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Navitas Semiconductor (NASDAQ:NVTS) reported second-quarter 2026 revenue of $10.5 million, up 22% sequentially from $8.6 million in the first quarter, as growth in higher-power markets offset the company’s continued exit from mobile and low-end consumer applications. President and CEO Chris Allexan
Rambus (NASDAQ:RMBS) reported record second-quarter fiscal 2026 revenue and non-GAAP earnings, supported by growth in its memory-interface chip business and contributions from royalties and silicon IP. The company’s revenue surpassed $200 million for the first time, while management said demand tren
Cadence Design Systems (NASDAQ:CDNS) reported second-quarter 2026 results that exceeded its guidance, supported by demand for AI-driven design tools and broad-based growth across its businesses. The company raised its full-year outlook, citing accelerating design activity, record backlog and continu
Applied Digital (NASDAQ:APLD) reported fiscal fourth-quarter revenue of $258.7 million for the period ended May 31, 2026, as the company expanded its contracted AI data center capacity and secured financing for additional campuses. Chairman and CEO Wes Cummins said the company signed leases for fiv
European founders who run out of seed money usually know where they’re headed next: a flight to San Francisco or New York. That pattern has held for a decade across software and biotech, and it has quietly decided who ends up owning Europe’s most promising companies once they get big. The ...
SpaceX stock trades below its IPO price before a big August share unlock. Meta's 2012 crash shows what happens next.
By Dietrich Knauth NEW YORK, July 27 (Reuters) - Johnson & Johnson said on Monday it has reached a $5.5 billion settlement that will resolve tens of thousands of lawsuits alleging its baby powder and
<body><p>STORY: Wall Street ended mixed on Monday, with the Dow gaining half a percent, the S&P 500 virtually flat and the Nasdaq dropping marginally.</p><p>Investors awaited earnings results from Big Tech companies this week, including Microsoft, Amazon, Meta and Apple. Of the four, only Apple has seen significant gains this year, with investors concerned about future returns on massive AI spending.</p><p>Skyler Weinand is chief investment officer at Regan Capital.</p><p>"If they don't come out and beat [estimates], they're going to sell off even further. You're going to see some profit taking. You're going to see some hedge funds and retail [investors] potentially pack it in for the rest of the year, sitting up 10 to 15%. I don't blame them. // I don't really see the opportunity for these companies that have run so much over the past 18 to 24 months on that AI build out. I don't see that as a huge buying opportunity. I would rather be looking at some of the companies that have fallen behind a little bit. Auto manufacturers are having their day right now. Defense companies are having their day. Some of these companies that will continue to print earnings regardless of what comes from AI build out."</p><p>The Philadelphia semiconductor index extended its recent selloff, falling more than 2%. It is down 21% from its record high close on June 22 but remains up 63% in 2026.</p><p>Chinese chipmaker CXMT's stellar debut on Monday and a report that the country has started manufacturing homegrown deep ultraviolet chipmaking tools also signaled intensifying competition for the U.S. semiconductor industry.</p><p>Meanwhile, oil prices slid after President Donald Trump said the administration was having "good talks" with Iran, but warned that U.S. strikes would resume if the negotiations failed to deliver.</p><p>Shares of Occidental Petroleum fell more than 4% and Exxon Mobil also closed lower.</p><p>Traders this week will also turn their attention to Tuesday's start of the Federal Reserve's two-day policy meeting, with traders projecting a more than 60% chance that the central bank will leave rates unchanged, according to CME's FedWatch tool.</p></body>
Institutions and investors mostly don't expect any change in interest rates, but that's not really the important thing.
Philip Morris just posted a stellar quarter, but instead of raising its forecast, it’s plowing the cash into its U.S. business, and the reason why dominated the call.
After nearly three decades with the same company, getting fired just two years before retirement hits differently. It means losing a job and the final stretch of a plan that took years to build. That was the scenario posed in...
The companies added commitments, including expanded gateway pricing, to ensure the combined railroad will provide faster, more reliable service as promised.
Celestica (CLS) delivered earnings and revenue surprises of +10.92% and +8.08%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Agilysys (AGYS) delivered earnings and revenue surprises of +22.50% and +2.13%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
F5 (NASDAQ:FFIV) reported third-quarter fiscal 2026 revenue of $865 million, up 11% from a year earlier and above the high end of its guidance, as product revenue rose 19% and demand remained strong for application delivery, security and AI-related infrastructure. Chairman, President and CEO Franço
Amkor Technology (NASDAQ:AMKR) reported record second-quarter revenue of $1.9 billion, up 13% sequentially and 26% from a year earlier, as growth in computing and automotive and industrial markets helped the semiconductor packaging and test company exceed the high end of its guidance. Chief Executi
MARA Holdings faces a lawsuit from François Garcin and three affiliate entities over allegedly unpaid fees tied to MARA's February 2026 acquisition of a controlling 64% stake in Exaion, the…
Warner Bros. Discovery stock Monday hit its lowest point since the company’s merger with Paramount Skydance was reached in February as Wall Street appears to be putting little more than a 50% chance that the deal will get done. Warner Bros. stock dropped 1.8% Monday to $25.28, ending about 18% below the $31-a-share cash offer from Paramount, whose stock also declined Monday. Warner Bros. stock had been trading around $27 in June.
Rambus (RMBS) delivered earnings and revenue surprises of +8.45% and +4.27%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
‘The money has to come from somewhere,’ says Bryce Doty at Sit, of pressure heavy AI-debt supply and the rest of the bond market
United Parcel Service will report its second-quarter results on Tuesday, with Wall Street expecting growth in sales and earnings.
Amkor topped Wall Street’s second-quarter estimates, but weaker-than-expected third-quarter sales guidance tempered investor enthusiasm.
Wall Street expects Azure growth and AI adoption to remain the key drivers.
(Bloomberg) -- Bonds that BlackRock Inc. is selling, tied to a Meta Platforms Inc. data center project in Texas, rallied in early trading on Monday before the notes were formally priced, signaling demand for the securities may be stronger than it initially appeared.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapChina Chipmaker CXMT Jumps 466% in D
F5 (FFIV) delivered earnings and revenue surprises of +18.84% and +3.96%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Tuesday, Jul. 28, including the July consumer confidence reading and quarterly earnings from Ford (F), Visa (V), and Boeing (BA).
Celestica (CLS.TO, CLS) reported second-quarter adjusted earnings of $2.54 per share after the marke
Meta Platforms is slated to post its quarterly earnings after markets close Wednesday, with traders pricing in a sizable move from the social media giant’s stock.
Chip stocks declined, with a big week of tech earnings looming. The Nasdaq composite fell 0.2%, while the Dow industrials rose 0.5%.
Baker Hughes Co (BKR) reports a standout quarter with record-breaking IET orders and significant free cash flow, despite facing geopolitical and inflationary challenges.
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