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Cohu Q2 Earnings Call Highlights
MarketBeat5d agoneutral
Cohu Q2 Earnings Call Highlights

Cohu (NASDAQ:COHU) reported second-quarter 2026 revenue of $149 million, up 38% from a year earlier and above the midpoint of its guidance, as demand for high-performance computing equipment and a recovery in several core semiconductor markets supported results. President and CEO Luis Müller said r

Cadence Stock Can Be an AI Winner. The Earnings Prove It.
Barrons.com8d agoneutral
Cadence Stock Can Be an AI Winner. The Earnings Prove It.

Cadence Design Systems stock jumped Tuesday after the chip-design company reported better-than-expected earnings and reaffirmed its positioning as an artificial-intelligence beneficiary. Cadence reported adjusted earnings of $2.11 a share in the second quarter, up from $1.65 a year ago and above analysts’ consensus estimate of $2.05, according to FactSet. Cadence lifted its full-year guidance for adjusted earnings per share to between $8.05 and $8.15, up from a previous range of $7.85 to $7.95.

Cadence Design Systems Q2 Earnings Call Highlights
MarketBeat8d agoneutral
Cadence Design Systems Q2 Earnings Call Highlights

Cadence Design Systems (NASDAQ:CDNS) reported second-quarter 2026 results that exceeded its guidance, supported by demand for AI-driven design tools and broad-based growth across its businesses. The company raised its full-year outlook, citing accelerating design activity, record backlog and continu

Cadence Stock Can Be an AI Winner. The Earnings Prove It.
Barrons.com8d agoneutral
Cadence Stock Can Be an AI Winner. The Earnings Prove It.

Cadence Design Systems stock rose Monday after the chip-design company reported better-than-expected earnings and reaffirmed its positioning as an artificial-intelligence beneficiary. Cadence reported adjusted earnings of $2.11 a share in the second quarter, up from $1.65 a year ago and above analysts’ consensus estimate of $2.05, according to FactSet. Chip makers like Nvidia and Taiwan Semiconductor Manufacturing use Cadence’s software as part of their design process, and semiconductor demand has been one of the stories of the market in 2026.

Bloomberg9d agoneutral
Crypto Treasury Firms Pivot to AI in Bid to Win Back Investors

(Bloomberg) -- The implosion of the once-hot market for cryptocurrency treasury stocks is prompting a number of firms to pivot to artificial intelligence in an attempt to win back investors. So far, it isn’t working. Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks and Bonds Rall

Investing.com83d agoneutral
Trump revamps portfolio, adding Nvidia and other AI names

Investing.com -- President Donald Trump's latest OGE Form 278-T disclosure reveals a significant paring of his larger technology securities during the first quarter of 2026. Large-scale sales of securities in Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT) were recorded in the peak-valuation tier of $5 million to $25 million.

CDNS Q1 Deep Dive: AI Demand Drives Growth, Margin Guidance Adjusts Post-Hexagon Acquisition
StockStory98d agoneutral
CDNS Q1 Deep Dive: AI Demand Drives Growth, Margin Guidance Adjusts Post-Hexagon Acquisition

Electronic design automation company Cadence Design Systems (NASDAQ:CDNS) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 18.7% year on year to $1.47 billion. The company’s full-year revenue guidance of $6.18 billion at the midpoint came in 0.7% above analysts’ estimates. Its non-GAAP profit of $1.96 per share was 4% above analysts’ consensus estimates.