Notícias

SMCI posts a 315% earnings jump and 93% revenue growth, fueled by AI demand, record orders and a strong fiscal 2027 outlook.

Cramer’s Case for the Semiconductor Equipment “Troika” During the August 6 episode of CNBC’s Mad Money, host Jim Cramer pointed to the bottleneck in data center memory production and urged investors to focus on the companies building the fabrication machinery. He highlighted Lam Research Corporation (NASDAQ:LRCX), KLA Corporation (NASDAQ:KLAC), and Applied Materials, Inc. (NASDAQ:AMAT) as […]

(Updates with market moves at the end of the day, and other changes, if any.) US equity benchmark

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.

Shares of semiconductor tool makers jumped after Taiwan Semiconductor posted a jump in revenue for July.

By Wayne Cole and Harry Robertson SYDNEY/LONDON, Aug 10 (Reuters) - Global equities inched higher on Monday as oil prices held broadly steady after Iran said it was nearing a final pact with Oman

Jim Cramer names 5 investing themes and 13 stocks to buy, from AI chip equipment up over 100% to consumer names down more than 10%.

The Standard & Poor's 500 index rose 3.6% this week after technology heavyweights jumped and optimis

GEN beats Q1 earnings and revenue estimates, posts double-digit bookings growth, and raises fiscal 2027 guidance as demand stays strong.

SABR's Q2 revenues rise 4% on Marketplace growth, while its loss widens, and stronger EBITDA and cash flow support a higher 2026 outlook.

TEAM tops Q4 earnings and revenue estimates as subscription, cloud and AI platform growth fuel enterprise momentum and support fiscal 2027 outlook.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

AVT's fourth-quarter fiscal 2026 earnings surge as broad-based demand, record segment sales and margin gains fuel a strong beat.

Veeco Instruments tops Q2 earnings and revenue estimates as AI-driven demand, strong orders and customer engagement fuel growth despite margin pressure.

IPG Photonics beats Q2 earnings estimates as Industrial Solutions growth, led by battery manufacturing, lifts revenues and margins.

ALAB's Q2 earnings and revenues top estimates as PCIe 6 drives over half of sales and Scorpio X-Series ramp-up toward a stronger third quarter.

Advanced Energy's Q2 earnings beat as record semiconductor sales, AI-driven data center demand and factory execution lift revenues and margins.

Digital Turbine tops Q1 fiscal 2027 earnings and revenue estimates, posts strong App Growth Platform gains and raises full-year revenue and EBITDA guidance.

PCTY tops fiscal Q4 earnings and revenue estimates as recurring revenues grow 12.4% year over year. See what fuels results and its fiscal 2027 outlook.

Based on the average brokerage recommendation (ABR), Applied Materials (AMAT) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

ASX surges 82% in six months as strong AI packaging demand, rising LEAP sales and expanding margins support its growth outlook.

In the latest trading session, Applied Materials (AMAT) closed at $518.21, marking a +2.08% move from the previous day.

Applied Materials (AMAT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

The AI equipment demand that repriced Lam Research stock was named, sized and already visible in the reported numbers before the run began.

MSFT beats Q4 estimates as cloud and AI demand lift revenues, earnings and Azure growth, while expanding AI infrastructure and raising investment plans.

Lam Research tops Q4 FY26 estimates as NAND revenues more than double sequentially and support sales hit a third straight record.

The tech sector was leading today’s stock market bounce back, and chip stocks were a standout group. Tech was the top performing sector in the S&P 500 by a large margin. The State Street Technology Select Sector SPDR ETF was up 4.9%, while the next best performing sectors saw less than 1% in gains.

Tenable beats Q2 earnings and revenue estimates as record Tenable One adoption, AI momentum and customer expansion fuel growth and lift its outlook.

FTNT tops Q2 earnings and revenue estimates as strong AI infrastructure, SASE and OT security demand lift results and prompt higher 2026 guidance.