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Reuters11d agobullish
Atlassian beats quarterly estimates on strong cloud demand

Collaboration software maker Atlassian beat Wall Street expectations for fourth-quarter ‌revenue on Thursday, riding on strong ‌demand for its enterprise software services and cloud-based products. Here ​are some details: • Shares of the company were up 35.2% in extended trading. Atlassian, whose software tools such as Jira Service Management ‌and Rovo help ⁠clients manage teams, track work and analyze data, has benefitted from more ⁠companies incorporating machine learning and automating tasks.

Microchip Tech forecasts upbeat quarterly revenue on strong demand
Reuters11d agobullish
Microchip Tech forecasts upbeat quarterly revenue on strong demand

Microchip Technology forecast second-quarter revenue and profit above Wall Street estimates ‌on Thursday, on strengthening demand for ‌its chips used in AI data centers as well ​as the industrial, automotive and aerospace sectors. The company has benefited from a cyclical recovery in key end-markets, including industrial and automotive, as well ‌as surging demand ⁠from AI-related data centers, with robust aerospace- and defense-related spending fueled by ⁠geopolitical tensions. Here are some details: • For the second quarter, Microchip forecast revenue of $1.59 billion to $1.62 ​billion, above ​analysts' average estimate of $1.55 ​billion, according to ‌data compiled by LSEG.

Texas Roadhouse (TXRH) Q2 Earnings Lag Estimates
Zacks11d agoneutral
Texas Roadhouse (TXRH) Q2 Earnings Lag Estimates

Texas Roadhouse (TXRH) delivered earnings and revenue surprises of -2.63% and +0.29%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Bloomberg11d agoneutral
Jane Street Looks to Rework $11 Billion Debt Into Private Credit

(Bloomberg) -- Jane Street is negotiating with a group of investors in a private-credit deal that would rework the firm’s $11 billion debt load and limit its financial disclosures to market participants, according to people with knowledge of the matter.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Ishbia’s Mortgage Firm Suffers Record Drop on Dividend HaltTrump M

AMD deepens AI inference bet with Taalas deal as chip race heats up
Reuters11d agoneutral
AMD deepens AI inference bet with Taalas deal as chip race heats up

Advanced Micro Devices said on Thursday it would buy chip startup Taalas for an undisclosed amount, ‌strengthening its technology as it taps into the rapidly growing ‌market for AI inference workloads. Toronto-based Taalas develops specialized silicon designed to reduce computing ​and memory bottlenecks in AI inference, the process of running trained AI models to generate responses or predictions. Specialized inference chips have become a critical focus for semiconductor makers as AI shifts from training to real-time, ‌high-volume deployment, and companies ⁠race to cut computing costs.

Roku beats quarterly revenue estimates on advertising, subscriptions strength
Reuters11d agobullish
Roku beats quarterly revenue estimates on advertising, subscriptions strength

Streaming platform Roku on Thursday reported second-quarter revenue that beat Wall Street ‌estimates, driven by its advertising and subscriptions segments. Roku ‌is awaiting the closure of a deal to be acquired by ​Fox Corp for$22 billion, uniting the broadcaster's content empire with Roku's streaming distribution footprint. • Roku, a content distributor, carries streaming apps from Paramount and Netflix and has ⁠benefited from consumers leaving traditional TV.

MACOM Technology Solutions Q3 Earnings Call Highlights
MarketBeat12d agoneutral
MACOM Technology Solutions Q3 Earnings Call Highlights

MACOM Technology Solutions (NASDAQ:MTSI) reported record fiscal third-quarter results, citing strong demand across its data center, industrial and defense, and telecom markets. The company also issued fourth-quarter guidance that calls for another sequential increase in revenue, margins and adjusted

Lexicon Pharmaceuticals Q2 Earnings Call Highlights
MarketBeat12d agoneutral
Lexicon Pharmaceuticals Q2 Earnings Call Highlights

Lexicon Pharmaceuticals (NASDAQ:LXRX) reported a wider second-quarter loss as revenue declined sharply from the prior-year period, while the company highlighted completed enrollment in its Phase III SONATA-HCM trial and outlined plans to resubmit a new drug application for ZYNQUISTA in type 1 diabet

MKS Q2 Earnings Call Highlights
MarketBeat12d agoneutral
MKS Q2 Earnings Call Highlights

MKS (NASDAQ:MKSI) reported second-quarter 2026 revenue of $1.25 billion, up 16% sequentially and 28% from a year earlier, as demand increased across semiconductor, electronics and packaging, and specialty industrial markets. Management said revenue and key profitability measures reached the high end