News

A multibillion-dollar tax benefit made the social media giant's first-quarter bottom line look much stronger than it really was.

Arista Networks delivered a strong Q1 report, but its stock still lost ground.

Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli

Despite a lower-than-expected loss in fiscal Q2, FuboTV's latest quarterly report had problem points.

The S&P 500 and Nasdaq hit new highs on Iran deal hopes. Nvidia leads new buys with Arm a big earnings mover late.

Arm Holdings forecast first-quarter revenue above Wall Street expectations on Wednesday, benefiting from higher adoption of its chip technology as tech firms spend heavily on artificial intelligence compute. The company expects quarterly revenue ‌of $1.26 billion, compared with estimates of $1.25 billion, according to data compiled by LSEG. Arm generates revenue by licensing its ‌technology to companies such as Nvidia and Apple, collecting royalty payments for every product built using its designs.

Super Micro forecast June-quarter profit above estimates after adjusted gross margin reached 10.1% in the fiscal third quarter.

Space-related funds are seeing a surge of inflows as investors eagerly await the IPO of Elon Musk's SpaceX (SPAX.PVT). In the latest installment of Yahoo Finance's ETF Report, TMX VettaFi head of research Todd Rosenbluth to talk about the ETFs that could draw in the most investors — like the Procure Space ETF (UFO) — as interest in the broader space economy grows. Rosenbluth goes on to weigh in on prediction market ETFs that are set to launch.

AMD reported strong earnings results and fantastic guidance.

I keep hitting the buy button on Oracle (NYSE:ORCL) because I have rarely seen a backlog like the one this company is sitting on, and I want to own as many shares as I reasonably can before the market fully prices it in. The thing that pulls me back, again and again, is a single ... Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year

Corning struck a $500 million deal with Nvidia to supply components for the artificial intelligence leader's data center build-out.

Advanced Micro Devices (AMD) stock rips and tears higher in Wednesday's pre-market session after beating Wall Street's earnings and revenue estimates. The semiconductor manufacturer also topped forecasts for its second quarter guidance. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland analyze the current narratives around the chip space, AI data center demand, and the catalysts for AMD in these late stages of the AI Boom.

The server maker posted improved margins in its fiscal third quarter and projected revenue above Wall Street expectations, driven by sustained strong demand for artificial intelligence data center infrastructure.

Data center demand drives upbeat Q2 outlook

Company forecasts Q4 revenue above estimates despite Q3 miss

U.S. semiconductor stocks rose on Wednesday as Advanced Micro Devices' strong outlook boosted investor confidence about sustained demand for AI infrastructure and that a ‌shift toward CPUs would spur the next leg of spending. AMD jumped nearly 18% in premarket ‌trading and is on track to hit a record high if gains hold in market hours, while rival Intel rose 6%. Chip designer Arm Holdings soared 11%, while Qualcomm gained about 4%.

By Sai Ishwarbharath B and Haripriya Suresh BENGALURU, May 6 (Reuters) - India's offshore technology centers are expected to have generated $98.4 billion in revenue for fiscal 2026, nearing levels

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

Lumentum (NASDAQ:LITE) reported what President and CEO Michael Hurlston described as an “exceptional” fiscal third quarter of 2026, with revenue rising 90% year-over-year to a record $808 million, driven primarily by transceivers and laser chips. The company also posted significant profitability gai

CoreWeave, one of the more polarizing AI stocks, is on the reporting docket this week. But what can investors expect?

Cathie Wood just made a massive move ahead of a key tech earnings report. The ARK Invest founder trimmed $12 million in CoreWeave (CRWV) stock just days before the company reports earnings in a couple of days' time. On May 4, ARK sold 99,692 shares of CoreWeave across multiple ETFs, locking ...

Lumentum shares fall after the optical networking giant reported fiscal third-quarter earnings, narrowly missing lofty revenue expectations.

Moby summary of Eaton Corporation plc's Q1 2026 earnings call

Advanced Micro Devices (AMD) posted first quarter results that beat Wall Street estimates, reporting adjusted earnings of $1.37 per share (vs. estimates of $1.28) and revenue of $10.25 billion (vs. estimates of $9.89 billion). Futurum CEO Daniel Newman comes on Market Domination Overtime to dive into the AI chipmaker's earnings release and what it may signal about CEO Lisa Su's growth outlook and the company's tightening competition with Nvidia (NVDA). The stock is getting a lift in Tuesday's after-hours trading at the time of this video being posted.

Advanced Micro Devices beat estimates for the first quarter on strong sales of AI infrastructure and data center chips. AMD stock rose.

Investors are no longer just chasing the GPUs that train AI models. They're also chasing the memory and storage needed to keep those systems running.

Nvidia and ServiceNow are teaming up to launch a new kind of AI agent.

Moby summary of Procore Technologies, Inc.'s Q1 2026 earnings call