News

Declines in AT&T, Verizon, and T-Mobile have left their dividend yields up by roughly one percentage point from a year ago.

Brookfield raised a record $77B in Q2, pushing AUM above $1T and accelerating expansion across AI infrastructure and credit.

Growth-stock selloffs after second-quarter earnings sparked retail dip-buying, with AppLovin and Dutch Bros leading investor interest.

Cloud companies’ capex would run at roughly 3% of the U.S. GDP every year from 2027 to 2029, up from 0.3% of GDP in 2019 and 1.4% in 2025, according to a top economist.

Snap stock popped after it reported earnings, but soon crackled as the gains disappeared. Shares of Snap initially jumped 15% on Tuesday following its earnings release, as investors cheered stronger-than-expected revenue and earnings. All the growth is coming from the rest of the world, but those users aren’t very valuable, with average revenue per user (ARPU) of just $1, versus $10.26 in North America.

Luxury residential real estate—powered by the ever-rising stock market—is booming across the country, particularly in hot zones like Los Angeles, New York, and especially South Florida.

In early August 2026, Block reported second-quarter revenue of US$6,617.69 million with net income of US$88.52 million, while also completing a multi-year US$4.43 billion share repurchase program that retired 11.03% of its stock. A day later, Google announced an expanded collaboration with Square that plugs food and beverage sellers directly into Ask Maps and Order by Cash App, tying Block’s payments ecosystems more tightly into everyday AI-driven restaurant discovery and ordering. Next,...

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.

Motorola Solutions recently reported past second-quarter 2026 results with revenue of US$3,133 million and net income of US$557 million, alongside a new fixed-rate senior unsecured bond offering and a small US$1 million fixed-asset impairment. The company also raised its full-year 2026 revenue guidance to about US$12.98 billion, supported by a record US$15.60 billion backlog and continued share repurchases under its long-running buyback program. Now we will examine how the raised full-year...

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.

BARK Inc (BARK) beats guidance with $78.8M revenue and positive adjusted EBITDA, while expanding retail partnerships and Bark Air growth.

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.

SharonAI Holdings Inc (SHAZ) secures $4.9 billion NVIDIA deal and $8.8 billion revenue book, positioning for material Q4 2026 revenue ramp despite execution risks.

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.