News

What IPG Photonics’ Latest Earnings Mean For Investors IPG Photonics (IPGP) reported second quarter 2026 earnings on 4 August, with higher sales but lower net income and earnings per share. The company also issued third quarter revenue guidance of US$265 million to US$295 million. See our latest analysis for IPG Photonics. Since the start of 2026, IPG Photonics has delivered a 15.85% year to date share price return, although recent momentum has faded, with the share price down 10.25% over 30...

Positive readouts in cancer and cardiac drug trials could keep the rally going. Sizing up the stakes for Merck, Moderna, Summit Therapeutics, and more.

Space Exploration Technologies (NasdaqGS: SPCX) unveils Starmind, an orbital AI data center network built with Nvidia, targeting space based compute and data services. Tesla and SpaceX announce plans for a US$16.8b Terafab AI chip factory in Texas to expand AI hardware production capacity. SpaceX outlines intentions to build a terrestrial mobile network that would compete with major U.S. wireless carriers. These moves push SpaceX deeper into AI infrastructure and telecom, so it can be...

Newmont stock has delivered a very strong 182.7% return over the past three years, while both the Discounted Cash Flow (DCF) intrinsic value estimate and earnings-based multiples currently point to the shares trading at a discount to that intrinsic value. The 182.7% three-year return highlights how strongly Newmont has rewarded shareholders, which makes the current valuation signals especially important for anyone considering fresh capital. Future cash flow from Newmont's gold production can...

Oklo (OKLO) just reached first criticality at its Groves low power test reactor in Texas, achieving a controlled, self sustaining nuclear chain reaction less than a year after breaking ground. See our latest analysis for Oklo. Despite the Groves milestone, Oklo’s recent price action has been weak, with the share price down about 46% year to date and the 1 year total shareholder return also declining by about 47%, even after a strong multi year total shareholder return above 300%. If this kind...

Moby summary of Marathon Digital Holdings, Inc.'s Q2 2026 earnings call

Ardelyx Inc (ARDX) delivers 31% revenue growth in Q2 2026 while navigating payer-imposed challenges that led to a lowered Ibsrela outlook and withdrawal of Xphozah guidance.

AAOI delivers fifth consecutive record quarter with 86% revenue surge, driven by explosive demand for 800G and 1.6T optical transceivers.

MARA and CleanSpark posted steep losses on August 6, betting on AI data center infrastructure to offset weak Bitcoin mining.

Rocket Companies Inc (RKT) posts most profitable quarter in four years with record purchase and refinance market share, while navigating a challenging rate environment.

Karman Holdings Inc (KRMN) posts 58% revenue surge and $1.3 billion backlog, lifting full-year outlook amid strong defense demand.

Microchip Technology Inc (MCHP) beats guidance with 38% year-over-year sales growth, driven by data center momentum and broad-based recovery across all end markets.

Century Aluminum Co (CENX) posts $327 million adjusted EBITDA, strengthens balance sheet, and advances key growth projects amid robust market conditions.

Revenue surges 58% year-over-year to $92.1 million, with adjusted EBITDA up 92% and significant customer diversification progress.

MARA doubles power capacity to 4.8 GW while navigating a challenging Bitcoin price environment with a $611.3 million net loss.

Twilio Inc (TWLO) delivers record Q2 revenue of $1.5 billion, with organic growth accelerating to 17% and AI-driven voice and messaging volumes fueling momentum.

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 (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 (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

Cloudflare Inc (NET) delivers stellar Q2 2026 with revenue up 36% year-over-year, record large customer additions, and strategic positioning at the forefront of the agentic Internet.

Earnings season is showing that consumers are still spending and paying their bills, as indicated by SoFi and Visa.

On holiday in Devon this summer, Charles Hall felt a familiar sinking feeling.

The state’s light requlation and low taxes are luring dozens of big companies. It’s also setting up a water crisis and a “race to the bottom” in shareholder protections.

On holiday in Devon this summer, Charles Hall felt a familiar sinking feeling.

Broadcom sits at a tollbooth on the AI buildout, and one look at its order book raises a question worth asking: why are so many chip investors still looking elsewhere?

Training a frontier AI model is a one-time event, but running it in production is a recurring bill that never stops, and one chipmaker is quietly positioning itself to own that side of the ledger.

Moby summary of Cheniere Energy, Inc.'s Q2 2026 earnings call

Alphabet and Tesla both reported earnings the same day, both burned billions on AI, and both are chasing the same future. So why did the market punish one and reward the other?

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.

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