Notícias

Cisco targets $7.5 billion in fiscal 2027 AI infrastructure revenues as hyperscaler demand fuels a broader networking refresh despite margin pressure.

CBRS is building data-center and manufacturing capacity to support 2027 growth as fast-inference demand strengthens and 2026 revenue guidance rises.

Organic growth hit a three-year high as AI and robotics demand accelerated.

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.

Record Amtagvi revenue and gross margins signal strong commercial momentum in cell therapy.

Ondas Holdings Inc. (NASDAQ:ONDS) shares fell 4% in Thursday premarket trading after the defence technology company reported a wider-than-expected second-quarter loss.

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.

Record backlog and defense tech integration drive 89.6% revenue growth.

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

Revenue surged 351% year over year as backlog climbed to $807 million.

AutoStore Holdings Ltd (FRA:1IG) reports record Q2 revenue of $192 million, up 43% year-over-year, and announces a global framework agreement with Amazon.

Revenue surged 687% year-over-year as enterprise demand accelerates.

Automotive segment drives revenue beat as nondriver business expands.

CEO Eric Brock said he expects Ondas “to sustain this momentum” and deliver another significant revenue ramp during the second half of 2026.

Revenue grew 10.6% to $817.9 million, but CELSIUS brand sales fell 11.7% amid SKU cuts.

Synchrony Financial's record purchase volume and rising card spending could lift loan receivables and earnings in the second half of 2026.

Overweight maintained as the broker calls the margin ramp increasingly credible

Streaming revenue exceeded $3 billion for first time amid theatrical headwinds.

Revenue surged 24% on aerospace and gas turbine demand.

Revenue hit $1.12 billion as AI adoption accelerates across enterprise customers.

Record Permian output and $4.2B free cash flow fuel Iraq and LNG expansion.

Nuclear PPAs surge as adjusted operating earnings jump to $2.55 per share.

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.

Revenue came in below expectations even as the company raised full-year guidance

Moby summary of Spire Global, Inc.'s Q2 2026 earnings call

Moby summary of Virgin Galactic Holdings, Inc.'s Q2 2026 earnings call

Moby summary of Spero Therapeutics, Inc.'s Q2 2026 earnings call

Moby summary of Pan American Silver Corp.'s Q2 2026 earnings call

Moby summary of Enovix Corporation's Q2 2026 earnings call