Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Moby summary of Cheniere Energy, Inc.'s Q2 2026 earnings call
Moby summary of Howmet Aerospace Inc.'s Q2 2026 earnings call
In August 2026, Cognex’s board declared a quarterly cash dividend of US$0.085 per share and reported Q2 2026 results showing higher sales and earnings compared with the same period a year earlier, alongside updated revenue guidance for Q3 and full-year 2026. The company’s record quarterly performance, margin expansion and raised full-year outlook highlighted how demand across logistics, packaging, electronics and semiconductors is reinforcing its machine-vision and AI strategy. Now we’ll...
Roku stock has delivered a strong 90.4% return over the past three years while valuation signals are split, with a Discounted Cash Flow (DCF) estimate suggesting the shares trade below intrinsic value and market multiples pointing to an expensive profile. Over the last three years Roku has returned 90.4%, which puts the current share price in a very different place to where long term holders started. Recent momentum in Roku’s advertising and subscription business may support expectations for...
Buying this AI infrastructure stock isn't about timing the next report -- it's about recognizing when price and reality fall out of sync.
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...
D-Wave Quantum (QBTS) is back in focus after second quarter results showed revenue of US$3.08 million and a net loss of US$48.03 million, which came in weaker than analyst expectations. See our latest analysis for D-Wave Quantum. The Q2 miss triggered a sharp 1 day share price decline of 9.28%, yet D-Wave Quantum still carries a positive 1 year total shareholder return of 13.02% and a very large 3 year total shareholder return. This suggests that long term momentum has so far outweighed the...
Recently, investors learned that Newmont holds an average brokerage recommendation of 1.33, signaling a broadly positive view from Wall Street firms, while Zacks assigned the stock a Rank #4 (Sell) based on weaker earnings estimate revisions. This unusual split between bullish brokerage ratings and a cautious quantitative ranking is prompting investors to question which signal better reflects Newmont’s underlying outlook. Next, we’ll consider how this clash between optimistic brokerage...
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.
Marathon Digital (MARA) delivered earnings and revenue surprises of -25.00% and -16.12%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
DoubleVerify (DV) delivered earnings and revenue surprises of -12.00% and -3.85%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Applied Optoelectronics (AAOI) delivered earnings and revenue surprises of +100.00% and +0.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Although the revenue and EPS for M/A-Com (MTSI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
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.