News

Following AMD’s strong earnings and upgraded server CPU outlook, Intel is seeing renewed Wall Street optimism around its foundry progress and CPU pricing power.

CDW (CDW) is back in focus after first quarter 2026 results showed revenue of US$5.68b and net income of US$235.4m, along with continued investment in AI infrastructure and internal efficiency programs. See our latest analysis for CDW. Despite the Q1 beat and ongoing AI and efficiency initiatives, recent share price momentum has been weak, with a 7 day share price return of 19.47% and a 1 year total shareholder return of 37.75% as of the latest US$110.25 close. This points to fading sentiment...

Pagaya Technologies (NASDAQ:PGY) reported first-quarter 2026 results that marked its fifth consecutive quarter of GAAP profitability, while management emphasized disciplined underwriting, continued partner onboarding momentum, and a funding strategy designed to remain flexible amid market volatility

MP Materials beats Q1 estimates with record NdPr output and sales, but rising costs, weak momentum and premium valuation pressured shares.

Shares of Monster Beverage surged 15% after it posted a better quarter than Wall Street expected, just a day after rival Celsius delivered a better-than-expected earnings report.

Red Cat Holdings Inc (RCAT) reports an 849% revenue increase, driven by advanced drone technologies and strategic market positioning, despite facing operational challenges.

PLUG heads into Q1 results with growth in services and hydrogen revenues, but rising costs and forex headwinds may pressure margins.

Innodata stock soars on a market-beating Q1 and impressive future guidance. Wall Street continues to see further upside in INOD shares in 2026.

Power infrastructure, land, data centers—these take years to permit, finance, and build. This quarter, we demonstrated what disciplined execution against it looks like at a global scale. In AI infrastructure, secured power is only valuable if it can be converted into customer-ready compute.

ARM hits strong quarterly revenues as AI cloud demand, AGI CPU traction and rising royalty growth strengthen its AI infrastructure push.

Strategy is evolving into a leveraged Bitcoin play layered with rising income features, leaving investors to weigh extreme volatility against Wall Street’s 'Strong Buy' consensus.

APP jumps after Q1 2026 earnings as AI ad growth, 85% EBITDA margins and a June platform launch fuel investor optimism.

ABNB shares gain after Q1 revenues beat estimates and bookings stayed strong despite higher cancelations tied to the Middle East conflict.

This option trade on Nvidia offers a healthy annualized return and multiple ways to make it a success.

HubSpot beats Q1 estimates as AI monetization, enterprise traction and multi-hub adoption fueled strong revenue and profit growth.

Bank of America raised its price objective on Arm Holdings after the chip-design company posted a stronger March quarter, but the firm stopped short of turning more bullish on the stock as investors continue to price in a larger artificial-intelligence opportunity. In the Bank of America note, ...

TBLA Q1'26 loss matches estimates as revenues rise 9.1% to $466.4M, topping forecasts, driven by Realize momentum and stronger advertiser spend.

NVTS beats Q1 loss estimates as high-power markets surge, margins improve and Q2 guidance calls for more sequential revenue growth.

Fastly Q1 2026 swings to 13 cents non-GAAP EPS on 19.8% revenue growth as security and compute surged; lifts 2026 outlook.

Block's earnings were impressive, but the most important part could be its future AI potential.

IRWD beats Q1 earnings and revenue estimates with Linzess sales surging on strong demand, but shares slide despite better-than-expected results.

Uber beats on Q1 EPS and forecasts strong bookings despite Middle East tensions. Its shares have declined in the past six months amid robotaxi competition.

Vertex's new drugs are gaining momentum as Alyftrek tops $1 billion in sales and Journavx prescriptions accelerate.

Microchip beats fiscal Q4 estimates as bookings surge, inventory drops and AI/data center demand grows; guides double-digit June-quarter sales.

John Hopkins: Thank you, Rodney, and good afternoon, everyone. Let me remind you why NuScale is uniquely positioned to capture this historic opportunity. As you can see on Slide 3, we are differentiated on the dimensions that matter: regulatory leadership, fuel supply availability, true modular factory fabrication, deployment readiness and safety.

Sam Rubin: Thank you, operator. A strategy that leverages our core technologies, coupled with carefully curated acquisitions that allowed us to shift to a vertically integrated provider of high-value infrared optics and camera systems, a shift built around higher revenue and higher gross margins. The third quarter carried that momentum with record revenue, broader customer adoption, a deeper system backlog and just as importantly, stronger margins and cash flow.

Moby summary of RGC Resources, Inc.'s Q2 2026 earnings call

HIMS first-quarter 2026 results are likely to benefit from Labs and branded weight loss medications even as higher costs and GLP-1 scrutiny linger.

OSS tops Q1 estimates as defense shipments, AI edge demand and record bookings drive revenue growth and margin expansion.

Microchip Technology (MCHP) delivered Q4 results and guidance above Wall Street expectations, reinfo