GuruFocus.com3d agobullish
T1 Energy Inc (TE) (Q2 2026) Earnings Call Highlights: Record Production and Strategic Wins ...Solar module output hits second-highest quarterly level while company navigates capital raise and G2 Austin funding timeline
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Motley Fool3d agoneutral
Everspin (MRAM) Q2 2026 Earnings Call TranscriptDefense contract activation and industrial recovery drive record quarterly revenue.
GuruFocus.com3d agobullish
BETA Technologies Inc (BETA) (Q2 2026) Earnings Call Highlights: Revenue Surges 146% as ...BETA Technologies Inc (BETA) reports record Q2 revenue and nearly hits $4B backlog target, while navigating certification progress and significant cash burn.
GuruFocus.com3d agoneutral
Whitefiber Inc (WYFI) (Q2 2026) Earnings Call Highlights: Strategic Expansion and Record ...Whitefiber Inc (WYFI) reports significant progress with NC1 deployment, $865 million in new contracts, and innovative technology developments despite ongoing supply chain challenges.
TheStreet3d agoneutral
JPMorgan says Wall Street’s AI bet is finally paying offFor 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 ...
24/7 Wall St.3d agoneutral
The Latest Robotics IPO is 8000X Oversubscribed. These ETFs Could Take Off if Humanoid Robotics Are The Next Big Thing.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.
Reuters Videos3d agoneutralVIDEO
S&P 500 ends higher as CoreWeave results fuel AI optimism<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 Wall Street Journal3d agoneutral
Apple in Talks to Pay Publishers to Improve AI-Powered SiriThe content deals could provide the tech company’s voice assistant with current news and information.
24/7 Wall St.3d agobullish
AMD, Intel, and NVIDIA All Rally Wednesday After Series of Blockbuster AI Earnings ReportsA blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.
The Wall Street Journal3d agobullish
ERock Shares Jump on Anthropic DealShares in on-site power provider ERock soared nearly 23% on Wednesday after the company said that Anthropic had placed a big order. ERock, which sells natural-gas power systems to data centers and others that need on-site power or backup generation, said Anthropic was ordering 470 megawatts of equipment. ERock also said it had started construction on a 366-megawatt generation facility for El Paso Electric, which will support a Meta Platforms data-center campus.
TheStreet3d agoneutral
SpaceX adds combined value of 4 major AI companies in single dayU.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 ...
Stocktwits3d agobullish
CBRS Stock Tanks After Earnings— Touted As Nvidia Rival, Cerebras' Wafer Tech Finds Fewer BuyersDespite raising its full-year outlook, Cerebras Systems saw its stock plunge after hardware revenue fell 23% in Q2.
Motley Fool3d agoneutral
eBay (EBAY) Q2 2026 Earnings Call TranscripteBay Live GMV surged 8x year-over-year as management completed Depop acquisition.
Motley Fool3d agoneutral
Occidental (OXY) Q2 2026 Earnings Call TranscriptJackson outlines $4 billion sustainable cash flow target by 2030.
MarketBeat3d agoneutral
Cisco Systems Q4 Earnings Call HighlightsCisco 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
MarketBeat3d agoneutral
Cerebras Systems Q2 Earnings Call HighlightsCerebras 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
Reuters3d agobullish
Coherent forecasts upbeat first quarter on robust AI demandCoherent beat estimates for fourth-quarter earnings on Wednesday and forecast first-quarter revenue and profit above analysts' expectations, betting on strong demand for its data center and communications products. Shares of the company, however, slipped 4% in extended trading. They have risen nearly 93% so far this year.
Motley Fool3d agoneutral
Motorola Solutions (MSI) Q2 2026 Earnings Call TranscriptRecord backlog and raised guidance signal strong momentum in public safety communications.
Motley Fool3d agoneutral
Satellogic (SATL) Q2 2026 Earnings Call TranscriptCompany hits first profitable quarter as satellite constellation nears launch.
Motley Fool3d agoneutral
Beyond Meat (BYND) Q2 2026 Earnings Call TranscriptInternational retail jumped 16.5% as U.S. market faced persistent headwinds.
Zacks3d agoneutral
Magnificent Seven Earnings Remain Robust: MSFT, AAPLSeveral members of the group, including Microsoft (MSFT) and Apple (AAPL), posted solid results overall, though the post-earnings reaction was much stronger for MSFT.
Zacks3d agoneutral
Harmonic (HLIT) Q2 Earnings and Revenues Surpass EstimatesHarmonic (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?
Zacks3d agoneutral
Coherent (COHR) Q4 Earnings and Revenues Top EstimatesCoherent (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?
The Wall Street Journal3d agobullish
Cisco Reports Sharp Jump in Profit as AI Orders Roll In“Customers know that if they pause or slow down they run the risk of being way behind,” Chief Executive Chuck Robbins said.
Investing.com3d agobearish
Raymond James cuts On Holding target on wholesale weaknessInvesting.com -- Raymond James downgraded On Holding to Outperform from Strong Buy and cut its price target to $38 from $52 after the Swiss sportswear maker reported weaker-than-expected second-quarter revenue and lowered its growth outlook. The brokerage said pressure in North American wholesale and limited visibility into the pace and durability of future growth had reduced confidence in near-term upside.
Stocktwits3d agoneutral
S&P500, Nasdaq End Higher As Fresh CPI Data Calms Earlier-Than-Expected Rate Hike Fears — GOOGL, DJT, WEN, BE, SNDK In FocusCore CPI, which excludes food and energy, advanced 0.2% last month, with the overall annual inflation rate landing at 3.4%.
Zacks3d agoneutral
Usio Inc (USIO) Q2 Earnings and Revenues Top EstimatesUsio (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 Wall Street Journal3d agoneutral
Cerebras Swings to Second-Quarter Loss, Lifts Full-Year OutlookThe semiconductor company reported a quarterly loss of $450.5 million, compared with a profit of $309.5 million a year earlier.
The Wall Street Journal3d agobullish
CoreWeave Stock Surge Gives the AI Trade a BoostThe cloud-computing company’s stock jumped 19% and lifted other shares tied to the artificial-intelligence build-out.