News

Revenue surged 62% as record bookings and multiyear defense contracts signal accelerating growth.

Western Digital Corp (WDC) reports a 44% year-over-year revenue surge to $3.75 billion, with EPS more than doubling to $3.56, as AI and cloud demand fuel robust growth and margin expansion.

Warren Buffett’s company was busy in the second quarter, repurchasing its own stock. Its investment activity and cash levels are also on Wall Street’s radar.

Sunrun Inc (RUN) reports a record 74% storage attachment rate and positive cash flow, while navigating a strategic transition to direct sales and expanding its distributed power plant business.

eBay Inc (EBAY) delivers strong Q2 2026 results with record eBay Live performance and Depop acquisition boosting C2C momentum, despite international headwinds and near-term investment pressures.

TTM Technologies Inc (TTMI) reports a 37% year-over-year revenue surge to $1 billion, driven by robust data center and aerospace demand, while raising full-year 2026 guidance.

Viavi Solutions Inc (VIAV) beats Q4 guidance with 52.5% year-over-year revenue growth, driven by strong NSE segment performance and successful Spirent integration.

DoorDash Inc (DASH) reports robust Q2 2026 results with record subscriber growth and improving unit economics across core and new verticals.

BE Semiconductor Industries has rewarded long term holders with a 227.2% total return over the past 5 years, yet current checks point to the stock trading at a premium, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market based multiples indicating an overvalued picture despite strong recent interest in its AI related tools. Over 5 years, BE Semiconductor Industries has returned 227.2%, which sets a high bar for any further upside to be supported by...

Inspired Entertainment Inc (INSE) delivers robust Q2 2026 results with EBITDA margins up 1,000 basis points to 45%, UK GGR surging 40%, and reaffirms full-year guidance despite UK tax headwinds.

In August 2026, Clear Secure, Inc. reported second-quarter results showing higher sales and net income than a year earlier, raised its full-year free cash flow guidance, issued third-quarter 2026 revenue guidance of US$284 million to US$287 million, and reaffirmed a quarterly dividend of US$0.15 per share. The company also reported strong year-on-year growth in bookings and free cash flow, with adjusted EBITDA margin surpassing its IPO target for the first time, and added Affirm CFO Rob...

Talen Energy Corp (TLN) boosts 2026 EBITDA and free cash flow guidance while outlining a $4 billion cash flow forecast and enhanced shareholder returns through 2028.

GRAIL Inc (GRAL) reports 26% revenue growth and 35% increase in test volumes, while navigating FDA advisory committee timeline and competitive pressures.

Satellogic Inc (SATL) achieves 259% revenue growth and turns profitable on an adjusted basis, while advancing its Merlin constellation toward an October launch.

Schrodinger Inc (SDGR) reports robust Q2 2026 with record ACV growth, strategic AI advancements, and raised full-year drug discovery guidance despite margin pressures from hosted transition.

Evolus Inc (EOLS) raises full-year guidance on strong portfolio growth and strategic expansion into skin quality with Profhilo partnership.

Fastly Inc (FSLY) reports record revenue of $183.3 million, up 23% year-over-year, with security revenue surging 43% and a record gross margin of 65.8%.

IonQ Inc (IONQ) reports 287% revenue surge, closes SkyWater acquisition, and raises full-year guidance amid strong demand.

Motorola Solutions Inc (MSI) delivers 13% revenue growth and boosts full-year EPS outlook amid robust demand across all segments.

SkyWater Technology Inc (SKYT) posts strongest quarter ever with $80.1 million revenue, a 287% year-over-year surge, as vertical integration with IonQ accelerates quantum roadmap.

SanDisk Corp (SNDK) posts record Q4 FY2026 results with data center revenue up 103% sequentially, backed by $16.5 billion in financial guarantees from New Business Models.

Pattern Group Inc (PTRN) posts 47% revenue growth and record 129% net revenue retention, driving strong cash flow and an optimistic full-year outlook.

Cirrus Logic Inc (CRUS) posts record Q1 revenue of $460 million and EPS of $1.84, driven by strong smartphone demand and a robust HPMS pipeline.

TPC posts record Q2 revenue and operating income, raises 2026 EPS guidance to $5.15-$5.45 amid robust backlog and margin expansion.

Block Inc (XYZ) delivered a stellar Q2 with gross profit up 25% and adjusted EPS up 65%, prompting a raise in full-year guidance.

Veeco Instruments Inc (VECO) raises full-year revenue guidance to $780-$810 million, driven by AI infrastructure demand and strategic investments in advanced packaging and silicon photonics.

SoundHound AI (NASDAQ:SOUN) reported record second-quarter revenue of $61.9 million, up 45% from a year earlier and 40% sequentially, as the company cited demand for its conversational and agentic AI offerings across healthcare, financial services, automotive, restaurants and other industries. Chie

Sandisk (NASDAQ:SNDK) reported record fiscal fourth-quarter revenue, gross margin and earnings per share, with results exceeding the high end of its prior outlook as the company cited growing demand for NAND storage tied to AI inference workloads and data-center expansion. Fourth-quarter revenue to

SiTime (NASDAQ:SITM) reported second-quarter 2026 results marked by broad revenue growth, higher margins and increased profitability, while outlining a substantially larger third-quarter outlook following the July 1 closing of its acquisition of Renesas Electronics’ Timing Products Division. Chief

Schrodinger (NASDAQ:SDGR) said second-quarter annual contract value growth accelerated as demand broadened across large pharmaceutical customers, biotechnology companies and materials-science customers, while the company launched early access for Bunsen, its agentic AI co-scientist. Second-quarter