News

MP Materials surges 15% after Q2 revenues jump 89%, but high costs, estimate cuts and a premium valuation cloud the outlook.

Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.

TDS earnings surge on spectrum gains as faster fiber deployment and stronger tower metrics reshape the company's growth outlook.

FLY's Q2 call puts a $1.5B backlog, spacecraft scale, and Alpha's production ramp in focus, as 2026 revenue guidance remains at $420M-$450M.

Applied Aerospace & Defense fell about 10% on Wednesday after its first earnings report since going public in June.

BETA Technologies (NYSE:BETA) reported second-quarter revenue of $14.7 million, exceeding its prior guidance range of $8 million to $11 million and representing 146% year-over-year growth. The company said results were driven primarily by revenue recognized from its Electrified Powertrain Flight Dem

WhiteFiber (NASDAQ:WYFI) reported second-quarter revenue growth and outlined progress across its North Carolina colocation campus, Canadian facilities and cloud services business, as management emphasized a strategy centered on contracted infrastructure, customer prepayments and project-level financ

Moby summary of Acumen Pharmaceuticals, Inc.'s Q2 2026 earnings call

CoreWeave Inc (NASDAQ:CRWV) stock is trading higher Wednesday after the company beat Street estimates and shared a strong backlog. The stock is one of two highlighted by tech investor Dan Ives this week that could show the momentum trade in AI is still in its early innings. Dan Ives on AI Trade Dan Ives has moved on from being an analyst at Wedbush, but he’s just as bullish on the AI sector in his new role leading Yorkville Ives. With stock market indexes at record highs, Ives was recently asked

Novogratz discusses Helios expansion and digital asset infrastructure.

Revenue grew 26.6% as the company surpassed its long-term EBITDA margin target.

Verizon's rising earnings estimates, stronger wireless growth and AI infrastructure deals boost its long-term outlook, but debt and competition remain key risks.

Zebra Technologies (ZBRA) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

AXT (AXTI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Gross bookings hit $58 billion as autonomous vehicle ambitions accelerate.

Record Experiences revenue and 28% EPS growth highlight strong quarter execution.

Adjusted EPS surged 42.5% on margin recovery across all operating segments.

Shares of Kaiser Aluminum climbed above a buy point Wednesday, just days after the company issued a bullish quarterly report, and as the stock stands out among peers. With an IBD Composite Rating of 98 and a three-month Relative Strength Rating of 82, Kaiser Aluminum has emerged as the leader among aluminum stocks. In last month's earnings report, CEO Keith Harvey said the "underlying story is increasingly one of stronger customer demand, improving market conditions and strengthening business fundamentals."

AT&T's fiber expansion, wireless gains and bundled services support growth, but high capex, debt and competition raise key concerns.

APP expects third-quarter revenue growth to reaccelerate sequentially while maintaining an 83% margin despite continued investment in AI computing capacity.

Home Depot (HD) 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.

Target (TGT) 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.

Trimble (NASDAQ:TRMB) reported second-quarter results that exceeded its guidance midpoint, driven by strength in its architecture, engineering, construction and operations business and Field Systems segment. The company also raised its full-year outlook, authorized a new $1 billion share repurchase

APA's Q2 earnings beat estimates as higher oil prices and lower expenses offset weaker revenues and natural gas prices.

Boeing and Airbus supplier Astronics surged on Wednesday on strong earnings, flashing buy signals. The stock has doubled in 2026.

CAVA beats Q2 earnings and revenue estimates as traffic and unit growth lift sales, though higher food, labor and delivery costs pressure margins.

A fresh Starlink launch and a surprise Morgan Stanley note are pulling SpaceX stock out of a steep selloff, while Intuitive Machines heads into earnings with options traders betting heavily on the upside. Here is what the catalysts actually signal.

Lumentum's Q4 earnings and revenues surge as cloud and AI demand drives record transceiver shipments and 1.6T product shipments begin.

Super Micro Computer Inc (NASDAQ:SMCI) reported a sharp increase in fourth quarter profit as margins improved, while revenue came in slightly below analysts’ expectations. The company's shares were up about 14% at about $36 on the report. For the quarter ended June 30, Supermicro...

Cerebras Systems Inc. (NASDAQ:CBRS) reports second-quarter earnings after the bell today, its second report as a public company. Analysts expect a loss of roughly 17 cents per share, while Cerebras has guided to core revenue of about 194 million dollars,...