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Moby summary of Mercury Systems, Inc.'s Q4 2026 earnings call

They are two of the highest valued large-cap stocks in the market.

The Q2 earnings season continues to wind down, which has overall shown immense strength with outsized growth. There have been several standout releases during the Q2 earnings cycle, including those from Palantir (PLTR) and Microsoft (MSFT).

A top market strategist just called out the biggest risk hiding inside Anthropic's upcoming IPO, and it has nothing to do with the quality of the company or its technology.

Peter Thiel’s Thiel Macro hedge fund has been conspicuously out of investing in stocks for a while. His fund reported zero 13F holdings at the end of December 2025 and again showed nothing as of March 31, 2026. That’s why Thiel Macro’s Q2 filing is particularly shocking, returning with ...

BUENOS AIRES, Aug 15 (Reuters) - Palantir chair and co-founder Peter Thiel has bought a 1% stake in Argentina's Vista, one of the largest oil companies operating in the country's Vaca Muerta shale

Cathie Wood, chief of Ark Investment Management, often locks in gains when her favorite tech stocks surge. That's what she's doing with Palantir Technologies (PLTR), trimming her position after the stock jumped more than 30% over the past month, fueled by a sharp post-earnings rally. Last year, the ...

Aug 14 () - Global equity funds attracted inflows for a 12th consecutive week through August 12, buoyed by optimism over a strong earnings season and data showing weaker-than-expected U. payroll growth and easing inflation, which tempered expectations of a Federal Reserve rate hike.

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

Tesla Inc. (NASDAQ:TSLA) and Palantir Technologies Inc. (NASDAQ:PLTR) fell Wednesday even as a benign July inflation report lifted the broader tech market and sent the odds of a September Federal Reserve rate hike to 33%. Headline CPI rose 0.1% in...

The defense spending supercycle has only just begun.

Her funds' daily trade files show the same response to each leg higher in the AI software stock -- while $26.6 million went somewhere much cheaper.
The July Consumer Price Index lands Wednesday at 8:30 a.m. ET, and traders are hoping a soft number can reignite momentum in high-beta names like Palantir Technologies Inc. (NASDAQ:PLTR) and Tesla Inc. (NASDAQ:TSLA). Cato Institute economist Jai Kedia doubts it....
The company is growing at an unprecedented rate, and everyone expects it to continue.
Revenue surged 93% year over year as AI demand accelerated across U.S. markets.
Intel’s stock dropped 4%, weighing on the Nasdaq after announcing a $15 billion stock offering.
(Bloomberg) -- Biotech company AbCellera Biologics Inc. jumped as much as 41%, giving it a market value of almost $3 billion, after it said a potential remedy for hot flashes was effective in a mid-stage trial.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Churn as Oil Advance Boosts Treasury Yields: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaBehind B
Vitalhub (TSE:VHI) reported second-quarter 2026 revenue of CAD 31.7 million, up 33% from the prior-year period, while annual recurring revenue surpassed CAD 100 million for the first time. Chief Financial Officer Brian Goffenberg said the company ended June with CAD 101.5 million in annual recurrin
Zeta Global (NYSE:ZETA) reported second-quarter 2026 revenue of $443 million, up 44% from a year earlier, or 28% excluding revenue from mergers and acquisitions. The company said the result marked its 20th consecutive quarter of beating and raising its outlook. Adjusted EBITDA rose 56% year over ye
USA Today (NYSE:TDAY) reported second-quarter 2026 revenue of $536.3 million, down 8.3% from a year earlier, as lower digital advertising revenue and quarter-to-quarter variability in content licensing offset gains in digital-only subscriptions and other digital revenue streams. The company generat
Investing.com -- Strong second-quarter earnings from major U.S. companies have pushed stock indexes to fresh highs and eased concerns that the rally relies too heavily on a small group of artificial intelligence companies, the Wall Street Journal reported.
Nonfarm payrolls fell 23,000 last month, following substantial downward revisions to the prior two months, Bureau of Labor Statistics data showed on Friday.
Post-earnings momentum accelerated today as analyst enthusiasm fueled a 10% rally, signaling investor confidence in commercial AI demand, today, Aug. 7, 2026.
Wall Street Sees More Room to Run for Palantir After 9% Rally
The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir, Cloudflare and SpaceX were big movers amid earings.
SpaceX's gravitational pull is undeniable. That's why it's unsurprising that a few offhand remarks in SpaceX's earnings call on Tuesday still managed to jolt stocks in the further reaches of the company's orbit.

