News

Cameco (NYSE:CCJ) executives said first-quarter 2026 results were in line with the company’s annual plan and reiterated full-year guidance, while offering extensive commentary on the outlook for nuclear power, uranium contracting, and growth opportunities tied to Westinghouse’s AP1000 reactor techno

Peabody Energy (NYSE:BTU) executives highlighted stronger-than-expected thermal performance, improving seaborne market conditions, and a detailed remediation plan at its Centurion metallurgical operation during the company’s first-quarter 2026 earnings call. Management also discussed early-stage dev

Long-term demand is the most important focus for nVent.

Albemarle recently declared a quarterly common stock dividend of US$0.405 per share, payable on July 1, 2026, to shareholders of record on June 12, 2026, while analysts now expect a sharp improvement in first-quarter 2026 earnings versus last year’s losses. This combination of a maintained cash return to shareholders and rising expectations for a lithium-driven earnings recovery is sharpening investor focus on the company’s operational progress and market positioning. We’ll now explore how...

EPS on a GAAP basis increased to $1.61 from $1.50.

Veeco Instruments (VECO) reported Q1 non-GAAP earnings late Tuesday of $0.14 per diluted share, down

May 6 (Reuters) - European shares rose on Tuesday, with oil prices dropping and investor optimism rising after U.S.

Aptiv (NYSE:APTV) reported first-quarter 2026 results alongside the completion of a major portfolio shift, after the company separated its Electrical Distribution Systems (EDS) business into a newly independent public company, Versigent. Executives said the move sharpens Aptiv’s focus on advanced so

BigBear.ai (NYSE:BBAI) executives highlighted stronger gross margins, growing backlog and recent contract wins in national security and travel and trade markets during the company’s first-quarter 2026 earnings call, while maintaining its full-year revenue outlook. Strategy centered on national secu

The stodgy earnings call is morphing into a new kind of corporate performance, designed to be watched, clipped, and shared.

Infineon Technologies said revenue for the year to the end of September should grow significantly as artificial intelligence fuels demand for semiconductors.

Arm reports earnings Wednesday as investors focus on its move into data center CPUs, a business shift that could put the chip-design company in competition with some of its own customers.

TE Connectivity (TEL) stock is in focus after the company reported second quarter results and issued fresh guidance that points to higher expected sales and earnings for the upcoming quarter. See our latest analysis for TE Connectivity. The stock has eased in recent months, with a year to date share price return of an 11.27% decline, but a 1 year total shareholder return of 41.33% and a 3 year total shareholder return of 79.47% point to momentum that has rewarded longer term holders. The...

In the days leading up to its recently released first-quarter results, Fastly attracted attention as investors anticipated revenue growth of 16% to 20.4% year on year and a shift from a non-GAAP net loss to net income per share. Investor optimism was further reinforced by strong AI-related earnings from peer DigitalOcean, which highlighted broader enthusiasm for edge infrastructure providers like Fastly. With that backdrop and rising expectations for improved profitability, we’ll now examine...

Arista Networks (NYSE:ANET) reported fiscal first-quarter 2026 results for the period ended March 31, 2026, with management pointing to continued momentum in cloud, AI networking, and enterprise, while also flagging supply constraints and related cost pressures that could weigh on margins. Q1 reven

AMC Entertainment (NYSE:AMC) reported what Chairman and CEO Adam Aron called its “best Adjusted EBITDA first quarter result since 2019 pre-pandemic,” highlighting a $96 million year-over-year improvement as box office trends strengthened and per-patron economics hit records. First-quarter performan

KLA (NasdaqGS:KLAC) is highlighted as a key supplier as AI driven semiconductor demand strains global equipment capacity. The company, alongside peers such as ASML and Lam Research, is reported to be running at or near full capacity as chipmakers scale advanced AI manufacturing. Industry wide bottlenecks in critical inspection and process control tools raise questions about how quickly new AI focused fabs can be equipped. KLA sits at the center of this buildout, supplying inspection and...

Atlas Energy Solutions (NYSE:AESI) executives told investors the company is seeing improving conditions in West Texas sand and logistics, while its emerging private power business has accelerated with new equipment supply commitments and a first private grid power purchase agreement. First-quarter

Veeco Instruments (NASDAQ:VECO) reported first-quarter fiscal 2026 results within its guidance ranges and highlighted what executives described as rising multi-year demand tied to artificial intelligence infrastructure, particularly in silicon photonics and advanced packaging. Revenue for the quart

Upstart (NASDAQ:UPST) reported strong first-quarter 2026 growth while reiterating full-year guidance, as newly appointed CEO Paul Gu and newly hired CFO Andrea Blankmeyer emphasized a strategy centered on capital-efficient expansion, improving AI-driven underwriting, and scaling newer lending produc

Customer obsession, operational excellence and disciplined capital allocation have guided us since our inception, and they're the same principles guiding us through this period. As we shared previously, January marked the low point in our Product Commerce revenue growth rate. The customer behavior we've seen since the data incident reinforces this.

TransMedics Group (NASDAQ:TMDX) reported first-quarter 2026 revenue of $174 million, up about 21% year over year and 8% sequentially, as the company continued to expand adoption of its Organ Care System (OCS) platform and its National OCS Program (NOP) logistics model while increasing investment in

Tempus AI (NASDAQ:TEM) reported first-quarter 2026 revenue of $348.1 million, up a little over 36% year over year, as the company posted growth across both its diagnostics and data and applications segments and raised its full-year outlook. Founder and CEO Eric Lefkofsky said diagnostics revenue ca

Skyworks Solutions (NASDAQ:SWKS) reported fiscal second-quarter 2026 results that came in above its guidance, citing strength in both its mobile business and broad markets portfolio. Management also highlighted a “significant multi-generational design win” with a leading Android OEM, new product int

Talen Energy (NASDAQ:TLN) reported first-quarter 2026 results that management said reflected strong operational performance through winter weather events, continued tightening in PJM power markets, and the early benefits of recent acquisitions. The company also reaffirmed its 2026 guidance, outlined

SSR Mining executives highlighted a “strong and productive start to the year” during the company’s first-quarter 2026 earnings call, emphasizing strong free cash flow generation, a debt-free balance sheet, and progress toward a major portfolio shift following the announced sale of the Çöpler mine in

Super Micro Computer (NASDAQ:SMCI) reported fiscal third-quarter 2026 results marked by sharp year-over-year growth, a sequential revenue decline tied to customer site readiness delays, and a notable rebound in gross margin. The company also addressed a recent U.S. Department of Justice indictment i

In early May 2026, The Estée Lauder Companies Inc. reported third-quarter fiscal 2026 results showing sales of US$3,712 million and net income of US$89 million, affirmed a quarterly dividend of US$0.35 per share, and lowered full-year reported EPS guidance to US$0.69–US$0.83. Alongside these results, Estée Lauder disclosed a proposed CA$1.52 million class-action data-breach settlement in Canada and highlighted guidance for an unfavorable sales impact and EPS dilution in the fourth quarter,...

Schrodinger (NASDAQ:SDGR) reported first-quarter 2026 results and highlighted progress in its transition to hosted software licensing, growth in annual contract value (ACV), and recent business development activity tied to its drug discovery collaborations. First-quarter metrics and hosted transiti

Navitas Semiconductor (NASDAQ:NVTS) reported first-quarter 2026 results that management said marked “another quarter of solid progress” in its ongoing shift toward higher-power markets, with revenue returning to sequential growth and high-power applications making up a larger share of the business.