Notícias

Earnings are exploding, but the stock is priced as though the boom were nearly over. Is the market right?

Talen Energy (NASDAQ:TLN) reported second-quarter adjusted EBITDA of $374 million and adjusted free cash flow of $212 million, citing contributions from recently acquired natural gas plants, higher PJM capacity pricing, increased generation volumes and the ramp of its AWS contract. For the first ha

Samsung Electronics and SK Hynix face growing calls from investors wanting a greater share of excess cash via dividends or buybacks, after the pair provided scant detail on capital returns when reporting AI-driven record profit. The world's two largest memory chip makers are generating cash at an unprecedented pace due to robust demand ‌for chips used in AI applications, amassing reserves that exceed those of U.S. tech giants that are spending heavily on AI infrastructure. Samsung and SK Hynix are set to hold a combined $263 billion ‌in net cash by year-end, more than double the estimated $102 billion of AI bellwether Nvidia and exceeding the combined cash of the other six "Magnificent Seven" U.S. technology companies, LSEG data and Reuters calculations showed.

Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real toll booth sits one step behind the GPUs, and one company collects on every wafer that makes next-gen AI hardware possible.

At $534.24, Applied Materials (NASDAQ:AMAT) sits at a decision point heading into the August 13 earnings report. The stock has staged one of the sharpest recoveries in large-cap semis this year, and the earnings report will decide whether the next leg is toward $600 or back into the low $400s. Applied Materials is the largest ... What Determines Applied Materials’ Resilience on Aug 13 Earnings

Alphabet just delivered a 24% revenue surge and a 210% free cash flow collapse in the same quarter, and the stock is rallying anyway. The bull and bear cases have never been more directly at war with each other.

That multiple only makes sense if the AI boom's best years are already behind it. Are they?

The entertainment giant crushed analyst profitability estimates for its third quarter.

Moby summary of Shopify Inc.'s Q2 2026 earnings call

Moby summary of Primo Brands Corporation's Q2 2026 earnings call

Moby summary of Palmer Square Capital BDC Inc.'s Q2 2026 earnings call

Moby summary of Perrigo Company plc's Q2 2026 earnings call

Moby summary of Insulet Corporation's Q2 2026 earnings call

Moby summary of Materion Corporation's Q2 2026 earnings call

Moby summary of NiSource Inc.'s Q2 2026 earnings call

Moby summary of Louisiana-Pacific Corporation's Q2 2026 earnings call

Moby summary of LivaNova PLC's Q2 2026 earnings call

The Dow Jones hit a new high thanks to Nvidia, but Google, SpaceX and AMD weighed on the Nasdaq. Sandisk, Western Digital fell late.

Moby summary of Zimmer Biomet Holdings, Inc.'s Q2 2026 earnings call

Moby summary of One Stop Systems, Inc.'s Q2 2026 earnings call

Moby summary of Avnet, Inc.'s Q4 2026 earnings call

Duolingo's second-quarter earnings will reveal more than just another set of financial results.

Chinese memory maker CXMT went public and gained nearly 500% on its opening day.

ViaSat beat earnings last night, but its stock still costs way too much.

Kratos's earnings last night weren't quite as good as they first appeared.

SpaceX is on course to burn $50 billion this year. That's a surprise.

Advanced Micro Devices has had a stellar year so far. AMD shares were down around 5% on Wednesday following its earnings the previous day. The big question hangs over AMD’s ability to take market share from Nvidia’s graphics-processing units.

SpaceX stock (SPCX) is losing altitude and shedding yesterday's stock gains over the AI spending forecasts reported in its first-ever earnings release. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to break down SpaceX's negative stock moves.

Americans are buying THC seltzers at Total Wine while Congress debates re-criminalizing them. RYTHM’s blowout quarter shows who’s winning.

Stock Market Today: The Dow Jones index rises Wednesday after surprise jobs data. AMD stock and SpaceX plunge on earnings.