News

Nebius Group NV (NASDAQ:NBIS) saw its share price jump by 34.14 percent on Wednesday to finish at $259.20 apiece, after reporting a more-than-fivefold growth in revenues, which signaled that the surging demand for AI cloud infrastructure is translating into rapid revenue growth and larger customer commitments. The company said in an earnings call on the […]

Materials and photonics company Coherent (NYSE:COHR) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 33.7% year on year to $2.05 billion. On top of that, next quarter’s revenue guidance ($2.3 billion at the midpoint) was surprisingly good and 7.4% above what analysts were expecting. Its non-GAAP profit of $1.74 per share was 7.6% above analysts’ consensus estimates.

Cisco stock rose amid fiscal Q4 earnings and revenue that topped estimates while the company's fiscal 2027 sales outlook came in above views.

Bending Spoons, an acquisitive digital media and software company, has enjoyed a strong stock market debut. Analysts expect it will report revenue of $683 million for the second quarter and earnings per share of 27 cents.

Cerebras Systems beat Wall Street's adjusted sales target for the second quarter and guided well above views for the full year.

Networking technology giant Cisco (NASDAQ:CSCO) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 17.6% year on year to $17.25 billion. On top of that, next quarter’s revenue guidance ($18.1 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $1.22 per share was 4.4% above analysts’ consensus estimates.

More than $40 billion in customer commitments strengthened the case for Nebius's capital-intensive data-center expansion.

Super Micro's enormous revenue forecast and sharply improved margins outweighed a modest quarterly sales miss.

A tame July CPI report lowered odds that the Fed will hike rates in September, while strong AI earnings boosted the broad market.

Neocloud stocks just posted some of the wildest single-session gains of the AI buildout cycle, and the valuation math behind them is stranger and more compelling than it looks at first glance.

The iShares Russell 2000 Value ETF (IWN) outperformed over the past year, but the Vanguard Morningstar Small-Cap Value ETF (VBR) -- with its lower fees -- delivered stronger five-year returns.

These catalysts could prove to be the actual drivers of the stock.

Kontoor Brands raised its full-year guidance and announced a major buyback. The Wrangler and Helly Hansen parent is streamlining its brand portfolio.

CoreWeave raised its revenue and spending forecasts as customers competed for scarce AI-computing capacity.

Wendy's (WEN) stock is surging on reports of a pending takeover bid to take the company private. Yahoo Finance Senior Reporter Brooke DiPalma outlines the details. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.

AI pricing power is transforming the economics of expansion

Priced for a recovery too soon, stick to the sidelines ahead of earnings.

Oracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI.

Investing.com -- SpaceX shares surged 11% following a major Wall Street endorsement of its artificial-intelligence capabilities and renewed investor enthusiasm over its expanding suite of enterprise software products. The rally was sparked by a research note from Morgan Stanley arguing that public markets are severely underestimating SpaceX’s AI enterprise platform, alongside comments from Chief Executive Elon Musk teasing the launch of the company’s flagship model, Grok 4.7. The market response

SpaceX released its newest AI model, Grok 4.6, on Wednesday. The stock rose as much as 11%, rising above its IPO price.

Investing.com -- Hilton Worldwide shares have come under pressure over the past month, but Deutsche Bank said investor expectations have now largely reset, creating a more attractive entry point as hotel demand remains resilient and the company's valuation has become more reasonable.

IonQ's revenues surge, D-Wave's bookings soar and Rigetti advances its roadmap. Let's see which of these quantum stocks is an attractive bet at the moment.

Western Digital, Caterpillar and Datadog rank among top momentum picks using Driehaus' "buy high and sell higher" strategy.

Oracle shares rallied Thursday after two neoclouds posted blowout earnings, but does this AI tailwind justify the stock's risks?

The tech company's latest numbers showed significant improvements in revenue, gross margin, and net income.

Software platforms faced selling pressure due to concerns that generative AI tools would replace traditional software architectures. However, Shopify Inc. (NASDAQ:SHOP) broke away from sector headwinds after second-quarter financial results showed AI tools driving business formation rather than displacing its e-commerce infrastructure. Because Shopify serves small and medium-sized businesses requiring turnkey checkout, payment processing, and […]

DexCom's broader CGM coverage, G7 15 Day rollout and rising margins support growth, but premium valuation, competition and litigation temper upside.

DexCom's 52.5% three-month rally is backed by earnings growth and margin gains, but premium valuation, competition and litigation raise the bar.

The memory maker's revenues continue to skyrocket thanks to a worldwide shortage that has catapulted memory prices higher.

Former Wendy’s chairman Nelson Peltz is reportedly putting an offer together to buy Wendy’s, according to Reuters and The Financial Times. The billionaire’s Trian Fund Management is working with a group that includes BlueFive Capital and Flynn Group, the world’s largest franchisee organization. The latter became a franchisee of Wendy’s in 2021 after it purchased […]