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Lip-Bu Tan Investing $12 Million of His Own Money into Intel Raise: Daniel Newman Calls It a ‘Strong Sign of Confidence’ in Chipmaker’s Future

Intel Corp (NASDAQ:INTC) CEO Lip-Bu Tan is investing $12 million of his own capital in the chipmaker's newly upsized $20 billion stock offering, a move that Futurum Group CEO Daniel Newman sees as a strong vote of confidence. Lip-Bu Tan Invests $12 Million in …

This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips

BEIJING — Yangtze Memory Technologies is rapidly gaining market share in a critical chip sector, according to Counterpoint Research. The company, also known as YMTC, landed in third place by shipments globally in the second quarter, behind South Korea's Samsung and SK hynix but …

Coherent supera estimaciones con sus ganancias e ingresos del cuarto trimestre

The 5 Most Interesting Analyst Questions From Leidos’s Q2 Earnings Call

The 5 Most Interesting Analyst Questions From Leidos's Q2 Earnings Call Leidos' second quarter was marked by strong revenue momentum and a positive market reaction, reflecting solid execution in its core defense and homeland segments. Management highlighted that increased demand for defense technology programs …

How Could Blackbaud (BLKB) Change Fundraising Work With Its New AI Integration?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Blackbaud (NasdaqGS: BLKB) has integrated Microsoft 365 Copilot with Raiser's Edge NXT, bringing AI-driven fundraising insights directly into Microsoft 365 tools. The integration …

CoreWeave (CRWV) Enters Defense AI While Opening Three Indonesia Data Centers

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. CoreWeave (NasdaqGS:CRWV) announced a new collaboration with Leidos Holdings to provide secure, sovereign AI cloud services for U.S. Intelligence Community and Department of War …

Anthropic Said in Talks to Buy Startup Decart for $6 Billion

(Bloomberg) -- Anthropic PBC is in talks to buy the artificial intelligence startup Decart AI for about $6 billion, according to people familiar with the matter. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates …

El director ejecutivo de Western Digital, Irving Tan, vende acciones por 8,9 millones de dólares

Belite Bio Reports Unaudited Second Quarter 2026 Financial Results and Provides a Corporate Update

Belite Bio, Inc U.S. Food and Drug Administration (FDA) accepted the New Drug Application (NDA) with Priority Review for tinlarebant for the treatment of Stargardt disease type 1 (STGD1); Prescription Drug User Fee Act (PDUFA) target action date of February 12, 2027 Company presented …

CoreWeave Has $104 Billion of Contracted Revenue and a $59 Billion Market Value

Key Points CoreWeave's revenue backlog reached about $104 billion at the end of June, up from $30.1 billion a year earlier. Second-quarter revenue rose 112% year over year to $2.6 billion, while the company's net loss widened to $626 million. Management raised its 2026 …

Why Rubrik (RBRK) Is Up 14.1% After New AI Resilience Offerings With Wipro

In early August 2026, Wipro and Rubrik launched Enterprise Resilience as a Service and Rubrik expanded its Agent Cloud platform with Rubrik Agent Identity, aiming to help enterprises harden cyber resilience and AI agent security across data, infrastructure, and identities. Together with Rubrik's lead …

GFT Technologies SE (WBO:GFT) (H1 2026) Earnings Call Highlights: AI-Driven Growth and ...

This article first appeared on GuruFocus. Revenue: EUR462.6 million in H1 2026, a 5% increase in both euros and constant currencies. Adjusted EBIT: EUR33 million, up 8% year-over-year, with a margin of 7.1% compared to 6.8% in H1 2025. EBT: EUR24 million, up 26% …

Coherent outlines path to first $3B-plus revenue quarter by end of fiscal '27 as PhotonLink launch and 6-inch indium phosphide ramp accelerate

Earnings Call Insights: Coherent Corp. (COHR) Q4 fiscal 2026 MANAGEMENT VIEW * "Fiscal 2026 was an outstanding year for Coherent. On a pro forma basis, revenue increased 28% to a record $7 billion" (CEO, President & Employee Director James Anderson), and he added, "Having …

Korean Stocks Rise 22% in 10 Days as Chip Rally Regains Steam

(Bloomberg) -- South Korean stocks climbed, putting the benchmark index on track to enter a technical bull market, as a global rebound in the AI trade fueled a rapid reversal from last month's historic rout. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping …

The 5 Most Interesting Analyst Questions From AMD’s Q2 Earnings Call

AMD's second quarter saw revenue and non-GAAP profit both exceed Wall Street expectations, yet the market reacted negatively. Management attributed the quarter's results to robust adoption of its EPYC server CPUs and Instinct accelerators, particularly within the data center segment, which now makes up …

Ciena (CIEN) Wins Next Generation DWDM Network Build In UAE

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Ciena (NYSE:CIEN) has been selected by e& UAE to supply technology for a next generation, high capacity DWDM network build in the country. The …

Fastly (FSLY) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Investor Relations - Vernon Essi Jr.Chief Executive Officer - Charles ComptonChief Financial Officer - Richard H. Wong TAKEAWAYS Revenue -- $183.3 million, up 23% year over year and …

Rubrik (RBRK) Stock May Be Near Fair Value Despite New AI Security Launch

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Rubrik stock has delivered a 28.2% year to date return, yet the valuation checks suggest it is no longer an obvious bargain, with the …

