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Why CleanSpark (CLSK) Is Down 7.2% After US$6.6B AI Data Center Lease Announcement – And What's Next
Simply Wall St.3d agoneutral
Why CleanSpark (CLSK) Is Down 7.2% After US$6.6B AI Data Center Lease Announcement – And What's Next

CleanSpark, Inc. recently confirmed it will report its Q3 2026 results and hold its earnings call on August 6, 2026, as it faces revenue and EPS pressure from volatile Bitcoin prices and rising network difficulty. The company also entered a very large US$6.60 billion high-performance computing data center lease in Georgia, marking its biggest move yet into AI infrastructure and a clear effort to broaden its business beyond Bitcoin mining. We’ll now examine how CleanSpark’s very large US$6.60...

Viavi Solutions (VIAV) Is Up 20.7% After Q4 Beat And Mixed Full-Year 2026 Results - What's Changed
Simply Wall St.3d agobullish
Viavi Solutions (VIAV) Is Up 20.7% After Q4 Beat And Mixed Full-Year 2026 Results - What's Changed

Viavi Solutions Inc. recently reported fourth-quarter 2026 results showing sales of US$443.1 million and net income of US$32.7 million, alongside full-year 2026 sales of US$1.52 billion and a net loss of US$30.4 million. The quarter capped a period in which Viavi consistently exceeded earnings and revenue estimates, even as full-year results showed that higher sales did not yet translate into sustained profitability. Against this backdrop of quarterly outperformance and guidance for...

On Holding (ONON) Could Be 27% Undervalued Following August 11 Earnings Focus
Simply Wall St.3d agoneutral
On Holding (ONON) Could Be 27% Undervalued Following August 11 Earnings Focus

On Holding (NYSE:ONON) heads into its August 11, 2026 earnings report with two key storylines for investors: expectations for higher earnings and revenue, and a fresh co CEO structure. See our latest analysis for On Holding. On Holding’s recent 1-day share price return of 1.54% and 90-day share price return of 7.12% suggest building momentum ahead of earnings, even as the year to date share price return is down 18.66% and the 1-year total shareholder return is down 18.41%. If you are weighing...

Applied Materials (AMAT) As Burry Targets AI Chip Names Is It Still Undervalued
Simply Wall St.3d agoneutral
Applied Materials (AMAT) As Burry Targets AI Chip Names Is It Still Undervalued

Applied Materials (AMAT) is back in focus after Michael Burry disclosed fresh short positions against the stock and other AI linked semiconductor companies, alongside warnings of a possible sharp market reversal. See our latest analysis for Applied Materials. Applied Materials has been volatile around the US$534.24 share price, with the share price return falling 2.26% over the last day but rising 22.41% over seven days and 30.10% over ninety days. The 1 year total shareholder return of...

Vistra (VST) Is Seen As A Beneficiary Of Rising AI Power Demand
Simply Wall St.3d agoneutral
Vistra (VST) Is Seen As A Beneficiary Of Rising AI Power Demand

Vistra (NYSE:VST) is being highlighted by industry analysts as a key potential beneficiary of SpaceX's aggressive buildout of AI infrastructure in the United States. SpaceX's planned expansion is expected to materially increase US power demand, which could raise the need for electricity infrastructure supplied by companies such as Vistra. Analysts view the direct link between a high profile hyperscale AI project like SpaceX's and suppliers including Vistra as a new driver of demand, in...

AI Workloads Drive CPU Demand as AMD Discusses Longer-Term China Deals
Insider Monkey3d agoneutral
AI Workloads Drive CPU Demand as AMD Discusses Longer-Term China Deals

Advanced Micro Devices, Inc. (NASDAQ:AMD) is poised to benefit from the next phase of the AI infrastructure boom. This comes as chip demand expands beyond graphics processing units (GPUs) into central processing units (CPUs) and other data center products. According to a Reuters report on July 23, AMD and Intel Corp (NASDAQ:INTC) are negotiating longer-term […]

Bloomberg3d agoneutral
Nscale Touts $51 Billion in Contracts, Targets September US IPO

(Bloomberg) -- Nscale is telling prospective investors it has about $51 billion of total contracted revenue ahead of a US initial public offering that could take place as soon as in September, according to people familiar with 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?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joine

FOX Q4 Earnings Call Highlights
MarketBeat3d agoneutral
FOX Q4 Earnings Call Highlights

FOX (NASDAQ:FOX) reported record fiscal 2026 revenue and EBITDA, as the company benefited from FIFA Men’s World Cup advertising, growth at Tubi and FOX One, and continued strength in its news and sports businesses. For the fiscal year ended 2026, revenue increased 5% to more than $17 billion, while

Fluence Energy Q3 Earnings Call Highlights
MarketBeat3d agoneutral
Fluence Energy Q3 Earnings Call Highlights

Fluence Energy (NASDAQ:FLNC) reported record third-quarter order intake and backlog growth, including its first signed data-center developer order, while lowering its fiscal 2026 revenue and adjusted EBITDA outlook because of delays ramping new manufacturing capacity. President and Chief Executive

💬 Money Quote: Warner CEO on the Paramount Deal
The Wall Street Journal3d agoneutral
💬 Money Quote: Warner CEO on the Paramount Deal

📣 “We have every expectation the transaction will close.” —Warner Bros. Discovery CEO David Zaslav, speaking to analysts today about Paramount's agreement to buy the company, which has faced legal challenges of late.