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ON Semiconductor (ON) Sees AI Data Center Growth Surge, Is The Upside Already Priced In?
Simply Wall St.11d agobullish
ON Semiconductor (ON) Sees AI Data Center Growth Surge, Is The Upside Already Priced In?

ON Semiconductor (ON) just delivered second quarter 2026 results and fresh third quarter guidance, highlighting rapid growth in its AI data center segment alongside updated revenue and earnings expectations for the months ahead. See our latest analysis for ON Semiconductor. ON Semiconductor’s share price closed at US$81.11 after the results, with a 1 day share price return of 1.67%, while the 30 day share price return is down 15.48%. Even so, momentum over a longer horizon remains strong,...

Lockheed Martin (LMT) Opens Strigo Center To Speed Modular Missile Development
Simply Wall St.11d agobearish
Lockheed Martin (LMT) Opens Strigo Center To Speed Modular Missile Development

Lockheed Martin (NYSE:LMT) has launched its Strigo Product Center to speed up development of modular missile technology solutions. The company is backing the new center with a US$250 million investment focused on radio frequency sensors and missile seekers. Strigo is designed to move concepts to tested capabilities in months instead of years, aiming to accelerate deployment of advanced defense systems. This push to compress development timelines in defense technology sits alongside a wider...

Chipotle Mexican Grill (CMG) Faces Salmonella Lawsuit, Is The Stock Fully Valued?
Simply Wall St.11d agobearish
Chipotle Mexican Grill (CMG) Faces Salmonella Lawsuit, Is The Stock Fully Valued?

Chipotle Mexican Grill stock reacts to Salmonella lawsuit and outbreak concerns Chipotle Mexican Grill (CMG) is back under the spotlight after a Minnesota federal lawsuit tied to a 2026 multistate Salmonella outbreak, raising fresh questions for investors about food safety risk and potential legal exposure. See our latest analysis for Chipotle Mexican Grill. The latest Salmonella headlines arrive after a stretch of weaker momentum for Chipotle Mexican Grill, with the share price down 5.38%...

Agnico Eagle Mines (AEM) On Earnings Dividend And Buybacks Still Leaves A Valuation Question
Simply Wall St.11d agobullish
Agnico Eagle Mines (AEM) On Earnings Dividend And Buybacks Still Leaves A Valuation Question

Earnings, dividend and buyback activity put Agnico Eagle Mines (NYSE:AEM) in focus Agnico Eagle Mines (NYSE:AEM) has drawn fresh investor attention after releasing second quarter 2026 results, affirming its quarterly dividend and completing a share buyback tranche, all within a few days at the end of July. The company reported second quarter net income of US$1,600.45 million, with basic earnings per share from continuing operations of US$3.19 and diluted earnings per share of US$3.17. For the...

McDonald’s unveils unexpected first-ever partnership
TheStreet11d agobullish
McDonald’s unveils unexpected first-ever partnership

For years, McDonald's fans in the U.S. have looked overseas for some of the fast-food giant's most unusual menu items, collaborations, and collectibles. But lately, the company has been bringing more of that international appeal to its home market, using limited-time promotions and ...

CPI, Cisco earnings, and more: What investors need to watch Wednesday
Yahoo Finance Video11d agoneutralVIDEO
CPI, Cisco earnings, and more: What investors need to watch Wednesday

Asking for a Trend Host, Josh Lipton previews what investors should watch on Wednesday, August 12, including the latest Consumer Price Index (CPI) report, which will offer a fresh look at inflation and the health of the consumer. Cisco (CSCO) reports fiscal fourth-quarter results, while Bloomin' Brands (BLMN) also reports earnings.

Lumentum Q4 Earnings Call Highlights
MarketBeat11d agoneutral
Lumentum Q4 Earnings Call Highlights

Lumentum (NASDAQ:LITE) reported fiscal fourth-quarter revenue of $1.01 billion, up 109% from a year earlier and 23% sequentially, as demand tied to AI data-center connectivity lifted sales of optical components and systems. The company said the quarter marked its eighth consecutive period of year-ov

Mineralys Therapeutics Q2 Earnings Call Highlights
MarketBeat11d agoneutral
Mineralys Therapeutics Q2 Earnings Call Highlights

Mineralys Therapeutics (NASDAQ:MLYS) said it is continuing commercial-launch preparations for lorundrostat ahead of its December 22 Prescription Drug User Fee Act target date, while reporting a wider second-quarter loss driven largely by a $200 million upfront payment related to its amended agreemen

CoreWeave Q2 Earnings Call Highlights
MarketBeat11d agoneutral
CoreWeave Q2 Earnings Call Highlights

CoreWeave (NASDAQ:CRWV) reported second-quarter 2026 revenue of $2.6 billion, up 112% from a year earlier and 24% sequentially, as demand for its AI cloud infrastructure continued to exceed available capacity. The company also raised its full-year revenue and operating-income outlook, citing faster

