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CEO raises full-year EPS guidance to $6.55 on strong operational performance.

(Bloomberg) -- A rotation into China’s biggest tech firms from AI infrastructure stocks will be tested this week as earnings are due.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 2027Results from Tencent Holdings

Data center revenue doubled, driving record profitability and raised guidance.

Kopin (KOPN) delivered earnings and revenue surprises of +100.00% and -7.32%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

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%...

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 ...

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 (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 (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 (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 (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 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.

(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

<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>

Peraso (PRSO) delivered earnings and revenue surprises of +16.67% and +4.56%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Almonty Industries Inc. (ALM) delivered earnings and revenue surprises of 0.00% and -41.02%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Rocket Lab (RKLB) delivered the type of quarter that should have put investors at ease. Revenue jumped62% year over year to a record $234 million, beating Wall Street expectations, while its space-systems business accounted for 81% of total sales. Instead, shares fell roughly 7% in extended ...

The Iran war isn't just an energy supply issue any longer.

How do you value the assets of about 8.3 billion people and a livable planet that is 4.54 billion years old – give or take 50 million years? The question came up in an Elon Musk tweet on July 9: “SpaceX will be worth more than the rest of Earth if we accomplish our goals.” – Elon Musk The key ...

Quantinuum reports higher-than-expected revenue and issues an upbeat annual outlook, though the stock barely budges.

Factorial Energy (NASDAQ:FAC) outlined its path toward initial commercial revenue in 2027 during its inaugural earnings call as a public company, citing a first commercial drone-battery order, progress in flight testing and automotive integration, and a capital-light manufacturing strategy. Chief E

DoubleDown Interactive (NASDAQ:DDI) reported second-quarter 2026 revenue of $94.3 million, up approximately 11% from a year earlier, as growth in its social casino and iGaming operations supported higher profitability and operating cash flow. Adjusted EBITDA rose 17% year over year to $39.3 million

Astronics (NASDAQ:ATRO) reported record second-quarter 2026 revenue, bookings, backlog and operating profit, citing stronger aerospace demand, production efficiencies and pricing actions. The company raised its full-year revenue outlook to a range of $1.02 billion to $1.04 billion, positioning it to

Absci (NASDAQ:ABSI) outlined progress in its clinical program for ABS-201, a prolactin receptor-targeting antibody being studied for pattern hair loss and planned for development in endometriosis, while reporting a larger cash balance following a June equity offering and strategic investment from El

Riot Platforms used its Q2 earnings call to announce a $9.1 billion, 191-megawatt AI lease at Rockdale and disclose a non-binding letter of intent covering the entirety of its one-gigawatt…

These stocks can help you withstand (almost) any storm.

CoreWeave (CRWV) delivered earnings and revenue surprises of +8.85% and +1.52%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

On Aug. 11, 2026, crude climbed amid Middle East tensions while tech stocks struggled despite a major AI infrastructure financing push.

Lumentum (LITE) delivered earnings and revenue surprises of +8.03% and +1.79%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

U.S. stocks slid as negotiations about the future of the Strait of Hormuz remain deadlocked, pushing oil prices up ahead of key inflation data Wednesday. Oil futures rose $1.07, or 1.3%, to $83.20 a barrel, amid signs that the Middle East conflict may escalate again. The yield on the 10-year Treasury note declined 0.014 percentage point to 4.683%.