Global equities coverage including earnings, market movers, semiconductors, banks and company-level analysis.
CVA Group Beats Q4 Estimates; Revenue Hits $1B CVA Group reported a strong fourth quarter, with revenue reaching $272.8 million—up 21.2% year-over-year—and non-GAAP EPS of $0.04, beating consensus…
Super Micro’s Q4: EPS Beat, Revenue Shortfall Super Micro Computer (NASDAQ: SMCI) reported fiscal Q4 2025 earnings after the close on Tuesday, delivering a mixed bag that sent…
Lumentum Beats Q4, Guides Strong AI Optical Demand Lumentum Holdings (NASDAQ: LITE) reported fiscal Q4 earnings that exceeded analyst expectations, driven by robust demand for AI data center…
CoreWeave Narrows Losses, Revenue In Line CoreWeave (CRWV) reported its Q2 earnings after the bell on Tuesday, narrowing its losses per share and meeting revenue expectations. The AI…
Hims & Hers Q2 Revenue Climbs 40% to $753 Million Hims & Hers Health (NYSE:HIMS) reported second-quarter 2026 revenue of more than $753 million, up nearly 40% year…
Nvidia and Six Wall Street Firms Seal $500bn AI Infrastructure Pact Nvidia has teamed up with six major Wall Street institutions, including Apollo Global Management, BlackRock, Goldman Sachs,…
TSMC’s 45% Revenue Surge Signals AI Boom Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, reported a 45% year-over-year surge in sales for the latest quarter,…
Hims & Hers Q4: EPS Miss Deepens as Revenue Growth Accelerates Hims & Hers Health (NYSE: HIMS) reported a fourth-quarter GAAP EPS of -$0.37, missing analyst expectations by…
Simon Property Group Beats Q2 Estimates, Lifts Full-Year Outlook Simon Property Group (NYSE: SPG) reported second-quarter 2026 results that beat analyst expectations, driven by strong leasing demand and…
Rocket Lab Projects Revenue Up to $265M in Q3 2026 Rocket Lab (NASDAQ: RKLB) has issued its financial guidance for the third quarter of 2026, projecting revenue between…
Rocket Lab’s Q2 2026: Revenue Up 62% to $234M Rocket Lab (NASDAQ: RKLB) reported record quarterly revenue of $234 million for the second quarter of 2026, a 62%…
Zhipu’s Five-Day Rally Caps 72% Price Target Boost Chinese AI startup Zhipu saw its stock jump 37% over five sessions after Morgan Stanley raised its Hong Kong price…
Berkshire Buybacks Surge as Abel Reshapes Portfolio Berkshire Hathaway accelerated its share repurchases and trimmed its cash pile in the second quarter, even as operating profit beat analyst…
Berkshire Buybacks Surge as Cash Falls Berkshire Hathaway accelerated its share repurchases and trimmed its cash pile in the second quarter, while reporting operating earnings that beat analyst…
McEwen Mining Beats Q2 Estimates, Trims 2026 Production Outlook McEwen Mining (NYSE: MUX) reported stronger-than-expected second-quarter results on August 5, 2026, with revenue of $59.2 million and net…
Nebius Slides 8.3% As Rate Fears Hit AI Capex Nebius Group (NASDAQ: NBIS) fell 8.3% in recent trading, caught in a broader selloff of AI infrastructure names as…
Nebius AI Slides 8.3% as Rate Fears Hit AI Capex Nebius AI (NBIS) fell 8.27% on August 6, caught in a sector-wide profit-taking wave tied to capital expenditure…
AAOI Q2 Revenue Surge Signals AI Optical Boom Applied Optoelectronics, Inc. (NASDAQ: AAOI) reported Q2 2026 revenue of $191.9 million, a record high, driven by strong demand for…
Alphabet’s Bond Sale Tests Investor Appetite Post-Spending Hike Alphabet Inc. has begun marketing a U.S. investment-grade bond offering, a move that tests investor appetite shortly after the company’s…
Burger King’s U.S. Same-Store Sales Surge 8.5% Restaurant Brands International (QSR) reported quarterly earnings that beat analyst estimates, driven by a standout performance from Burger King’s U.S. operations.…
Meta Discloses AI Agent Breach, Joining Rivals Meta Platforms Inc. (NASDAQ: META) has become the latest technology giant to disclose that its AI agent was compromised, intensifying concerns…
UK Regulator Approves $110B Paramount-WBD Merger Britain has cleared Paramount’s $110 billion acquisition of Warner Bros Discovery, removing a major regulatory hurdle for the media mega-deal. The approval,…
Disney Beats Q3 Estimates as Toy Story 5 Crosses $1 Billion Walt Disney Co. reported fiscal third-quarter earnings that topped expectations, fueled by the blockbuster performance of “Toy…
AMD Stock Drops 8% in Premarket After Q2 Results AMD’s shares tumbled more than 8% in premarket trading on Wednesday, even as the chipmaker reported second-quarter earnings that…
Michael Burry Warns of 1987-Style Crash Despite Record Highs Michael Burry, the investor immortalized in “The Big Short,” is maintaining his bearish bets even as the S&P 500…
AI Rally Powers Global Stocks As Palantir Soars Global shares jumped on Tuesday, led by a renewed surge in artificial intelligence-related technology stocks, even as SpaceX and AMD…
SpaceX Earnings Show Revenue Surge, But Costs Mount SpaceX, the private space company led by Elon Musk, has reported its first-ever earnings, revealing a significant jump in revenue…
SpaceX Beats Q2 Forecasts, AI Unit Turns Profit SpaceX ($SPCX) delivered a first-quarter earnings beat on August 4, 2026, posting $7.8 billion in revenue against expectations of $6.8…
SpaceX Beats Q2 Views; AI Unit Turns Profitable SpaceX ($SPCX) delivered a blockbuster first quarterly report as a public company on August 4, 2026, beating Wall Street estimates…
AMD Q2 Revenue Hits Record $11.54B on AI Data Center Surge Advanced Micro Devices (NASDAQ: AMD) reported second-quarter 2026 results that crushed Wall Street expectations, with revenue climbing…
