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Investing.com -- Lumentum Holdings Inc (NASDAQ:LITE) reported fiscal fourth quarter adjusted earnings per share of $3.23, beating the analyst estimate of $2.95 by $0.28. Revenue reached $1.01 billion, surpassing the consensus estimate of $984.57 million and marking a 109% increase from $480.7 million in the same quarter last year.

CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates.

Mediterranean fast-casual restaurant chain CAVA (NYSE:CAVA) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 31.3% year on year to $368.4 million. Its GAAP profit of $0.19 per share was in line with analysts’ consensus estimates.

The server company reported a quarterly profit of $1.17 billion, up from $195.2 million in the year-ago period.

SpaceX controls the largest share of the launch market, but No. 2 Rocket Labs is growing impressively, too.

Argus Research upgraded Boeing stock to "Buy." Here’s why analyst Kristine Ruggeri believes BA shares will rip higher in the back half of 2026.

The insider's sale followed a 484% one-year total return for the stock.

The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter.

The AI cloud company posted $2.58 billion in second-quarter revenue but net losses widened to $626 million as debt financing costs climbed

Bloom Energy's massive time-to-power advantage has sent the stock soaring.

Server solutions provider Super Micro (NASDAQ:SMCI) missed Wall Street’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.

Supermicro trounced Wall Street's earnings target for its fiscal Q4 and guided well above views for the current quarter. SMCI stock jumped.

AI cloud company CoreWeave edged past Wall Street estimates for quarterly ‌revenue on Tuesday, driven by strong ‌demand for its computing services that power AI systems. So-called neoclouds such as CoreWeave ‌and peer Nebius, ⁠which offer hardware and cloud capacity to other technology companies, have seen ⁠demand skyrocket as a result of relentless enterprise spending on AI. CoreWeave, whose close ties with ​Nvidia have ​made it a key ​supplier of Nvidia's ‌AI chips, has attracted several high-profile customers so far this year.

TransDigm Group (NYSE:TDG) reported fiscal third quarter results on August 4, with net sales climbing 23% to $2,741 million and adjusted EPS up 13% to $10.87. Management raised full-year guidance on the back of that momentum. Yet in the days that followed, the stock kept sliding. For a company built on relentless growth, that gap […]

Super Micro Computer on Tuesday forecast fiscal ‌2027 revenue above Wall Street ‌expectations, betting that strong demand for its ​AI-optimized servers would fuel another year of growth. Shares of the company rose 9% in extended trading ‌following the ⁠results. The server maker has been a winner in the ⁠race to equip data centers for generative AI, leveraging its close ​relationships with ​chipmakers and ​its reputation for ‌speed-to-market.

24/7 Wall St. Founder and Editor Doug McIntyre is joined by Lee Jackson to discuss SpaceX and Tesla and what stocks could be better buys. Lee suggests investors who are more interested in space plays look toward stocks like Rocket Labs and Iridium Communications. However, both express their admiration for Musk and call him the 'Einstein of our time.'

iShares U.S. Consumer Staples offers broader diversification with 53 holdings versus PBJ's 31, plus a lower 0.38% expense ratio and higher 2.6% dividend yield for income investors.

Musk has already been a trillionaire, and he could be worth twice that by consolidating his businesses.

AstraZeneca PLC (NYSE:AZN) shares closed down as much as 9% on Monday, the stock’s biggest one-day drop since 2020, after reports that it held merger talks with U.S. rival Bristol-Myers Squibb Company (NYSE:BMY). A combined company would be worth close to $400 billion, the fourth-largest drugmaker in the world by market value. Neither firm confirmed […]

Jabil Inc (NYSE:JBL) shares gained about 5% on Tuesday afternoon after UBS upgraded the stock to 'Buy' and raised its estimates, citing a multiyear growth cycle driven by artificial intelligence investment, healthcare demand and expanding automation and robotics markets. UBS set a $430 price...

Occidental Petroleum has outperformed even Berkshire's other top energy investment, but the future hinges on another crude oil price spike.

Baird upgrades First Solar stock to Outperform. Here’s why analyst Ben Kallo recommends owning FSLR shares in the second half of 2026.

PayPal Holdings (PYPL) recently reported second quarter 2026 earnings, with sales of US$8,682 million and net income of US$1,104 million. The results offer fresh context for how the stock is currently being evaluated. See our latest analysis for PayPal Holdings. Against this earnings backdrop, PayPal Holdings’ share price has moved sharply higher in the short term, with a 30-day share price return of 27.53% and a 90-day gain of 30%, even though the 1-year total shareholder return remains down...

Cybersecurity, authentication and customer-engagement products grew twice as quickly as Mastercard's traditional payment-network revenue.

Sea Limited recently reported its Q2 2026 results, delivering stronger-than-expected revenue of US$7.80 billion driven by Shopee’s e-commerce operations and Monee’s digital financial services, even as earnings per share of US$0.86 came in below analyst forecasts. The quarter underlined how Shopee’s growing gross merchandise volume and Monee’s expanding but well-contained loan book are reinforcing Sea’s integrated ecosystem across e-commerce, payments, and financial services. We’ll now...

The robotaxi market could become one of the most important new segments of the next decade. Business Research already projects the market could grow at a compound annual growth rate of 57% and reach $33.5 billion by 2030. Uber Technologies, Inc. (NYSE:UBER) is one of the companies well positioned to capitalize on the expected growth […]

The air-taxi company is buying Wisk and two other Boeing units while gaining a profitable defense business.

Muse Glimmer brings autonomous AI tasks onto consumer hardware, potentially reducing dependence on costly cloud infrastructure.

Shopee's GMV climbs 28% with eight consecutive quarters of sequential growth, while Monee's loan book expands 62% to $11.1 billion, underscoring the company's diversified momentum.

Mark Palmer argues Bitdeer’s mining cash flow and existing power infrastructure can limit the equity required to develop its contracted Tydal AI data center project.