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Vertex raises full-year 2026 revenue guidance to $13.1-$13.2 billion as CASGEVY and JOURNAVX show strong sequential growth, while advancing a robust pipeline and strategic Crinetics acquisition.
Ichor Holdings Ltd (ICHR) reports strong Q2 2026 results with record demand visibility, guiding to 12% sequential revenue growth in Q3 and a clear path to 20% gross margins.
Advanced Energy Industries Inc (AEIS) posts record Q2 2026 results with revenue up 30% year-over-year, raises full-year outlook on strong demand and new product traction.
Shares recently jumped 22% after Saudi Prince Alwaleed disclosed a 5% stake; the PIF remains Lucid’s largest shareholder with a 45% position.
ON Semiconductor Corp (ON) reports strong Q2 2026 results with record free cash flow and a bullish outlook on AI data center growth, despite near-term supply constraints.
BWXT posts 18% revenue growth, raises full-year guidance, and sharpens focus on nuclear core markets with $800 million medical business sale.
Adeia Inc (ADEA) raises long-term revenue target to $600M as non-Pay-TV recurring revenue nearly doubles Pay-TV, driven by hybrid bonding adoption and strategic diversification.
Snap Inc (SNAP) delivers strong Q2 with record free cash flow, but faces a Q3 slowdown as World Cup tailwinds fade and infrastructure costs rise.
Palantir Technologies Inc (PLTR) delivers its strongest quarter ever with US commercial revenue surging 149% and a Rule of 40 score of 155%.
Backblaze Inc (BLZE) beats Q2 revenue guidance by $2.5M, signs largest contract in company history, and raises full-year 2026 outlook amid accelerating B2 Cloud growth.
I’ve just returned to the office after an approximately 1,500-mile run across the American West on one of my favorite motorcycles – and I LOVE what I see. “Buy the best, ignore the rest” is as true today as it was years ago, notes Keith Fitz-Gerald, editor of 5 With Fitz.
Circle Internet Group Inc. (NYSE:CRCL) will report earnings for the second quarter before the opening bell on Wednesday. Here is a pre-earnings look at the stablecoin issuer and its stock. Will Circle Beat Earnings Again? Analysts estimate Circle to report earnings per share of $0.19, compared to a loss of $0.43 in the same quarter last year. The issuer of the world’s second-largest stablecoin by market capitalization, USDC (CRYPTO: USDC), is also expected to report revenue of $734.70 million, u
Palantir Technologies Inc. (NASDAQ:PLTR) reported unrealized gains from its investment in Space Exploration Technologies Corp. (NASDAQ:SPCX), boosting its second-quarter earnings, making it the latest major technology company to benefit from the Elon Musk-led company’s blockbuster public debut. SpaceX Stake Added to Quarterly Earnings During the company’s second-quarter earnings call on Monday, CFO David Glazer said unrealized gains from the company’s SpaceX investment contributed $0.03 to GAAP
Amazon.com, Inc. (NASDAQ:AMZN) founder and executive chairman Jeff Bezos is planning to sell up to 15 million Amazon shares worth approximately $4.07 billion. Bezos’ Amazon Stock Sale Is Tied to a Prearranged Trading Plan A Form 144 filing submitted to the Securities and Exchange Commission on Monday showed that Bezos intends to sell 15 million shares of Amazon common stock through Morgan Stanley Smith Barney LLC. The proposed transaction was valued at approximately $4.07 billion based on the ma
Alex Karp accused AI firms of hoarding customer data to “addict” clients to their models while touting Palantir’s software layer.
APA stock has delivered a strong 5 year return while the current valuation checks still suggest the shares lean cheap relative to the company’s fundamentals. The question for investors is whether recent gains have already reflected most of that value or not. Over the last 5 years APA has returned 125.1%, which puts recent share price strength front and center for anyone assessing upside from here. Expectations around earnings growth and margins ahead of the upcoming results can support the...
Palantir Technologies has become a tricky stock for valuation focused investors, with a very strong multi year share price gain sitting alongside mixed signals from different valuation checks. The Discounted Cash Flow (DCF) intrinsic value estimate points to a large margin to the current price, while market based multiples lean in the opposite direction. Over the past three years, Palantir Technologies has delivered a share price return of more than 7x, which puts extra focus on whether the...
On Monday, Palantir Technologies, Inc. (NASDAQ:PLTR) shares surged nearly 15% in after-hours trading as Wall Street commentators praised the AI software company’s blowout second-quarter results and raised outlook. Jim Cramer, Analysts React to Palantir’s Blowout Quarter CNBC’s Jim Cramer took to X and reacted to Palantir’s post-earnings rally on X, saying buyers were "walking up Palantir like the old days," before asking, "But are the old days still viable?" After market buyers walking up Palant
Lamb Weston trades at $51.95 per share and has stayed right on track with the overall market, gaining 12.2% over the last six months. At the same time, the S&P 500 has returned 8.3%.
U.S. futures climbed higher on growing optimism stoked by standout earnings from top American companies, looking past geopolitical uncertainty.
Tim Cook left on a high note, but John Ternus might be facing challenges.
Goldman Sachs trades at $1,016 and has moved in lockstep with the market. Its shares have returned 8.2% over the last six months while the S&P 500 has gained 8.3%.
Record $36B quarterly fundraising drives 17% AUM growth and 20% fee-related earnings increase.
Record $12.1B backlog and 50% HVAC bookings growth signal strong data center demand ahead.
Grab (NASDAQ:GRAB) reported record second-quarter results, with adjusted EBITDA rising 54% year over year to $168 million as the Southeast Asian technology company continued to expand margins, grow its user base and integrate newly acquired financial-services businesses. Chief Executive Officer Ant
Aerospace and defense company TransDigm (NYSE:TDG) will be announcing earnings results this Tuesday before market hours. Here’s what you need to know.
While the top- and bottom-line numbers for Grab (GRAB) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Revenue declined to $152M amid cautious customer demand and rising component costs.
Record indium phosphide revenue surges 164% as AI data center demand accelerates.
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