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Micron Technology Inc. (NASDAQ: MU ) remains a key beneficiary of AI-driven memory demand as investors weigh strong earnings momentum against questions about pricing power, future supply, and the durability of the current cycle. Micron beat earnings and raised revenue and EPS guidance, keeping the AI-driven memory dema
Market Overview Stocks began their breakout to new all-time highs again, but it remains a highly selective environment. Only the Nasdaq hit a record high, as it finished up 2.06% on the week, and outperformed for the fourth week in a row. The S&P 500 was up 1.21%, while the Dow Jones Industrial Average rallied 0.28%. T
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 ended the week higher, with the Nasdaq Composite leading gains as renewed enthusiasm for artificial intelligence lifted technology shares. The S&P 500 rose about 0.7% through Thursday, w
Wall Street closed the week riding a semiconductor rebound that pushed the AI infrastructure trade back into favor, even as a spike in Treasury yields tested the rally’s staying power. Advanced Micro Devices Inc. (NASDAQ: AMD ) supplied the week’s biggest milestone. Shares surged as much as 10% on Monday, pushing the c
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
U.S. equities extended their winning streak to a third session Monday, with a fourth consecutive slide in crude oil relieving pressure on Treasury yields and clearing the runway for a semiconductor-led rally that lifted the Nasdaq 100 to a three-month high. • Intel stock is charging ahead with explosive momentum. Why i
HIVE Digital Technologies (NASDAQ: HIVE ) held its first-quarter earnings conference call on Monday. Below is the complete transcript from the call. This content is powered APIs. For comprehensive financial data and transcripts, visit View the webcast at Summary HIVE Digital Technologies reported a 73% year-over-year r
Micron Technology (NASDAQ: MU ) stock has traded sideways since July, in line with other leading memory chipmakers. Shares currently trade at $1,015, up 212% year to date. This consolidation could end soon, as the company is set to report its financial results later this month. Micron Technology Earnings to Publish Str
NovaBridge Biosciences (NASDAQ: NBP ) held its quarterly earnings conference call on Thursday. Below is the complete transcript from the call. This content is powered APIs. For comprehensive financial data and transcripts, visit Access the full call at Summary NovaBridge Biosciences reported a strong balance sheet with
Berenberg said Hilton Food emerged from a difficult 12-month period with stronger H1 performance and improving momentum across key divisions. It upgraded FY26 and FY27 earnings forecasts by 11% and 5%.
Berenberg says Hilton Food emerged from a difficult 12-month period with stronger H1 results and improving momentum across key divisions. It upgraded FY26 and FY27 earnings forecasts by 11% and 5% and raised its target price.
Broadcom fell more than 3% in Thursday premarket trading after forecasting fourth-quarter revenue of about $34.8 billion, below the $35.03 billion consensus, despite beating third-quarter revenue and adjusted earnings estimates.
HPE said fiscal third-quarter revenue rose to a record $12.2 billion, with non-GAAP operating profit at a record $2 billion and non-GAAP EPS of $1.11. Management also raised fiscal 2026 and 2027 guidance.
Synopsys said third-quarter revenue, non-GAAP operating margin and EPS all topped the high end of guidance, and it raised full-year revenue, margin and EPS outlooks.
Nutanix said fourth-quarter revenue rose to $757 million and ARR reached $2.55 billion, with both exceeding guided metrics. Full-year fiscal 2026 revenue was $2.85 billion and free cash flow was $841 million.
AMD u/g Strong Buy @ RJ pt 641 Raymond James forecasts server CPU revenue growing at a ~44% five-year CAGR to ~$201B by 2030, driven by data centers, accelerator-hosting CPUs and agentic AI workloads • CPUs are becoming increasingly critical alongside AI accelerators, handling retrieval, databases, applications, s
US stocks trade mixed, with the S&P 500 and Dow 0.3% higher while the Nasdaq 100 falls, as AI infrastructure and banks lag and Treasury liquidity measures support equities.
Anthropic’s revenue increased 14x in Q2 from a year ago to $11.5B, while the piece also flags a Chinese AI system targeting Nvidia’s CUDA moat and mixed early money flows in major tech names.
Applied Materials reported third-quarter revenue of $9.12 billion and adjusted earnings of $3.50 per share, both above analyst estimates.
Outlook Therapeutics said it released third-quarter fiscal 2026 results and hosted a call, while management highlighted FDA approval of Lytenava for wet AMD in the U.S.
Oracle expands its long-term strategic collaboration with Amazon Web Services to accelerate customer migration to Oracle AI Database@AWS and launches Exadata Database Service on Exascale Infrastructure.
Intuitive Machines reported second-quarter 2026 revenue of $206.17 million and GAAP diluted loss per share of 29 cents, missing analyst estimates, while reaffirming full-year revenue guidance of $900 million to $1 billion.
Cerebras Systems (CBRS) reported a narrower-than-expected adjusted loss for Q2, missed on sales, raised its fiscal 2026 outlook and said premarket shares were down 18.63%.
President Donald Trump said on Friday that data centers could eventually become a bigger industry than oil, calling them significant for the U.S. economy. President Donald Trump ‘s former Counterterrorism Chief Joe Kent has reaffirmed his stance that the U.S. should exit the Strait of Hormuz and claim victory in the Ir
It is a make-or-break week for the AI trade. After the market shrugged off strong results from Advanced Micro Devices Inc. (NASDAQ: AMD ), SanDisk Corp. (NASDAQ: SNDK ) and Western Digital Corp. (NASDAQ: WDC ) last week, a smaller but no less volatile group of names takes the spotlight between Monday and Friday. The he
Elanco Animal Health Incorporated (NYSE: ELAN ) delivered strong financial performance for the second quarter of 2026, driven by robust demand across its Pet Health portfolio and expanding margins. The momentum led management to raise its full-year growth outlook. The pet health company reported adjusted earnings of 34
Ryan Cohen has spent the summer pursuing eBay Inc. (NASDAQ: EBAY ). Prediction market traders doubt management will even say his company’s name tonight. eBay reports second-quarter earnings after the bell today, with the call at 5:30 p.m. ET. Polymarket gives the company a 96% chance of beating earnings, but the more i
Bloom Energy Corp. (NYSE: BE ) shares are falling during Wednesday’s premarket session as traders continue to digest the company’s post-earnings narrative around accelerating data-center demand and expanded project financing. Bloom Energy shares are experiencing downward pressure. Why are BE shares declining? What Is D
Sandisk Corporation (NASDAQ: SNDK ) stock fell nearly 1% in Wednesday’s premarket trading after surging 10.84% in the previous session, as investors awaited the company’s fiscal fourth-quarter and full-year 2026 results, due after the closing bell. The cautious trading came despite a generally positive broader market b
On Tuesday, Advanced Micro Devices, Inc. (NASDAQ: AMD ) said stronger-than-expected demand has tightened the server CPU supply chain, but CEO Lisa Su expects conditions to improve in 2027. AMD Says Unexpected Demand Tightened Server CPU Supply During AMD’s second-quarter 2026 earnings call, Morgan Stanley analyst Josep