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MACOM Technology Solutions (NASDAQ:MTSI) reported record fiscal third-quarter results, citing strong demand across its data center, industrial and defense, and telecom markets. The company also issued fourth-quarter guidance that calls for another sequential increase in revenue, margins and adjusted
The company is trying to compete in AI infrastructure, but is moving slowly.
Moby summary of Targa Resources Corp.'s Q2 2026 earnings call
Moby summary of Arhaus, Inc.'s Q2 2026 earnings call
Humanoid robot developer Unitree announced it will price its upcoming IPO at $22.34 a share, giving it a valuation of $9 billion. The deal will make Unitree China's first public humanoid robot company. Unitree's IPO comes at a time when investors are becoming increasingly focused on the prospect of AI-enabled robotics.
Rocket Lab just landed a huge contract. Here's what it means for the company.
The automation software company delivered strong second-quarter results, but the stock still fell.
Bitdeer Technologies (NASDAQ: $BTDR) has secured a $4.7 billion U.S. artificial intelligence (A.I.) data centre lea...
The top Silicon Valley investor is sticking with the high-growth data mining company.
The company is running through cash faster than some investors may like.
The neocloud specialist is facing pushback over its data center plans.
Nebius has been one of 2026's most explosive AI infrastructure plays, but a rumor about a famous short-seller and a stretched valuation are rattling investors who are now eyeing the exits toward Cloudflare, CoreWeave, Snowflake, and Oracle.
The company is known as one of the most reliable dividend payers in the stock market.
The celebrated investor's core philosophy still holds up today.
Wall Street is taking a "prove it" approach to PayPal's current valuation.
Nvidia is reportedly testing at least three Rubin Ultra variants with reduced HBM capacity.
A single ETF charging roughly four cents per $100 turned a modest investment into a small fortune over a decade, and the fee structure is the part of the story most investors never think to examine.
Charlie Munger's only trusted outside manager just made a striking move in financial services, abandoning a position in one of America's biggest banks to load up on the companies that sit above the entire credit system and collect fees no matter who wins or loses.
(Bloomberg) -- Nscale is telling prospective investors it has about $51 billion of total contracted revenue ahead of a US initial public offering that could take place as soon as in September, according to people familiar with the matter.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joine
August is off to a rocky start for this utility stock.
Fluence Energy (NASDAQ:FLNC) reported record third-quarter order intake and backlog growth, including its first signed data-center developer order, while lowering its fiscal 2026 revenue and adjusted EBITDA outlook because of delays ramping new manufacturing capacity. President and Chief Executive
Papa John's dashes hopes for a quick going-private transaction. Investors abandon ship.
Arm Holdings has already traded near $450 this year, then lost nearly a quarter of its value in a month. Now Wall Street analysts are split on whether the AI compute giant can claw back those highs or if the real trouble is just beginning.
Moby summary of KVH Industries, Inc.'s Q2 2026 earnings call
Moby summary of Liquidity Services, Inc.'s Q3 2026 earnings call
Moby summary of Chegg, Inc.'s Q2 2026 earnings call
Jefferies and Truist raised their price targets despite a 7% post-earnings decline.
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