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Super Micro Computer Inc (NASDAQ:SMCI) reported a sharp increase in fourth quarter profit as margins improved, while revenue came in slightly below analysts’ expectations. The company's shares were up about 14% at about $36 on the report. For the quarter ended June 30, Supermicro...
Cerebras Systems Inc. (NASDAQ:CBRS) reports second-quarter earnings after the bell today, its second report as a public company. Analysts expect a loss of roughly 17 cents per share, while Cerebras has guided to core revenue of about 194 million dollars,...
BTSG's specialty, infusion and home health momentum support growth, while IRA pressure and customer exits may weigh on near-term margins.
In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre breaks down the tech market’s latest reset, why valuations are becoming more attractive even as earnings remain strong, and what it could mean for the broader bull market heading into the end of the year.
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Nvidia's $500 Billion AI Gamble Sparks Fresh Risk Fears From Burry
Applied Digital's 101% rally faces mounting risks from heavy capital needs, high debt, competition, weaker earnings estimates and an expensive valuation.
Nvidia has committed billions to IREN, but can the company fund its AI buildout without overextending itself?
Waymo dominates the driverless car race by nearly every measure, but a string of high-profile incidents in San Francisco is raising a question that could ground the entire industry before it ever takes off.
Wendy’s (NASDAQ: WEN) shares rose 12% following the report. The company is the direct subject of the potential transaction. Trian holds a combined stake exceeding 24% in the company — a 16% personal position held by Peltz plus a 7.9% fund stake — meaning any formal offer would trigger a mandatory SEC regulatory filing that would set an independent director review process in motion.
Intuitive Surgical's (ISRG) competitors face unique workflow challenges and real estate issues that
The tech giant has multiple, highly promising initiatives and a winning CEO.
LW shares jump 13.1% in a month as North America volume gains and cost savings offset pricing pressure and International weakness.
Cava Group (CAVA) could keep growing as same-store sales recover from the Cyclospora impact, new res
The company says it will buy Neos Investments, which specializes in funds that use options-based strategies to generate income.
On Monday, Nvidia Corp. announced that it is teaming up with six of Wall Street’s biggest asset managers to unlock more than $500 billion in financing for AI infrastructure. Jensen Huang argued that the company’s chips have evolved into "revenue-generating...
ServiceNow just delivered one of enterprise software's strongest quarters on record, yet the stock sits 25% below its 52-week high. Something in that disconnect is driving a bold call from our analysts, and the reasoning behind it challenges the market's entire read on AI monetization.
Goldman Sachs Group will pay as much as $2.25 billion to buy Neos Investments, expanding its asset manager's reach in the actively managed ETF market. Katherine Doherty reports on "Bloomberg Open Interest."
UBER moves closer to launching autonomous rides in London after TfL licensed Wayve vehicles, with strong rider interest supporting rollout plans.
AMD and Intel both posted their strongest quarters in years, but the businesses underneath look nothing alike. One is riding an AI wave with premium margins, the other is burning billions to rebuild from the ground up.
WhiteFiber reported $28.8 million in second-quarter revenue, above the $18 million analyst estimate.
WDC generates $3.5 billion in fiscal 2026 FCF as demand, pricing and high-capacity drives boost margins and cash flow.
On this episode of Stock Movers: - Cava (CAVA) is also rising this morning as sales jumped with Americans flocking to Pita Chips, Salmon, and other Mediterranean-diet oriented foods. - Super Micro (SMCI) is giving a sales outlook that topped even the rosiest projections. That along with Coreweave's report is sending markets higher. - CoreWeave (CRWV) is soaring after booming AI demand bolstered the company's revenue outlook. Nebius (NBIS) is also up this morning with earnings coming out.
Nvidia (NVDA) is partnering with BlackRock (BLK), Goldman Sachs (GS), Blackstone (BX), and other major firms on Wall Street to fund its AI build-out. Monachil Capital Partners managing partner and chief investment officer Ali Meli breaks down the structure of the financing agreement, highlighting one main risk.
The furniture heavyweight says specialty brand Perigold is also gaining traction.
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