Record Q2 revenue of $460 million, up 24% year-over-year, driven by surging silicon photonics and RF infrastructure demand, with 2028 targets raised to $3.6 billion in revenue.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
IPG Photonics Corp (IPGP) reports 11% revenue growth, driven by industrial solutions and emerging products, while announcing a major medical acquisition.
Central Bancompany Inc (CBC) reports a 16% year-over-year increase in adjusted net income, robust loan growth, and a refreshed $100 million buyback authorization.
Biopharmaceutical company Gilead Sciences (NASDAQ:GILD) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 10.2% year on year to $7.80 billion. On the other hand, the company’s full-year revenue guidance of $30.25 billion at the midpoint came in 0.6% below analysts’ estimates. Its non-GAAP loss of $6.75 per share was 6.9% above analysts’ consensus estimates.
Despite a strong international performance and record restaurant margins, McDonald's faces a US slowdown as it works to restore value leadership and operational excellence.
CAT delivers historic Q2 with 73% adjusted EPS growth, driven by surging data center demand and broad-based strength across all segments.
FIS delivered robust Banking Solutions performance and boosted its free cash flow guidance, while navigating a challenging quarter in Capital Markets amid strategic portfolio reviews.
Caterpillar (NYSE:CAT) reported record second-quarter sales and revenues of $20.5 billion, up 24% from a year earlier, as demand increased across its Construction Industries, Resource Industries and Power & Energy segments. The company said it was the first quarter in its history with more than
Moby summary of Sunoco LP's Q2 2026 earnings call
Wix.com Ltd (WIX) reports 15% revenue growth in Q2 2026, with proprietary AI model Base 1 driving dramatic improvements in Base44 gross margins and accelerating self-creator adoption.
Moby summary of Waters Corporation's Q2 2026 earnings call
Arista stock jumped as Q2 earnings and revenue handily beat estimates amid strong demand for AI cloud computing networking gear.
Hut 8 Corp (HUT) reports 81% revenue growth and secures major investment-grade financing, despite a non-cash GAAP net loss from Bitcoin's decline.
Merck raises full-year guidance on robust KEYTRUDA and new product momentum, while navigating acquisition-related EPS impact and pipeline setbacks.
NRG Energy Inc (NRG) secures a transformative 'bring your own power' project with a hyperscaler, targeting $500 million in annual EBITDA while reaffirming 2026 guidance and shareholder returns.
Sterling Infrastructure Inc (STRL) raises full-year guidance amid record backlog and robust e-infrastructure demand.
Global entertainment and media company Disney (NYSE:DIS) will be reporting earnings this Wednesday before market open. Here’s what investors should know.
Bruker Corp (BRKR) posts 5.2% revenue growth and 53% EPS jump, driven by strong biopharma and semiconductor orders despite U.S. academic weakness.
Moby summary of AudioCodes Ltd.'s Q2 2026 earnings call
Diamondback Energy Inc (FANG) leverages low global inventories and record operational efficiency to boost production, while advancing innovative power and EOR projects to unlock future cash flows.
Energy Transfer LP (ET) boosts 2026 adjusted EBITDA guidance to $18.8-$19.1 billion on record NGL exports and robust segment performance.
Moby summary of Albany International Corp.'s Q2 2026 earnings call
Technology real estate company Opendoor (NASDAQ:OPEN) fell short of the market’s revenue expectations in Q2 CY2026, with sales falling 43.7% year on year to $883 million. Its GAAP loss of $0.17 per share was significantly below analysts’ consensus estimates.
Moby summary of Spotify Technology S.A.'s Q2 2026 earnings call
AMD earnings beat on revenue, profit, and margin, and guidance hit $13 billion. The stock still fell 8% after hours.
Arista Networks stock soared Tuesday after the network infrastructure company reported better-than-expected second-quarter earnings. The results provided further evidence that demand for artificial-intelligence services is accelerating, with hardware suppliers like Arista among the main beneficiaries. Arista reported adjusted earnings of $1.02 a share for the second quarter, up from 73 cents last year and above analysts’ call for 89 cents, per FactSet.
Pinterest stock fell late Tuesday, despite reporting second-quarter results that topped expectations. Pinterest's in-line third-quarter guidance may have been a disappointment after rival digital ad platforms Reddit and Snap offered stronger forecasts. The San Francisco-based Pinterest earned an adjusted 43 cents per share for the June-ended quarter, up 30% from a year earlier and ahead of the 36 cents per share that analysts polled by FactSet were forecasting.

AMD (AMD) reported second quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.66 (compared to analyst estimates of $1.62), and revenue came in at $11.54 billion (compared to analyst estimates of $11.31 billion).Futurum chief market strategist Shay Boloor shares his thoughts with Yahoo Finance's Josh Lipton.
SpaceX’s capital expenditure was dominated by AI-related costs in the quarter and came in at $18.4 billion.
The company posted $7.8 billion in revenue, topping estimates, but capital expenditures of $18.4 billion rattled investors