Notícias

ALAB's Q2 earnings and revenues top estimates as PCIe 6 drives over half of sales and Scorpio X-Series ramp-up toward a stronger third quarter.

Advanced Energy's Q2 earnings beat as record semiconductor sales, AI-driven data center demand and factory execution lift revenues and margins.

TMDX's Q2 revenue beat and raised outlook are overshadowed by earnings miss, declining margins and sharply higher operating costs.

SolarEdge is working on a turnaround -- but it's a work in progress.

Galaxy Digital (GLXY) shares fell more than 11% on Aug. 5 after the crypto financial services firm reported a second-quarter net loss of $85 million, weighed down by falling digital asset prices despite continued expansion of its artificial intelligence infrastructure business. The company posted ...

Analysts raised price targets after earnings, while bullish retail traders said AMD could climb as high as $800 on AI-driven growth.

Moby summary of SolarEdge Technologies, Inc.'s Q2 2026 earnings call

The storage and memory maker is scheduled to report fiscal fourth-quarter financials after the stock market closes on Wednesday.

PBA misses Q2 EPS estimates, but revenues rise 20% year over year as higher volumes and operational strength lift results across its business segments.

SPOT's Q2 earnings miss estimates as higher marketing, cloud and AI costs offset record margins, subscriber gains and stronger cash flow.

Kymera Therapeutics (NASDAQ:KYMR) said it completed enrollment in its Phase 2b atopic dermatitis trial of KT-621 about six months ahead of schedule, positioning the company to report top-line data by the end of 2026 and potentially begin Phase 3 development around mid-2027. Chief Executive Officer

Kratos's earnings last night weren't quite as good as they first appeared.

Moby summary of The Kraft Heinz Company's Q2 2026 earnings call

Moby summary of Innoviz Technologies Ltd.'s Q2 2026 earnings call

DVN's Q2 earnings beat estimates as merger contributions, stronger oil pricing and higher output drive a 73.1% revenue surge and robust free cash flow.

WYNN's Q2 earnings and revenues beat estimates and rise year over year, as Wynn Palace drives growth with a 21.1% revenue increase.

Moby summary of CDW Corporation's Q2 2026 earnings call

Sezzle enters Q2 earnings with strong growth momentum, but elevated valuation and margin pressures raise the stakes after a 106% three-month rally.

Palantir's Q2 may have finally justified its lofty premium.

QRVO beat earnings estimates as stronger margins and cost discipline offset weaker smartphone demand, highlighting a profitability story driven by execution.

Moby summary of CVS Health Corporation's Q2 2026 earnings call

SHEL tops Q2 earnings estimates as higher oil prices, stronger margins and broad operational gains lift profits across key segments.

TTWO prepares for Q1 results as GTA VI marketing, strong bookings and mobile growth shape expectations ahead of earnings.

Coca-Cola's raised 2026 outlook, stronger margins and broad volume growth support earnings momentum, though Africa sale timing and tougher comps add risk.

CEG stock heads into Q2 earnings with double-digit growth estimates, demand tailwinds but weaker margins remain a concern.

Hinge Health's Q2 revenues jump 53% as stronger member yield, margin gains and raised 2026 guidance reinforce business momentum.

BKNG's Q2 earnings and revenues beat estimates as travel demand drives higher room nights and gross bookings.

Wall Street expects Sandisk to continue benefiting from AI infrastructure spend, particularly demand for storage and memory products used in data centers.

SpaceX's first quarterly report since its IPO sent shockwaves through the AI chip trade, rewarding one ETF with a 21% single-session surge while punishing a chipmaker that just posted record revenue. The winner and loser share the same catalyst.

The main physical hurdle for the 2026 artificial intelligence boom has shifted from semiconductor supply to power infrastructure and grid capacity. Hyperscalers, utilities, and data center developers are investing unprecedented capital to build power-dense facilities with 1.5x to 2x the electrical and mechanical capacity of traditional data centers. With regional electric utility networks struggling to […]