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Non-GAAP gross margin reached 50.4% with fourth-quarter revenue guided above $10 billion

Investing.com -- Wolfe Research downgraded T-Mobile US to Peer Perform from Outperform on Friday, saying the carrier faces mounting competitive pressure in its core market alongside a capital spending cycle that could weigh on shareholder returns.

Applied Materials clears earnings estimates and boosts outlook, but investors punish AMAT stock

Silver Lake’s takeover of Workday would send a clear signal to investors that private-equity firms are circling software.

Credo stock is making headway toward a buy point. But the AI play is still recovering from a steep slide from its all-time high.

SOFI is down over 30% for the year despite reporting stellar earnings, as fears of high inflation and the expected rate hikes are keeping a lid on the stock.

Applied Materials (NASDAQ:AMAT) shares fell 5. 4% in pre-market trading after the semiconductor equipment maker’s record fiscal third-quarter 2026 results failed to impress investors following the stock’s substantial year-to-date rally.

It has gained around 22% in the week since the first tranche of shares were unlocked last Thursday and another release is coming next week.

Strategy's business model is under stress, but there's still no need to panic for Bitcoin investors.

In a matter of hours, we're going to know exactly which stocks Berkshire Hathaway's new boss bought and sold in the second quarter.

China’s credit expansion held up better than expected in July, but weak borrowing demand among households and businesses pushed loans into a worse-than-forecast contraction.

GSI Technology (NASDAQ:GSIT) is positioning its Gemini-II artificial intelligence processor as a production-ready hardware platform while it works to expand software tools and complete proof-of-concept programs that could lead to early production by the end of 2027, according to Vice President of Sa

Tom Lee reiterated his S&P 500 target of 8,000 but named a few risks that could still trigger a long awaited pullback.

Treasuries have been in a funk since June. If the selloff doesn’t stop, things could really go off the rails for stocks, the midterm elections, and the Fed.

Shares mostly declined Friday in Asia and U.S. futures were little changed after U.S. inflation data showed a better-than-expected improvement in July. Oil prices were holding steady after slipping in recent days. Tokyo's Nikkei 225 index gained 0.3% to 68,533.85, while the Kospi in South Korea rose 1.3%, to 6,924.74.

TeraWulf (WULF) is in focus after reporting second quarter 2026 results, with revenue of US$44.77 million and a much wider net loss of US$939.92 million compared with the same period last year. See our latest analysis for TeraWulf. TeraWulf’s recent Q2 loss has coincided with pressure on the stock, with a 30 day share price return of down 15.8% and a 90 day share price return of down 26.9%. However, the year to date share price return is up 28% and the 3 year total shareholder return is...

Gemini stock dropped 7% in after-hours trading even as Q2 revenue rose 37% and net loss narrowed to $107.7 million.

The provider of advanced optical manufacturing services reported a notable insider sale as shares soared 58% over the past 12 months.

The Truth Social operator reported a notable insider sale amid a 54% drop in share price over the past 12 months.

Enovix stock trades with valuation checks that lean expensive, while long term shareholders have seen the share price fall sharply over the past five years. This puts the current market value under closer scrutiny for new capital. Enovix has declined 68.4% over the past five years, which raises questions about how much of the business risk is already reflected in the share price. Future growth in commercial scale battery production can support the current valuation; however, execution risk...

Datadog stock is coming off a powerful three year run, with long term holders seeing a 179.4% return. However, the current valuation checks send mixed messages, as an intrinsic value estimate based on a Discounted Cash Flow (DCF) model points to upside, while market based multiples lean expensive. Over the past three years, Datadog has returned 179.4%, which puts extra focus on whether the current share price still leaves room for a reasonable margin of safety. Recent investment activity in...

AWS' growth rate is accelerating.

S&P Global stock has fallen 20.1% over the past year, yet the current Excess Returns intrinsic value estimate sits close to the market price while earnings multiples still point to an expensive stock. That combination leaves S&P Global looking roughly fairly valued on one framework, but priced at a premium on another. The 20.1% share price decline over the last year raises the question of whether recent weakness has already reset expectations or if investors are still paying up for S&P...

Freeport-McMoRan (FCX) is back on investor watch after Chief Accounting Officer Ellie L. Mikes sold 4,773 shares on 5 August at US$70.00, trimming her direct stake by 12%. See our latest analysis for Freeport-McMoRan. Freeport-McMoRan shares have eased back in the short term, with the 1-day share price return down 3.45% and the 7-day share price return down 1.98%. However, the 30-day share price return of 7.88% and year to date share price return of 28.69% sit alongside a 1-year total...

TSS (TSSI) delivered earnings and revenue surprises of -37.50% and -32.29%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Consensus already expects the revenue boom to fade, leaving margin to do much of the work of bringing the multiple down.

QXO INC (QXO) delivered earnings and revenue surprises of -11.11% and +3.06%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

PetMed (PETS) delivered earnings and revenue surprises of -333.33% and -20.64%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

DLocal (DLO) delivered earnings and revenue surprises of -10.00% and +11.07%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

On Aug. 13, 2026, the digital forensics firm reported delays in large transactions and heightened demand for cloud and AI procurement, prompting a leadership change.