Actualités

If you hold shares in this AI networking leader, the options market says you're already signed up for a remarkably wide range of outcomes over the next year.

One company just doubled its revenue; the other boasts a 39% net margin and robust free cash flow.

PLTR's second-quarter revenues are expected to jump 80% as AI-driven demand lifts its government and commercial businesses.

Arista Networks recently reported a strong first quarter of fiscal 2026 and raised its full-year revenue guidance, while preparing to release its second-quarter results on August 4, supported by growing demand for AI-focused data center networking solutions and new platforms such as the 7060XE7 Series. Institutional buying interest and Arista’s expanding role as an AI infrastructure supplier suggest that investors are closely watching how its AI-centric products and partnerships translate...

Unusual Machines heads into Q2 results with surging revenue expectations as defense demand, new capacity and strategic investments shape the outlook.

GDDY tops Q2 earnings and revenue estimates as growth across both segments, rising ARPU, and accelerating Airo adoption support results and guidance.

RDDT tops Q2 earnings and revenue estimates as ad demand, pricing and user growth fuel monetization, with Q3 guidance pointing to continued momentum.

FRSH heads into Q2 earnings with estimated revenue growth of 14.1%, backed by EX momentum and cost discipline as CX growth stays muted

SATL heads into Q2 earnings with revenue seen more than doubling as defense deals, recurring imagery sales and cash-flow risks shape the outlook.

BR heads into fiscal Q4 results with growth expected from recurring revenues, AI investment and digital demand.

ENTG heads into second-quarter earnings with AI-driven semiconductor demand, improving wafer fab spending and expectations for another earnings beat.

Universal Display beats Q2 earnings estimates as royalty growth offsets weaker material sales, while revenue misses and demand softness push guidance toward the low end.

IDCC tops Q2 2026 estimates as a new Amazon licensing agreement boosts streaming revenues, even as smartphone licensing sales and earnings decline.

Arista is a profitable AI infrastructure supplier, while BigBear.ai is positioning to win more government contracts.

MPWR topped Q2 estimates as Enterprise Data revenue surged 164.3% and margins widened. Q3 sales are projected to be $1.14-$1.16 billion.

Networking firm Arista Networks, Inc. (ANET) gains 3,330% since 2015’s first institutional outlier inflow.

KLIC heads into Q3 earnings with expected revenue growth as AI packaging demand, TCB adoption and automotive strength support results despite margin risks.

GlobalFoundries heads into Q2 results with expected revenue growth fueled by AI infrastructure and data centers, but can it offset weaker smartphone demand?

VRT beats second-quarter earnings on stronger margins and operating execution, even as sales miss estimates, while raising its 2026 outlook.

FICO beats Q3 earnings estimates as Scores demand fuels 26% revenue growth, margin expansion and a higher fiscal 2026 outlook despite softer software growth.

HUBS heads into Q2 2026 results with AI adoption, enterprise demand and pricing initiatives expected to drive revenue growth and strengthen recurring subscriptions.

Ichor Holdings heads into second-quarter earnings with strong AI-driven semiconductor demand and manufacturing expansion supporting growth.

SIMO's Q2 2026 revenues are up 127%, beating earnings estimates as demand surges for storage controllers and Ferri solutions, with strong Q3 guidance.

QCOM's Q3 revenues beat estimates as auto and IoT growth offset handset weakness, but higher costs weighed on earnings and squeezed margins.

TER beats Q2 earnings and revenue estimates as record memory-test sales and AI demand fuel a second straight quarter of record revenues.

It's not just chips. Wednesday's tech selloff is hitting many of the companies key to the physical artificial-intelligence build-out, from equipment makers to heating-and-cooling companies to specialty contractors.

LSCC heads into Q2 2026 earnings with expectations for higher revenues and EPS as demand for low-power FPGAs, AI servers and industrial markets supports growth.

BAND tops Q2 estimates as AI-driven communications demand, enterprise wins and higher guidance signal accelerating platform growth.

SNAP heads into Q2 earnings with ad growth and AI tools in focus as geopolitical, restructuring and hardware pressures test results.

MSI's Q2 revenues are expected to rise as mission-critical technology demand and new AI tools support both business segments.