Notícias

Applied Materials reports better-than-expected earnings for its fiscal third quarter, but investors aren’t impressed.

Wayfair stock has rebounded over the past few years, yet investors now face a split verdict on value, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to a large discount while market based multiples suggest the shares are not cheap. Wayfair shareholders have seen the stock decline 63.3% over the past 5 years, which keeps long term returns under pressure even after the more recent recovery. The recent lift in higher end brands and store expansion can support...

Strong AI demand may already be priced in.

Telesat (NASDAQ:TSAT) reported a second-quarter net loss of CAD 559 million as the satellite operator continued to invest in its Lightspeed low Earth orbit network, while its legacy geostationary-orbit business faced ongoing revenue pressure. Chief Financial Officer Donald Tremblay said the quarter

Valneva (NASDAQ:VALN) reported lower first-half revenue and wider losses for 2026, while maintaining its full-year sales outlook and emphasizing its cash position, restructuring measures and expectations for regulatory progress on its Lyme disease vaccine candidate with Pfizer. CEO Thomas Lingelbac

X-Energy (NASDAQ:XE) reported second-quarter 2026 revenue and grant income of $54.6 million, up 154% from a year earlier, as engineering activity increased under the U.S. Department of Energy’s Advanced Reactor Demonstration Program, or ARDP. CEO Clay Sell also said the Department of Energy formall

Coherent recovered from an early decline as accelerating data-center sales and stronger margins reinforced its role in AI connectivity.

Options traders brace for Aug. 20 results.

Cerebras stock crashes after earnings, but Wall Street sees long-term AI upside

Super Micro Computer stock continued its post-earnings rally Thursday while Cisco Systems —another hardware maker that has gotten an artificial-intelligence boost—fell hard. Super Micro stock surged 8% on Thursday to $40.63. Super Micro reported fiscal fourth-quarter financial results after the stock market closed Tuesday.

The space stock's post-earnings pullback isn't too meaningful.

Record backlog and margin expansion signal strong aerospace and defense demand.

Revenue beat forecasts at $215.2 million as power and memory markets show recovery signs.

Gene therapy developer advances three Phase III programs toward 2028 regulatory filings.

Record bookings and 1.6:1 book-to-bill ratio signal strong demand across key markets.

Ondas (NASDAQ:ONDS) reported record second-quarter revenue of approximately $83.8 million, up 67% sequentially and more than 13 times the level reported a year earlier, as the company expanded deliveries across its autonomous defense and security portfolio. Chairman and CEO Eric Brock said the comp

Intuitive Machines (NASDAQ:LUNR) reported second-quarter revenue of $206 million, more than four times its prior-year result, as the company expanded its satellite manufacturing, lunar-services and national-security operations. Management reaffirmed full-year revenue guidance of $900 million to $1 b

Record retail performance and progress toward interactive profitability drive momentum.

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

Strategic revenue surged 38% as Vector hit $1B run rate ahead of schedule.

Both earnings and revenue growth were the highest since 2021.

Nvidia-backed CoreWeave (CRWV) stock entered another earnings season with Wall Street looking for another quarter marred by heavy CapEx and losses. Analysts were looking at $2.56 billion in sales with an adjusted loss of $1.41 per share. Instead, CoreWeave delivered another sizeable double beat, ...

Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.

Moby summary of Bit Digital, Inc.'s Q2 2026 earnings call

Moby summary of Brookfield Corporation's Q2 2026 earnings call

ROST is poised for Q2 growth as value-driven demand, store expansion and stronger execution support sales and earnings.

Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand surge went flying in the opposite direction. The divergence comes down to something buried in the cash flow disclosures that most headlines missed.

Moby summary of Telesat Corporation's Q2 2026 earnings call

Over the past six months, McDonald’s stock price fell to $273.75. Shareholders have lost 15.3% of their capital, which is disappointing considering the S&P 500 has climbed by 11.7%. This might have investors contemplating their next move.

Legence LGN (NASDAQ:LGN) reported record second-quarter results as demand for mission-critical building systems remained strong, led by data centers and technology projects, while the company raised its full-year revenue and adjusted EBITDA outlook. Revenue for the second quarter of 2026 totaled $1