Notícias

Super Micro shares jump as $60 billion AI backlog powers stock rally

Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different question.

Arcos Dorados Holdings Inc. (NYSE:ARCO) shares climbed 7% after the Latin American McDonald’s franchisee delivered second-quarter earnings and revenue above Wall Street forecasts.

Nebius (NASDAQ: NBIS), the Nvidia-powered AI cloud provider spun out of Russian internet giant Yandex and now headquartered in Amsterdam, is the direct vehicle for Burry’s trade. Nvidia itself remains the dominant hardware supplier underpinning the AI cloud boom, and any meaningful deceleration in infrastructure spending at companies like Nebius would weigh on GPU demand across the sector.

Grocery Outlet beats Q2 estimates and raises key 2026 targets as comparable-store sales and basket trends improve sequentially.

Applied Materials shares rise as AI boom fuels high-stakes earnings showdown

Five Dividend Aristocrats just crushed Q2 earnings and raised their guidance, but the window to buy them at current prices may close before September arrives.

The AI cloud company posted $582 million in revenue for the second quarter, well ahead of Wall Street's estimate of $570 million

Intuitive Machines’ second-quarter revenue grows more than 300% but that’s not enough to please Wall Street.

JD. com (NASDAQ:JD) shares fell around 2% in U.

The networking company posted $17.25 billion in quarterly revenue and guided well above Wall Street expectations for the year ahead

JD.com Inc. reported better-than-expected quarterly profit as its food delivery battle with Alibaba Group Holding Ltd. and Meituan cooled down amid regulatory curbs.

Morningstar analysts, however, said Nebius’ high valuation may hold, but a slowdown in AI spending could hinder its ability to attract new capital and sustain growth.

Atlassian (TEAM) has just reported quarterly results that exceeded analyst expectations, paired with strong guidance that leans heavily on the adoption of its Rovo AI platform and the new Code Context capability. See our latest analysis for Atlassian. Atlassian’s earnings beat and strong Rovo AI narrative have coincided with sharp recent momentum, with a 30 day share price return of 61.44% and a 90 day share price return of 91.99%, even though the 1 year total shareholder return is down...

Vanguard's own 10-year forecast for U.S. stocks is 4.2% to 6.2% a year. The record behind numbers like that is worth seeing whole.

Enovix Corp (ENVX) reports fifth consecutive quarter of revenue growth, with Smart Eyewear orders jumping nine-fold and drone/defense pipeline expanding to $180 million.

Strong first-half performance driven by Aboitiz Power and Union Bank, offsetting food and real estate headwinds.

BeOne Medicines Ltd (ONC) delivers robust Q2 2026 results with record BRUKINSA sales, raises full-year guidance, and advances a promising oncology pipeline.

Solar module output hits second-highest quarterly level while company navigates capital raise and G2 Austin funding timeline

BETA Technologies Inc (BETA) reports record Q2 revenue and nearly hits $4B backlog target, while navigating certification progress and significant cash burn.

A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.

Despite raising its full-year outlook, Cerebras Systems saw its stock plunge after hardware revenue fell 23% in Q2.

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.

Cisco stock rose amid fiscal Q4 earnings and revenue that topped estimates while the company's fiscal 2027 sales outlook came in above views.

Bending Spoons, an acquisitive digital media and software company, has enjoyed a strong stock market debut. Analysts expect it will report revenue of $683 million for the second quarter and earnings per share of 27 cents.

Nebius shares surged Wednesday after the AI infrastructure firm posted second-quarter results that topped analysts’ estimates.

Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.

Shares of Kaiser Aluminum climbed above a buy point Wednesday, just days after the company issued a bullish quarterly report, and as the stock stands out among peers. With an IBD Composite Rating of 98 and a three-month Relative Strength Rating of 82, Kaiser Aluminum has emerged as the leader among aluminum stocks. In last month's earnings report, CEO Keith Harvey said the "underlying story is increasingly one of stronger customer demand, improving market conditions and strengthening business fundamentals."

AT&T's fiber expansion, wireless gains and bundled services support growth, but high capex, debt and competition raise key concerns.

APA's Q2 earnings beat estimates as higher oil prices and lower expenses offset weaker revenues and natural gas prices.