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Argan Q2 Earnings Call Highlights
MarketBeat11h agoneutral
Argan Q2 Earnings Call Highlights

Argan (NYSE:AGX) reported record second-quarter results for fiscal 2027, with revenue, net income and adjusted EBITDA rising sharply as activity increased across its power, industrial and Teledata segments. For the quarter ended July 31, 2026, revenue increased 62% year over year to $384 million. N

C3.ai Q1 Earnings Call Highlights
MarketBeat11h agoneutral
C3.ai Q1 Earnings Call Highlights

C3.ai (NYSE:AI) reported first-quarter fiscal 2027 revenue of $52.4 million, above its prior guidance, as the enterprise AI software company said its restructuring efforts, federal-sector momentum and product focus helped improve operating efficiency. The quarter ended July 31, 2026. Chairman and C

Billionaire David Tepper Cut Micron 41% and Kept Buying This AI Chip Stock for a Sixth Quarter
Insider Monkey11h agobullish
Billionaire David Tepper Cut Micron 41% and Kept Buying This AI Chip Stock for a Sixth Quarter

Billionaire David Tepper used the second quarter to make a striking trade within the AI hardware chain. Appaloosa Management cut its Micron Technology, Inc. (NASDAQ:MU) share count by 41.4%, while increasing Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) for a sixth consecutive quarter. The filing does not disclose Tepper’s rationale. The positions instead contrast a cyclical […]

Stanley Druckenmiller Increased Amazon More Than 10-Fold and Opened an AMD Position. What’s the Common Bet?
Insider Monkey11h agoneutral
Stanley Druckenmiller Increased Amazon More Than 10-Fold and Opened an AMD Position. What’s the Common Bet?

Billionaire Stanley Druckenmiller made two very different-looking AI purchases in the second quarter that share one underlying thesis. Duquesne Family Office increased its Amazon.com, Inc. (NASDAQ:AMZN) position by 1,083% to 541,600 shares and opened a 72,900-share stake in Advanced Micro Devices, Inc. (NASDAQ:AMD). One company rents computing capacity through AWS; the other supplies accelerators and […]

Snowflake Loss Narrows, Stock Jumps Afterhours
The Wall Street Journal11h agobullish
Snowflake Loss Narrows, Stock Jumps Afterhours

Snowflake lifted its full-year forecast for product revenue after recording a narrower second-quarter loss, as artificial intelligence continued to drive its business. The cloud storage company on Wednesday reported a loss of $191.7 million, or 55 cents a share, compared with a loss of $298 million, or 89 cents a share, a year earlier. Analysts surveyed by FactSet were expecting $1.48 billion in revenue.

Baird Upgrades Deere (DE) to Outperform on Hopes of Recovery
Insider Monkey11h agobullish
Baird Upgrades Deere (DE) to Outperform on Hopes of Recovery

Deere & Company (NYSE:DE) seems to have attracted renewed attention from analysts after an impressive rise in its stock so far this year. As of August 31, the stock gained more than 35%. On August 31, Baird upgraded its rating on Deere & Company (NYSE:DE) from Neutral to Outperform and lifted its price target from […]