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31,229 signal articles · 0 in last 24h · 160,153 total before filter · latest 3d ago
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Bloomberg69d agobullish
BlackRock Dodges AI Bond Flop as $12.3 Billion Debt Deal Rallies

(Bloomberg) -- Bonds that BlackRock Inc. is selling, tied to a Meta Platforms Inc. data center project in Texas, rallied in early trading on Monday before the notes were formally priced, signaling demand for the securities may be stronger than it initially appeared.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapChina Chipmaker CXMT Jumps 466% in D

Amkor Technology Gives Flat Sales Outlook Following Q2 Beat
Investor's Business Daily69d agobullish
Amkor Technology Gives Flat Sales Outlook Following Q2 Beat

Amkor Technology late Monday beat analyst estimates for the second quarter but offered mixed guidance for Q3. Amkor stock fell in extended trading. The Tempe, Ariz.-based provider of semiconductor packaging and test services earned 70 cents a share on sales of $1.9 billion in the June quarter.

Reuters69d agobullish
Applied Digital beats quarterly revenue estimates on surging AI infrastructure demand

Applied Digital beat Wall Street estimates for fourth-quarter revenue on Monday, riding on robust demand for ‌its data centers from an expanding roster of AI ‌clients. Shares of the company, which counts CoreWeave as a client, rose 5.4% in ​extended trading. Applied Digital designs, builds and operates data centers and provides colocation services for artificial intelligence, networking and blockchain workloads.

Applied Digital (NASDAQ:APLD) Reports Upbeat Q2 CY2026
StockStory69d agobullish
Applied Digital (NASDAQ:APLD) Reports Upbeat Q2 CY2026

Digital infrastructure provider Applied Digital (NASDAQ:APLD) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 581% year on year to $258.7 million. Its non-GAAP profit of $0.04 per share was significantly above analysts’ consensus estimates. The Company's HPC Hosting Business commenced operations at its first HPC data center at our Polaris Forge 1 campus resulting in the recognition of approximately $270.6 million related to tenant fit-out services.

Amkor (NASDAQ:AMKR) Posts Better-Than-Expected Sales In Q2, Stock Soars
StockStory69d agobullish
Amkor (NASDAQ:AMKR) Posts Better-Than-Expected Sales In Q2, Stock Soars

Semiconductor packaging and testing company Amkor Technology (NASDAQ:AMKR) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 25.6% year on year to $1.90 billion. On the other hand, next quarter’s revenue guidance of $2 billion was less impressive, coming in 4.1% below analysts’ estimates. Its GAAP profit of $0.70 per share was 45.3% above analysts’ consensus estimates.

Cadence Design Systems (NASDAQ:CDNS) Beats Q2 CY2026 Sales Expectations, Full-Year Outlook Slightly Exceeds Expectations
StockStory69d agobullish
Cadence Design Systems (NASDAQ:CDNS) Beats Q2 CY2026 Sales Expectations, Full-Year Outlook Slightly Exceeds Expectations

Electronic design automation company Cadence Design Systems (NASDAQ:CDNS) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 24.2% year on year to $1.58 billion. The company’s full-year revenue guidance of $6.3 billion at the midpoint came in 1.5% above analysts’ estimates. Its non-GAAP profit of $2.11 per share was 2.7% above analysts’ consensus estimates.