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Current remaining performance obligations rose 35%

Investors will be watching for the latest print from Cerebras Systems for its Q2 results in the next few days.

A 40-year streak just snapped, and it happened fast enough that most investors missed it entirely. The forces reshaping U.S. crude imports in 2026 point to a handful of refiners and one major sitting at the center of a political and commodity storm.

The offering follows Alphabet's first-ever negative free cash flow and a second capex hike

When a hospital walks out of a Medicare Advantage contract, the member left behind faces a narrower set of protections and a much higher potential bill than most people realize until the letter arrives.

Google Cloud just posted 82% growth while the stock sits 4% below its all-time high, and our model has a very specific date when that gap closes.

Positive readouts in cancer and cardiac drug trials could keep the rally going. Sizing up the stakes for Merck, Moderna, Summit Therapeutics, and more.

Airbnb (ABNB) could see stronger long-term growth from improvements to its main platform, expanding

Strong results, a guide that inches past the quarter behind it, and software the company gives away.

Bitcoin’s climb to $65,000 failed to lift Bitcoin mining stocks, even as MSTR, CRCL, and other crypto-linked equities moved higher.

Griffon's Q3 earnings and revenues beat estimates, with residential demand driving volume gains as it reaffirmed its fiscal 2026 outlook.

American Superconductor's Q1 sales rise 30% and beat estimates, but earnings decline 44.8% as Comtrafo costs, labor and product mix pressure margins.

The inspection comes as investors are closely monitoring if, and when, Boeing will successfully ramp up production after years of strict government-mandated caps. Boeing stock is up 8% this week following a key regulatory approval.

The company is trading at a high P/E ratio for a bank. Does it deserve to?

“Companies are pouring money into AI, and they don’t always know what they’re getting out of it,” Apptio’s Bill Lobig said.

U beat Q2 estimates as revenue climbed 24% and Strategic Revenue surged, while management advanced its timeline for GAAP profitability.

Cloudflare, Inc. (NYSE:NET) shares jumped more than 16% in pre-market trading on Friday after the company reported better-than-expected second-quarter financials and third-quarter guidance, reinforcing the view that demand for its networking and security products is ramping up. The company reported second-quarter adjusted earnings of 29 cents per share on revenue of $696.1 million, beating estimates […]

Watts raised its 2026 sales outlook as surging data center demand boosts growth, while capacity spending, project timing and margins shape the near-term setup.

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

To help viewers find its content faster and engage further, Roku improved its search features and incorporated advanced AI for more accurate interpretations of viewer queries, even when they are broad.

Aswath Damodaran, the NYU Stern professor known as the “Dean of Valuation,” says Big Tech is “collectively overinvesting” in artificial intelligence, driven as much by fear of being left behind as by any clear path to profit. Speaking on the...

ITT's Q2 earnings and revenues beat estimates, fueled by strong segment performance, while the company raised its 2026 outlook.

SPCX pairs profitable Starlink growth and surging AI revenue with heavy capital spending, execution risks and a valuation that leaves little room for misses.

SPCX's 24.5% monthly slide contrasts with surging revenues, profitable Starlink growth and fast AI gains, while valuation and spending keep risks high.

BENGALURU, Aug 7 (Reuters) - Blackstone-owned AGS Health on Friday filed updated draft papers for a 48-billion-rupee ($504 million) initial public offering in India, nearly two months after securing

Lyft (LYFT) stock is getting a boost after topping second quarter earnings estimates. Lyft CEO David Risher comes on Market Catalysts to talk about the rideshare company's latest earnings release and its autonomous driving partnership with Waymo in Nashville, TN.

SPCX's $6.7B cloud deal boosts near-term AI revenue visibility, but heavy capex, concentration and reported AI losses keep economics mixed.

Super Micro Computer heads into Q4 fiscal 2026 earnings with AI infrastructure demand, delayed deployment conversions and margin pressure in focus.

Berkshire investors seem to be warming up to Greg Abel's leadership. 👀 The stock is trading at its highest price since Warren Buffett announced his retirement in May 2025. The recent gains have been fueled by a rotation back into safe-haven plays to hedge against riskier tech stocks. Although it's worth noting that the stock is still badly lagging the S&P 500. 📈 Explore AlphaSpace for charts, analysis, and premium news on Berkshire Hathaway at the link in bio. 👉

SGI's Q2 margins and cash flow improve on synergy gains, but weaker sales and a lower 2026 earnings outlook temper the results.