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The South Korean internet company posted resilient second-quarter earnings despite higher AI-related operating costs, supported by solid growth in its core search platform and e-commerce businesses.
Constellation Energy (CEG) is back in focus after reporting second quarter 2026 results, with sales of US$7,504 million and net income of US$513 million, along with an updated full year earnings outlook. See our latest analysis for Constellation Energy. Against that earnings beat, Constellation Energy’s share price has climbed 8.92% over the past month but is still down 28.71% on a year to date share price return basis, while the 3 year total shareholder return of 152.05% reflects how strong...
Rackspace Technology (RXT) is back in focus after a series of securities class action lawsuits followed its decision to lower 2026 revenue and EBITDA guidance, citing a shift toward enterprise AI and away from higher margin segments. See our latest analysis for Rackspace Technology. At a share price of $4.82, Rackspace Technology has seen a sharp 30 day share price return that declined 28.70% and a 90 day share price return that declined 12.20%. At the same time, the year to date share price...
Aug 6 (Reuters) - A New Mexico state court ordered Meta on Thursday to pay $567 million into a teen mental health fund and change how its platforms function for young users after finding the company is to blame for harming children's wellbeing. Judge Bryan Biedscheid in Santa Fe ruled the company had created a public nuisance in New Mexico, siding with Attorney General Raúl Torrez, a Democrat.
Strong cloud results and a July rebound in SaaS stocks, followed by select strong earnings, are boosting investor sentiment.
Halozyme Therapeutics (NASDAQ:HALO) reported record second-quarter revenue and raised its full-year outlook, citing growth in royalty income from its ENHANZE drug-delivery platform, contributions from newer product launches and revenue from newly signed collaboration agreements. Total revenue rose
Gen Digital (NASDAQ:GEN) reported first-quarter fiscal 2027 results that exceeded its guidance, with revenue, bookings and earnings rising at double-digit rates as growth in trust-based solutions complemented continued momentum in its core cyber-safety business. Chief Executive Officer Vincent Pile
Five9 (NASDAQ:FIVN) reported second-quarter 2026 revenue of $312 million, up 10% from a year earlier and above the high end of its guidance range, as accelerating artificial intelligence revenue helped drive subscription growth. Subscription revenue rose 14% year over year, marking a third consecut
Funko (NASDAQ:FNKO) reported higher second-quarter sales, improved profitability and a raised adjusted EBITDA outlook as the collectible-products company said its “Make Culture POP!” strategy is gaining traction across regions, product categories and fan communities. Speaking during a presentation
The S&P 500 has had a strong 2026. Most of the gains have come from the same group of technology and AI stocks that have been driving the market for two years. One portfolio manager just decided to look somewhere else. Chris Versace, portfolio manager of the TheStreet Pro Portfolio, initiated ...
Revenue surged 70% as membership grew 46% and operating margins hit record lows.
(Bloomberg) -- AI data center company Firmus raised $2 billion in a funding round backed by Coatue Management, Nvidia Corp., Blackstone Inc. vehicles and Jane Street, the company said. 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 Water?The i
SpaceX (SPCX) stock investors are still reeling from a post-earnings sell-off, digesting a quarter dominated by soaring CapEx and growing questions over cash generation. Before the report, Wall Street was looking for strong headline numbers but remained mostly skeptical of its ability to expand AI, ...
By Stephen Nellis and Eduardo Baptista Aug 7 (Reuters) - Chinese technology giant Alibaba plans to ask major users of the next version of its Qwen open-source AI model for a share of revenue they make
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 ...
AppLovin Corp (APP) posts 53% revenue growth to $1.92 billion, with strong consumer vertical momentum and a robust Q3 outlook despite lighter-than-expected model improvements.
Phillips 66 (PSX) posts $3.8 billion in adjusted earnings, driven by robust refining margins and operational excellence, while advancing debt reduction and shareholder returns.
Despite a dip in cash reserves, CPS Technologies Corp (CPSH) posts a 37% revenue surge and secures new defense contracts, signaling robust growth ahead.
Chinese technology giant Alibaba plans to ask major users of the next version of its Qwen open-source AI model for a share of revenue they make from the hotly anticipated offering, according to two people familiar with the company's plans. Like last month's blockbuster model release from Chinese AI startup Moonshot, Alibaba's Qwen3.8-Max model is an open-source, open-weight model, meaning that the underlying learned settings that allow developers to run or adapt the system are available for download. Open source is often thought of as free, but tucked into the licensing terms of Moonshot's Kimi K3 was a provision that requires anyone offering the model for sale as a service and generating more than $20 million in annual sales to work out a commercial agreement with Moonshot.
Occidental Petroleum Corp (OXY) delivers strongest free cash flow since 2022, cuts debt to lowest level in seven years, and outlines a clear path to $4 billion in annual sustainable cash flow by 2030.
AI CapEx fatigue continues to sour investors as hyperscalers shell out billions on data centers, chips, and power infrastructure without a clear timetable for returns. Wall Street’s been bracing for evidence of the spending boom being a drag on margins, free cash flows, and earnings. Some of the ...
Cleanspark (NASDAQ:CLSK) reported fiscal third-quarter revenue of $138 million, up 1% from the preceding quarter, while outlining plans to expand from Bitcoin mining into digital infrastructure through a long-term data center lease in Georgia. Chief Executive Officer Matthew Schultz said the compan
Century Aluminum (NASDAQ:CENX) reported higher second-quarter shipments, sales and adjusted EBITDA as it expanded output at its Mount Holly plant and advanced the restart of a potline at its Grundartangi facility in Iceland. The company said second-quarter shipments rose 6% from the prior quarter t
Maplebear (NASDAQ:CART), which operates Instacart, reported second-quarter 2026 growth in gross transaction value, revenue and adjusted EBITDA, as the grocery technology company pointed to momentum in its marketplace, enterprise offerings and advertising business. Gross transaction value, or GTV, r
A New Mexico judge ordered the social-media giant to create a new $567 million fund in addition to paying $375 million in previously determined civil penalties.
A New Mexico state court ordered Meta on Thursday to pay $567 million and change how its platforms function for young users in the state after finding the company is to blame for harming children's mental health. Judge Bryan Biedscheid in Santa Fe ruled the company had created a public nuisance in New Mexico, siding with the state's Attorney General Raúl Torrez, a Democrat. Torrez had accused the social media company of designing its products to addict young users and failing to protect children from sexual exploitation on its platforms.
Robinhood Markets (Nasdaq: HOOD) could very well be known as Cash Cat until the e-brokerage firm decided to call itself Robinhood. This is a fact that the firm's founder and CEO Vlad Tenev himself confirmed in an X post in April 2021. Recently, a meme coin called CASHCAT, recalling the lore around ...
Utility companies are increasingly benefiting from the AI data center boom, and here is my favorite way to gain exposure to this investment theme.
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