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A guidance cut just vaporized nearly half one stock's value, while a defense-tech name claws back from a brutal week and a pre-revenue optics play rides a sector surge. Three very different stories are unfolding in photonics today.

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

Blaize Holdings Inc (BZAI) cuts 2026 revenue outlook by over 65% but projects strong 2027 growth backed by a $50 million backlog.

Blaize Holdings, Inc. (BZAI) delivered earnings and revenue surprises of -16.67% and -4.71%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Blaize (NASDAQ:BZAI) lowered its full-year 2026 revenue outlook to $40 million to $43 million, from prior guidance of $130 million, citing delayed customer deployments, commercial opportunities that did not convert as expected, higher memory costs and a provision tied to an outstanding Starshine rec

Blaize Holdings Inc. (NASDAQ:BZAI) is one of the best future stocks to buy under $10. On June 24, SPHERE AX announced a strategic memorandum of understanding with US-based AI semiconductor company Blaize to pursue the joint development and commercialization of Physical AI products. Signed at the National Assembly, the partnership aims to integrate Blaize’s semiconductor […]

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud powerhouse is the marquee headline, but the money is quietly rotating into the picks-and-shovels names that get paid whether Oracle, Microsoft, or Meta wins the ... Oracle Just Became an AI Cloud Powerhouse. Here Are 5 Under-the-Radar Stocks Along for the Ride

Why Blaize Holdings (BZAI) Is Back in Focus Recent attention on Blaize Holdings (BZAI) stems from two opposing storylines: legal scrutiny following a short seller report, and at the same time, new rugged edge AI product activity showcased with Winmate at COMPUTEX 2026. See our latest analysis for Blaize Holdings. The stock has been volatile, with a 66.05% 90 day share price return following earlier weakness. However, the 1 year total shareholder return is still down 30.38%, suggesting...

Thank you for joining Blaize Holdings, Inc.'s Fourth Quarter 2025 Earnings Call. Before we begin the prepared remarks, we would like to remind you that earlier today, Blaize Holdings, Inc. issued a press release announcing its fourth quarter and full year 2025 results. Earnings materials are available on the Investor Relations section of Blaize Holdings, Inc.'s website.

Tracking generative AI as a daily beat means watching dozens of funds slap the “AI” label on portfolios that look suspiciously like a Nasdaq-100 mirror. After cutting through that noise, three names keep surfacing as genuinely thoughtful ways to own the theme: the Roundhill Generative AI & Technology ETF (NYSEARCA:CHAT), the Invesco AI and Next ... After Following Generative AI Every Single Day These 3 ETFs Keep Rising to the Top of My Research

Unknown Executive: Before we begin the prepared remarks, we would like to remind you that earlier today, Blaize Holdings, Inc. issued a press release announcing its first quarter 2026 results. Earnings materials are available on the Investor Relations section of Blaize Holdings, Inc.'s website. Today's earnings call and press release reflect management's views as of today only and include statements related to our 2026 financial guidance, revenue, gross margin, competitive position, anticipated industry trends, market opportunities, products and financing opportunities, all of which constitute forward-looking statements under the federal securities laws.

Moby summary of Blaize Holdings, Inc.'s Q1 2026 earnings call

Blaize Holdings Inc (BZAI) reports a 170% revenue increase and strategic expansions, despite facing supply chain constraints and a significant net loss.

Blaize (NASDAQ:BZAI) executives said the company remains on track for its full-year 2026 revenue target despite a first-quarter revenue shortfall tied to constrained availability of AI servers using high-bandwidth memory. Chief Executive Officer Dinakar Munagala said on the company’s first-quarter

Blaize Holdings, Inc. (BZAI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Tech stocks were mixed late Monday afternoon, with the State Street Technology Select Sector SPDR ET

Tech stocks edged up Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK)

In April 2026, Blaize Holdings announced a series of AI-focused collaborations and contracts, including a Memorandum of Understanding with PT Datacomm Diangraha in Indonesia, a separate edge AI alliance MOU with Winmate Inc., new Blaize AI Services, and a NeoTensr contract valued at up to US$50,000,000 in its first year. Together, these agreements highlight Blaize’s push to embed its hybrid AI inference platform into emerging edge data center, public safety, and industrial AI deployments...

Nokia Oyj has signed a multi year 5G RAN deal with Virgin Media O2 to modernize and expand the UK operator’s 5G network using its AirScale portfolio. The company has also expanded its AI collaboration with Blaize Holdings to co develop hybrid AI infrastructure solutions. Both initiatives were highlighted at GITEX Asia 2026, underscoring Nokia's focus on 5G and AI driven networking for operators and enterprises. For investors tracking HLSE:NOKIA, these announcements arrive with the share...

A week ago, Blaize Holdings, Inc. ( NASDAQ:BZAI ) came out with a strong set of annual numbers that could potentially...

Blaize Holdings Inc (BZAI) reports strong revenue growth and strategic global partnerships, despite facing significant net losses and supply chain challenges.

Blaize (NASDAQ:BZAI) executives highlighted rapid revenue growth in 2025 and outlined plans to expand deployments and introduce a new services layer during the company’s fourth-quarter 2025 earnings call. Revenue ramp in 2025 and Q4 performance Chief Executive Officer Dinakar Munagala said Blaize g

As February begins, major U.S. stock indexes have surged, with the Dow Jones Industrial Average climbing 515 points and the S&P 500 nearing a record high. In this context of market optimism, investors are increasingly looking at diverse opportunities across different sectors. Though 'penny stocks' might seem like an outdated term, they still signify smaller or newer companies that can offer substantial growth potential when backed by strong financials. By focusing on these types of stocks...

Blaize Holdings, Inc. (NASDAQ:BZAI) is one of the best AI penny stocks to buy right now. On February 11, Blaize Holdings, Inc. (NASDAQ:BZAI) named Stephen Patak Chief Revenue Officer to lead global revenue and go-to-market strategy as the AI infrastructure firm expands across public and private sector markets. On January 27, Blaize Holdings, Inc. (NASDAQ:BZAI) […]

Nokia Oyj (HLSE:NOKIA) has announced that Board Chair Sari Baldauf will step down, with Timo Ihamuotila proposed as the new Chair. Ihamuotila has recently acquired Nokia shares, signaling increased insider ownership ahead of the proposed leadership handover. Nokia has entered into an MOU with Blaize Holdings to work on AI and edge computing solutions. The company has also signed a multi billion dollar partnership with Nvidia focused on accelerating its 5G, 6G and AI ambitions. Nokia sits at...

Blaize Holdings (BZAI) has attracted fresh attention after signing a non binding Memorandum of Understanding with Nokia to jointly develop and deploy energy efficient, edge focused AI inference systems across the Asia Pacific region. See our latest analysis for Blaize Holdings. Even with the Nokia and Telangana MoUs in focus, Blaize Holdings’ share price has had a tough run, with a 90 day share price return showing a 54.19% decline and a 1 year total shareholder return showing a 70.78%...