High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The chipmaker looks dear on profits and slightly cheap on cash, and what sits under that gap is a business that turns far more of each sales dollar into cash than into profit while it swaps a shrinking handset exposure for faster end markets in data centers and automotive.
VRNS tops Q2 earnings and revenue estimates as SaaS growth, AI security demand and a higher full-year outlook fuel confidence in its growth trajectory.
Analog Devices will release its third-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth.
The AI boom isn't just fueling the memory trade. The not-so-flashy analogy chip space is also seeing a boost.
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.30%. June E-mini S&P futures (ESM26 ) are down -0.17%, and June E-mini Nasdaq futures...
May 21 () - Japan's Kawasaki Heavy Industries will partner with Nvidia to develop solutions integrating robotics with physical artificial intelligence, and will set up a joint development center in Silicon Valley, the Nikkei newspaper reported on Thursday. The collaboration will initially focus on medical and mobility fields, with Nvidia's simulation technology to be applied to Kawasaki Heavy Industries' Corleo, a four-legged personal mobility robot under development, Nikkei added.
Japan's Kawasaki Heavy Industries will partner with Nvidia to develop solutions integrating robotics with physical artificial intelligence, and will set up a joint development center in Silicon Valley, the Nikkei newspaper reported on Thursday. The collaboration will initially focus on medical and mobility fields, with Nvidia's simulation technology to be applied to Kawasaki Heavy Industries' Corleo, a four-legged personal mobility robot under development, Nikkei added. As part of the effort, Kawasaki Heavy Industries will open the joint development center in San Jose, California.
Analog Devices Inc (ADI) reports robust financial performance with significant revenue growth and strategic moves in the AI and power technology sectors.
Manufacturer of analog chips Analog Devices (NASDAQ:ADI) will be reporting earnings this Wednesday morning. Here’s what to look for.
Moby summary of Analog Devices, Inc.'s Q2 2026 earnings call
As I mentioned last quarter, our data center and ATE businesses are taking advantage of strongAI-driven infrastructure investments. Another robust growth market for ADI is our aerospace and defense business, which reached a new revenue high this quarter, and where increased focus on national sovereignty concerns is accelerating an already strong multiyear growth path.
Analog Devices (NASDAQ:ADI) reported record fiscal second-quarter 2026 results, with revenue, profitability and earnings per share exceeding the high end of the company’s prior guidance, executives said on the company’s earnings call. Chief Executive Officer and Chair Vincent Roche said the quarter
The all-cash deal will expand Analog Devices' power delivery portfolio for AI data centers, where energy constraints are limiting system performance
The chip maker reports better-than-expected earnings and revenue for its fiscal second quarter, and agrees to acquire Empower Semiconductor.
Chipmaker Analog Devices forecast third-quarter revenue above Wall Street estimates on Wednesday, a sign of growing demand for its power-management semiconductors and sensor components amid the AI boom. Increasing investments in AI infrastructure have boosted demand across data centers and automotive systems, where higher processing speeds and complex data flows require more advanced components from suppliers like Analog Devices. The Wilmington, Massachusetts-based company expects third-quarter revenue of $3.9 billion, plus or minus $100 million, above analysts' average estimate of $3.62 billion, according to data compiled by LSEG.
Nvidia, the most valuable public company by market capitalization, will report earnings Wednesday, the last of the Magnificent Seven tech companies to do so. Big retailers including Walmart and Target will also report this week.
Analog Devices reportedly in advanced negotiations for cash takeoverAnalog Devices (NASDAQ:ADI) is reportedly nearing an agreement to acquire privately owned chipmaker Empower Semiconductor in a deal valued at approximately $1. 5 billion in cash, according to a Bloomberg News report published Tuesday citing sources familiar with the matter.
Nvidia, the most valuable public company by market capitalization, will report earnings this week, the last of the Magnificent Seven tech companies to do so. Big retailers including Walmart and Home Depot will also report.
June S&P 500 E-Mini futures (ESM26) are down -0.41%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.30% this morning, pointing to a lower open on Wall Street as oil prices continue to rise amid the stalemate between the U.S. and Iran.
Nvidia, the most valuable public company by market capitalization, will report earnings this week, the last of the Magnificent Seven tech companies to do so. Big retailers including Walmart and Home Depot will also report.
It took a while to get going, but Nvidia stock has been on a tear ahead of its earnings report due Wednesday after the close.
Genasys (GNSS) delivered earnings and revenue surprises of +166.67% and +1.01%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Wall Street shares were set for a mixed start on Wednesday as investors prepare to wait for news from Donald Trump’s visit to China. Stock futures pointed in different directions ahead of the opening bell, with Dow Jones futures down 114 points or 0.2% at 49,755, while S&P 500 futures...
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.29%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...
CRUS gears up for Q4 FY26 earnings with rising revenue and EPS estimates, driven by strong demand in mobile, PCs and growing mixed-signal momentum.
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