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ARM Q4 Earnings Call Highlights
MarketBeat100d agoneutral
ARM Q4 Earnings Call Highlights

Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli

Arm forecasts upbeat revenue on surging AI data center demand
Reuters100d agoneutral
Arm forecasts upbeat revenue on surging AI data center demand

Arm Holdings forecast first-quarter revenue above Wall Street expectations on Wednesday, benefiting from higher adoption of its chip technology as tech firms spend heavily on artificial intelligence compute. The company expects quarterly revenue ‌of $1.26 billion, compared with estimates of $1.25 billion, according to data compiled by LSEG. Arm generates revenue by licensing its ‌technology to companies such as Nvidia and Apple, collecting royalty payments for every product built using its designs.

The space ETFs prepping for liftoff ahead of SpaceX IPO
Yahoo Finance Video100d agoneutralVIDEO
The space ETFs prepping for liftoff ahead of SpaceX IPO

Space-related funds are seeing a surge of inflows as investors eagerly await the IPO of Elon Musk's SpaceX (SPAX.PVT). In the latest installment of Yahoo Finance's ETF Report, TMX VettaFi head of research Todd Rosenbluth to talk about the ETFs that could draw in the most investors — like the Procure Space ETF (UFO) — as interest in the broader space economy grows. Rosenbluth goes on to weigh in on prediction market ETFs that are set to launch.

Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year
24/7 Wall St.100d agoneutral
Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year

I keep hitting the buy button on Oracle (NYSE:ORCL) because I have rarely seen a backlog like the one this company is sitting on, and I want to own as many shares as I reasonably can before the market fully prices it in. The thing that pulls me back, again and again, is a single ... Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year

Lumentum Q3 Earnings Call Highlights
MarketBeat101d agoneutral
Lumentum Q3 Earnings Call Highlights

Lumentum (NASDAQ:LITE) reported what President and CEO Michael Hurlston described as an “exceptional” fiscal third quarter of 2026, with revenue rising 90% year-over-year to a record $808 million, driven primarily by transceivers and laser chips. The company also posted significant profitability gai

AMD Q1 earnings: What the chipmaker's growth could mean for Nvidia
Yahoo Finance Video101d agoneutralVIDEO
AMD Q1 earnings: What the chipmaker's growth could mean for Nvidia

Advanced Micro Devices (AMD) posted first quarter results that beat Wall Street estimates, reporting adjusted earnings of $1.37 per share (vs. estimates of $1.28) and revenue of $10.25 billion (vs. estimates of $9.89 billion). Futurum CEO Daniel Newman comes on Market Domination Overtime to dive into the AI chipmaker's earnings release and what it may signal about CEO Lisa Su's growth outlook and the company's tightening competition with Nvidia (NVDA). The stock is getting a lift in Tuesday's after-hours trading at the time of this video being posted.

Veteran fund manager picks best Mag 7 stock for 2026
TheStreet101d agoneutral
Veteran fund manager picks best Mag 7 stock for 2026

Last week’s tech earnings put investors’ attention back on AI spending and whether it’s actually paying off. One megacap stands out, surging nearly 10% over the past five trading days, the best five-day performance among the Magnificent 7 stocks. That’s Alphabet. The stock is up 22% year to date as ...

Can Disney Keep Treading Above $100 After Earnings Tomorrow?
24/7 Wall St.101d agoneutral
Can Disney Keep Treading Above $100 After Earnings Tomorrow?

Investors are watching Disney (NYSE:DIS) ahead of fiscal Q2 2026 results due before the bell tomorrow, May 6. Shares are barely holding $100 at $100.69, down 10.95% YTD. This is new CEO Josh D’Amaro’s first real test. D’Amaro Inherits a Crowded To-Do List Last quarter, Disney beat with adjusted EPS of $1.63 on revenue of ... Can Disney Keep Treading Above $100 After Earnings Tomorrow?

Alphabet closes in on Nvidia's spot as world's biggest company
Reuters101d agoneutral
Alphabet closes in on Nvidia's spot as world's biggest company

Alphabet is on the cusp of overtaking Nvidia as the world's most valuable company, riding on a record stock rally fueled by its artificial intelligence efforts and booming cloud business. The potential ‌reshuffling would put the Google parent at the No.1 spot for the first time in more than a decade. ‌It last held that position briefly in February 2016 before Apple reclaimed the spot. The move reflects a dramatic shift in sentiment as Alphabet emerges as both a ​major AI services provider with its cloud platform and a key rival to Nvidia in chips through custom processors that have won customers such as Anthropic.

Apple Explores Using Intel and Samsung to Build Main Device Chips in the US
Bloomberg102d agoneutral
Apple Explores Using Intel and Samsung to Build Main Device Chips in the US

(Bloomberg) -- Apple Inc. has held exploratory discussions about using Intel Corp. and Samsung Electronics Co. to produce the main processors for its devices in the US, a move that would offer a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing Co.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Gi

V2X Q1 Earnings Call Highlights
MarketBeat102d agoneutral
V2X Q1 Earnings Call Highlights

V2X (NYSE:VVX) executives highlighted double-digit growth, record bookings, and a higher full-year outlook during the company’s first-quarter 2026 earnings call, pointing to continued demand across its portfolio of mission support, aerospace, and training capabilities. First-quarter results show re

'Nobody's doing AI better than Palantir': Earnings takeaways
Yahoo Finance Video102d agoneutralVIDEO
'Nobody's doing AI better than Palantir': Earnings takeaways

Palantir (PLTR) beat first quarter estimates, posting adjusted earnings of $0.33 per share (vs. expectations of $0.28) and revenue of $1.63 billion (vs. expectations of $1.54 billion). Futurum chief market strategist Shay Boloor joins Yahoo Finance to discuss the results.