Nvidia-Backed AI Infrastructure Financing Push Could Be A Game Changer For BlackRock (BLK)

Nvidia and a group of major financial firms, including BlackRock, Apollo, Blackstone, Brookfield, Goldman Sachs and KKR, recently signed memorandums of understanding to mobilize over US$500 billion of third-party capital for AI infrastructure, reframing data centers and compute hardware as long-life assets financed through …

Q2 Earnings Scorecard: Record Margins, Strong Beats, and Upward Revisions

Note: The following is an excerpt from this week's Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: For the 451 S&P 500 …

MSCI Equity Indexes August 2026 Index Review

LONDON, August 12, 2026--(BUSINESS WIRE)--MSCI Inc. (NYSE: MSCI), a leading provider of critical decision support tools and services for the global investment community, announced the results of the August 2026 Index Review for the MSCI Equity Indexes. All changes will be implemented as of …

5 Must-Read Analyst Questions From BlackLine’s Q2 Earnings Call

5 Must-Read Analyst Questions From BlackLine's Q2 Earnings Call BlackLine's second quarter results were met with a significant negative market reaction, as deal delays and customer hesitancy around AI adoption impacted performance. Management highlighted that elongated deal cycles, especially in mega enterprise accounts, created …

Cisco (CSCO) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended July 2026, Cisco Systems (CSCO) reported revenue of $17.25 billion, up 17.6% over the same period last year. EPS came in at $1.22, compared to $0.99 in the year-ago quarter. The reported revenue represents a surprise of +2.36% over the …

Samsara Inc. (IOT) Stock Falls Amid Market Uptick: What Investors Need to Know

Samsara Inc. (IOT) closed the most recent trading day at $39.34, moving -2.43% from the previous trading session. The stock trailed the S&P 500, which registered a daily gain of 0.26%. Meanwhile, the Dow lost 0.04%, and the Nasdaq, a tech-heavy index, added 0.54%. …

Watts Water Technologies (WTS) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 9:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Robert PaganoVice President, Investor Relations - Ray Nash TAKEAWAYS Net Sales -- $763.2 million, representing a 19% reported increase and a 12.2% organic growth …

Oracle (ORCL) Stock Looks Below Fair Value on Earnings Today

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Oracle stock has delivered an 84.4% gain over the past 5 years. After a sharp pullback over the last year, investors are again asking whether the current …

Adobe vs. Advanced Micro Devices: Which Technology Stock Is a Better Buy in 2026?

Key Points Adobe maintains high profitability with a software ecosystem that serves creative and marketing professionals. Advanced Micro Devices is rapidly expanding its presence in the data center market with high-performance AI accelerators. Which of these technology leaders is the better fit for your …

Coherent forecasts upbeat first quarter on robust AI demand

Aug 12 (Reuters) - Coherent beat estimates for fourth-quarter earnings on Wednesday and forecast first-quarter revenue and profit ‌above analysts' expectations, betting on strong demand for its ‌data center and communications products. Shares of the company, however, slipped 4% in ​extended trading. They have …

Okta (OKTA) Stock Falls Amid Market Uptick: What Investors Need to Know

Okta (OKTA) closed at $147.30 in the latest trading session, marking a -2.02% move from the prior day. The stock's performance was behind the S&P 500's daily gain of 0.26%. At the same time, the Dow lost 0.04%, and the tech-heavy Nasdaq gained 0.54%. …

Informe de resultados: Coherent supera previsiones de ingresos en el cuarto trimestre de 2026

Cisco Earnings Beat, Revenue Outlook Above Estimates. But Shares Fall.

Cisco stock rose amid fiscal Q4 earnings and revenue that topped estimates while the company's fiscal 2027 sales outlook came in above views. Continue Reading

Magnificent Seven Earnings Remain Robust: MSFT, AAPL

Six of the beloved members of the Magnificent Seven have delivered their Q2 results, with only the most polarizing of the bunch, NVIDIA NVDA, reflecting the last on the schedule. NVIDIA will report on August 26th. Several members of the group, including Microsoft MSFT …

UiPath (PATH) Stock Sinks As Market Gains: Here's Why

In the latest trading session, UiPath (PATH) closed at $15.37, marking a -2.23% move from the previous day. This move lagged the S&P 500's daily gain of 0.26%. Elsewhere, the Dow lost 0.04%, while the tech-heavy Nasdaq added 0.54%. The enterprise automation software developer's …

DocuSign (DOCU) Stock Falls Amid Market Uptick: What Investors Need to Know

DocuSign (DOCU) closed at $58.10 in the latest trading session, marking a -2.09% move from the prior day. This move lagged the S&P 500's daily gain of 0.26%. At the same time, the Dow lost 0.04%, and the tech-heavy Nasdaq gained 0.54%. Shares of …

OptimizeRx Corp. (OPRX) Q2 Earnings and Revenues Top Estimates

OptimizeRx Corp. (OPRX) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.24 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an …

Coherent (COHR) Q4 Earnings and Revenues Top Estimates

Coherent (COHR) came out with quarterly earnings of $1.74 per share, beating the Zacks Consensus Estimate of $1.62 per share. This compares to earnings of $1 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings …