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Applied Optoelectronics (NASDAQ:AAOI) reported first-quarter 2026 results that management said were in line with expectations, citing “robust demand” across its data center and CATV businesses and continued progress expanding manufacturing capacity. Founder, Chairman and CEO Dr. Thompson Lin said th

Most of us learned to size up companies the same way. Revenue, earnings, the line on a chart that goes up and to the right. That mental shortcut has served retail investors fine for a generation. It just stopped working. The biggest piece of the U.S. stock market is now a single chipmaker whose ...

Nvidia will invest up to $2.1 billion in data center operator IREN, as part ‌of a broader deal to deploy up to ‌5 gigawatts of infrastructure to keep up with soaring artificial intelligence ​demand. The tie-up, announced on Thursday, underscores the hunger for computing power amid surging adoption of AI, as frontier model developers and Big Tech firms funnel billions to secure ‌capacity. • Shares of ⁠IREN were up around 9% in extended trading.

Iran deal doubts hit stocks Thursday, but Nvidia, Tesla were strong. CoreWeave, Rocket Lab, Cloudflare were earnings movers late. The jobs report is on deck.

President Trump met with Brazilian President Luiz Inácio Lula da Silva on Thursday, while the administration extended its trade deadline with the European Union (EU) to July 4. Yahoo Finance Washington Correspondent Ben Werschkul speaks more about what this meeting could mean for US-Brazil relations and the latest news about Trump's 25% tariffs against EU cars.

Elon Musk is dissolving his artificial-intelligence company, xAI. Now, SpaceX is the entity that will vie for AI supremacy with OpenAI, Anthropic, and Alphabet The company is getting its ducks in a row ahead of an IPO that is expected to be the biggest ever, raising as much as $75 billion and valuing the company at up to $2 trillion. Wednesday afternoon, Musk tweeted “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX.”

May 8 (Reuters) - SoftBank Corp has begun discussions with U.S. chip giant Nvidia and Taiwanese contract manufacturer Foxconn as it weighs plans to build "made-in-Japan" artificial

Japan's SoftBank ‌Corp has ‌begun discussions with ​U.S. chip giant Nvidia and Taiwanese contract ‌manufacturer ⁠Foxconn as the conglomerate ⁠weighs plans to build ​homegrown ​artificial ​intelligence servers, ‌the Nikkei newspaper reported on Friday. SoftBank is considering starting design ‌and ​component ​assembly ​by the ‌end of the ​decade, ​Nikkei added.

Gladstone Investment (NASDAQ:GAIN) is the income-focused business development company that pays shareholders a $0.08 monthly distribution plus periodic supplemental payouts tied to portfolio exits. Income investors lean on GAIN for that monthly check, so the Q3 FY26 earnings miss reported February 3, 2026, where adjusted EPS came in at $0.21 against a $0.2275 estimate, raised ... Inside the $17 income play paying 5.7% yield after its biggest earnings disappointment

Shares of Palantir (NASDAQ:PLTR) delivered some impressive quarterly earnings only to be met with a mildly negative reaction. Indeed, it was another tough crowd of Palantir shareholders. This beat-and-drop reaction has happened before and, if I were to place a bet, it’s probably going to happen again. Given good results no longer mean a good ... Palantir Just Beat Earnings and Dropped. This Has Happened Before. Here’s What Came Next

According to the job research firm Challenger, Gray & Christmas, job cuts rose 38% in April compared to March. Much of this was blamed on AI-driven layoffs. The April number reached 83,387. The number was the third-highest figure since 2009, during the Great Recession. Andy Challenger said, “Technology companies continue to announce large-scale cuts and ... April Job Cuts Surge 38% On AI Downsizing

​📈 Follow our live markets data and coverage. The enormous weighting of companies that pay no dividend, or hardly pay one ( Nvidia’s yield is 0.02%), obscures some household names yielding 6%, 7% and even 10%. Back then, the yield on the benchmark U.S. Treasury note was above 6% while today it’s below 4.4%.

The stock market has soared to record highs in recent weeks, and one sector has been doing a lot of the work.

GameStop is looking to acquire a much larger company than itself.

Investors seem to be overlooking serious threats to the U.S. economy related to the Iran war and tariffs.

SiTime (NASDAQ:SITM) reported a sharp year-over-year increase in first-quarter 2026 revenue and profitability, with management attributing the performance primarily to accelerating demand for precision timing in AI infrastructure and data center networking. On the company’s earnings call, CEO Rajesh

A multibillion-dollar tax benefit made the social media giant's first-quarter bottom line look much stronger than it really was.

Arista Networks delivered a strong Q1 report, but its stock still lost ground.

Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli

Despite a lower-than-expected loss in fiscal Q2, FuboTV's latest quarterly report had problem points.

The S&P 500 and Nasdaq hit new highs on Iran deal hopes. Nvidia leads new buys with Arm a big earnings mover late.

Arm Holdings forecast first-quarter revenue above Wall Street expectations on Wednesday, benefiting from higher adoption of its chip technology as tech firms spend heavily on artificial intelligence compute. The company expects quarterly revenue ‌of $1.26 billion, compared with estimates of $1.25 billion, according to data compiled by LSEG. Arm generates revenue by licensing its ‌technology to companies such as Nvidia and Apple, collecting royalty payments for every product built using its designs.

Space-related funds are seeing a surge of inflows as investors eagerly await the IPO of Elon Musk's SpaceX (SPAX.PVT). In the latest installment of Yahoo Finance's ETF Report, TMX VettaFi head of research Todd Rosenbluth to talk about the ETFs that could draw in the most investors — like the Procure Space ETF (UFO) — as interest in the broader space economy grows. Rosenbluth goes on to weigh in on prediction market ETFs that are set to launch.

AMD reported strong earnings results and fantastic guidance.

I keep hitting the buy button on Oracle (NYSE:ORCL) because I have rarely seen a backlog like the one this company is sitting on, and I want to own as many shares as I reasonably can before the market fully prices it in. The thing that pulls me back, again and again, is a single ... Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year

By Sai Ishwarbharath B and Haripriya Suresh BENGALURU, May 6 (Reuters) - India's offshore technology centers are expected to have generated $98.4 billion in revenue for fiscal 2026, nearing levels

Lumentum (NASDAQ:LITE) reported what President and CEO Michael Hurlston described as an “exceptional” fiscal third quarter of 2026, with revenue rising 90% year-over-year to a record $808 million, driven primarily by transceivers and laser chips. The company also posted significant profitability gai

CoreWeave, one of the more polarizing AI stocks, is on the reporting docket this week. But what can investors expect?

Moby summary of Eaton Corporation plc's Q1 2026 earnings call

Advanced Micro Devices (AMD) posted first quarter results that beat Wall Street estimates, reporting adjusted earnings of $1.37 per share (vs. estimates of $1.28) and revenue of $10.25 billion (vs. estimates of $9.89 billion). Futurum CEO Daniel Newman comes on Market Domination Overtime to dive into the AI chipmaker's earnings release and what it may signal about CEO Lisa Su's growth outlook and the company's tightening competition with Nvidia (NVDA). The stock is getting a lift in Tuesday's after-hours trading at the time of this video being posted.