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F5 (FFIV) delivered earnings and revenue surprises of +18.84% and +3.96%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Celestica (CLS.TO, CLS) reported second-quarter adjusted earnings of $2.54 per share after the marke

U.S. government demand could drive another guidance increase

The company's recent earnings report may have eased the market's concerns about the business.

A closely watched gauge of risk in holding the debt of companies at the centre of the AI boom is rising rapidly, underscoring growing jitters...

Palantir Stock Eyes Major Upside as Analyst Predicts Strong Earnings Beat

Ford and GM Stocks Rise After Jefferies Boosts Ratings and Price Targets

MoonPay, Circle, and Kraken all acquired infrastructure this month, but for very different reasons.

Investing.com -- Cadence Design Systems raised its annual financial guidance on Monday after posting robust second-quarter results, driven by strong demand for its artificial intelligence-powered chip design software and electronic systems products.

Amkor Technology late Monday beat analyst estimates for the second quarter but offered mixed guidance for Q3. Amkor stock fell in extended trading. The Tempe, Ariz.-based provider of semiconductor packaging and test services earned 70 cents a share on sales of $1.9 billion in the June quarter.

Applied Digital beat Wall Street estimates for fourth-quarter revenue on Monday, riding on robust demand for ‌its data centers from an expanding roster of AI ‌clients. Shares of the company, which counts CoreWeave as a client, rose 5.4% in ​extended trading. Applied Digital designs, builds and operates data centers and provides colocation services for artificial intelligence, networking and blockchain workloads.

Marvell is profitable with fortress-like balance sheet strength, while Planet Labs burns cash despite satellite growth. One carries far less financial risk.

Rivian could reveal promising sales traction for its new SUV.

The fund's past rebounds look great on paper, but the ride down was often far from over.

JPMorgan Chase & Co. CEO Jamie Dimon emotionally recounted the story of almost dying in March 2020, when he realized “it might be goodbye” while facing a serious health crisis. Earlier this week, on The Master Investor Podcast, host Wilfred...

Both companies are unprofitable but growing rapidly, though one carries significantly lower valuation multiples and less reliance on government contracts.

Bending Spoons, the newly public owner of AOL, has outperformed SpaceX since its IPO. But some analysts say isn’t a surefire long-term winner.

Digital infrastructure provider Applied Digital (NASDAQ:APLD) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 581% year on year to $258.7 million. Its non-GAAP profit of $0.04 per share was significantly above analysts’ consensus estimates. The Company's HPC Hosting Business commenced operations at its first HPC data center at our Polaris Forge 1 campus resulting in the recognition of approximately $270.6 million related to tenant fit-out services.

Moderna's stock recently hit a new 52-week high after receiving positive news surrounding one of its vaccines.

Verizon has signed a $1 billion agreement with Google.

Application security provider F5 (NASDAQ:FFIV) announced better-than-expected revenue in Q2 CY2026, with sales up 10.9% year on year to $865.1 million. Guidance for next quarter’s revenue was optimistic at $880 million at the midpoint, 2.5% above analysts’ estimates. Its non-GAAP profit of $4.73 per share was 18.3% above analysts’ consensus estimates.

Semiconductor packaging and testing company Amkor Technology (NASDAQ:AMKR) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 25.6% year on year to $1.90 billion. On the other hand, next quarter’s revenue guidance of $2 billion was less impressive, coming in 4.1% below analysts’ estimates. Its GAAP profit of $0.70 per share was 45.3% above analysts’ consensus estimates.

Electronic design automation company Cadence Design Systems (NASDAQ:CDNS) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 24.2% year on year to $1.58 billion. The company’s full-year revenue guidance of $6.3 billion at the midpoint came in 1.5% above analysts’ estimates. Its non-GAAP profit of $2.11 per share was 2.7% above analysts’ consensus estimates.

Most reporting banks in the US have beaten earnings forecasts for the second quarter, driven by favo

Oracle just landed a $7 billion Pentagon deal, reinforcing its AI cloud momentum and giving investors another compelling reason to stay bullish.

One trades at 21.9x forward earnings with $8.6B in free cash flow; the other with persistent losses and satellite risk.

Memory and storage stocks came under pressure on July 27 after China’s leading semiconductor manufacturer, ChangXin Memory Technologies (CXMT), delivered a blockbuster Shanghai stock market debut to surpass a $500 billion valuation. Micron Technology, Inc. (NASDAQ:MU) shares fell 5%, Sandisk Corporation (NASDAQ:SNDK) declined around 12%, while Western Digital Corporation (NASDAQ:WDC) also traded sharply lower on […]

D-Wave Quantum Inc. (NYSE:QBTS) snapped a three-day losing streak on Monday, surging as much as 19.6 percent to $19.39 apiece after it bagged a new deal that would help strengthen its case that quantum computing is moving beyond research projects into real-world enterprise applications. In a statement, the quantum firm said that it signed a […]

Cameco Corporation (TSX:CCO) has been upgraded to Buy by UBS on a strengthened uranium bull case that analysts believe is not reflected in the producer's share price. The upgrade follows a pullback in the stock of 18% over the past month and 27% over the past six months, which UBS said...

The deal for BGC's Water Street Labs and CX Clearinghouse lets Fanatics list and settle its own event contracts, echoing DraftKings and FanDuel as sports-betting giants scramble for a foothold in the sector.