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Lumentum's blowout earnings lit a fire under the entire optical networking sector, sending rivals surging despite having nothing new to report themselves. Here is what the synchronized rally reveals about where AI infrastructure money is flowing next.
A media company burning through cash, a flying taxi startup making a costly bet, and a sector-wide selloff converged on Wednesday to punish three small caps hard. Here is what drove each name lower and what traders are watching next.
The Russell 2000 is having a standout year, but IWM holders collecting less than 1% in yield are watching a weekly-paying rival nearly match the rally while depositing a very different kind of paycheck every Friday.
Watching the AI rally from the sidelines felt responsible when retirement loomed, but playing it safe has a price tag too. Three ETFs now offer a way to get back in the game without handing your future to a single stock.
Moby summary of Liquidia Corporation's Q2 2026 earnings call
Moby summary of Amcor plc's Q4 2026 earnings call
Moby summary of Riskified Ltd.'s Q2 2026 earnings call
Moby summary of Annexon, Inc.'s Q2 2026 earnings call
Moby summary of LiqTech International, Inc.'s Q2 2026 earnings call
Moby summary of Global-e Online Ltd.'s Q2 2026 earnings call
Moby summary of Kornit Digital Ltd.'s Q2 2026 earnings call
The entire AI data center industry still appears to be firing on all cylinders after all, with more of the same in the cards.
The fast-casual chain's revenue is already rebounding from the Cyclospora scare.
Cerebras Systems raised its annual revenue and gross margin forecasts on Wednesday, buoyed by robust demand for its chips from companies ramping up data-center capacity to power AI services. The chip designer is banking on growing demand for inference, the data crunching that occurs when a user queries a chatbot, as it seeks to challenge Nvidia's dominance in the AI processor market. Cerebras' flagship wafer-scale engine (WSE) is a single chip the size of a dinner plate containing trillions of transistors, a design that it says is more efficient than connecting thousands of smaller graphics processors together, as Nvidia does.
Neocloud stocks just posted some of the wildest single-session gains of the AI buildout cycle, and the valuation math behind them is stranger and more compelling than it looks at first glance.
These catalysts could prove to be the actual drivers of the stock.
Kontoor Brands raised its full-year guidance and announced a major buyback. The Wrangler and Helly Hansen parent is streamlining its brand portfolio.
The LEO satellite maker still has a bright future.
United States Antimony just watched most of its 2026 gains evaporate in a single session, and the guidance cut behind the collapse raises a bigger question: is this an isolated antimony-price shock or a warning sign for the entire domestic critical-minerals trade?
The chipmaker announced a $15 billion secondary stock offering this week.
Aurora Cannabis would expand Curaleaf's international presence, but it hasn't been a strong business in recent years.
The tech company's latest numbers showed significant improvements in revenue, gross margin, and net income.
IBM (NYSE:IBM) just signed a $240 million deal with Together AI to build an Nvidia (NASDAQ:NVDA)-powered AI inference cluster on IBM Cloud, announced August 11. Together AI’s chief revenue officer Kai Mak says demand is so strong the cluster will sell out two to three months before it even goes live. That kind of confidence […]
Norway’s fund also publicly declared owning a 0.05% stake in SpaceX.
Intel's stunning 176% run has the semiconductor sector buzzing, but with AMD trading at a jaw-dropping 123x earnings and a fresh dilution event on the table, figuring out where to hold and where to fold across chip stocks has never been more consequential.
Jim Cramer just named Intel a major focus name and pointed directly at CEO Lip-Bu Tan, but Wall Street's cautious consensus tells a very different story about where this explosive turnaround actually stands.
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