News

Microchip beats fiscal Q4 estimates as bookings surge, inventory drops and AI/data center demand grows; guides double-digit June-quarter sales.

OSS tops Q1 estimates as defense shipments, AI edge demand and record bookings drive revenue growth and margin expansion.

Cognex opens 2026 with a big beat, 24% revenue growth, new AI In-Sight systems, and a Q2 outlook calling for more automation and logistics strength.

Dropbox's Q1'26 EPS beat estimates as paying users rise unexpectedly; Dash in Dropbox shows repeat AI engagement, and revenue outlook moved higher.

Applied Optoelectronics posts wider Q1 loss while revenues jump 51%, ships first 800G volumes to a hyperscale customer, and guides Q2 sales to $180M-$198M.

OPTU narrows its Q1 loss and expands margins despite broadband subscriber declines, while mobile growth hit a six-year quarterly high.

AKAM posts 6% revenue growth in Q1 as demand for API security and AI cloud services rose, though higher infrastructure investments weighed on profits.

MSI beats Q1 estimates as software, video security and MCN demand lift revenues 7% and drives record orders and backlog growth.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

DigitalOcean beats Q1 2026 estimates as revenues rise 22% and AI ARR surges 221%, lifts 2026 guidance.

Lumentum's Q3 FY26 EPS beat estimates, revenues rise 90% on surging cloud & AI demand; 1.6T transceiver shipments are set to ramp in fiscal Q4.

Keysight Technologies (NYSE:KEYS) has expanded its collaboration with China's China Automotive Technology and Research Center (CATARC). The two parties have set up a Joint Innovation Laboratory focused on new energy vehicle charging test technology, standards work, and certification. This move deepens Keysight's role in the electric vehicle charging ecosystem and formalizes its involvement in global EV charging standards. Keysight Technologies, trading at $366.68, is already closely linked...

ZG tops Q1 estimates as mortgage originations surge 96% and rental revenues jump 42%, driven by multifamily growth and home loan momentum.

Q's first-quarter results are likely to reflect benefits from AI-driven demand for its products and solutions across the Semiconductor Technologies and ICS segments.

IPG Photonics' Q1 revenues jump 16.5% as Industrial Solutions demand surges, but adjusted EPS slips and tariffs squeeze margins.

SHOP beat Q1 2026 estimates as revenues jump 34% and GMV stays above $100B, lifted by B2B, offline scale and Sidekick AI.

Skyworks tops Q2 FY26 views as Broad Markets hit 42% of sales, Android design win targets $1B+ through 2030, and dividend stays at 71 cents.

AMD's Q1'26 earnings beat rides on AI-fueled demand, record $5.78B data center sales, margins up, and Q2 revenues guided near $11.2B.

UI heads into fiscal Q3 earnings with rising Enterprise demand and projected revenue growth after beating estimates for four straight quarters.