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SiTime (NASDAQ:SITM) reported a sharp year-over-year increase in first-quarter 2026 revenue and profitability, with management attributing the performance primarily to accelerating demand for precision timing in AI infrastructure and data center networking. On the company’s earnings call, CEO Rajesh
A multibillion-dollar tax benefit made the social media giant's first-quarter bottom line look much stronger than it really was.
Arista Networks delivered a strong Q1 report, but its stock still lost ground.
Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli
Despite a lower-than-expected loss in fiscal Q2, FuboTV's latest quarterly report had problem points.
Arm Holdings forecast first-quarter revenue above Wall Street expectations on Wednesday, benefiting from higher adoption of its chip technology as tech firms spend heavily on artificial intelligence compute. The company expects quarterly revenue of $1.26 billion, compared with estimates of $1.25 billion, according to data compiled by LSEG. Arm generates revenue by licensing its technology to companies such as Nvidia and Apple, collecting royalty payments for every product built using its designs.
Space-related funds are seeing a surge of inflows as investors eagerly await the IPO of Elon Musk's SpaceX (SPAX.PVT). In the latest installment of Yahoo Finance's ETF Report, TMX VettaFi head of research Todd Rosenbluth to talk about the ETFs that could draw in the most investors — like the Procure Space ETF (UFO) — as interest in the broader space economy grows. Rosenbluth goes on to weigh in on prediction market ETFs that are set to launch.
AMD reported strong earnings results and fantastic guidance.
I keep hitting the buy button on Oracle (NYSE:ORCL) because I have rarely seen a backlog like the one this company is sitting on, and I want to own as many shares as I reasonably can before the market fully prices it in. The thing that pulls me back, again and again, is a single ... Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year
By Sai Ishwarbharath B and Haripriya Suresh BENGALURU, May 6 (Reuters) - India's offshore technology centers are expected to have generated $98.4 billion in revenue for fiscal 2026, nearing levels
Lumentum (NASDAQ:LITE) reported what President and CEO Michael Hurlston described as an “exceptional” fiscal third quarter of 2026, with revenue rising 90% year-over-year to a record $808 million, driven primarily by transceivers and laser chips. The company also posted significant profitability gai
CoreWeave, one of the more polarizing AI stocks, is on the reporting docket this week. But what can investors expect?
Moby summary of Eaton Corporation plc's Q1 2026 earnings call
Advanced Micro Devices (AMD) posted first quarter results that beat Wall Street estimates, reporting adjusted earnings of $1.37 per share (vs. estimates of $1.28) and revenue of $10.25 billion (vs. estimates of $9.89 billion). Futurum CEO Daniel Newman comes on Market Domination Overtime to dive into the AI chipmaker's earnings release and what it may signal about CEO Lisa Su's growth outlook and the company's tightening competition with Nvidia (NVDA). The stock is getting a lift in Tuesday's after-hours trading at the time of this video being posted.
Nvidia and ServiceNow are teaming up to launch a new kind of AI agent.
Moby summary of Procore Technologies, Inc.'s Q1 2026 earnings call
Last week’s tech earnings put investors’ attention back on AI spending and whether it’s actually paying off. One megacap stands out, surging nearly 10% over the past five trading days, the best five-day performance among the Magnificent 7 stocks. That’s Alphabet. The stock is up 22% year to date as ...
Investors are watching Disney (NYSE:DIS) ahead of fiscal Q2 2026 results due before the bell tomorrow, May 6. Shares are barely holding $100 at $100.69, down 10.95% YTD. This is new CEO Josh D’Amaro’s first real test. D’Amaro Inherits a Crowded To-Do List Last quarter, Disney beat with adjusted EPS of $1.63 on revenue of ... Can Disney Keep Treading Above $100 After Earnings Tomorrow?
Alphabet is on the cusp of overtaking Nvidia as the world's most valuable company, riding on a record stock rally fueled by its artificial intelligence efforts and booming cloud business. The potential reshuffling would put the Google parent at the No.1 spot for the first time in more than a decade. It last held that position briefly in February 2016 before Apple reclaimed the spot. The move reflects a dramatic shift in sentiment as Alphabet emerges as both a major AI services provider with its cloud platform and a key rival to Nvidia in chips through custom processors that have won customers such as Anthropic.
SpaceX may target a valuation of up to $2 trillion.
AI server demand strong, but investigations cloud outlook
Cook isn't the only CEO worried about this problem.
The start-up chipmaker has an impressive customer list that includes Amazon, Meta Platforms, and ChatGPT parent OpenAI.
(Bloomberg) -- Apple Inc. has held exploratory discussions about using Intel Corp. and Samsung Electronics Co. to produce the main processors for its devices in the US, a move that would offer a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing Co.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Gi
V2X (NYSE:VVX) executives highlighted double-digit growth, record bookings, and a higher full-year outlook during the company’s first-quarter 2026 earnings call, pointing to continued demand across its portfolio of mission support, aerospace, and training capabilities. First-quarter results show re
Even though the stock suffered a big sell-off today, Napco is still up 67% over the last year.
Palantir (PLTR) beat first quarter estimates, posting adjusted earnings of $0.33 per share (vs. expectations of $0.28) and revenue of $1.63 billion (vs. expectations of $1.54 billion). Futurum chief market strategist Shay Boloor joins Yahoo Finance to discuss the results.
Concerns about the Federal Reserve's independence and strategy is likely to result in investors loading up on silver again.
