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The Iran war should have been a tailwind for defense stocks. Instead, the sector is living through the longest losing streak in its history. The State Street SPDR S&P Aerospace & Defense ETF (NYSE: XAR ) has closed lower for six straight weeks. The seventh week is going the same way so far. The fund fell 2.2% on Monday
Meta Platforms Inc (NASDAQ: META ) is taking its AI spending spree to a new funding market. The company is preparing to tap Europe’s bond market for the first time this autumn, turning what was once a U.S.-centric borrowing story into a global one. For investors, the more important signal is where AI companies are find
DigitalOcean Holdings (NYSE: DOCN ) held its second-quarter earnings conference call on Tuesday. Below is the complete transcript from the call. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summary DigitalOcean Holdings reported
Pershing Square (NYSE: PS ) released second-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary Pershing Square Inc. antic
Beam Glb (NASDAQ: BEEM ) released second-quarter financial results and hosted an earnings call on Wednesday. Read the complete transcript below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summary Beam Glb reported a substantia
examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks finished a volatile week with mixed results as investors adjusted to the Federal Reserve’s first interest-rate hike since 2023 and rising energy costs. The S&P 500 slipped for a second s
On Thursday, AmpliTech Gr (NASDAQ: AMPG ) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This content is powered APIs. For comprehensive financial data and transcripts, visit Access the full call at Summary AmpliTech Gr reported Q2 2026 revenue of $8.1 millio
On Thursday, Grid Dynamics Holdings (NASDAQ: GDYN ) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This content is powered APIs. For comprehensive financial data and transcripts, visit Access the full call at Summary Grid Dynamics Holdings reported second-qua
Klaviyo (NYSE: KVYO ) reported second-quarter financial results on Wednesday. The transcript from the company's second-quarter earnings call has been provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summary Klaviyo a
Takeda Pharmaceutical Co (NYSE: TAK ) released first-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. Access the full call at Summary Takeda Pharmace
MP Materials (NYSE: MP ) reported second-quarter financial results on Thursday. The transcript from the company's second-quarter earnings call has been provided below. This content is powered APIs. For comprehensive financial data and transcripts, visit View the webcast at Summary MP Materials reported strong Q2 2026 r
Raymond James Finl (NYSE: RJF ) reported third-quarter financial results on Wednesday. The transcript from the company's third-quarter earnings call has been provided below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary
Shopify reported second-quarter 2026 GMV of $116 billion, up 32% year over year, and revenue of $3.6 billion, up 34%. The company also said free cash margin was 18% and gave Q3 revenue growth guidance in the low 30s percent range.
Netskope reported Q2 fiscal 2027 revenue of $221 million, up 29% year over year and ahead of guidance, with ARR at $899 million, up 27% year over year.
TrendForce said DRAM and NAND flash could account for 68% of capital expenditure at the nine largest cloud service providers in 2027, versus 47% this year, as memory costs rise.
* Why Big Tech's AI Spending Is $3 Trillion Higher Than It Seems WSJ CQ Cnbc
The July semiconductor selloff was built around one uncomfortable question: What happens when Big Tech finally slows its artificial-intelligence spending? So far, the opposite is happening. Bank of America now expects hyperscaler capital expenditures to top $1.2 trillion over the next 12 months, according to semiconduc
This is the biggest week of Big Tech earnings season and, arguably, the most important test yet for the AI trade. Over the next 48 hours, Microsoft (NASDAQ: MSFT ), Meta Platforms (NASDAQ: META ), Amazon (NASDAQ: AMZN ) and Apple (NASDAQ: AAPL ), companies worth more than $12 trillion combined, will report quarterly re
CNBC commentator Jim Cramer shared a unique experience he had after publishing his views on the underperformance of the Magnificent 7 story. Cramer took to X late Tuesday and wrote, “I did a tough piece this evening about the Mag 7 underperformance. It hurt.” The CNBC host then went on to share an encounter with a chee