News

The storage and memory maker is scheduled to report fiscal fourth-quarter financials after the stock market closes on Wednesday.

Samsung said on July 30 that memory shortages could worsen in 2027 and persist through 2028. The warning strengthened the pricing outlook for Micron Technology, Inc. (NASDAQ:MU) while exposing a potential supply constraint for NVIDIA Corporation (NASDAQ:NVDA). Micron shares jumped 18.4% that day as Samsung’s report revived confidence in the memory cycle. Samsung has signed […]

Michael Burry has warned of a potential stock market crash similar to 1987. He is reportedly shorting several large stocks, including Applied Materials (NasdaqGS:AMAT). The short positions highlight increased bearish sentiment toward major chip related companies. Applied Materials focuses on equipment, services, and software used in semiconductor manufacturing, putting the company at the center of chip industry spending. Investor attention on NasdaqGS:AMAT is already high given the...

Nebius Group (NasdaqGS:NBIS) has appointed Lindsey Irvine as Chief Marketing Officer as the company continues global expansion. Irvine previously led marketing functions at Square, Benchling, and MuleSoft, focusing on scaling go to market efforts. The appointment follows a year of record growth for Nebius Group in the competitive AI cloud sector. Nebius Group enters this leadership shift with strong recent stock performance that has drawn attention from many investors. The share price...

Hut 8 (NasdaqGS:HUT) is facing regulatory delays in energizing its planned 1GW Beacon Point AI data center campus in Texas. The project has secured significant financing, but launch timing now depends on pending approval from the Electric Reliability Council of Texas (ERCOT). The holdup affects the rollout of Hut 8's larger AI infrastructure buildout and its efforts to broaden revenue beyond its core business. For investors following Hut 8, the Beacon Point project sits at the intersection...

Amazon.com, Inc. (NASDAQ:AMZN) disclosed on July 30 that its second-quarter net income included $53.4 billion of non-operating pre-tax other income, primarily from its Anthropic investments. Net income reached $62.6 billion. The same day, Reuters relayed a Wall Street Journal report that Alphabet Inc. (NASDAQ:GOOGL) could guarantee billions of dollars of Anthropic’s obligations for a proposed […]

Kymera Therapeutics (NASDAQ:KYMR) said it completed enrollment in its Phase 2b atopic dermatitis trial of KT-621 about six months ahead of schedule, positioning the company to report top-line data by the end of 2026 and potentially begin Phase 3 development around mid-2027. Chief Executive Officer

The telecom giant showered shareholders with cash while the stock itself went nowhere, forcing a hard question about what all that money actually bought.

The move extended a smaller premarket gain after the company’s better-than-expected second quarter earnings release.

Dean is departing alongside three other Google veterans to build an AI-for-science startup backed by Google as an investor and cloud partner

This company failed to meet analysts' expectations. Investors don't seem to mind.

Kratos's earnings last night weren't quite as good as they first appeared.

Moby summary of The Kraft Heinz Company's Q2 2026 earnings call

The company defied the popular narrative of an AI-related spending slowdown.

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

DVN's Q2 earnings beat estimates as merger contributions, stronger oil pricing and higher output drive a 73.1% revenue surge and robust free cash flow.

Disney reported better-than-expected profits Wednesday, citing a strong performance in its theme park business amid lingering worries about macroeconomic weakness.However Disney cited upside in theme park attendance and retail products built around the franchises.

Berkshire Hathaway dumped its entire Amazon stake right as the stock was about to explode higher, and the explanation has almost nothing to do with Amazon's business. The real story is buried inside a personnel change that reshaped what Berkshire was willing to own.

SAIC-GM has been operating in China's automotive sector since 1997, with cumulative production and deliveries surpassing 20 million vehicles.

VSAT is nearing a key ViaSat-3 milestone as expanded satellite capacity targets aviation, maritime and government growth while commercialization remains crucial.

Memory stocks have been under pressure, but Elon Musk has a different view.

SolarEdge Technologies (NASDAQ:SEDG) shares fell about 24% on Wednesday after the solar technology company issued a weaker-than-expected third quarter outlook, overshadowing better-than-expected second quarter results. The company guided for Q3 2026 revenue of $310 million to $340 million,...

Moby summary of CDW Corporation's Q2 2026 earnings call

Sezzle enters Q2 earnings with strong growth momentum, but elevated valuation and margin pressures raise the stakes after a 106% three-month rally.

Monster Beverage (MNST) is expected to deliver another "strong quarter" as resilient energy-drink de

Moby summary of CVS Health Corporation's Q2 2026 earnings call

Celestica (CLS) could produce exceptional returns because of its solid growth attributes.

TTWO prepares for Q1 results as GTA VI marketing, strong bookings and mobile growth shape expectations ahead of earnings.

Coca-Cola's raised 2026 outlook, stronger margins and broad volume growth support earnings momentum, though Africa sale timing and tougher comps add risk.

FEMSA's Q2 beat and core-business growth drove momentum, but weaker international profits and margin pressure clouded the gains.