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Lumentum Holdings Inc (LITE) delivers eighth consecutive quarter of top-line growth, with non-GAAP gross margin crossing 50% ahead of schedule.
Firefly Aerospace Inc (FLY) reports a 659% year-over-year revenue surge to $117.7 million, driven by robust spacecraft demand and a record $1.5 billion backlog.
CoreWeave Inc (CRWV) reports 112% revenue growth and raises full-year guidance as demand for AI compute accelerates.
Strong consumer demand and successful new offerings drive growth, while the company navigates near-term impacts from the Cyclospora outbreak and invests in long-term operational efficiency.
Even as NVIDIA Corp.’s (NASDAQ:NVDA) shares surge in August, cryptocurrency punters remain skeptical that the stock will finish the month at or above $250. Polymarket Wagers on NVDA The betting crowd on Polygon (CRYPTO: POL)-based Polymarket currently assigns only a...
United States Antimony (NYSE:UAMY) reported lower second-quarter revenue as antimony selling prices declined sharply from a year earlier, while the company expanded volumes, built inventory for government deliveries and advanced mining and processing projects in North America. Revenue for the quart
Moby summary of On Holding AG's Q2 2026 earnings call
The Aura AI Photonics ETF just launched with no trading history and a narrow thematic bet on light-based data center tech, and four upcoming hyperscaler earnings calls will determine whether that bet pays off or collapses before year-end.
Moby summary of Kopin Corporation's Q2 2026 earnings call
Moby summary of Venture Global, Inc.'s Q2 2026 earnings call
On Tuesday, CoreWeave Inc. (NASDAQ:CRWV) shares jumped nearly 16% in after-hours trading after its second-quarter results, with analyst Daniel Newman pointing to an extended Nvidia Corp (NASDAQ:NVDA) A100 contract as evidence that older AI GPUs may remain valuable far longer than expected. CoreWeave Stock Jumps After Strong Q2 Results CoreWeave reported second-quarter revenue of $2.58 billion, topping analysts’ expectations of $2.56 billion, while its adjusted loss of $1.03 per share was narrowe
Revenue hit $34 million with 126% year-over-year growth as margins expanded.
CAVA Group (NYSE:CAVA) reported second-quarter 2026 revenue growth of 31.3% as same-restaurant sales increased 9%, supported by 5.3% traffic growth and continued strength in new restaurant openings. Revenue rose to $365.4 million, while net income increased to $23 million from $18.4 million in the
CoreWeave and Nebius have emerged as major beneficiaries of the AI boom and surging demand for cloud infrastructure.
Her funds' daily trade files show the same response to each leg higher in the AI software stock -- while $26.6 million went somewhere much cheaper.
Consolidated revenue surges 19.2% YoY to INR 370 crores, driven by a landmark US production order and a 34% jump in industrial business.
Magazine Luiza SA (MGLUY) reports robust physical store growth and improved margins, while navigating online market share losses and macroeconomic headwinds.
Super Micro Computer (NASDAQ:SMCI) reported record fiscal 2026 revenue of $39.1 billion, up 78% from $22 billion in fiscal 2025, as demand for artificial intelligence infrastructure continued to drive growth. The company also projected fiscal 2027 revenue of $65 billion to $72 billion and said it en
The company is giving its most powerful AI models away while spending as much as $145 billion this year. How does that add up for shareholders?
Atomera clears manufacturing milestone with gate-all-around customer amid AI demand surge.
DTC sales surged 34% as brand scaled premium positioning and protected margins.
Starlink subscribers doubled while AI compute infrastructure turned profitable.
Snapchat’s second quarter saw a stronger-than-expected performance, which management attributed to momentum in both its advertising and subscription businesses. CEO Evan Spiegel emphasized that recent investments in ad platform automation and AI-powered tools have started to pay off, citing a 56% year-over-year increase in conversion events and growing adoption of new ad formats like sponsored Snaps. The company also benefited from major sporting events and robust growth among its small and medi
Shopee and Monee drove 48% revenue growth, with management targeting $1B adjusted EBITDA.
Moby summary of Absci Corporation's Q2 2026 earnings call
Pure-play Americas producer reports $1.78B cash after exiting Turkey.
Sulfur constraints pressured margins as sales fell to $2.8 billion.
QuickLogic (NASDAQ:QUIK) reported second-quarter fiscal 2026 revenue of $5.5 million, up 48.7% from the prior-year period and 8.5% sequentially, as growth in new product revenue offset a smaller mature-product business. Management said a delayed extension of an existing customer contract pushed reve
Quantinuum (NASDAQ:QNT) reported second-quarter 2026 revenue of $8 million, up 279% from the prior-year period, in its first earnings call as a public company following its June initial public offering. Chief Executive Officer Raj Hazra said the company is pursuing leadership across quantum hardwar
NextNav (NASDAQ:NN) said its second-quarter actions strengthened its balance sheet, expanded liquidity and advanced partnerships and technical validation efforts as the company continues to pursue regulatory approval for its proposed 900 MHz terrestrial positioning, navigation and timing network. C
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