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Moby summary of Construction Partners, Inc.'s Q3 2026 earnings call

Moby summary of Essent Group Ltd.'s Q2 2026 earnings call

Moby summary of Oklo Inc.'s Q2 2026 earnings call

Moby summary of Century Casinos, Inc.'s Q2 2026 earnings call

Nvidia closed out the week on a hot streak thanks to big news from SpaceX and an easing of fears around the AI trade.

Moby summary of Gray Media, Inc.'s Q2 2026 earnings call

Moby summary of Atmus Filtration Technologies Inc.'s Q2 2026 earnings call

Moby summary of Arko Corp.'s Q2 2026 earnings call

Moby summary of ACM Research, Inc.'s Q2 2026 earnings call

Is a stock down more than 80% in a year cheap, or just cheaper?

The July jobs report suggests the labor market is weaker than many thought.

Nvidia is set to report second-quarter earnings on Aug. 26 after the market close, and the options market is pricing in an 8.8% move in either direction. The goal is to either have the put expire worthless and keep the premium, or to take assignment and acquire the stock below the current price. Importantly, anyone selling puts must understand that they may be assigned 100 shares at the strike price.

Dutch Bros' stock is being punished, but its actual operations remain stronger than ever.

Moby summary of Fluor Corporation's Q2 2026 earnings call

Moby summary of AdvanSix Inc.'s Q2 2026 earnings call

Silvaco Group (NASDAQ:SVCO) reported second-quarter fiscal 2026 revenue growth of 48% year over year and returned to non-GAAP operating profitability, as the semiconductor software company highlighted expanding intellectual property sales, cost reductions and new partnerships focused on AI-enabled m

Moby summary of Global Partners LP's Q2 2026 earnings call

Warsh has not yet delivered on promises to defeat inflation.

Homegrown companies continue to struggle to access capital and move from research to commercialization

SharonAI Holdings, Inc. Class A Common Stock (NASDAQ:SHAZ) said it expanded its secured AI factory capacity, contract backlog and funding during the second quarter, as the company works to deploy GPU infrastructure across Australia and New Zealand. Chief Executive Officer and co-founder James Manni

U.S. stocks haven't had a week this strong for months. The S&P 500 and Dow are up 2.9% and 2.7%, respectively, through Thursday—putting both on track for their largest weekly gains since the week ending April 17.

(Bloomberg) -- After spending much of the year in the stock market doghouse over fears about their profligate spending on artificial intelligence, the world’s biggest technology companies are suddenly leading the way once again. Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbi

PubMatic (NASDAQ:PUBM) reported second-quarter revenue growth of 11% year over year, returning to double-digit growth ahead of its prior expectations, as the company cited momentum in connected TV, mobile applications and AI-powered products. Adjusted EBITDA rose 38% from a year earlier to $19.6 mi

The bond market is telling quite a tale for those willing to listen.

Earnings season is showing that consumers are still spending and paying their bills, as indicated by SoFi and Visa.

Firmus said on Friday it had raised $2 billion in equity in its ‌latest funding round to speed up the ‌build-out of AI factories in Australia and Asia Pacific, bringing up ​the company's post-money valuation to above $10.5 billion. Here are the details: • The latest funding round saw follow-on participation from Nvidia and tech investor Coatue Management, along with ‌backing from Blackstone's funds ⁠and Jane Street. The raise values Australia-based Firmus post-money above $10.5 billion, nearly double ⁠the $5.5 billion valuation from its earlier round in April.

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.

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

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 ...

Brookfield (TSX:BN) has completed its acquisition of Oaktree, expanding its global credit management platform. The company has entered a multi billion dollar joint venture with Blackstone and KKR for Kuwait’s entire pipeline network. Brookfield has formed a partnership with NAVER and NVIDIA to build one of the world’s largest AI focused data center infrastructure platforms. Consider expanding your watchlist to other companies shaping AI infrastructure and related assets through 56 AI...