Actualités

Nelson Peltz's Trian Fund Management is preparing a takeover offer, sending shares up 14.70% on deal optionality, today, Aug. 12, 2026.

SpaceX just joined the hyperscaler club, helping push projected 2027 AI capex to $1.15 trillion. That could fuel another wave of demand for chips, memory, power, and cooling.

Today’s earnings update is packed as we sift through Q2 earnings for CoreWeave, Nebius, and WhiteFiber. Plus, CoreWeave CDO Brannin McBee joins us to unpack the company’s banner Q2 beat.

Michael Burry bet against two of the hottest AI stocks on Wall Street, and this week their earnings reports delivered a direct challenge to the core of his short thesis.

Alpha and Omega (AOSL) delivered earnings and revenue surprises of +43.48% and +1.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Securitize, the BlackRock-backed tokenization firm, said its second-quarter losses widened from a year ago, hit by a sharp downturn in the broader crypto market. Quarterly revenue fell 5% to $14.4 million from $15.3 million in the year-ago period. It made its public debut on the New York Stock Exchange last month after merging with a special-purpose acquisition company sponsored by Cantor Fitzgerald.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is trading at roughly 70x forward earnings, but Phillip Securities believes this premium is justified given its positioning for rising agentic AI demand. On August 11, the firm’s analyst Yik Ban Chong reiterated a Buy rating on the stock with a $755.00 price target. According to the firm, AMD’s client and […]

U.S. stocks were mixed as deadlock in the Middle East offset relatively benign consumer-inflation data and an artificial-intelligence earnings bonanza.

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.

Denison Mine (DNN) delivered earnings and revenue surprises of 0.00% and -98.92%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Moby summary of Liquidia Corporation's Q2 2026 earnings call

By Jamie McGeever ORLANDO, Florida, Aug 12 (Reuters) - Upbeat tech earnings pushed the Nasdaq, S&P 500 and MSCI All Country indices to within a whisker of their all-time highs on Wednesday, while

Moby summary of Amcor plc's Q4 2026 earnings call

Timken’s second quarter saw revenue and profit exceed Wall Street expectations, yet the market responded negatively, reflecting concerns over margin compression and business mix. Management attributed sales growth to strong demand in key verticals—particularly automation, infrastructure, and aerospace—alongside benefits from recent acquisitions. CEO Lucian Boldea acknowledged that “automation and robotics increased mid-teens versus last year,” with infrastructure and aerospace also performing we

<p>Here are the daily ETF fund flows for August 11, 2026.</p>

Yahoo Finance Tech Editor joins Josh Lipton on Market Domination Overtime to discuss Google's (GOOG, GOOGL) new Pixel 11 smartphone lineup and its deeper integration of Gemini AI.

Nebius Group NV (NASDAQ:NBIS) saw its share price jump by 34.14 percent on Wednesday to finish at $259.20 apiece, after reporting a more-than-fivefold growth in revenues, which signaled that the surging demand for AI cloud infrastructure is translating into rapid revenue growth and larger customer commitments. The company said in an earnings call on the […]

Moby summary of Riskified Ltd.'s Q2 2026 earnings call

Moby summary of Annexon, Inc.'s Q2 2026 earnings call

Moby summary of LiqTech International, Inc.'s Q2 2026 earnings call

Moby summary of Global-e Online Ltd.'s Q2 2026 earnings call

Investing.com -- Cerebras Systems Inc (NASDAQ:CBRS) shares fell 14% in after-hours trading Wednesday after the AI infrastructure company reported second quarter results that missed analyst expectations on both earnings and revenue.

Regal Rexnord (NYSE:RRX) just posted its strongest order growth in years in its August 5 earnings release, with a new chief executive at the helm as of July 1. Yet in the same breath, management trimmed its full-year profitability outlook. That contradiction, momentum on one line and caution on another, is the story investors have […]

Moby summary of Kornit Digital Ltd.'s Q2 2026 earnings call

Wall Street stocks mostly gained following slightly better US consumer pricing data but an uptick in Treasury bond yields suggested lingering unease about inflation.But yields on the 10- and 30-year US Treasury bonds climbed after the federal consumer price index (CPI) report, showing "market participants are still looking for inflation to continue," said Briefing.com analyst Patrick O'Hare.

The drugmaker's operating numbers are near the top of its class, but its stock performance is lagging the pack. Is the market seeing a risk that the fundamentals are missing.

Coherent beat earnings and revenue estimates and offered a stronger-than-expected outlook as demand for its optical-networking technology grows with AI infrastructure.

(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.)

Coherent reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.74 beating the consensus estimate of $1.62 by $0.12. Revenue reached $2.05 billion, surpassing the $1.98 billion estimate and marking a 34% increase YoY.

Materials and photonics company Coherent (NYSE:COHR) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 33.7% year on year to $2.05 billion. On top of that, next quarter’s revenue guidance ($2.3 billion at the midpoint) was surprisingly good and 7.4% above what analysts were expecting. Its non-GAAP profit of $1.74 per share was 7.6% above analysts’ consensus estimates.