Actualités

Cloud companies’ capex would run at roughly 3% of the U.S. GDP every year from 2027 to 2029, up from 0.3% of GDP in 2019 and 1.4% in 2025, according to a top economist.

Moby summary of Marathon Digital Holdings, Inc.'s Q2 2026 earnings call

Ardelyx Inc (ARDX) delivers 31% revenue growth in Q2 2026 while navigating payer-imposed challenges that led to a lowered Ibsrela outlook and withdrawal of Xphozah guidance.

AAOI delivers fifth consecutive record quarter with 86% revenue surge, driven by explosive demand for 800G and 1.6T optical transceivers.

Rocket Companies Inc (RKT) posts most profitable quarter in four years with record purchase and refinance market share, while navigating a challenging rate environment.

Karman Holdings Inc (KRMN) posts 58% revenue surge and $1.3 billion backlog, lifting full-year outlook amid strong defense demand.

Microchip Technology Inc (MCHP) beats guidance with 38% year-over-year sales growth, driven by data center momentum and broad-based recovery across all end markets.

Century Aluminum Co (CENX) posts $327 million adjusted EBITDA, strengthens balance sheet, and advances key growth projects amid robust market conditions.

Revenue surges 58% year-over-year to $92.1 million, with adjusted EBITDA up 92% and significant customer diversification progress.

MARA doubles power capacity to 4.8 GW while navigating a challenging Bitcoin price environment with a $611.3 million net loss.

Twilio Inc (TWLO) delivers record Q2 revenue of $1.5 billion, with organic growth accelerating to 17% and AI-driven voice and messaging volumes fueling momentum.

NN (NASDAQ:NNBR) reported second-quarter sales growth of 19% and adjusted EBITDA growth of 36%, while raising its full-year outlook and completing a refinancing transaction that retired a substantial portion of its preferred stock. President and Chief Executive Officer Harold Bevis said the company

Novanta (NASDAQ:NOVT) reported second-quarter results marked by 9% organic sales growth, expanding margins and higher operating cash flow, while raising its full-year outlook following the late-July closing of its Riverpoint Medical acquisition. Chair and Chief Executive Officer Matthijs Glastra sa

Monster Beverage (NASDAQ:MNST) reported record quarterly net sales in the second quarter of 2026, with revenue surpassing $2.5 billion for the first time as the energy-drink maker posted double-digit growth across all geographic regions. Net sales rose 20.2% year over year to $2.54 billion, while s

Cloudflare Inc (NET) delivers stellar Q2 2026 with revenue up 36% year-over-year, record large customer additions, and strategic positioning at the forefront of the agentic Internet.

Earnings season is showing that consumers are still spending and paying their bills, as indicated by SoFi and Visa.

Moby summary of Cheniere Energy, Inc.'s Q2 2026 earnings call

Moby summary of Howmet Aerospace Inc.'s Q2 2026 earnings call

A mix of high expectations, profit-taking, and a slight dip in valuations has sent S&P 500 stocks sputtering even after solid earnings reports.

(Bloomberg) -- US support for Japan’s efforts to prop up the yen is unlikely to damage the dollar’s status as the most dominant reserve currency in the world, according to Goldman Sachs Group Inc.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltWhy Do Data Centers Use So Much Fresh

The Federal Aviation Administration has ordered the inspections of Boeing 737 Max jets for cracks of a component that could affect the structural integrity of the planes.

Microchip Technology (NASDAQ:MCHP) reported fiscal first-quarter results that exceeded its prior guidance, as the semiconductor company cited strong demand across data centers, aerospace and defense, industrial and automotive markets. Management also raised its disclosure around data-center exposure

Marathon Digital (NASDAQ:MARA) outlined a strategy to expand beyond Bitcoin mining into AI-focused digital infrastructure, while reporting lower second-quarter revenue and a net loss driven largely by a decline in the value of its Bitcoin holdings. Chairman and CEO Fred Thiel said the company is po

Lyft (NASDAQ:LYFT) reported record second-quarter operating performance, with more than 30 million active riders and 262 million rides, as the company pointed to growth across North American rideshare, bikes, Canada and its European Freenow business. Chief Executive Officer David Risher said the co

Mitek Systems (NASDAQ:MITK) reported fiscal third-quarter 2026 revenue growth of 18% year over year, supported by record fraud and identity revenue, higher SaaS sales and continued expansion of its Check Fraud Defender consortium network. Total revenue reached $54 million, exceeding the high end of

nLight (NASDAQ:LASR) reported record second-quarter revenue and product sales as demand increased across its defense, space and advanced-manufacturing markets, while management said supply-chain constraints involving materials sourced from China are expected to reduce third-quarter shipments. Secon

US power use is expected to keep notching record highs in 2026 and 2027, according to the Energy Information Administration.

Moby summary of Dana Incorporated's Q2 2026 earnings call

(Bloomberg) -- Blockbuster share sales from artificial intelligence-related companies in the Asia Pacific led to a record for equity capital markets activity last month, despite weakness in the region’s stock markets.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltWhy Do Data Cente

Joby Aviation Inc., which has long-term plans to make electric flying taxis in Dayton and Vandalia, reported stronger quarterly performance, saying its Blade helicopter service business generated $36.2 million in the second quarter of 2026. Still, the company saw a net loss of $245 million. Joby says its electric aircraft is in the fifth and final stage of Federal Aviation Administration ...