News

DigitalOcean (NYSE:DOCN) reported second-quarter 2026 revenue of $281 million, up 29% from a year earlier and above the high end of its guidance, as growth accelerated among its largest customers and AI-focused offerings gained adoption. Chief Executive Officer Paddy Srinivasan said the company add

Astera Labs Inc (ALAB) posts record Q2 revenue of $392.4 million, with Scorpio-X expected to surpass Scorpio-P in Q3 and become the largest product family.

DaVita Inc (DVA) reports adjusted EPS of $4.02 and reaffirms full-year guidance amid successful phosphate binder transition and expanded HD dialyzer rollout.

AMD's Q2 2026 results showcase record revenue of $11.5 billion, with data center revenue more than doubling year-over-year, driven by strong AI demand and strategic partnerships.

Kratos Defense & Security Solutions Inc (KTOS) delivers 19.1% organic growth and raises full-year guidance, driven by surging demand for hypersonics, unmanned systems, and affordable mass munitions.

Atomera advances toward potential license deal while expanding into NAND and RF markets, despite wider net loss and rising costs.

Forget the Nvidia Corp. (NVDA) headlines. By the time the crowd piles into trillion-dollar AI giants, the biggest gains are often gone. The next wave of wealth may be hiding one layer deeper – in names like POET Technologies Inc. (POET), suggests Nicholas Vardy, editor of Microcap Moonshots.

Opendoor Technologies Inc (OPEN) reports a 149% year-over-year surge in homes acquired and improved margins, while reaffirming its path to adjusted net income profitability by the end of 2026.

Asian shares surged and oil prices slipped Wednesday after the U.S. stock market rallied to records, helped by strong corporate earnings reports and hopes for a deal setting the stage for talks that might eventually lead to an end to the war in Iran. Japan's Nikkei 225 gained 3.3% to 66,068.24, with chipmaker Kioxia surging 6.3% while chip testing equipment maker Advantest soared 6.9%. Tech giant Samsung Electronics advanced 4.1%.

Toast Inc (TOST) delivers record 9,500 net new locations and raises full-year guidance as AI-powered products and new market expansions fuel robust recurring gross profit growth.

Paramount+ hits 82 million subscribers with record retention, while the company raises full-year guidance amid Warner Bros. Discovery deal optimism.

Even with the precious metal’s recent weakness, gold mining stocks could be the best way to profit from this year’s uncertainty.

CoreWeave and Nebius both court the same hyperscaler clients with NVIDIA hardware at their core, yet their financial blueprints point toward completely opposite fates if GPU pricing shifts or interest rates bite.

EOG Resources more than doubled its second-quarter net income as higher oil prices and a 24% increase in total production drove record financial results.

August 5 (Reuters) - A look at the day ahead in European and global markets from Wayne Cole.

Marathon Petroleum’s second-quarter net income more than quadrupled from a year earlier as higher crack spreads drove a sharp increase in refining earnings.

Space Exploration Technologies Corp. reported its first quarterly results as a public company for Q2 2026, with revenue rising to US$7,814 million from US$4,071 million a year earlier while net loss narrowed to US$541 million from US$1,008 million, alongside new shelf registrations for additional Class A common stock. The earnings release highlighted how surging connectivity and AI activity is being funded by heavy capital expenditure and fresh equity capacity, even as the company remains...

The fair value estimate for Chambal Fertilisers and Chemicals has been revised from ₹615.0 to ₹574.5. This resets the reference point many investors use when thinking about upside and downside. This shift reflects changing analyst views on how growth, profitability and execution risk fit together, and what that implies for the stock’s valuation anchor. As you read on, you will see how to track this evolving narrative and what to watch next in the story around Chambal Fertilisers and...

Fidelity National Information Services, Inc. has already reported second-quarter 2026 results, with revenue rising to US$3,377 million and net income improving to US$231 million, alongside confirming new third-quarter and full-year 2026 revenue guidance and affirming a quarterly dividend of US$0.44 per share. Despite the stronger profitability, management cut full-year forecasts and began exploring sales of parts of the capital markets business amid softer demand and economic uncertainty...

AST SpaceMobile stock has delivered a very large 3 year gain, and its latest valuation checks and recent share price swings suggest investors need to think carefully about what they are paying for the story today. Over the past 3 years, AST SpaceMobile has returned roughly 14 times an initial investment, which puts extra focus on whether the current price already reflects ambitious growth expectations. The recent launch of the BlueBird 11, 12 and 13 satellites can support revenue growth...

The updated analyst model for Integer Holdings now points to a fair value of US$112.14, up from US$97.56, which reflects a roughly 15% uplift in the price target. Much of this shift ties back to fresh Street commentary following KKR’s agreed all cash offer of US$127 per share, with analysts reframing views around the stock through the lens of deal terms and closing risk. As you read on, you will see how this new price target fits into the evolving narrative around Integer Holdings and what it...

ExxonMobil Holdings (XOM) has moved into the spotlight after reporting second quarter 2026 earnings that reflect strong oil prices, record refining margins and rising political scrutiny over elevated fuel costs. See our latest analysis for ExxonMobil Holdings. ExxonMobil Holdings shares trade at $153.96, with a 30 day share price return of 12.31% and a year to date share price return of 25.53%. The 5 year total shareholder return of 218.04% highlights how recent momentum builds on a much...

Lumen Technologies (NYSE:LUMN) has appointed John M. Hinshaw to its Board of Directors. Hinshaw brings executive experience from HSBC, Hewlett-Packard, Boeing, and Verizon Wireless. The appointment introduces additional leadership and operational expertise to Lumen's board. Lumen Technologies operates in the communications and network services space, where companies face ongoing demands around reliability, security, and modernization of infrastructure. Adding a director with experience...

CEO David Ellison remains confident, citing regulatory approvals and market data to defend the $110 billion deal.

Everyone is watching AI chipmakers, but the real battle may be unfolding in memory, and SK Hynix is leading the charge.

AMD just posted data center revenue that more than doubled, yet one rival may pose a far greater existential threat to Nvidia without ever competing directly for a single GPU sale.

MSTY investors collect weekly distributions while something far more expensive quietly erodes their accounts, and the fund's own prospectus explains exactly how it happens.

Pinterest's earnings report shows a solid second quarter as AI remains at the forefront of its ad and consumer-facing investments, with CEO Bill Ready calling AI "a clear accelerant" for the business.

Workers who hit 60 this year quietly gained access to a retirement savings window that closes at 64, but the contribution limit alone means nothing without the right funds inside the account.

Space Exploration Technologies Corp (NASDAQ:SPCX) is targeting a human Moon landing in 2028, but one Wall Street analyst says investors remain skeptical of the timeline. SpaceX Targets ‘Boots on the Moon’ in 2028 On Tuesday, SpaceX reported its first quarterly results as a public company. During the earnings call, CEO Elon Musk said SpaceX must first make Starship "super reliable" for satellite launches before carrying people. He added that the company expects a high launch cadence to help it re