Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
AXT has surged over 350% this year riding the AI optical wave, but tonight Lumentum reports earnings and its commentary on next-generation datacenter connectivity could either validate that run or trigger another painful reversal for anyone exposed to the InP supply chain.
Chinese regulators ordered Meta to reverse its December acquisition of the AI agent startup, triggering a data deletion process for some users
Semiconductor metrology and energy research orders surge over 50% organically.
Record results powered by retail, manufacturing, and healthcare growth.
AI inference services drive 29% revenue growth and record $93M quarterly ARR additions.
By Avinash P and Purvi Agarwal Aug 11 (Reuters) - Wall Street's main indexes slipped on Tuesday, as losses in tech stocks weighed on sentiment, while investors assessed reports of potential deals that
Upwork's second-quarter report has increased concerns about the company's future.
Moby summary of Imunon, Inc.'s Q2 2026 earnings call
Legend Biotech just posted a quarter that flipped a key narrative for LEGN shareholders, but with a CEO transition underway and the stock still down sharply over the past year, the real question is whether this momentum can last.
UPS’s next contract with the Teamsters union in two years will determine its own fate in parcel delivery and create monumental change at Amazon, FedEx, the U.S. Postal Service, Walmart and other couriers, according to an industry expert. The post Analyst: UPS-Teamsters 2028 showdown will unleash parcel industry tsunami appeared first on FreightWaves.
Three Fed rate cuts transformed FDRR from a timely bet into a potential mismatch, and income investors holding it may not realize what they actually own beneath the dividend label.
Adjusted EBITDA surged 34% on LS Power integration and smart home growth.
Amanda Agati, PNC Asset Management Group CIO joins Yahoo Finance Executive Editor Brian Sozzi to discuss whether potential IPOs from AI giants Anthropic (ANTH.PVT) and OpenAI (OPAI.PVT) matter for the broader equity market rally.
CoreWeave, Inc. (NASDAQ:CRWV) reports second-quarter earnings after the close today, with the call at 5 p.m. ET. Analysts expect revenue of roughly $2.56 billion, more than double the year-ago figure, alongside a loss of about $1.40 per share. The stock...
Aehr Test Systems has surged over 400% this year on a dramatic business transformation, but with a price-to-sales ratio that would make most investors flinch and insiders quietly selling into the rally, the question now is whether the momentum has any room left to run.
Walmart stock is in focus with earnings due Aug. 20. Here's how to reach for profit with a short-term options trade on the retailer.
Silicon photonics run rate reached $680 million, targeting $1 billion by year-end.
CEO Blake Moret discusses strong software growth and tariff headwinds.
Revenue surged across all channels as TransDigm raised full-year guidance.
Spotify hits 300 million premium subscribers and record 33.4% gross margin.
TJX Companies (TJX) is set to deliver "in-line" Q2 EPS report and raise guidance, with limited impac
Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.
Onsemi has spent several years working through weakness in its core automotive and industrial markets, and its latest quarter gave Wall Street a clearer look at where the next leg of growth could come from. The chipmaker reported second-quarter results on Aug. 3 that showed improving revenue, ...
Co-CEO David Allemann said On Holding is winning over what it calls the “movement class,” consumers who view fitness as part of their identity.
RIG beats Q2 earnings estimates as Harsh environment floaters deliver stronger revenues, utilization and day rates despite lower sales.
Target's (TGT) Q2 results should reflect continued traction with its turnaround efforts, with manage
(Bloomberg) -- Bond traders dialed back measures of credit risk associated with Nvidia Corp. on Tuesday after the company said it would limit its exposure in a $500 billion plan to finance the type of artificial-intelligence investments that are driving demand for its computer chips. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump M
There’s an elegant simplicity to one of the central tenets in gauging the health of the stock market and the companies that comprise its benchmark indexes: figuring out what’s in the till at the end of the day. Profit remains the most important measure of stock market health—and Corporate America is raking it in. “The greatest force behind stock markets right now is earnings, which is helping to overshadow concerns about Iran, inflation and AI [capital expenditure] spending viability,” said Dennis Follmer, chief investment officer, at Montis Financial in Waltham, Mass., to Barron’s. “Earnings have been an absolute freight train driving this market higher.”
Joby Aviation reached an agreement to acquire Resonant Sciences, which will kick off its new defense business.
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