News — AI supercycle headlines

Zacks1d agoneutral

FUJIFILM Q4 Earnings & Revenues Up Y/Y on Solid Segmental Performance

FUJIY posted record Q4 revenue and profit as healthcare, semiconductor materials and imaging demand lifted results and fueled upbeat FY2026 outlook.

Zacks1d agoneutral

Why Sensata (ST) is a Top Growth Stock for the Long-Term

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Zacks5d agobearish

Trade Desk Q1 Earnings Miss Estimates, Revenues Up Y/Y, Stock Down

TTD beat revenue estimates as AI launches, strategic partnerships and strong CTV growth drove momentum despite an EPS miss.

DG ST

Zacks5d agoneutral

Why Sensata (ST) is a Top Momentum Stock for the Long-Term

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Zacks6d agobullish

Watts Water's Q1 Earnings & Revenues Beat Estimates, Increase Y/Y

WTS posted record Q1 sales and earnings as data center demand, pricing and productivity gains fueled margin expansion.

Zacks6d agoneutral

CRUS Q4 Earnings & Sales Top, Up Y/Y as Diversification Gains Momentum

Cirrus Logic beat fiscal Q4 2026 EPS estimates as smartphone demand, PC growth and expansion into new silicon categories fueled fiscal 2026 revenue growth.

CRUS ST

Zacks7d agoneutral

CDW Q1 Earnings Meet, Revenues Rise Y/Y on Infrastructure & AI Adoption

CDW posts solid Q1 2026 with rising sales and steady EPS, as strong demand across segments and AI investments shape its 2026 outlook.

Zacks7d agobullish

Flex Q4 Earnings & Revenues Beat Estimates, Rise Y/Y, Stock Up

FLEX Q4 FY26 EPS beat as revenue jumped 17% to $7.5B; Cloud & Power leads as the company plans a segment spinoff.

Zacks7d agobullish

ONTO Q1 Earnings Beat, Revenues Up Y/Y on Strong Semiconductor Demand

Onto Innovation beats on Q1 EPS as AI chip demand lifts revenue, while new systems and a Rigaku stake signal a deeper push into advanced semiconductor tech.