News

Moby summary of Cars.com Inc.'s Q2 2026 earnings call

Moby summary of LifeStance Health Group, Inc.'s Q2 2026 earnings call

MACOM Technology Solutions (NASDAQ:MTSI) reported record fiscal third-quarter results, citing strong demand across its data center, industrial and defense, and telecom markets. The company also issued fourth-quarter guidance that calls for another sequential increase in revenue, margins and adjusted

Moby summary of Targa Resources Corp.'s Q2 2026 earnings call

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

The company is known as one of the most reliable dividend payers in the stock market.

Fluence Energy (NASDAQ:FLNC) reported record third-quarter order intake and backlog growth, including its first signed data-center developer order, while lowering its fiscal 2026 revenue and adjusted EBITDA outlook because of delays ramping new manufacturing capacity. President and Chief Executive

Papa John's dashes hopes for a quick going-private transaction. Investors abandon ship.

Moby summary of KVH Industries, Inc.'s Q2 2026 earnings call

Moby summary of Liquidity Services, Inc.'s Q3 2026 earnings call

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

Moby summary of Optimum Communications, Inc.'s Q2 2026 earnings call

Moby summary of Fox Corporation's Q4 2026 earnings call

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

Aeva stock is speculative -- but investors are speculating hard after last night's earnings beat.

Honeywell Aerospace stalled and crashed in its first earning report as an independent aerospace stock.

Axcelis Technologies (NASDAQ:ACLS) reported second-quarter 2026 revenue of $215 million and non-GAAP diluted earnings per share of $1.06, with both figures exceeding management’s expectations. The company raised its outlook for the full year, now expecting mid-single-digit revenue growth after previ

Deutsche Telekom (ETR:DTE) reported continued organic growth in the first half of 2026, raised its group free-cash-flow outlook following an increase at T-Mobile US, and announced plans for up to an additional €3 billion in share repurchases during 2026. Chief Executive Officer Tim Höttges said gro

PepsiCo's dividend payout ratio has crept toward 100% of free cash flow, a number that would sink most income stocks. But something shifted in the earnings reports, and the case for the Dividend King suddenly looks very different.

Every quarter, Amazon, Microsoft, and Alphabet publicly announce they cannot buy fast enough from one company, and that paper trail shapes every investment decision I make heading into a critical August earnings date.

SpaceX stock closed down 14% after Musk said the company will build AI infrastructure exclusively on Nvidia chips.

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

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