPS outlook, highlight how management is reshaping its Medicare footprint and capital returns policy in response to evolving...

What Does Microsoft (MSFT) Gaining 50MW Of AI Cloud Capacity Mean?
Simply Wall St.1d agoneutral
What Does Microsoft (MSFT) Gaining 50MW Of AI Cloud Capacity Mean?

Microsoft (NasdaqGS:MSFT) has accepted the first 50MW of AI cloud capacity from IREN at the Childress campus under a multibillion dollar contract. The deployment is designed for hyperscale AI workloads and forms part of Microsoft’s buildout of next generation cloud infrastructure. IREN has received NVIDIA Exemplar Cloud status in connection with the project, alongside a sizable financing package to fund the build. Consider broadening your research to other companies building AI...

CoreWeave (CRWV) Stock May Trade Below Fair Value On AI Price Hike
Simply Wall St.1d agoneutral
CoreWeave (CRWV) Stock May Trade Below Fair Value On AI Price Hike

CoreWeave stock has climbed 34.0% year to date, yet its low overall value score suggests the recent optimism is not fully backed up by the broader valuation checks. The 34.0% year to date gain can signal rising confidence in CoreWeave's AI cloud story. Investors may want to ask how much of that growth is already embedded in the price. Heavy investment in AI infrastructure and reported contracted revenue backlogs can support long term cash flow expectations. At the same time, ongoing losses...

3 Unprofitable Stocks We Keep Off Our Radar
StockStory1d agoneutral
3 Unprofitable Stocks We Keep Off Our Radar

Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.