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Semiconductor equipment maker Lam Research (NASDAQ:LRCX) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 30% year on year to $6.72 billion. The company expects next quarter’s revenue to be around $8.1 billion, coming in 13.6% above analysts’ estimates. Its non-GAAP profit of $1.82 per share was 8.1% above analysts’ consensus estimates.
Semiconductor testing company FormFactor (NASDAQ:FORM) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 31.9% year on year to $258.2 million. On top of that, next quarter’s revenue guidance ($270 million at the midpoint) was surprisingly good and 9.2% above what analysts were expecting. Its non-GAAP profit of $0.82 per share was 34.4% above analysts’ consensus estimates.
Astera Labs boasts 25% net margins and zero debt, while Nebius scales at triple-digit growth despite heavy infrastructure spending.
Robinhood Markets posted a rise in second-quarter profit on Wednesday, as volatility in the markets spurred higher trading activity on its platform. The Menlo Park, California-based company's profit was $573 million, or 62 cents per share, for the three months ended June 30, compared with $386 million, or 42 cents per share, a year earlier.
Microsoft topped Wall Street estimates for quarterly cloud revenue growth on Wednesday, a sign its massive spending on AI infrastructure was paying off as capacity constraints ease and more businesses adopt the technology. Shares of Redmond, Washington-based Microsoft were up about 3% in extended trading. "This year, Azure revenue surpassed $100 billion for the first time, and Microsoft 365 Copilot reached over 30 million paid seats, reflecting the confidence customers are placing in us to power their AI transformation," CEO Satya Nadella said.
Berkshire Hathaway Inc (NYSE:BRK.A) shares are trading at an 8% discount to intrinsic value, UBS said, raising its price target on the conglomerate ahead of its second-quarter earnings release. UBS lifted its target to $877,848 for Class A shares from $854,596, and to $585 for Class B shares....
One trades at a 6.8x sales multiple on 28% revenue growth; the other at 1.0x while burning cash and restructuring.
Vertiv stock sinks as Q2 revenue comes in shy of expectations. Here’s how you should play VRT shares on the post-earnings selloff.
The beverage giant is expanding its digital and social media reach.
One is profitable with fortress balance sheet strength; the other burns cash while chasing quantum breakthroughs.
Phillip Securities upgraded Alphabet after its earnings selloff but lowered forecasts to account for enormous AI spending.
Airbnb trades at a premium valuation while Booking offers deeper scale and lower multiples, but one model may better weather regulatory headwinds in 2026.
Amazon, Apple set to follow tomorrow with their own quarterly numbers; Nvidia’s due next month
Despite geopolitical and market challenges, KPIT Technologies Ltd (BOM:542651) focuses on strategic partnerships and innovation to drive future growth.
Lemonade Inc (LMND) reports a 79% revenue increase and significant strides in AI-driven efficiency, despite ongoing net losses.
Amazon stock is on a losing streak coming into its Q2 earnings report but could highlight AI enterprise momentum.
Sandisk can deliver impressive gains over the next couple of years due to strong NAND flash pricing.
CLS has surged on AI infrastructure momentum, but can continued earnings growth and execution justify its richer valuation after another strong quarter?
Micron stock has taken a beating of late, but its biggest catalyst isn't going anywhere.
Scott Melker breaks down Core Scientific's (CORZ) 15-year, $14 billion infrastructure partnership with AMD (AMD), arguing the deal underscores a major shift: AI infrastructure is proving to be a more lucrative business than bitcoin (BTC-USD) mining. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
The Luce electric vehicle reached its 2026 sales target only two months after launch.
Ford increased its annual outlook as demand for higher-priced pickups helped offset tariffs and weaker electric-vehicle performance.
Renewed Middle East fighting lifted crude prices and increased the potential value of major oil producers' future output.
Berkshire Hathaway's insurance float, $370B-plus liquidity and diversified businesses reinforce its long-term earnings and investment capacity.
General Dynamics (GD) reported fiscal second-quarter results ahead of Wall Street estimates and incr
Most S&P 500 investors assume they own the market, but one overlooked mechanism quietly determines how much cash actually flows back to shareholders, and ignoring it this year has carried a measurable price.
Google spent a decade keeping its most powerful AI chips locked inside its own data centers, but something changed on the last earnings call that has one investor aggressively adding shares before year end.
Wall Street analysts have slapped a price target on Oracle implying triple-digit upside, yet the company burned through billions in free cash flow last year while piling on debt. Before trusting that consensus number, there is a balance sheet reality worth examining closely.
AON tops Q2 earnings estimates as organic revenue growth, margin expansion and client retention support results despite a slight revenue miss.
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