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Bloomberg45d agoneutral
China Earnings to Test Rotation From AI to Internet Stocks

(Bloomberg) -- A rotation into China’s biggest tech firms from AI infrastructure stocks will be tested this week as earnings are due.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027Results from Tencent Holdings

Lumentum Q4 Earnings Call Highlights
MarketBeat45d agoneutral
Lumentum Q4 Earnings Call Highlights

Lumentum (NASDAQ:LITE) reported fiscal fourth-quarter revenue of $1.01 billion, up 109% from a year earlier and 23% sequentially, as demand tied to AI data-center connectivity lifted sales of optical components and systems. The company said the quarter marked its eighth consecutive period of year-ov

Mineralys Therapeutics Q2 Earnings Call Highlights
MarketBeat45d agoneutral
Mineralys Therapeutics Q2 Earnings Call Highlights

Mineralys Therapeutics (NASDAQ:MLYS) said it is continuing commercial-launch preparations for lorundrostat ahead of its December 22 Prescription Drug User Fee Act target date, while reporting a wider second-quarter loss driven largely by a $200 million upfront payment related to its amended agreemen

CoreWeave Q2 Earnings Call Highlights
MarketBeat45d agoneutral
CoreWeave Q2 Earnings Call Highlights

CoreWeave (NASDAQ:CRWV) reported second-quarter 2026 revenue of $2.6 billion, up 112% from a year earlier and 24% sequentially, as demand for its AI cloud infrastructure continued to exceed available capacity. The company also raised its full-year revenue and operating-income outlook, citing faster

Firefly Aerospace Q2 Earnings Call Highlights
MarketBeat45d agoneutral
Firefly Aerospace Q2 Earnings Call Highlights

Firefly Aerospace (NASDAQ:FLY) reported second-quarter revenue of $117.7 million, its first quarterly result above $100 million, as spacecraft programs and national-security software contracts drove growth. Revenue increased 46% sequentially and 659% from the prior-year period, while backlog rose to

Factorial Energy Q2 Earnings Call Highlights
MarketBeat45d agoneutral
Factorial Energy Q2 Earnings Call Highlights

Factorial Energy (NASDAQ:FAC) outlined its path toward initial commercial revenue in 2027 during its inaugural earnings call as a public company, citing a first commercial drone-battery order, progress in flight testing and automotive integration, and a capital-light manufacturing strategy. Chief E

DoubleDown Interactive Q2 Earnings Call Highlights
MarketBeat45d agoneutral
DoubleDown Interactive Q2 Earnings Call Highlights

DoubleDown Interactive (NASDAQ:DDI) reported second-quarter 2026 revenue of $94.3 million, up approximately 11% from a year earlier, as growth in its social casino and iGaming operations supported higher profitability and operating cash flow. Adjusted EBITDA rose 17% year over year to $39.3 million

Astronics Q2 Earnings Call Highlights
MarketBeat45d agoneutral
Astronics Q2 Earnings Call Highlights

Astronics (NASDAQ:ATRO) reported record second-quarter 2026 revenue, bookings, backlog and operating profit, citing stronger aerospace demand, production efficiencies and pricing actions. The company raised its full-year revenue outlook to a range of $1.02 billion to $1.04 billion, positioning it to