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Atlassian's cloud growth, record enterprise deals and rising Rovo adoption fuel momentum, while fiscal 2027 guidance reflects external uncertainty.

Occidental targets more than $4B in annual sustainable cash flow gains by 2030, backed by lower costs, capital needs and a stronger balance sheet.

MACOM sees accelerating Data Center demand, record orders and rising manufacturing leverage supporting a stronger fiscal Q4 outlook.

MKS is ramping semiconductor and packaging capacity as AI-driven demand boosts visibility into 2027 despite near-term margin pressure.

Cheniere Energy raises 2026 guidance again as higher output, stronger marketing margins and optimization boost results and expansion progress.

Century Aluminum highlights full-capacity smelters, strong U.S. demand and Oklahoma progress as it targets a year-end investment decision.

Momentum has been one of the defining themes of this bull market. Investors have rewarded companies tied to artificial intelligence with premium valuations, particularly those building the infrastructure powering the AI boom. In many cases, rising capital spending and growing debt have become secondary concerns so long as revenue continues climbing. That backdrop makes it ... Michael Burry Says Shorting Nebius Is “Like Shooting Fish in a Barrel.” Earnings Could Prove Him Right.

MSI raises its 2026 outlook again as record orders lift backlog to $15.6 billion, with software and public-safety demand driving growth.

Take-Two Interactive Software Inc (NASDAQ:TTWO) reported first-quarter revenue of $1.53 billion, topping analyst estimates of $1.41 billion, as the video game publisher prepares for the November 19 launch of "Grand Theft Auto VI." Net bookings for the quarter came in at $1.39 billion, down 3%...

OPTU's Q2 revenues slip amid broadband and video pressure, while mobile growth, margin expansion and network investments offer offsets.

Atlassian (NASDAQ:TEAM) was indicated more than 30% higher in pre-market trading on Friday after delivering fiscal fourth-quarter results that comfortably exceeded Wall Street expectations, prompting investors to rethink concerns that artificial intelligence could undermine traditional enterprise software providers. The company reported quarterly revenue of $1.

A brutal earnings miss sent one ad-tech giant into freefall while its closest rivals barely flinched, raising urgent questions about whether the company faces a temporary stumble or a much deeper structural breakdown.

The Wendy’s Company will release its second-quarter earnings report before the opening bell on Friday, Aug. 7. Analysts expect the company to report quarterly earnings of 16 cents per share, down from 29 cents per share in the year-ago period....

The video game publisher reported first-quarter net bookings of $1.39 billion, slightly above its own guidance range

Trade Desk Inc (NASDAQ:TTD) shares tumbled almost 30% in premarket trading on Friday after the digital advertising technology company reported second-quarter revenue and profit that missed Wall Street estimates and issued a third-quarter forecast far below expectations. The company posted...

SpaceX is poised to close out a pivotal week in the green, with the stock fighting higher over the past five sessions after reporting its first earnings report as a public company and the largest share unlock in its brief trading history.

SpaceX is poised to close out a pivotal week in the green, with the stock fighting higher over the past five sessions after reporting its first earnings report as a public company, and the largest share unlock in its brief trading history.

Backblaze's Q2 beat and higher 2026 outlook highlight AI storage growth, with the $335M CoreWeave deal adding multi-year visibility.

Applied Optoelectronics is ramping up 800G and 1.6T capacity as demand outstrips supply, while Q3 growth faces component limits and a 100G setback.

The Trade Desk Stock Implodes on Revenue Miss and Soft Outlook

Twilio Inc. (NYSE:TWLO) shares surged 16.

Video game publisher Take Two (NASDAQ:TTWO) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 7.8% year on year to $1.53 billion. On the other hand, next quarter’s revenue guidance of $1.45 billion was less impressive, coming in 18.3% below analysts’ estimates. Its GAAP loss of $0.18 per share was 13.9% above analysts’ consensus estimates.

(Updates with Grand Theft Auto release date in seventh paragraph.) Take-Two Interactive Software

The connectivity cloud company posted Q2 revenue of $696.1 million, up 36% year over year, and now expects full-year revenue of up to $2.87 billion

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