Amazon's Q2 2026 results showcase robust growth across all segments, with AWS revenue surging 36.7% and operating income up 43%, despite headwinds from rising costs and capacity constraints.
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Strategy Inc (MSTR) boosts Bitcoin reserves to 846 BTC, cuts net debt to $6.7 billion, and unveils a $1 billion buyback plan to restore STRC to par value.
Monolithic Power Systems Inc (MPWR) posts record Q2 revenue of $981 million, up 48% year-over-year, and raises full-year enterprise data growth outlook to 130%.
Rivian beats delivery expectations with R2 launch, posts 27% revenue growth, and raises full-year outlook despite ongoing profitability challenges.
Nextpower Inc (NXT) posts record Q1 revenue of $935 million, with backlog surging to $5.5 billion amid aggressive diversification into energy storage and inverters.
Moby summary of Socket Mobile, Inc.'s Q2 2026 earnings call
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BigBear.ai (NYSE:BBAI) reported second-quarter 2026 revenue growth and a substantial improvement in gross margin, while management said it is pursuing additional contract wins, product deployments and acquisitions to expand its position in defense, security, trade and travel technology markets. Rev
Moby summary of Coinbase Global, Inc.'s Q2 2026 earnings call
Revenue beat guidance as data center and nuclear demand surge.
Moby summary of Dolby Laboratories, Inc.'s Q3 2026 earnings call
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Moby summary of Bristol-Myers Squibb Company's Q2 2026 earnings call
Shipbuilding revenue surged 15.7% as the company raised full-year guidance.
Revenue declined to $152M amid cautious customer demand and rising component costs.
Sony on Friday hiked its full-year operating profit forecast by 8% to 1.72 trillion yen ($10.72 billion), citing the strength of its gaming business. The Japanese conglomerate has received plaudits for its pivot to entertainment, but the market is concerned about the impact of AI and a memory chip price boom on its business. In the April-June quarter, group operating profit rose 40% to 476.5 billion yen, beating analyst estimates, due to the strength of the gaming and image sensors businesses.
Moby summary of Universal Display Corporation's Q2 2026 earnings call
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Record indium phosphide revenue surges 164% as AI data center demand accelerates.
Moby summary of AXT, Inc.'s Q2 2026 earnings call
Record $12.1B backlog and 50% HVAC bookings growth signal strong data center demand ahead.
Refining margins expected to hold through 2027 as global product restocking continues.
Moby summary of MicroStrategy Incorporated's Q2 2026 earnings call
Moby summary of Monolithic Power Systems, Inc.'s Q2 2026 earnings call
Moby summary of Solstice Advanced Materials Inc.'s Q2 2026 earnings call
Amazon.com, Inc. (NASDAQ:AMZN) shares jumped Thursday after the company delivered stronger-than-expected second-quarter earnings, with investors and analysts praising accelerating Amazon Web Services profitability as evidence that returns on artificial intelligence investments are beginning to materialize. Cramer Calls Amazon ‘Astonishing’ After AWS Delivers CNBC host Jim Cramer called the results “astonishing,” in a post on X, though he said Microsoft Corp. (NASDAQ:MSFT) remains the standout am
Moby summary of Xcel Energy Inc.'s Q2 2026 earnings call
Moby summary of KKR & Co. Inc.'s Q2 2026 earnings call
R2 ramp accelerates as software revenue surges 37% on Volkswagen partnership gains.