Firefly Aerospace Q2 Earnings Call Highlights
MarketBeat11d agoneutral
Firefly Aerospace Q2 Earnings Call Highlights

Firefly Aerospace (NASDAQ:FLY) reported second-quarter revenue of $117.7 million, its first quarterly result above $100 million, as spacecraft programs and national-security software contracts drove growth. Revenue increased 46% sequentially and 659% from the prior-year period, while backlog rose to

Ryanair signs five-year Google Cloud deal, expands use of AI in airline operations
Reuters11d agoneutral
Ryanair signs five-year Google Cloud deal, expands use of AI in airline operations

Ryanair said on Wednesday it would deploy Google's Gemini AI tools and DeepMind models ‌across its operations under a new five-year cloud partnership, using ‌the technology to help manage crew scheduling and make operational decisions. Ryanair, Europe's largest airline ​by passenger numbers, said it would roll out Alphabet's Google Workspace and Google Cloud services to 35,000 employees across its network, supporting its efforts towards a goal of carrying 300 million passengers annually by 2034.

StockStory11d agoneutral
The Top 5 Analyst Questions From Diamondback Energy’s Q2 Earnings Call

Diamondback Energy’s second quarter saw strong revenue growth and profitability compared to Wall Street expectations, but the market responded negatively. Management attributed the quarter’s performance to operational improvements, including enhanced well productivity and cost efficiencies in drilling and completions. CEO Kaes Van’t Hof highlighted the company’s “stacked innovation play,” citing ongoing enhancements in well construction, targeting, and stimulation methods. Additionally, outperfo

Bloomberg11d agoneutral
Peak Memory Fears Put Focus on Samsung, SK Hynix Cash Returns

(Bloomberg) -- Memory-chip makers may have found a new defense against the inevitable cooling of their boom: giving more cash back to shareholders.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027SK Hynix Inc. l

Wall Street ends down as US-Iran peace optimism fades
Reuters Videos11d agoneutralVIDEO
Wall Street ends down as US-Iran peace optimism fades

<body><p>STORY: U.S. stocks ended lower on Tuesday, with the Dow and S&P 500 each dropping about a third of a percent, and the Nasdaq shedding six-tenths of a percent.</p><p>Investors became more pessimistic about a peace deal with Iran after one of its top officials said the Strait of Hormuz will remain closed as long as the U.S. does not change its behavior and accept Iran's conditions to end the war.</p><p>That kept Brent&nbsp;crude futures near one-week highs.</p><p>Liz Miller is founder and president of Summit Place Financial Advisors.</p><p>"I think investors are certainly frustrated at the back-and-forth communication flow and expectations out of our conflict with Iran. But they're also starting to try to look through this. For the longest time, investors have been saying, 'Even if there was a quick end, we knew that the effects on oil would take many months to unfold.' And so it was always about the, you know, the famous words, you know, the duration and the depth of the conflict. And what we're finding out is the depth may not be the problem, but the duration is.”</p><p>Among the day's movers, tech stocks dragged, with Amazon dipping about 2% and Alphabet and SpaceX each dropping almost 4%.</p><p>:: Nvidia</p><p>Alternative asset managers rose, with Apollo Global up more than 6% and Blackstone rallying almost 4%. They were among the financial institutions that recently partnered with Nvidia to establish compute-financing platforms aimed at ‌raising over $500 billion in third-party capital for AI infrastructure.</p><p>And shares of Super Micro Computer rose about 9% in extended trading after the server maker forecast fiscal 2027 revenue above Wall Street expectations, betting that strong demand for its AI-optimized servers would fuel another year of growth.</p><p>Investors now turn their attention to inflation readings, due over the next two days, which could be crucial in shaping market expectations on the Federal Reserve's policy path.</p></body>

Advanced Micro Devices, Inc. (AMD) vs. Sandisk Corporation (SNDK): Chip Earnings Momentum Meets a Mixed Market Reaction
Insider Monkey11d agoneutral
Advanced Micro Devices, Inc. (AMD) vs. Sandisk Corporation (SNDK): Chip Earnings Momentum Meets a Mixed Market Reaction

Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street’s estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling. The stock still fell as much as 10% in extended trading anyway. Sandisk Corporation (NASDAQ:SNDK) is up more than 400% this year already, reports its own results on Wednesday under even […]

The hidden AI stock trap in your portfolio — what to buy instead
TheStreet11d agobullish
The hidden AI stock trap in your portfolio — what to buy instead

Transcript: Caroline Woods:Joining us now to kick off the week is Michael Landsberg, chief investment officer, Landsberg Bennett Private Wealth Management. Michael, great to have you on. Thanks so much for being here. Michael Landsberg:My pleasure. Caroline Woods:So, Michael, the S&P 500 is ...