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The S&P 500 and Nasdaq ran higher, led by Google, Nvidia, Tesla and other titans. Cisco earnings beat while AI chipmaker Cerebras will price its IPO.
Moby summary of Kornit Digital Ltd.'s Q1 2026 earnings call
Moby summary of Similarweb Ltd.'s Q1 2026 earnings call
Moby summary of FLEX LNG Ltd.'s Q1 2026 earnings call
Moby summary of National Vision Holdings, Inc.'s Q1 2026 earnings call
Elon Musk's private space venture, SpaceX (SPAX.PVT), is valued at over $1.5 trillion as investors await its mega-IPO in 2026. ER Shares COO and chief investment strategist Eva Ados explains why her firm is calling SpaceX a "three-engine empire," identifying its space infrastructure development, Starlink satellite, and possible space-based AI data centers as the company's core components and biggest drivers.
Will the AI chip leader beat Wall Street expectations again?
Investors got bad news on the inflation front for the second day in a row.
AI heavyweight Nvidia (NVDA) will report its first quarter results on May 20, in what is easily one of the most anticipated announcements of the earnings season.
Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil
Tech stocks ripped higher on Wednesday despite a sharply hotter-than-expected April Producer Price Index reading that rekindled inflation anxieties and rate-hike fears, as strength in semiconductors fueled investor sentiment. Nvidia Corp. (NASDAQ:NVDA) rallied for the sixth straight session to above $226 per share, with the company’s market cap soaring above $5.5 trillion ahead of next week’s highly awaited earnings report. Speaking via Truth Social shortly before landing in Beijing, Trump told
Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results, with AI cloud revenue soaring 841% year over year. The company also highlighted multibillion-dollar AI compute agreements tied to Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT), reinf
Moby summary of Valens Semiconductor Ltd.'s Q1 2026 earnings call
Nuclear reactor startup Oklo updated investors across its three businesses. A July 4 criticality target looms for Oklo and other nuclear stocks.
Nvidia and other chip stocks tied to the artificial intelligence megatrend received positive analyst reports on Wednesday.
Deutsche Telekom (ETR:DTE) reported what Chief Executive Tim Höttges called a “robust” start to 2026, citing broad-based growth across the group and an upgraded full-year outlook following stronger guidance from T-Mobile US. On the company’s first-quarter earnings call, Höttges said group organic s
For years, Federal Reserve minutes were among Wall Street's most market-moving events. But in today's AI-driven rally, one earnings report may now rival macro data releases in influence: Nvidia Corp (NASDAQ:NVDA). The Santa Clara, California-based chip giant, whose earnings are due next week, is worth roughly $5.3 trillion and recently surpassed the entire S&P 500 healthcare sector in market value, according to Barron's. Essentially, Nvidia is proving to be more than just another mega-cap tech s
Rigetti Computing (NASDAQ:RGTI) keeps grabbing quantum computing headlines on the strength of its 108-qubit Cepheus-1-108Q system and a cash-stuffed balance sheet. But here’s what you should actually be watching. The numbers underneath the story are ugly. Rigetti carries a $6.34 billion market cap against full-year 2025 revenue of just $7.09 million, which itself declined 34.31% ... Rigetti Has a $6 Billion Market Cap and $7 Million in Revenue. Here Are the Two Stocks Worth Owning Instead
Oklo stock sank on Wednesday after the company said its quarterly loss widened year over year.
Oklo stock sank Wednesday after the company said its quarterly loss widened year-over-year.
NVIDIA Gets Fresh Wall Street Boost: 18% Upside Call Sparks AI Valuation Frenzy
By Ragini Mathur and Utkarsh Hathi May 13 (Reuters) - S&P 500 and Nasdaq futures rose on Wednesday, recovering from the previous session's losses as investors awaited crucial economic numbers and U.S.
Pre-Market Stock Futures: Futures are trading mixed on Wednesday, after a rough day for technology stocks and the Nasdaq. The combination of the prospect of a longer struggle with Iran, and higher inflation, which soared to 3.8% annually, the highest since May 2023, while the core number, which is less food and energy, rose to ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Akamai Technologies, HEICO, Johnson & Johnson, MasTec, MercadoLibre, Sandisk, Snap
Nebius Group on Wednesday reported higher-than-expected first-quarter capital spending, driven by investments tied to the procurement of graphics processing units and data center hardware for its core AI cloud business. The company has grabbed a slice of the lucrative AI and cloud infrastructure market by providing Nvidia GPUs and computing platforms to developers. However, analysts have flagged Nebius' heavy capital spending as a major concern as the company aggressively expands its global data center footprint, putting pressure on margins despite strong revenue growth.
A stunning run-up in shares of semiconductor companies has helped drive the U.S. stock rally, but the eye-popping gains are sparking concerns about an overheated market and prompting some investors to prepare for a pullback. The latest wave of artificial-intelligence market enthusiasm is buoying semiconductors broadly, after bellwether Nvidia symbolized the AI trade over most of the bull stock market that began in late 2022. "It's sort of a perfect mix - there is enough of a fundamental story, and then the technical story is also quite strong," said Steve Edwards, senior investment strategist at Morgan Stanley Wealth Management.
Qnity Electronics (NYSE:Q) reported first-quarter financial results on Tuesday. The transcript from the company's first-quarter earnings call has been provided below. This transcript is brought to you by Benzinga APIs. For real-time access to our entire catalog, please visit https://www.benzinga.com/apis/ for a consultation. Access the full call at https://event.on24.com/wcc/r/5304863/13B583BE38AAAC829D30E77A12130D1F Summary Qnity Electronics Inc reported an 18% year-over-year increase in net sa
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