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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.
On holiday in Devon this summer, Charles Hall felt a familiar sinking feeling.
On holiday in Devon this summer, Charles Hall felt a familiar sinking feeling.
SPCX stock climbed 6% on Thursday despite 911.5 million shares becoming eligible for sale after a lockup expired.
Training a frontier AI model is a one-time event, but running it in production is a recurring bill that never stops, and one chipmaker is quietly positioning itself to own that side of the ledger.
Moby summary of Cheniere Energy, Inc.'s Q2 2026 earnings call
Alphabet and Tesla both reported earnings the same day, both burned billions on AI, and both are chasing the same future. So why did the market punish one and reward the other?
TSMC and Intel both reported blowout quarters riding the same AI wave, yet one walks away with a 67% gross margin while the other bleeds billions from its foundry. Whether Intel can close that gap in the next year comes down to a single unresolved bet.
IBM has bounced sharply off its post-earnings collapse, but a securities fraud inquiry and crumbling mainframe sales are pulling against a software business growing at record pace. The question is whether that rebound is a buying opportunity or a trap investors cannot yet see clearly.
Tesla Inc. (NASDAQ:TSLA) and Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk says that the new Terafab semiconductor manufacturing facility in Grimes County, Texas, will serve both the Optimus robot and SpaceX’s “AI spacecraft”. Elon Musk’s Approximate Guesses On Thursday, the Tesla Owners Silicon Valley handle on X shared a promotional video of the Terafab facility, saying that the site will “produce over 1 terawatt of AI compute capacity per year” and that it would be a crucia
Warner Bros. Discovery Inc. (NASDAQ:WBD) executives on Thursday said the streaming bundle with The Walt Disney Co. (NYSE:DIS) is generating measurable benefits, helping reduce customer cancellations. Disney Bundle Is Driving Better Streaming Metrics During Warner Bros. Discovery’s second-quarter earnings call, an analyst asked whether the company was seeing measurable benefits from the bundle, which combines Max, Disney+ and Hulu under a discounted subscription. Responding to the question, execu
Microsoft just reported a blockbuster quarter with Azure crossing milestones few saw coming, yet the stock sits flat on the year and prediction markets give it a coin-flip chance of holding $500 through the week. Here is what the numbers reveal about who is right.
The podcast hands the microphone back to the people who have helped shape it from the very beginning: its listeners.
Apple just posted one of its strongest quarters in years, yet the stock tanked within the hour. The headline numbers hide a set of pressures that will force a definitive verdict next quarter.
Costco has compounded its membership base, its warehouses, and its earnings at an impressive clip, yet the stock has gone nowhere for a year while the broader market climbed 21%. The question worth sitting with is whether the next big move belongs to patient buyers or to those already holding.
Moby summary of Howmet Aerospace Inc.'s Q2 2026 earnings call
Royal Caribbean Cruises (NYSE:RCL) has announced a new fixed-income offering of senior unsecured notes due 2034. The notes will be issued as senior unsecured debt, which ranks ahead of subordinated obligations but behind secured borrowings. The offering is expected to affect Royal Caribbean Cruises' capital structure, debt profile, and liquidity once completed. Interest in this new Royal Caribbean Cruises debt issue highlights how many investors are weighing income opportunities across...
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