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Cathie Wood’s ARK Invest bought 106,941 Cerebras shares worth $28.02 million after the AI chipmaker’s stock fell following its earnings report.
Applied Materials raises its FY26 systems growth view as AI demand strengthens, with customer forecasts stretching into FY27 and, in some cases, FY30.
Virgin Galactic delays its first commercial Delta flight to February 2027 but keeps its 2027 cash flow target as ticket demand stays strong.
NU says record risk-adjusted margins can stay near current levels as AI expands, credit holds firm and Mexico's banking push accelerates.
Applied Materials Inc (NASDAQ:AMAT, XETRA:AP2) shares fell about 4% on Friday even after the chipmaking equipment supplier beat Wall Street estimates on both revenue and profit for its fiscal third quarter and issued fourth-quarter guidance above expectations. The Santa Clara,...
Stocks got off to a quiet start a day after the S&P 500 hit a record high, while bitcoin fell.
Tech stocks look a touch lively in premarket trading.
New leadership outlines turnaround strategy amid traffic declines and margin pressure.
While several analysts praised the results and long-term outlook, others said expectations had been higher, citing gross-margin commentary, near-term guidance, and the pace of systems growth.
Adjusted EBITDA surged 30% year-over-year as peak loads hit records in Texas and PJM.
Net bookings hit $1.39 billion, beating guidance as GTA and NBA 2K franchises outperformed.
New awards surged to $6.1 billion, driven by nuclear and mining conversions.
Coach handbags are flying off shelves, margins are expanding, and Tapestry just topped earnings estimates, yet the stock cratered 16% in a single session. Whether that brutal selloff signals a buying opportunity or a warning worth heeding depends on two conditions management has yet to prove.
Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.
JD frames Q2 as a profitability inflection, with retail revenues expected to return to growth in Q3 on easier comparisons and supply-chain execution.
Stifel upgraded Intuitive Machines to ‘Buy’ from ‘Hold,’ highlighting the importance of the company’s backlog growth.
Shares of Airbnb, Inc. (ABNB) see eight institutional inflows in the past 30 days.
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While Eli Lilly isn't a perfect technical setup, it's still a fundamental powerhouse that could be worth considering.
Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) will be reporting results this Thursday after the bell. Here’s what to expect.
The semiconductor equipment maker posted $9.12 billion in third-quarter revenue and guided for up to $10.75 billion in the current quarter
During an interview with CNBC, Ives said this shift from capital expenditure to monetization is an inflection point in the AI revolution.
Applied Materials (AMAT) fiscal fourth-quarter revenue outlook suggests slower full-year systems shi
Wall Street futures pointed modestly higher pre-bell Friday, as the waning earnings season and the a
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