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On Tuesday, CoreWeave Inc. (NASDAQ:CRWV) shares jumped nearly 16% in after-hours trading after its second-quarter results, with analyst Daniel Newman pointing to an extended Nvidia Corp (NASDAQ:NVDA) A100 contract as evidence that older AI GPUs may remain valuable far longer than expected. CoreWeave Stock Jumps After Strong Q2 Results CoreWeave reported second-quarter revenue of $2.58 billion, topping analysts’ expectations of $2.56 billion, while its adjusted loss of $1.03 per share was narrowe

Revenue hit $34 million with 126% year-over-year growth as margins expanded.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

CAVA Group (NYSE:CAVA) reported second-quarter 2026 revenue growth of 31.3% as same-restaurant sales increased 9%, supported by 5.3% traffic growth and continued strength in new restaurant openings. Revenue rose to $365.4 million, while net income increased to $23 million from $18.4 million in the

The green hydrogen pioneer is advancing toward its profitability goals.

Airbnb, Target, and Zeta Global stocks climbed to annual highs amid Wall Street optimism around reported and expected second-quarter results.

CoreWeave and Nebius have emerged as major beneficiaries of the AI boom and surging demand for cloud infrastructure.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

CEO David Ellison has suggested a possible move as the antitrust battle drags on over the company’s Warner Bros. deal.

Vertex Pharmaceuticals’ second quarter reflected strong commercial momentum, with management highlighting the performance of its cystic fibrosis (CF) portfolio and accelerating uptake of newer products like CASGEVY and JOURNAVX. CEO Reshma Kewalramani attributed revenue growth to “the strength of our cystic fibrosis portfolio and the growing contributions from our newer products,” while also emphasizing progress in regulatory and clinical milestones. Management specifically noted that ALYFTREK a

Oklo Inc. has already achieved first criticality at its Groves low-power test reactor on private land in Texas and reported its first-ever quarterly sales of US$1.21 million, even as its quarterly net loss widened to US$48.54 million with a basic loss per share of US$0.28. This combination of technical progress and initial revenue, built on a greenfield site under the U.S. Department of Energy’s Reactor Pilot Program, is beginning to translate Oklo’s advanced reactor vision into real-world...

Velo3D CEO Arun Jeldi highlighted capacity expansion, Livermore’s campus and growing aerospace demand.

JD.com stock has recovered somewhat in the short term, yet the longer record is still weak, and the current checks suggest the market may be pricing it below what its fundamentals imply. That mix of a recent rebound and a longer stretch of value erosion is what makes the current valuation debate around JD.com important for investors. Over the past 5 years JD.com has delivered a total return that is down 43.5%, which raises the question of whether sentiment has been too pessimistic compared...

T-Mobile US (TMUS) has introduced a new suite of plans built around longer term device financing and student focused discounts, prompting fresh attention on how the stock reflects its current pricing strategy. See our latest analysis for T-Mobile US. For investors watching T-Mobile US, the recent plan refresh comes after a period where the share price has eased, with a 30 day share price return of 4.81% and a year to date share price return of 10.52% in decline. The 3 year total shareholder...

In the past week, Monster Beverage Corporation reported Q2 2026 results, with sales rising to US$2,537.47 million and net income to US$584.54 million, alongside higher earnings per share from continuing operations versus a year earlier. These results highlighted especially strong international momentum, as overseas markets and new product launches played a large role in lifting overall performance despite higher marketing and distribution costs. We’ll now examine how this strong...

EUFN provides broader geographic diversification across developed Europe with lower volatility, while KBWB concentrates on U.S. banks for more concentrated exposure.

Monolithic Power Systems (NasdaqGS:MPWR) is scheduled to present at the Future of Memory and Storage 2026 conference. The FMS 2026 event focuses on advances in memory and storage technologies for data centers and related infrastructure. The company is expected to outline its latest work in power solutions for high performance computing and storage applications. Analysts and investors will be watching for clues on Monolithic Power Systems product roadmap and areas of R&D focus. Consider...

C3.ai recently announced that Forrester Research named it a Leader in The Forrester Wave: AI Platforms, Q3 2026, awarding the C3 Agentic AI Platform the highest score in the current offering category among 15 providers and praising its unified enterprise model and turnkey applications. An interesting angle for investors is that Forrester cited unusually strong customer feedback on business value and “white glove” implementation, underlining C3.ai’s execution and service credentials beyond...

Morningstar’s $23 fair value implies a 25% downside, with a 'Very High Uncertainty' rating.

BWX's second quarter performance reflected robust demand across both its government and commercial nuclear businesses, with revenue growth led by increased activity in commercial nuclear power and aftermarket services. Management pointed to strong operational execution and productivity improvements, particularly in Government Operations, as key contributors. CEO Rex Geveden highlighted the company's “position of strength with exposure across the nuclear value chain,” and noted that the recent sa

Her funds' daily trade files show the same response to each leg higher in the AI software stock -- while $26.6 million went somewhere much cheaper.

(Bloomberg) -- Signs of life are returning to the Shanghai free-trade zone’s bond market, which went quiet in late 2023 after Chinese authorities clamped down on excessive borrowing by local governments.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027China Unlea

Riot's Anthropic lease lifted miner stocks, but the sell-down funding it hints at a new source of Bitcoin sell pressure.

Executives involved are hailing it as a new asset class, but critics have concerns about using chips as collateral.

Babcock & Wilcox announced an agreement with Siemens Energy to begin work on 20 steam turbine generator sets totaling 1 GW of capacity targeting data center projects.

Consolidated revenue surges 19.2% YoY to INR 370 crores, driven by a landmark US production order and a 34% jump in industrial business.

Magazine Luiza SA (MGLUY) reports robust physical store growth and improved margins, while navigating online market share losses and macroeconomic headwinds.

TransAct Technologies (NASDAQ:TACT) reported second-quarter net sales of $13.9 million, up slightly from $13.8 million a year earlier, as growth in its food service technology business was partially offset by tariff-related customer refund adjustments and lower reported casino and gaming revenue. T

Super Micro Computer (NASDAQ:SMCI) reported record fiscal 2026 revenue of $39.1 billion, up 78% from $22 billion in fiscal 2025, as demand for artificial intelligence infrastructure continued to drive growth. The company also projected fiscal 2027 revenue of $65 billion to $72 billion and said it en

The company is giving its most powerful AI models away while spending as much as $145 billion this year. How does that add up for shareholders?