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Leading data storage manufacturer Western Digital (NASDAQ: WDC) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 43.8% year on year to $3.75 billion. Guidance for next quarter’s revenue was better than expected at $4.1 billion at the midpoint, 1.5% above analysts’ estimates. Its non-GAAP profit of $3.56 per share was 7.9% above analysts’ consensus estimates.

Rocket Lab USA Inc (NASDAQ:RKLB) reported record second quarter revenue that exceeded Wall Street expectations, while its quarterly loss was wider than analysts had forecast, as the company continued to invest in its Neutron rocket and other growth initiatives. Revenue for the quarter ended...

Is Wall Street headed toward another MBS-style financial crisis, this time built on AI chips instead of bundled home loans?

The Trade Desk has gone from one of the market's most predictable growth stories to one of its most closely watched turnaround stories.

EverQuote's Waniwani partnership expands its AI solutions for P&C insurers, targeting growing AI-driven insurance discovery, engagement and conversion.

Can OASYS accelerate SOUN's enterprise growth through faster implementations, larger deals and expanding customer relationships?

TEM raises its 2026 revenue outlook as oncology testing, data demand and FDA-linked pricing gains support growth and cash flow improvement.

The July Consumer Price Index lands Wednesday at 8:30 a.m. ET, and traders are hoping a soft number can reignite momentum in high-beta names like Palantir Technologies Inc. (NASDAQ:PLTR) and Tesla Inc. (NASDAQ:TSLA). Cato Institute economist Jai Kedia doubts it....

APPS' international expansion boosts On Device Solutions, with rising device volumes and revenue per device supporting growth.

Nvidia and Apple both shattered expectations this quarter, but they are playing completely different games. Which business model actually wins as AI spending reshapes the entire tech landscape?

By Karen Roman Vinson & Elkins said Michael Burns is now the firm’s Head of Energy and Infrastructure M&A – EMEA at its London office, having previously served as partner at Ashurst. Mr. Burns has more than 20 years of experience in M&A, joint ventures and capital raises across the energy and infrastructure sectors, including […] The post Vinson & Elkins Makes Major London Push With Energy M&A Heavyweight Michael Burns appeared first on CorpGov.

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

As the private credit market enters a challenging new phase of the credit cycle marked by worsening loan performance, recoveries are likely to underperform expectations, with software hardest hit, says Michael Gross, co-founder of SLR Capital Partners. “I believe you’re going to see more and more defaults,” said Gross in an interview with LCD. “It likely won’t be anything systemic, but the one concern I have about defaults is that we’re going to need to throw the data people have used in the pas

Airbnb claims "AI did it" for its earnings boom. A closer look raises some questions, though.

Buffett has acknowledged that selling all shares was likely a mistake, as the stock rose significantly afterward.

Costco's July sales show resilient demand, strong digital momentum and membership strength, but investors question if the premium valuation is justified.

Encore Capital's 16.3% three-month rise is backed by record collections, higher earnings expectations and a peer valuation discount, despite cost and leverage risks.

Albemarle has notably outperformed the broader market over the past year, and analysts are cautiously optimistic about the stock’s prospects.

CoreWeave (CRWV) is set to report quarterly earnings this week. Yahoo Finance Senior Reporter Brooke DiPalma discusses more in the video above.

AI data center revenue surges as manufacturing utilization climbs to 83%.

Micron's valuation has been falling in recent weeks as investors may be worried about the company's longer-term growth prospects.

MSFT's AI data center push is driving strong cloud growth, but soaring capex is testing margins, cash flow and the durability of returns.

Morning Brief Host Jake Conley welcomes Zacks Investment Management chief market strategist Brian Mulberry and Yahoo Finance's Tech Editor Dan Howley to discuss Nvidia (NVDA) growing role at the center of the AI boom as demand for its chips and compute continues to surge. The panel also looks at Jensen Huang’s aggressive dealmaking, including 66 partnerships and deals that have helped raise as much as $500 billion in capital for AI infrastructure.

After closing hundreds of locations in recent years, a pharmacy giant is continuing to shrink its retail footprint, with more stores disappearing from communities across the U.S. The latest closures come as the chain works to reshape its business and focus on locations it believes have a stronger ...

RDS Wealth CEO Dale Smothers joins Kristen Scholer on NYSE Live to discuss his latest projection in the S&P 500

Revenue hit $997 million with 22% growth; Adjusted EBITDA surged 54% year over year.

WhiteFiber's Q2 results are expected to reflect AI infrastructure growth, data-center expansion and near-term pressure from strategic changes and higher expenses.

Marvell Technology's expanded NVIDIA alliance and $2B investment can strengthen its AI infrastructure role and help it challenge AVGO and ALAB.

Step back far enough and you can see how far investors’ perception of Target has fallen. This year, though, they’re buying in, and some experts think the good times can continue.

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]