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Moby summary of Trimble Inc.'s Q2 2026 earnings call

These shares were forfeited to cover tax withholding from vesting restricted stock units.

Lead program ABCL635 Phase 2 enrollment complete with data expected in August.

The first of three puzzle pieces used to calculate Social Security's annual raise was just announced.

AI infrastructure demand fuels record revenue and margin expansion.

Oil producer beats guidance while raising cost-savings targets and advancing exploration.

Record 45% EBITDA margin despite U.K. tax headwinds as digital transformation accelerates.

Krause retains a $9.1 million equity stake following the non-discretionary disposition tied to RSU vesting.

Inovio Pharmaceuticals (NASDAQ:INO) said the U.S. Food and Drug Administration has completed several key steps in its review of the company’s biologics license application for INO-3107, an investigational treatment for recurrent respiratory papillomatosis, or RRP, while the company continues prepara

Grocery Outlet (NASDAQ:GO) reported second-quarter results that exceeded its outlook as the retailer said efforts to strengthen its opportunistic assortment, sharpen value messaging and improve store execution gained traction. Net sales rose 1% year over year to $1.19 billion for the quarter ended

2026 has been a hard year to work in tech, even at companies posting record revenue. Salesforce trimmed its support division nearly in half earlier this year, then quietly cut more jobs in an AI-related shakeup in February. The justification each time is the same: Artificial intelligence made the ...

User retention hit all-time highs as AI cost cuts boosted profitability targets.

A softer inflation report that was in line with expectations helped boost stocks today, but overall, it was another fairly uneventful session after a quiet start to the week. The tech-heavy Nasdaq Composite finished up 0.5% today. Outside of the cooler inflation reading this morning, artificial intelligence stocks like Super Micro Computer and Lumentum helped drive stocks higher today, particularly in the Nasdaq, after turning in earnings performances that smashed expectations.

Manufacturing partnership with Toyota supports Texas pilot program launch.

AI traffic acceleration and customer consolidation drove 23% revenue growth.

Record earnings fueled by smartphone demand and expanded mixed-signal content across new markets.

Record revenue of $246.1 million driven by oil and gas royalties and water operations.

Marketplace GOV surged 36% as DashPass subscribers hit record highs.

BofA's Aditya Bhave defends the bank's three-hike Fed forecast after July's CPI report, saying tightening remains incomplete.

Trimble Inc (TRMB) delivers strong Q2 with 10% organic growth, raises full-year outlook, and announces strategic review of Transportation & Logistics segment.

Datacenter revenue surged 103% sequentially as $93.9B in long-term agreements secure AI demand.

Enovix (NASDAQ:ENVX) reported second-quarter 2026 revenue at the high end of its guidance and highlighted progress in smartphone battery qualification, an initial commercial ramp in smart eyewear, and expanding drone and defense opportunities. Revenue for the quarter was $9 million, up 21% from a y

Solar module output hits second-highest quarterly level while company navigates capital raise and G2 Austin funding timeline

Defense contract activation and industrial recovery drive record quarterly revenue.

BETA Technologies Inc (BETA) reports record Q2 revenue and nearly hits $4B backlog target, while navigating certification progress and significant cash burn.

Whitefiber Inc (WYFI) reports significant progress with NC1 deployment, $865 million in new contracts, and innovative technology developments despite ongoing supply chain challenges.

For much of the artificial intelligence boom, investors faced an uncomfortable trade-off. Big Tech continued to spend tens of billions of dollars on data centers, semiconductors, and cloud capacity as Wall Street waited for confirmation that investments would create enough income to justify the ...

A Chinese humanoid robotics IPO just shattered demand records, and the shockwave is already hitting a handful of niche ETFs built exactly for this moment. Whether that momentum holds depends on two wildcards most investors are not watching closely enough.

<body><p>STORY: U.S. stocks closed mostly higher on Wednesday, with the Dow the only outlier, ending virtually flat, the S&P 500 gaining about a quarter of a percent, and the Nasdaq adding more than half a percent.</p><p>:: CoreWeave</p><p>Upbeat quarterly results from AI-related firms continued to soothe investor fears about massive capex spending.</p><p>:: CoreWeave</p><p>Shares of CoreWeave, for instance, surged 19% after the AI cloud company lifted its annual capital spending forecast and topped second-quarter earnings estimates.</p><p>Mike Mussio is president of FBB Capital Partners.</p><p>“We continue to see some of these names that sold off dramatically in June and part of July on just general AI over-investment, scare around that, they're actually reporting earnings, and the earnings are kind of saying, 'nothing really to see here.' So some of these same companies and sub-industries within the AI complex that sold off hard are bouncing dramatically. And that's helping lead the Nasdaq higher today.”</p><p>Data center operators also rose, with IREN gaining almost 10% and Applied Digital up nearly 5%.</p><p>:: Nebius Group</p><p>And shares of data center company Nebius Group jumped 34%, helped by second-quarter results that beat expectations.</p><p>Shares of Super Micro Computer surged 19% after the AI server maker forecast fiscal 2027 revenue above Wall Street expectations.</p><p>And chip makers&nbsp;gained, with Nvidia rising 3% and Micron Technology adding about 5%.&nbsp;</p><p>Meanwhile, data on Wednesday showed U.S. consumer prices barely increased in July as the cost of gasoline declined for a second straight month, further reducing expectations of an interest rate hike next month from the Federal Reserve.</p></body>

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