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NN Q2 Earnings Call Highlights
MarketBeat5d agoneutral
NN Q2 Earnings Call Highlights

NN (NASDAQ:NNBR) reported second-quarter sales growth of 19% and adjusted EBITDA growth of 36%, while raising its full-year outlook and completing a refinancing transaction that retired a substantial portion of its preferred stock. President and Chief Executive Officer Harold Bevis said the company

Novanta Q2 Earnings Call Highlights
MarketBeat5d agoneutral
Novanta Q2 Earnings Call Highlights

Novanta (NASDAQ:NOVT) reported second-quarter results marked by 9% organic sales growth, expanding margins and higher operating cash flow, while raising its full-year outlook following the late-July closing of its Riverpoint Medical acquisition. Chair and Chief Executive Officer Matthijs Glastra sa

Monster Beverage Q2 Earnings Call Highlights
MarketBeat5d agoneutral
Monster Beverage Q2 Earnings Call Highlights

Monster Beverage (NASDAQ:MNST) reported record quarterly net sales in the second quarter of 2026, with revenue surpassing $2.5 billion for the first time as the energy-drink maker posted double-digit growth across all geographic regions. Net sales rose 20.2% year over year to $2.54 billion, while s

IBM’s Post-Collapse Rebound: A Complex Risk Reward Profile Today at $233
24/7 Wall St.5d agoneutral
IBM’s Post-Collapse Rebound: A Complex Risk Reward Profile Today at $233

IBM has bounced sharply off its post-earnings collapse, but a securities fraud inquiry and crumbling mainframe sales are pulling against a software business growing at record pace. The question is whether that rebound is a buying opportunity or a trap investors cannot yet see clearly.

Benzinga5d agoneutral
Elon Musk Says SpaceX Will Consume Three Times More Terafab AI Compute Than Tesla

Tesla Inc. (NASDAQ:TSLA) and Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk says that the new Terafab semiconductor manufacturing facility in Grimes County, Texas, will serve both the Optimus robot and SpaceX’s “AI spacecraft”. Elon Musk’s Approximate Guesses On Thursday, the Tesla Owners Silicon Valley handle on X shared a promotional video of the Terafab facility, saying that the site will “produce over 1 terawatt of AI compute capacity per year” and that it would be a crucia

The Core Bull Thesis Around Microsoft Remains Very Strong at $500
24/7 Wall St.5d agoneutral
The Core Bull Thesis Around Microsoft Remains Very Strong at $500

Microsoft just reported a blockbuster quarter with Azure crossing milestones few saw coming, yet the stock sits flat on the year and prediction markets give it a coin-flip chance of holding $500 through the week. Here is what the numbers reveal about who is right.

Royal Caribbean Cruises (RCL) Unveils 2034 Senior Notes As Debt Picture Comes Into Focus
Simply Wall St.5d agoneutral
Royal Caribbean Cruises (RCL) Unveils 2034 Senior Notes As Debt Picture Comes Into Focus

Royal Caribbean Cruises (NYSE:RCL) has announced a new fixed-income offering of senior unsecured notes due 2034. The notes will be issued as senior unsecured debt, which ranks ahead of subordinated obligations but behind secured borrowings. The offering is expected to affect Royal Caribbean Cruises' capital structure, debt profile, and liquidity once completed. Interest in this new Royal Caribbean Cruises debt issue highlights how many investors are weighing income opportunities across...

How Do UPS’s New SMB Tools And Steady Dividend Shape Its Long‑Term Investment Story (UPS)?
Simply Wall St.5d agoneutral
How Do UPS’s New SMB Tools And Steady Dividend Shape Its Long‑Term Investment Story (UPS)?

In late July and early August 2026, United Parcel Service, Inc. rolled out new digital shipping tools for small and medium-sized businesses and confirmed a regular quarterly dividend of US$1.64 per share, payable on September 3, 2026, to shareowners of record on August 17, 2026. The enhanced pickup dashboard, streamlined label creation and upgraded mobile app underline UPS’s push to deepen ties with smaller business shippers while maintaining its shareholder income profile. Next, we’ll...

Roku (ROKU) Stock Looks Reasonable On Cash Flow But Rich On Earnings
Simply Wall St.5d agoneutral
Roku (ROKU) Stock Looks Reasonable On Cash Flow But Rich On Earnings

Roku stock has delivered a strong 90.4% return over the past three years while valuation signals are split, with a Discounted Cash Flow (DCF) estimate suggesting the shares trade below intrinsic value and market multiples pointing to an expensive profile. Over the last three years Roku has returned 90.4%, which puts the current share price in a very different place to where long term holders started. Recent momentum in Roku’s advertising and subscription business may support expectations for...

Is Brookfield (TSX:BN) Expensive As It Builds Out AI Linked Infrastructure?
Simply Wall St.5d agoneutral
Is Brookfield (TSX:BN) Expensive As It Builds Out AI Linked Infrastructure?

Brookfield (TSX:BN) has been in focus after a consortium including the company agreed to develop a large privately funded data center and power campus at the U.S. Department of Energy’s Paducah Site in Kentucky. See our latest analysis for Brookfield. Brookfield’s recent data center and energy partnerships arrive as the stock trades at CA$61.68, with short term share price returns mixed but a 5 year total shareholder return of 68.27% pointing to a stronger long run picture. If this Brookfield...

Bloomberg5d agoneutral
Goldman Skeptical of Dollar-Dominance Threats After Yen Support

(Bloomberg) -- US support for Japan’s efforts to prop up the yen is unlikely to damage the dollar’s status as the most dominant reserve currency in the world, according to Goldman Sachs Group Inc.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltWhy Do Data Centers Use So Much Fresh

Microchip Technology Q1 Earnings Call Highlights
MarketBeat5d agoneutral
Microchip Technology Q1 Earnings Call Highlights

Microchip Technology (NASDAQ:MCHP) reported fiscal first-quarter results that exceeded its prior guidance, as the semiconductor company cited strong demand across data centers, aerospace and defense, industrial and automotive markets. Management also raised its disclosure around data-center exposure

Marathon Digital Q2 Earnings Call Highlights
MarketBeat5d agoneutral
Marathon Digital Q2 Earnings Call Highlights

Marathon Digital (NASDAQ:MARA) outlined a strategy to expand beyond Bitcoin mining into AI-focused digital infrastructure, while reporting lower second-quarter revenue and a net loss driven largely by a decline in the value of its Bitcoin holdings. Chairman and CEO Fred Thiel said the company is po

Lyft Q2 Earnings Call Highlights
MarketBeat5d agoneutral
Lyft Q2 Earnings Call Highlights

Lyft (NASDAQ:LYFT) reported record second-quarter operating performance, with more than 30 million active riders and 262 million rides, as the company pointed to growth across North American rideshare, bikes, Canada and its European Freenow business. Chief Executive Officer David Risher said the co

Mitek Systems Q3 Earnings Call Highlights
MarketBeat5d agoneutral
Mitek Systems Q3 Earnings Call Highlights

Mitek Systems (NASDAQ:MITK) reported fiscal third-quarter 2026 revenue growth of 18% year over year, supported by record fraud and identity revenue, higher SaaS sales and continued expansion of its Check Fraud Defender consortium network. Total revenue reached $54 million, exceeding the high end of