Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Investors are closely tracking the slide in Nvidia and other AI-linked stocks as macro developments add pressure to markets during a crucial week.
Etherstack PLC (ASX:ESK) posts record first-half revenue of $8.5 million, up 40% year-over-year, with major contract wins and a strategic review underway to optimize shareholder returns.
International business drives growth as XPeng launches humanoid robot division.
Data center revenue hit $669 million as demand for optical products surged.
All five of these companies are earnings all-stars. Will they beat again?
Nvidia will step back into the earnings spotlight after the market closes on Wednesday, August 26, when the AI chip leader reports its much-anticipated Q2 results.
The 2026 Q2 earnings cycle continues to wind down, with the reporting docket starting to get quiet. The period has been another one of positivity, with several companies, including Apple, EMCOR Group, and Johnson & Johnson, all reporting record-breaking results in one way or another.
Xpeng stock sank today on disappointing earnings and guidance. But robotics business news makes XPEV shares worth buying on the dip.
Apple Inc. (NASDAQ:AAPL) announced on August 18, 2026, that alternative app stores in the European Union will be charged a 5% commission on in-app purchases. It is part of a new fee structure the company says will “resolve” its disagreements with EU regulators over the Digital Markets Act. Why This Matters Apple has fought regulators […]
Seema Shah, chief global strategist at Principal Asset Management, told CNBC on Monday that NVIDIA (NASDAQ:NVDA) sits at the center of this week’s market setup, with its upcoming quarterly report positioned as the critical test of whether the AI capital-spending cycle can start showing profitable returns. Nvidia reports fiscal Q2 2027 results on Wednesday, August ... Top Strategist Warns Nvidia’s Earnings on Wednesday Could Hit the Entire Market
Investors, traders and speculators expect direction from the leaders of the AI revolution and the world's most important central bank.
Lumentum Holdings (LITE) is back in focus after its August 11 earnings release, which paired sharply higher quarterly and full year sales with a swing to a sizeable net loss and fresh revenue guidance. See our latest analysis for Lumentum Holdings. The share price of Lumentum Holdings has pulled back 10.55% over the past week and 4.84% over the past three months. However, the year-to-date share price return of 124.47% and very large 1-year total shareholder return suggest momentum has been...
Technology stocks tumbled again on Monday because Wall Street is worried about artificial intelligence shares ahead of another key earnings test. The Nasdaq Composite fell 0.8%. The Dow, which lacks the exposure to AI that the Nasdaq and S&P have, managed to claw its way higher despite the latest escalations between the U.S. and Canada on trade.
Investors are cutting accelerator exposure before the report that could reset the entire AI-chip trade.
Keysight Technologies (KEYS), Macro Bank (BMA), and ZIM Integrated Shipping Services (ZIM) are three top-rated stocks to consider after crushing earnings expectations last week.
Nvidia will have to get its stock price rerated to shake off the "cheap valuation" vibes.
Amphenol stock has delivered very strong gains over the past five years, yet the current valuation checks now point to a more cautious picture. The Discounted Cash Flow (DCF) intrinsic value estimate indicates the shares trade at a premium, while earnings-based multiples look closer to fair. Amphenol has returned 327.0% over the past five years, which puts extra focus on whether today’s price leaves much room for error. Recent coverage highlights robust growth expectations for earnings and...
PDD Holdings Inc (PDD) reports 8% revenue increase to RMB112.4 billion, but net income declines 12% as the company prioritizes long-term ecosystem building and navigates EU customs changes.
XPeng Inc (XPEV) reports a 65% surge in quarterly deliveries and secures over $900 million for its robotics unit, while navigating margin pressures and expanding its global footprint.
QUBT's 125.18% analyst price-target upside and Q2 strategic expansion edge out IONQ despite stronger revenue growth and commercialization.
Wrapping up Q2 earnings, we look at the numbers and key takeaways for the it distribution & solutions stocks, including CDW (NASDAQ:CDW) and its peers.
The GPU giant's earnings report could serve as a bellwether for memory companies.
Marvell’s huge rally has not scared Wells Fargo away
On August 11, 2026, Super Micro Computer, Inc. (NASDAQ:SMCI) forecast revenue of $14.5 billion to $15.5 billion for the first quarter of FY27, topping even the highest analyst estimate of $13.3 billion. The company continues to ride surging demand for AI servers built around Nvidia chips. Why This Matters Super Micro’s numbers keep beating expectations […]
Teradyne stock is in a base with a buy point of 487.91 as analysts raise their annual profit estimates. Figs and two more stocks are on watch.
On August 12, 2026, Coherent Corp. (NYSE:COHR) beat fourth-quarter earnings estimates and forecast first-quarter revenue and profit above expectations. Yet, its shares slipped 4% in extended trading. Lumentum Holdings Inc. (NASDAQ:LITE), a rival optical component maker, reported its results a day earlier, on August 11, 2026, with revenue guidance that CEO Michael Hurlston said would […]
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
