High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Microchip Technology Inc (MCHP) beats guidance with 38% year-over-year sales growth, driven by data center momentum and broad-based recovery across all end markets.
Century Aluminum Co (CENX) posts $327 million adjusted EBITDA, strengthens balance sheet, and advances key growth projects amid robust market conditions.
Revenue surges 58% year-over-year to $92.1 million, with adjusted EBITDA up 92% and significant customer diversification progress.
MARA doubles power capacity to 4.8 GW while navigating a challenging Bitcoin price environment with a $611.3 million net loss.
Twilio Inc (TWLO) delivers record Q2 revenue of $1.5 billion, with organic growth accelerating to 17% and AI-driven voice and messaging volumes fueling momentum.
NN (NASDAQ:NNBR) reported second-quarter sales growth of 19% and adjusted EBITDA growth of 36%, while raising its full-year outlook and completing a refinancing transaction that retired a substantial portion of its preferred stock. President and Chief Executive Officer Harold Bevis said the company
Novanta (NASDAQ:NOVT) reported second-quarter results marked by 9% organic sales growth, expanding margins and higher operating cash flow, while raising its full-year outlook following the late-July closing of its Riverpoint Medical acquisition. Chair and Chief Executive Officer Matthijs Glastra sa
Monster Beverage (NASDAQ:MNST) reported record quarterly net sales in the second quarter of 2026, with revenue surpassing $2.5 billion for the first time as the energy-drink maker posted double-digit growth across all geographic regions. Net sales rose 20.2% year over year to $2.54 billion, while s
Cloudflare Inc (NET) delivers stellar Q2 2026 with revenue up 36% year-over-year, record large customer additions, and strategic positioning at the forefront of the agentic Internet.
Moby summary of Cheniere Energy, Inc.'s Q2 2026 earnings call
Moby summary of Howmet Aerospace Inc.'s Q2 2026 earnings call
So why did a 36% growth quarter set off a double-digit sell-off?
Microchip Technology (NASDAQ:MCHP) reported fiscal first-quarter results that exceeded its prior guidance, as the semiconductor company cited strong demand across data centers, aerospace and defense, industrial and automotive markets. Management also raised its disclosure around data-center exposure
Marathon Digital (NASDAQ:MARA) outlined a strategy to expand beyond Bitcoin mining into AI-focused digital infrastructure, while reporting lower second-quarter revenue and a net loss driven largely by a decline in the value of its Bitcoin holdings. Chairman and CEO Fred Thiel said the company is po
Lyft (NASDAQ:LYFT) reported record second-quarter operating performance, with more than 30 million active riders and 262 million rides, as the company pointed to growth across North American rideshare, bikes, Canada and its European Freenow business. Chief Executive Officer David Risher said the co
Mitek Systems (NASDAQ:MITK) reported fiscal third-quarter 2026 revenue growth of 18% year over year, supported by record fraud and identity revenue, higher SaaS sales and continued expansion of its Check Fraud Defender consortium network. Total revenue reached $54 million, exceeding the high end of
nLight (NASDAQ:LASR) reported record second-quarter revenue and product sales as demand increased across its defense, space and advanced-manufacturing markets, while management said supply-chain constraints involving materials sourced from China are expected to reduce third-quarter shipments. Secon
US power use is expected to keep notching record highs in 2026 and 2027, according to the Energy Information Administration.
Moby summary of Dana Incorporated's Q2 2026 earnings call
Moby summary of PENN Entertainment, Inc.'s Q2 2026 earnings call
Moby summary of Century Aluminum Company's Q2 2026 earnings call
Why Cheniere Energy’s latest earnings and guidance matter for investors Cheniere Energy (LNG) has drawn fresh attention after reporting quarterly earnings and revenue that exceeded analyst expectations, alongside higher 2026 earnings and production guidance that signals management confidence in the company’s outlook. For investors, this combination of an earnings surprise, raised full year guidance and updated production targets provides new information about how the company is running its...
Moby summary of BlackSky Technology Inc.'s Q2 2026 earnings call
Innodata (NASDAQ:INOD) reported record second-quarter results for 2026, with revenue, adjusted gross profit, adjusted EBITDA and cash reaching new highs as the company continued to expand its work with AI model developers and large technology customers. Revenue for the quarter was $92.1 million, up
Voyager Technologies Inc (VOYG) posts record $53 million in revenue and $113 million in bookings, raising full-year guidance amid strong defense and space demand.
Constellation Energy (CEG) is back in focus after reporting second quarter 2026 results, with sales of US$7,504 million and net income of US$513 million, along with an updated full year earnings outlook. See our latest analysis for Constellation Energy. Against that earnings beat, Constellation Energy’s share price has climbed 8.92% over the past month but is still down 28.71% on a year to date share price return basis, while the 3 year total shareholder return of 152.05% reflects how strong...
Rackspace Technology (RXT) is back in focus after a series of securities class action lawsuits followed its decision to lower 2026 revenue and EBITDA guidance, citing a shift toward enterprise AI and away from higher margin segments. See our latest analysis for Rackspace Technology. At a share price of $4.82, Rackspace Technology has seen a sharp 30 day share price return that declined 28.70% and a 90 day share price return that declined 12.20%. At the same time, the year to date share price...
Strong cloud results and a July rebound in SaaS stocks, followed by select strong earnings, are boosting investor sentiment.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
