
Moby summary of Amcor plc's Q4 2026 earnings call
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Moby summary of Amcor plc's Q4 2026 earnings call

Moby summary of Riskified Ltd.'s Q2 2026 earnings call
Moby summary of Annexon, Inc.'s Q2 2026 earnings call

Moby summary of LiqTech International, Inc.'s Q2 2026 earnings call

Moby summary of Global-e Online Ltd.'s Q2 2026 earnings call

Moby summary of Kornit Digital Ltd.'s Q2 2026 earnings call

Cerebras Systems raised its annual revenue and gross margin forecasts on Wednesday, buoyed by robust demand for its chips from companies ramping up data-center capacity to power AI services. The chip designer is banking on growing demand for inference, the data crunching that occurs when a user queries a chatbot, as it seeks to challenge Nvidia's dominance in the AI processor market. Cerebras' flagship wafer-scale engine (WSE) is a single chip the size of a dinner plate containing trillions of transistors, a design that it says is more efficient than connecting thousands of smaller graphics processors together, as Nvidia does.

United States Antimony just watched most of its 2026 gains evaporate in a single session, and the guidance cut behind the collapse raises a bigger question: is this an isolated antimony-price shock or a warning sign for the entire domestic critical-minerals trade?

The chipmaker announced a $15 billion secondary stock offering this week.

July inflation came in exactly as expected, and stocks rallied for about half an hour. Here's what actually moved the market after that.
AI cloud demand pushes contracts above $40 billion.

Moby summary of Acumen Pharmaceuticals, Inc.'s Q2 2026 earnings call

A Washington proposal to strip inflation out of capital gains calculations has investors asking a simple question: after 60 years of buy-and-hold investing, could Warren Buffett's tax bill all but disappear? The real answer is more surprising than either side of the debate admits.

CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. Helfert is also Westwood's portfolio manager of the Enhanced Income Opportunity ETF.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report. The move is lifting AI server peers, with Dell Technologies (NYSE:DELL) stock up 5% to $463.99 and Hewlett Packard Enterprise (NYSE:HPE) shares up 3% to $55.85. Broader tech ... Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance
Shkreli compared CoreWeave’s leverage to debt-heavy telecom companies such as Global Crossing and WorldCom.

Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.

Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue edged by expectations.
Investing.com -- Goldman Sachs said in a note Wednesday that investors will focus on several key issues when Nvidia reports its latest quarterly results on August 26, from its newly announced financing platform to the shape of its Rubin product ramp.

Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after upbeat forecasts from the two AI infrastructure companies reinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more than 18%, with peer Nebius Group rising 10%. Server maker Super Micro's shares climbed nearly 9%.

The cost of Amazon's AI pivot may be weighing on the stock.

The chip and software giant's reported profits more than doubled over the past year -- which happens to be how this gap closed both times before.

Fed Chair Kevin Warsh and the Federal Open Market Committee (FOMC) may be at a crossroads come the September FOMC meeting.

Bechtle (ETR:BC8) reported double-digit growth across most key metrics in the second quarter and first half of 2026, prompting the IT services provider to raise its full-year outlook despite what management described as continued challenging market conditions. Chief Executive Officer Thomas Olemotz
Investing.com -- CoreWeave shares jumped more than 15% on Tradegate Tuesday after the cloud-computing company posted its fifth consecutive quarter of record revenue and beat Wall Street estimates, underscoring continued strength in demand for AI computing.

The Taiwanese company reported another strong quarter as it boosted production of servers and other tech hardware for the global artificial-intelligence build-out.

Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era.

Taiwan's Foxconn, the world's largest contract electronics maker, reported on Wednesday a 35% rise in second-quarter profit, beating analyst forecasts, on continued strong demand for AI, which it predicted would drive growth this year. Net profit for the April to June period for Nvidia's biggest server maker and Apple's top iPhone assembler was T$59.97 billion ($1.86 billion), versus an LSEG consensus estimate of T$58.8 billion and compared with T$44.4 billion a year earlier. Foxconn, formally called Hon Hai Precision Industry, in July reported a 40% year-on-year jump in second-quarter revenue.
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