News

MSI pairs double-digit growth and record backlog with a premium valuation, raising the stakes for sustained earnings execution.

Microsoft remains free-cash-flow positive.

New management sacrificed near-term shareholder distributions to fund a turnaround after U.S. sales and profit deteriorated.

BTQ Technologies has completed the first milestone in a multi-year effort to build chips that can protect data against future quantum computers, the company said on August 7. BTQ Technologies (Nasdaq: BTQ) is a company developing security technology for what it calls the quantum era. Its partner, ...

Doximity raises fiscal 2027 revenue guidance as AI adoption and pharma demand fuel growth, even as higher AI investments pressure margins.

Shares of this infrastructure stalwart set a new 52-week high-water mark today.

Elon Musk is turning to off-grid power to power his AI ambitions; he's not alone.

If chips are being swapped out every two years, the depreciation math looks a bit rough.

A Texas judge dismissed claims that the drugmakers illegally blocked access to compounded weight-loss drugs.

Apple has surged nearly 50% in a year and just posted its ninth straight earnings beat, so the $400 question is back on the table. Our model has a clear answer, and it might surprise the bulls.

Commerce.com's Q2 earnings doubled and beat estimates on operating leverage, but revenues miss as AI costs and a softer outlook weigh on results.

EAT's Q4 results are likely to reflect Chili's traffic gains, value-led menu momentum and labor efficiencies, partly offset by commodity inflation.

AppLovin stock sinks as analysts lower price targets following Q2 earnings. Here’s how you should play APP shares at current levels.

A New Mexico judge called the company a "public nuisance" and required changes to its apps

Find insight on Munich Re, Oversea-Chinese Banking Corp., Assicurazioni Generali and more in the latest Market Talks covering financial services.

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Unity Software Inc (NYSE:U) shares moved higher on Friday after analysts at Wedbush and Bank of America raised their outlooks for the company, citing stronger-than-expected growth in its Vector advertising platform and the potential for further gains from the integration of runtime...

Earnings shock puts Serve Robotics in focus Serve Robotics (SERV) is in the spotlight after its latest earnings release combined very strong year over year revenue expansion with a much larger net loss and a reduced outlook that weighed on the stock. See our latest analysis for Serve Robotics. At a share price of $5.68, Serve Robotics has seen a 7 day share price return of 18.09%, while the 90 day share price return is down 35.23% and the 1 year total shareholder return is down 46.36%. This...

Warby Parker (NYSE:WRBY) announced the launch of its first Intelligent Eyewear collection in collaboration with Google Gemini and Samsung. The collection introduces smart eyewear features that integrate with Google Gemini and Samsung technology platforms. The move extends Warby Parker's product range beyond traditional prescription and sun eyewear into connected devices. Readers interested in more ideas linked to the digital backbone that supports products like Warby Parker's new...

Applied Optoelectronics, Inc. recently reported second-quarter 2026 results showing sales rising to US$191.92 million from US$102.95 million a year earlier, while net loss widened to US$22.78 million and basic and diluted loss per share from continuing operations increased to US$0.28 from US$0.16. Despite higher losses, the company highlighted record revenue for the fifth consecutive quarter and strong demand for its next-generation 800G and 1.6T AI-focused optical transceivers, alongside...

Super Micro Computer stock has delivered a very large 5 year gain, yet its recent share price and the latest valuation checks send a more mixed message about how much upside might be left. After a period where the price has fallen 37% over the past year but recovered 11.9% over the past month, investors are weighing that history against what current valuation signals suggest. Over 5 years, Super Micro Computer has returned roughly 7x an initial investment. That makes the current pricing...

Arista Networks unveils new AI networking platforms to expand Ethernet AI opportunities, but customer adoption and execution will determine how the rollout unfolds.

Its five-year correlation to the market is low, and that buys a different kind of risk rather than less of it.

D-Wave Quantum (NasdaqGS: QBTS) reported a breakthrough two-qubit entangling gate published in Nature, marking a key advance toward practical gate-model quantum computing. The new gate is designed to be fast and high fidelity with built-in error detection, targeting more hardware-efficient and scalable quantum error correction. D-Wave presents this result as a milestone in its roadmap toward fault-tolerant quantum systems that aim to support larger, more reliable quantum programs. Readers...

nLIGHT's Q2 2026 earnings and revenues beat estimates as record aerospace and defense demand fueles strong product sales and margin gains.

IT raised its 2026 EPS and free cash flow outlook as margins improved, but lower revenue guidance keeps attention on execution and Consulting weakness.

Lyft CEO David Risher discusses the company's growth compared to Waymo, its plans to expand internationally and where Lyft is focused internally. He speaks with Ed Ludlow on "Bloomberg Tech."

Are the best days still ahead for Microsoft's cloud business?

This optical supplier retains behavior of its own next to the broad market, and its swings run far wider than the index's.

BCP Investment Corporation reported second-quarter results marked by lower net asset value, continued deleveraging and an improvement in its non-accrual portfolio. Management also detailed a post-quarter-end amendment and expansion of its KeyBank credit facility, which was used to repay and terminat