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Michael Saylor's Strategy (NASDAQ: MSTR) announced its first-quarter 2026 earnings on May 5, right after the closing bell, and the numbers told the story of a company whose balance sheet now moves almost entirely with Bitcoin. Strategy reported a net loss of $12.54 billion, or $38.25 per diluted ...
The rolling 25-day performance for one index of semiconductor stocks has reached its highest level since March 9, 2000 —the day before the dot-com bubble peaked.
Markets are eyeing signs of easing in Mideast tensions and impressive AI-fueled tech earnings.
While the top- and bottom-line numbers for TransMedics (TMDX) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
The divestment of Copler provides a strategic repositioning for SSR Mining Inc. as a focused Americas-based gold and silver producer with a clear emphasis on free cash flow generation. Financially, the business generated more than $210 million in free cash flow in the first quarter of the year.
Michael Thomas Staiger: Good afternoon, and thank you for attending Super Micro Computer, Inc.’s call to discuss financial results for the third quarter of fiscal 2026, which ended March 31, 2026. As you know, with me today are Charles Liang, Founder, Chairman, and Chief Executive Officer, and David E. Weigand, Chief Financial Officer. By now, you should have received a copy of the press release from the company that was distributed at the close of regular trading, and it is available on the company’s website.
“There is not a ‘break-the-glass’ solution,” says former Treasury Secretary Steven Mnuchin of backup plans if the U.S. can’t finance its debt.
Paul Gu: Thank you, Sonya, and thank you everyone for joining us today. As reflected in our three-year outlook of 35% annualized revenue growth, we expect to be one of the fastest multiyear compounders at our scale. Consumer credit is arguably the oldest, most economically foundational business there is, and today is the perfect time to reimagine it.
CoreWeave, one of the more polarizing AI stocks, is on the reporting docket this week. But what can investors expect?
It's important to consider your investment style and take a long-term view.
Surendralal Karsanbhai: Thank you, Doug. At this moment, it is important to highlight our teams in the Middle East who persevered in a challenging, at times dangerous, environment. Led by Liam Hurley, our team in the Middle East brought this to life.
With me on today's call are Jayshree Ullal, Arista Networks, Inc. Chairperson and Chief Executive Officer, and Chantelle Breithaupt, Arista's Chief Financial Officer. This afternoon, Arista Networks, Inc. issued a press release announcing its fiscal first quarter results for the period ending 03/31/2026. During the course of this conference call, Arista Networks, Inc. management will make forward-looking statements, including those relating to our financial outlook for the second quarter of the 2026 fiscal year, longer-term business model and financial outlooks for 2026 and beyond, our total addressable market and strategy by addressing these market opportunities, including AI, inventory management, lead times, and product innovation, which are subject to the risks and uncertainties that we discussed in detail in our documents filed with the SEC, specifically in our most recent Form 10-Q and Form 10-K, and which could cause actual results to differ materially from those anticipated by these statements.
Atomera (NASDAQ:ATOM) executives said the company made progress across several customer engagements during its first-quarter 2026 earnings call, highlighting momentum in advanced logic, memory, RF, power devices, and gallium nitride (GaN) applications for its Mears Silicon Technology (MST). Gate-Al
Astera Labs (NASDAQ:ALAB) reported strong first-quarter fiscal 2026 results and issued upbeat second-quarter guidance, pointing to accelerating AI infrastructure spending and broad-based demand across its connectivity portfolio. Management said hyperscalers, AI labs, and sovereign entities are signa
Terry and Cole will discuss all of this in more detail later. Also in the first quarter, we signed a Cornerstone transaction advancing our Talen Energy Corporation flywheel strategy and adding meaningful free cash flow per share growth through acquisitions.
Also during the call, we will refer to certain non‑GAAP financial measures which we consider to be an important measure of the company's performance. For example, the overview of our Q1 financial results and Q2 financial guidance are on a non‑GAAP basis. With that, I would like to turn the call over to Jitendra Mohan, CEO of Astera Labs, Inc. Common Stock.
After another dizzying rally on Tuesday, Intel shares now stand at $108.15 a share. With the latest 13% gain, the back-in-favor-again chip giant can claim these accolades: Its market cap of $544 billion, a record for the company, now exceeds that of Oracle and Johnson & Johnson, according to Dow Jones Market Data.
Robert Feurle: Thank you, and good afternoon, everyone. As we move forward, we remain focused on three key strategic priorities: advancing technology leadership, demonstrating strict financial discipline, and driving operational excellence.
Upstart (UPST) delivered earnings and revenue surprises of -22.42% and +6.52%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
TransMedics (TMDX) delivered earnings and revenue surprises of -51.46% and -0.99%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Tigo Energy, Inc. (TYGO) delivered earnings and revenue surprises of +100.00% and -1.98%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Qorvo (QRVO) delivered earnings and revenue surprises of +40.17% and +1.08%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Qualys (QLYS) delivered earnings and revenue surprises of +8.03% and +1.26%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Occidental (OXY) delivered earnings and revenue surprises of +63.08% and -7.04%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Ouster (OUST) delivered earnings and revenue surprises of +19.36% and +6.07%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Strategy (MSTR) delivered earnings and revenue surprises of -1,021.70% and -0.24%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Intapp (INTA) delivered earnings and revenue surprises of +2.11% and +1.20%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Flex (FLEX) delivered earnings and revenue surprises of +7.89% and +8.07%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Flywire (FLYW) delivered earnings and revenue surprises of +218.47% and +9.40%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?