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Moby summary of Enovix Corporation's Q2 2026 earnings call

Bloom Energy's 143% YTD surge reflects rising AI power demand, but its premium valuation raises questions for investors.

SpaceX has some convincing to do.

Cisco Stock Gains as Company Forecasts Up to $73.4 Billion in FY2027 Revenue

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But they are at the whim of volatile macroeconomic factors that sway capital spending, like interest rates. Wariness surrounding these influences has caused the industry to underperform the market as it was flat over the past six months while the S&P 500 climbed by 11.7%.

EBITDA surged 27% as LNG exports hit record levels amid Middle East supply disruptions.

CEO Robert Isom acknowledged a "meaningful gap" between current performance and where the airline should be, calling the moves a "first step"

Apple's record June quarter and Microsoft's cloud growth set a strong tone as NVIDIA remains the lone Magnificent Seven member yet to report.

Burry Bets on Molina Healthcare's Long-Term Future Despite Near-Term Pressure

Apple stock draws attention as Siri AI pushes for major content deals

The AI cloud company posted $582 million in revenue for the second quarter, well ahead of Wall Street's estimate of $570 million

The company has partnerships with two large defense and aerospace companies.

Lumentum blew past earnings estimates and still trades below where it was three months ago, leaving a respected semiconductor analyst convinced the selloff created an opening the market has not yet closed.

Gracy Chen doesn’t want to run just a crypto exchange anymore.

Intel stock rebounds after dilution fears. BofA sees foundry upside

US equity markets are tracking higher before the opening bell Thursday as traders await last month's

Intuitive Machines’ second-quarter revenue grows more than 300% but that’s not enough to please Wall Street.

Rapid spending isn’t always a sign of progress. Some cash-burning businesses fail to convert investments into meaningful competitive advantages, leaving them vulnerable.

Albert Bourla adds 38,000 shares.

The right investment can build life-changing wealth over time.

AI servers overtook consumer electronics as Foxconn prepared NVIDIA's next-generation Vera Rubin systems for production.

US equity futures were edging slightly higher pre-bell Thursday as traders awaited another key infla

Cerebras Systems slumped over 18% premarket on Thursday after it missed key estimates despite soaring cloud revenue, raising ‌doubts about the ability of its AI chips to challenge Nvidia. Expectations ‌were high for AI-linked companies including Cerebras and networking equipment maker Cisco, given the strong ​run-up in shares driven by Big Tech's ballooning spending, set to cross more than $740 billion for this year. Here are some details: • Cerebras, in its second earnings report as a public company, offered a mixed picture as it ‌increasingly derived revenue from cloud ⁠computing rather than its AI chips.

Future Fund Managing Partner Gary Black said Tesla cannot depend on word-of-mouth and Elon Musk’s social-media posts to promote robotaxis and Optimus robots.

Lincoln vehicles imported from China are currently subject to U.S. tariff rate of 52.5%, which significantly reduces the company’s profit margins.

The deal would be Anthropic's largest known acquisition and comes as the Claude maker prepares for an IPO

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Chord Energy (NasdaqGS:CHRD) announced the resignation of Executive Vice President, Chief Administrative Officer, General Counsel, and Corporate Secretary Shannon Kinney. Kinney is leaving Chord Energy to become General Counsel at ConocoPhillips. The move marks a significant change in Chord Energy's leadership and legal oversight structure. Leadership reshuffles like this can highlight broader opportunities and risks across large cap energy stocks. This makes it worth scanning a wider pool...

Devon Energy stock has delivered a 119.8% total return over the past five years, and the latest valuation checks still suggest the shares lean cheap relative to the fundamentals, which puts the current price in focus after a period of solid gains. A 119.8% return over five years means long term holders have already seen strong compounding, so fresh buyers need to judge whether that run is now largely reflected in the price. The merged business and higher dividend can support expectations for...

Carvana recently upsized and priced a US$1.66 billion Senior Secured Term Loan B, maturing in seven years and priced at one-month Term SOFR plus 2.25%, to redeem in full its 9.00% Senior Secured Notes due 2030 and cut annual cash interest expense by about US$45 million over the next four years. This refinancing, coming as Carvana reports net debt at just 1.0x trailing twelve‑month Adjusted EBITDA, underscores how capital structure moves are reinforcing its balance sheet flexibility. With...