High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
CoreWeave earnings are expected to show another quarter of triple-digit sales growth as the AI cloud company spends billions on data centers and inches toward profitability.
Aug 11 () - South Korean battery maker Samsung SDI said on Tuesday it will end its joint venture agreement with General Motors in Indiana and acquire the U.99% stake, citing weaker-than-expected electric vehicle demand.
Plug Power Inc (PLUG) raises full-year revenue guidance to 15-16% growth as cost discipline and operational improvements drive significant margin expansion.
Quantum Computing Inc (QUBT) reports a 9,000% year-over-year revenue increase, a $42.5M contract backlog, and strategic progress in advanced semiconductor manufacturing despite a net loss of $11.8M.
Kopin Corp (KOPN) posts strong Q2 2026 results with a 51% revenue jump, narrowing losses and positioning for GAAP profitability by Q4 2026 amid surging demand in defense and AI interconnect markets.
Babcock & Wilcox Enterprises Inc (BW) raises full-year 2026 adjusted EBITDA target to $80-$105 million amid record bookings and strong demand from AI data centers.
AST SpaceMobile Inc (ASTS) reiterates full-year guidance and secures $1B J-LEO award as it scales toward commercial service.
Strong subscriber growth and international expansion drive record performance, offset by margin pressures and FTC legal challenges.
Nvidia announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to funnel $500 billion towards the buildout of AI infrastructure over time.
Plug Power (PLUG) delivered earnings and revenue surprises of +12.50% and +6.30%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Ark Invest on Monday said that SPCX’s 14% drop on Wednesday last week overlooked SpaceX’s $28.5 trillion total addressable market outlined in its IPO filings.
Supermicro reported its Q4 results after the bell on Tuesday.
Supermicro reported its Q4 results after the bell on Tuesday.
The launch and space systems company narrowed its loss and reported rising revenue as it ended its second quarter with a backlog of $2.36 billion, up 137% year-over-year.
Investing.com -- Plug Power Inc. (NASDAQ:PLUG) reported second quarter results that exceeded analyst expectations, with revenue of $178.3 million surpassing the consensus estimate of $168.76 million. The hydrogen solutions provider posted adjusted earnings per share of -$0.07, beating the analyst estimate of -$0.08.
The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.
Oil prices jumped after negotiations over the Strait of Hormuz turned south once again. Over the weekend, a top Iranian official laid out a series of tough demands for opening the Strait, and the United Arab Emirates said Iran launched a missile attack on one of its ships. Nvidia reached a mammoth financing deal with leading Wall Street firms.
The healthcare stock is now up more than 130% this year.
AI cloud provider CoreWeave reported its Q2 earnings after the bell on Tuesday, narrowing its losses per share and meeting expectations on revenue for the quarter.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is set to report second-quarter earnings after the market closes on August 26 and Bank of America thinks the chipmaker is about to do what it usually does: beat expectations and raise its outlook, only this time with an extra catalyst behind it. In a note...
Atlassian shares surged more than 30% after fiscal fourth-quarter results showed cloud revenue accelerating, to 31% growth and the company swinging to a 12% GAAP operating margin, its first quarterly operating profit in more than two years.
Roughly 80% of S&P 500 companies that have reported earnings showed positive year-on-year EPS growth.
Array Digital Infrastructure beat Q2 estimates as site rental revenues surge 95%, while spectrum sales boost gains and 2026 guidance.
Initial public offerings won't unlock instant wealth for retail investors.
Shares of Super Micro Computer (NASDAQ:SMCI) are up 4% to $32.48 in Monday morning trading, leading a broad bid across AI server names heading into the company’s fiscal Q4 2026 earnings report. Hewlett Packard Enterprise (NYSE:HPE) stock is climbing 4% to $55.20, and Dell Technologies (NYSE:DELL) shares are advancing 3% to $468.67. The action is ... Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance
Argus Research analyst Jim Kelleher early Monday upgraded Sandisk to Buy from Hold with a 12-month price target of $1,600. Sandisk stock advanced 2.2% to $1,238.50 on Monday. At the time, Sandisk was trading around $1,757.
Nvidia (NVDA) is expected to beat estimates and raise guidance on strong Vera Rubin demand and cloud
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
