News — AI supercycle headlines

Zacks16h agobullish

Astera Labs Q1 Earnings Beat Estimates, Revenues Increase Y/Y

ALAB tops Q1 estimates as revenue nearly doubles, fueled by PCIe 6 demand and AI connectivity growth, with Scorpio set to accelerate.

ADI ALAB AMAT

Zacks17h agobullish

Mercury Systems Q3 Earnings Beat on Record Bookings & Backlog

MRCY fiscal Q3 earnings surge on record bookings and backlog, as strong demand and execution drive revenue growth and outlook boost.

Simply Wall St.17h agobullish

Analog Devices (ADI) Is Up 5.6% After Analyst Upgrades Ahead Of Earnings - What's Changed

Analog Devices has recently outperformed the broader market ahead of its 20 May 2026 earnings release, as analysts expect higher earnings per share and revenue than a year ago and have raised their forecasts accordingly. At the same time, CEO Vincent Roche exercised 10,000 stock options and sold 10,000 shares under a pre-arranged Rule 10b5-1 plan, a move that contrasts with the generally upbeat analyst view of the company’s business outlook. We’ll explore how rising analyst optimism about...

ADI

Zacks20h agobullish

MTCH Q1 Earnings & Revenues Beat Estimates, Revenues Nearly Flat Y/Y

MTCH beat Q1 estimates as Hinge revenues jump 28.3%, offsetting payer declines and flat FX-neutral revenue growth.

ADI AMAT

Zacks1d agobullish

Advanced Energy Q1 Earnings Beat Estimates, Revenues Increase Y/Y

AEIS tops Q1 estimates as AI-driven demand fuels 26% revenue growth and surging data center sales, prompting higher 2026 growth targets.

ADI AMAT

Zacks2d agoneutral

Cirrus Logic to Release Q4 Earnings: Here's What to Expect

CRUS gears up for Q4 FY26 earnings with rising revenue and EPS estimates, driven by strong demand in mobile, PCs and growing mixed-signal momentum.

ADI CRUS MPWR QCOM

Zacks7d agoneutral

VRNS Q1 Earnings Surpass Expectations, Revenues Increase Y/Y

Varonis Systems posts Q1 earnings and revenue beat as SaaS growth accelerates, ARR surges and full-year outlook is raised.

ADI AMAT

Zacks8d agoneutral

NXP Semiconductors (NXPI) Q1 Earnings and Revenues Top Estimates

NXP (NXPI) delivered earnings and revenue surprises of +2.46% and +1.95%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

ADI