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Microchip Technology (NASDAQ:MCHP) Posts Better-Than-Expected Sales In Q2, Stock Soars
StockStory2d agobullish
Microchip Technology (NASDAQ:MCHP) Posts Better-Than-Expected Sales In Q2, Stock Soars

Analog chipmaker Microchip Technology (NASDAQ:MCHP) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 38% year on year to $1.48 billion. On top of that, next quarter’s revenue guidance ($1.60 billion at the midpoint) was surprisingly good and 3.3% above what analysts were expecting. Its non-GAAP profit of $0.76 per share was 8.7% above analysts’ consensus estimates.

nLIGHT’s (NASDAQ:LASR) Q2 CY2026 Sales Top Estimates But Stock Drops 15.1%
StockStory2d agobearish
nLIGHT’s (NASDAQ:LASR) Q2 CY2026 Sales Top Estimates But Stock Drops 15.1%

Laser company nLIGHT (NASDAQ:LASR) announced better-than-expected revenue in Q2 CY2026, with sales up 33.8% year on year to $82.59 million. The company expects next quarter’s revenue to be around $68 million, close to analysts’ estimates. Its non-GAAP profit of $0.15 per share was in line with analysts’ consensus estimates.

Goldman Sachs sees 168% upside in this controversial power stock
TheStreet2d agoneutral
Goldman Sachs sees 168% upside in this controversial power stock

Wall Street rarely puts a triple-digit return forecast on a company with a long history of being unprofitable. Goldman Sachs just did exactly that. The bank named U.K. fuel cell developer Ceres Power (CWR) as a top European pick for August, forecasting a 168% gain over the next 12 months. ...

Bloomberg2d agoneutral
Jane Street Looks to Rework $11 Billion Debt Into Private Credit

(Bloomberg) -- Jane Street is negotiating with a group of investors in a private-credit deal that would rework the firm’s $11 billion debt load and limit its financial disclosures to market participants, according to people with knowledge of 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?Ishbia’s Mortgage Firm Suffers Record Drop on Dividend HaltTrump M

Roku (NASDAQ:ROKU) Delivers Impressive Q2 CY2026
StockStory2d agoneutral
Roku (NASDAQ:ROKU) Delivers Impressive Q2 CY2026

Streaming TV platform Roku (NASDAQ: ROKU) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 21.9% year on year to $1.35 billion. Its GAAP profit of $1.08 per share was 81.9% above analysts’ consensus estimates.

AT&T (T) Bulks Up Its Spectrum As SpaceX Fears Ease
Insider Monkey2d agoneutral
AT&T (T) Bulks Up Its Spectrum As SpaceX Fears Ease

AT&T (NYSE:T) closed a $23 billion acquisition of wireless spectrum licenses from EchoStar (NASDAQ:ECHO) on July 28, a deal first announced in August 2025. The transaction adds roughly 50 MHz of low-band and mid-band spectrum covering more than 400 markets across the country, arriving just as the stock claws back the ground it lost when […]

AMD deepens AI inference bet with Taalas deal as chip race heats up
Reuters2d agoneutral
AMD deepens AI inference bet with Taalas deal as chip race heats up

Advanced Micro Devices said on Thursday it would buy chip startup Taalas for an undisclosed amount, ‌strengthening its technology as it taps into the rapidly growing ‌market for AI inference workloads. Toronto-based Taalas develops specialized silicon designed to reduce computing ​and memory bottlenecks in AI inference, the process of running trained AI models to generate responses or predictions. Specialized inference chips have become a critical focus for semiconductor makers as AI shifts from training to real-time, ‌high-volume deployment, and companies ⁠race to cut computing costs.

Roku beats quarterly revenue estimates on advertising, subscriptions strength
Reuters2d agobullish
Roku beats quarterly revenue estimates on advertising, subscriptions strength

Streaming platform Roku on Thursday reported second-quarter revenue that beat Wall Street ‌estimates, driven by its advertising and subscriptions segments. Roku ‌is awaiting the closure of a deal to be acquired by ​Fox Corp for$22 billion, uniting the broadcaster's content empire with Roku's streaming distribution footprint. • Roku, a content distributor, carries streaming apps from Paramount and Netflix and has ⁠benefited from consumers leaving traditional TV.

Twilio (NYSE:TWLO) Delivers Strong Q2 CY2026 Numbers, Stock Jumps 15.7%
StockStory2d agobullish
Twilio (NYSE:TWLO) Delivers Strong Q2 CY2026 Numbers, Stock Jumps 15.7%

Customer engagement platform Twilio (NYSE:TWLO) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 22% year on year to $1.50 billion. On top of that, next quarter’s revenue guidance ($1.51 billion at the midpoint) was surprisingly good and 3.2% above what analysts were expecting. Its non-GAAP profit of $1.47 per share was 11.1% above analysts’ consensus estimates.