News

Navitas Semiconductor (NASDAQ:NVTS) reported second-quarter 2026 revenue of $10.5 million, up 22% sequentially from $8.6 million in the first quarter, as growth in higher-power markets offset the company’s continued exit from mobile and low-end consumer applications. President and CEO Chris Allexan

Rambus (NASDAQ:RMBS) reported record second-quarter fiscal 2026 revenue and non-GAAP earnings, supported by growth in its memory-interface chip business and contributions from royalties and silicon IP. The company’s revenue surpassed $200 million for the first time, while management said demand tren

Cadence Design Systems (NASDAQ:CDNS) reported second-quarter 2026 results that exceeded its guidance, supported by demand for AI-driven design tools and broad-based growth across its businesses. The company raised its full-year outlook, citing accelerating design activity, record backlog and continu

Applied Digital (NASDAQ:APLD) reported fiscal fourth-quarter revenue of $258.7 million for the period ended May 31, 2026, as the company expanded its contracted AI data center capacity and secured financing for additional campuses. Chairman and CEO Wes Cummins said the company signed leases for fiv

Philip Morris just posted a stellar quarter, but instead of raising its forecast, it’s plowing the cash into its U.S. business, and the reason why dominated the call.

Celestica (CLS) delivered earnings and revenue surprises of +10.92% and +8.08%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Agilysys (AGYS) delivered earnings and revenue surprises of +22.50% and +2.13%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

F5 (NASDAQ:FFIV) reported third-quarter fiscal 2026 revenue of $865 million, up 11% from a year earlier and above the high end of its guidance, as product revenue rose 19% and demand remained strong for application delivery, security and AI-related infrastructure. Chairman, President and CEO Franço

Amkor Technology (NASDAQ:AMKR) reported record second-quarter revenue of $1.9 billion, up 13% sequentially and 26% from a year earlier, as growth in computing and automotive and industrial markets helped the semiconductor packaging and test company exceed the high end of its guidance. Chief Executi

The headline numbers for Amkor Technology (AMKR) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Rambus (RMBS) delivered earnings and revenue surprises of +8.45% and +4.27%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Navitas Semiconductor (NVTS) delivered earnings and revenue surprises of 0.00% and +5.82%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Amkor Technology (AMKR) delivered earnings and revenue surprises of +48.94% and +5.25%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

‘The money has to come from somewhere,’ says Bryce Doty at Sit, of pressure heavy AI-debt supply and the rest of the bond market

United Parcel Service will report its second-quarter results on Tuesday, with Wall Street expecting growth in sales and earnings.

Amkor topped Wall Street’s second-quarter estimates, but weaker-than-expected third-quarter sales guidance tempered investor enthusiasm.

Wall Street expects Azure growth and AI adoption to remain the key drivers.

F5 (FFIV) delivered earnings and revenue surprises of +18.84% and +3.96%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Cadence (CDNS) delivered earnings and revenue surprises of +2.93% and +0.52%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Tuesday, Jul. 28, including the July consumer confidence reading and quarterly earnings from Ford (F), Visa (V), and Boeing (BA).

The market is already jittery about AI spending.

Arm Holdings (NasdaqGS:ARM) is back in focus as investors look ahead to its first quarter fiscal 2027 earnings report on July 29, a key moment in a packed tech earnings week. See our latest analysis for Arm Holdings. After a sharp run earlier in the year, Arm Holdings’ share price has recently cooled, with a 1 day share price return of down 8.14% and a 30 day share price return of down 22.22%, although the year to date share price return of 126.63% and 1 year total shareholder return of...

Celestica (CLS.TO, CLS) reported second-quarter adjusted earnings of $2.54 per share after the marke

Meta Platforms is slated to post its quarterly earnings after markets close Wednesday, with traders pricing in a sizable move from the social media giant’s stock.

Italgas SpA (ITGGF) reports a robust 17.5% revenue increase and significant cost reductions, while Moody's upgrades its credit outlook to positive.

Investors brace for weaker profit, softer revenue and EV pressure

U.S. government demand could drive another guidance increase

Johnson & Johnson (NYSE:JNJ) delivered strong fiscal Q2 2026 results, with sales for the quarter growing nearly 7% to $25.31 ⁠billion, above analysts’ average estimate of about $25.05 billion. Adjusted earnings per share reached $2.90, surpassing the expectation of $2.85. The company also raised its full-year guidance and is on track to surpass $100 billion […]

Palantir Stock Eyes Major Upside as Analyst Predicts Strong Earnings Beat

Rivian could reveal promising sales traction for its new SUV.