Motley Fool10d agoneutral
Sandisk (SNDK) Q4 2026 Earnings Call TranscriptDatacenter revenue surged 103% sequentially as $93.9B in long-term agreements secure AI demand.
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MarketBeat10d agoneutral
Enovix Q2 Earnings Call HighlightsEnovix (NASDAQ:ENVX) reported second-quarter 2026 revenue at the high end of its guidance and highlighted progress in smartphone battery qualification, an initial commercial ramp in smart eyewear, and expanding drone and defense opportunities. Revenue for the quarter was $9 million, up 21% from a y
GuruFocus.com10d 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
Motley Fool10d agoneutral
A Phillips 66 Director Trimmed a Trust Stake After an 81% Run. Here's What to KnowDavis liquidated 1,515 shares from a trust at $207.73 per share, reducing her indirect holdings by 21% while retaining 7,196 total shares worth roughly $1.6 million.
Motley Fool10d agoneutral
Everspin (MRAM) Q2 2026 Earnings Call TranscriptDefense contract activation and industrial recovery drive record quarterly revenue.
GuruFocus.com10d 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.com10d 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.
Zacks10d agobullish
These 4 Electronics-Manufacturing Stocks Are Surging, and It's Still Time to BuyElectronics manufacturing services (EMS) providers are benefiting from a powerful combination of secular technology investment, rising product complexity, and increased outsourcing by original equipment manufacturers (OEMs).
StockStory10d agoneutral
Zeta Global’s Q2 Earnings Call: Our Top 5 Analyst QuestionsZeta Global's second quarter saw robust top-line growth, surpassing Wall Street’s revenue and profit expectations. Despite this, the market reacted negatively following the results. Management attributed the strong quarter to accelerated adoption of Zeta’s AI-powered Athena platform and deeper cross-industry partnerships, particularly with OpenAI, Palantir, and Snowflake. CEO David Steinberg emphasized that “Athena is fundamentally changing how customers interact with the Zeta platform,” highlig
TheStreet10d 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 ...
Motley Fool10d agoneutral
Elon Musk Says AI Revenue Will Eclipse the Rest of SpaceX by September. Here’s What Investors Need to KnowElon Musk just told SpaceX employees that AI will soon out-earn rockets and Starlink combined -- but investors should weigh the bold vision against some serious execution risks.
24/7 Wall St.10d 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.
Trefis10d agoneutral
ONON Has Bounced From This Price Before. Now What?After a sharp drop, a premium shoemaker’s stock has landed on a floor that has held five times before, forcing investors to ask if the business arriving this time is strong enough to hold the line again.
Motley Fool10d agobearish
Grab CEO Anthony Tan Sells 400,000 Shares for $1.4 Million. Here's What Investors Need to Know.The disposition cuts the insider's direct holdings nearly in half.
Zacks10d agoneutral
Pan American Silver (PAAS) Lags Q2 Earnings and Revenue EstimatesPan American Silver (PAAS) delivered earnings and revenue surprises of -13.10% and -3.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Reuters Videos10d 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>
Motley Fool10d agoneutral
A Phillips 66 Insider Cashed In Options After a Blowout Quarter. Here's What to KnowA Phillips 66 insider exercised options and immediately liquidated shares at an average price of $210.78.
Stocktwits10d agobullish
Tesla Cars Facing More Demand Than Stock? Buyers Face Extended Waits For Base Model 3, Model Y And CybertruckAccording to Tesla’s online configurator, new custom orders for the base Model 3 Rear-Wheel Drive now show estimated delivery in the first quarter of 2027, while the Cybertruck base variant shows a wait time for sometime next year.
Zacks10d agoneutral
Cisco (CSCO) Q4 Earnings: How Key Metrics Compare to Wall Street EstimatesWhile the top- and bottom-line numbers for Cisco (CSCO) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Zacks10d agoneutral
Here's What Key Metrics Tell Us About Cerebras (CBRS) Q2 EarningsThe headline numbers for Cerebras (CBRS) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
The Wall Street Journal10d 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.10d agoneutral
The Hidden Cost Inside SCHD’s Screen: How DGRO’s Looser Filter Quietly Won the DecadeSCHD's stricter quality screen has long been treated as a feature, but a decade of returns suggests it quietly came with a price that most investors never thought to calculate.
Motley Fool10d agoneutral
SpaceX Stock Just Rallied 12% in a Single Day. Did Elon Musk Survive the Lockup Expiration Unscathed?He's not back into the $1 trillion club, but Elon Musk, his wallet, and SpaceX investors lasted through the stock's first lockup expiration.
Trefis10d agoneutral
The Debates That Matter For KO StockCoca-Cola's powerful results met with pointed questions about whether the good times can last, and management's answers revealed where the real tests lie for the second half.
24/7 Wall St.10d 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 Journal10d 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.
TheStreet10d 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 ...
24/7 Wall St.10d agoneutral
Nebius, CoreWeave, and Bloom Energy Lead AI Stock Gainers on WednesdayThree AI infrastructure stocks are surging Wednesday after a blowout earnings report set off a chain reaction across GPU compute and onsite power names, raising serious questions about how much runway this trade still has.
Zacks10d agobearish
Nano Nuclear Energy Inc. (NNE) Reports Q3 Loss, Misses Revenue EstimatesNano Nuclear Energy Inc. (NNE) delivered earnings and revenue surprises of +32.14% and -78.60%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?