Notícias

MACOM sees accelerating Data Center demand, record orders and rising manufacturing leverage supporting a stronger fiscal Q4 outlook.

MKS is ramping semiconductor and packaging capacity as AI-driven demand boosts visibility into 2027 despite near-term margin pressure.

Cheniere Energy raises 2026 guidance again as higher output, stronger marketing margins and optimization boost results and expansion progress.

Century Aluminum highlights full-capacity smelters, strong U.S. demand and Oklahoma progress as it targets a year-end investment decision.

Momentum has been one of the defining themes of this bull market. Investors have rewarded companies tied to artificial intelligence with premium valuations, particularly those building the infrastructure powering the AI boom. In many cases, rising capital spending and growing debt have become secondary concerns so long as revenue continues climbing. That backdrop makes it ... Michael Burry Says Shorting Nebius Is “Like Shooting Fish in a Barrel.” Earnings Could Prove Him Right.

MSI raises its 2026 outlook again as record orders lift backlog to $15.6 billion, with software and public-safety demand driving growth.

The Wendy’s Company will release its second-quarter earnings report before the opening bell on Friday, Aug. 7. Analysts expect the company to report quarterly earnings of 16 cents per share, down from 29 cents per share in the year-ago period....

The video game publisher reported first-quarter net bookings of $1.39 billion, slightly above its own guidance range

SpaceX is poised to close out a pivotal week in the green, with the stock fighting higher over the past five sessions after reporting its first earnings report as a public company, and the largest share unlock in its brief trading history.

Backblaze's Q2 beat and higher 2026 outlook highlight AI storage growth, with the $335M CoreWeave deal adding multi-year visibility.

Applied Optoelectronics is ramping up 800G and 1.6T capacity as demand outstrips supply, while Q3 growth faces component limits and a 100G setback.

(Updates with Grand Theft Auto release date in seventh paragraph.) Take-Two Interactive Software

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