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Lumentum beats estimates on AI demand, guides above consensus; shares jump

Investing.com -- Lumentum Holdings Inc (NASDAQ:LITE) reported fiscal fourth quarter adjusted earnings per share of $3.23, beating the analyst estimate of $2.95 by $0.28. Revenue reached $1.01 billion, surpassing the consensus estimate of $984.57 million and marking a 109% increase from $480.7 million in …

CoreWeave Earnings Beat Amid Operating Margin Upside

CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates. Continue Reading

Nvidia’s Show of Financial Force Soothes Jittery Credit Markets

(Bloomberg) -- Nvidia Corp.'s commitments to backstop the artificial intelligence boom seemed to be swelling by the day. There was the reported $250 billion to help kickstart a massive data center for OpenAI in Ohio, the latest in a string of big financings it …

Super Micro Stock Climbs as Earnings Soar Past Expectations

Super Micro reported adjusted earnings of $1.70 per share, compared to the 92 cents per share analysts were expecting. Continue Reading

Top Research Reports for Meta, Texas Instruments & CrowdStrike

Tuesday, August 11, 2026 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Meta Platforms, Inc. (META), Texas Instruments Inc. (TXN) and CrowdStrike Holdings, Inc. (CRWD), as well …

Synopsys (SNPS) Bets Big On Agentic AI: Can The Stock Follow?

Synopsys (NASDAQ:SNPS) just showed off some of the most ambitious autonomous engineering software on the market, built alongside Nvidia (NASDAQ:NVDA), at the DAC Chips to Systems Conference on July 26. Yet the stock carries a roughly 12% year-to-date decline even as the company keeps …

Update: Equities Post Back-to-Back Declines Amid Hormuz Deal Doubts

stocks market trading wall street equity -Shutterstock (Updates with market moves at the end of the day, and other changes, if any.)US stocks fell for a second straight session on Tuesday and oil prices extended their rally, as the reopening of the Strait of …

Super Micro Computer supera por 0,99$ las previsiones de BPA en el segundo trimestre del año

CoreWeave Reports Solid Earnings. The Stock Is Up.

Adjusted net loss was $567 million, up from $291 million last year, but below Wall Street projections of $670 million. Adjusted operating income remained above water at $128 million, seen at $70 million by Wall Street and up from only $21 million last quarter. …

Super Micro (NASDAQ:SMCI) Beats Q2 CY2026 Non-GAAP EPS Estimates, Stock Soars 9.7%

Server solutions provider Super Micro (NASDAQ:SMCI) missed Wall Street's revenue expectations in Q2 CY2026, but sales rose 93.2% year on year to $11.12 billion. On the other hand, next quarter's outlook exceeded expectations with revenue guided to $15 billion at the midpoint, or 26.7% …

Micron Shakes Off Its Slump

Micron Technology stock closed higher for the first time since last Wednesday and Wall Street analysts thinks things will get even better when the market understands just how bad the memory-chip shortage really is. The memory chip maker’s shares closed up 0.9% at $869. …

CoreWeave edges past quarterly revenue estimates

Aug 11 (Reuters) - AI cloud company CoreWeave edged past Wall Street estimates for quarterly ‌revenue on Tuesday, driven by strong ‌demand for its computing services that power AI systems. Shares of ​the company were up more than 4% in extended trading. They have …

Super Micro Computer pops on strong outlook

[Supermicro headquarters in San Jose, California, USA] JHVEPhoto Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]) shares rose 8% in extended trading on Tuesday after the artificial intelligence server maker offered up guidance for the coming fiscal first quarter that was well above Wall Street's forecast. For …

US Equity Markets End Lower Amid Rising Crude Oil Prices, US-Iran Uncertainty

US equity indexes ended lower Tuesday amid rising crude oil prices, Iran's uncertainty on the Strait PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already …

Palo Alto Networks (PANW) Stock Looks Pricey As Its 5 Year Gain Nears 5x

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Palo Alto Networks stock has delivered very strong long term gains over the past five years, yet current valuation checks point to the …

Super Micro forecasts upbeat annual revenue

Aug 11 (Reuters) - Super Micro Computer on Tuesday forecast fiscal ‌2027 revenue above Wall Street ‌expectations, betting that strong demand for its ​AI-optimized servers would fuel another year of growth. Shares of the company rose 9% in extended trading ‌following the ⁠results. The …

Texas Instruments (TXN) Following GE Appliances Deal Is The Stock Still Undervalued

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. GE Appliances' decision to source one third of the chips for its new Kentucky laundry plant from Texas Instruments (TXN) puts fresh attention on …

Super Micro Computer Non-GAAP EPS of $1.70 beats by $0.74, revenue of $11.12B misses by $440M

* Super Micro Computer press release [https://seekingalpha.com/pr/20615668-supermicro-announces-fourth-quarter-and-full-fiscal-year-2026-financial-results] (SMCI [https://seekingalpha.com/symbol/SMCI]): Q4 Non-GAAP EPS of $1.70 beats by $0.74. * Revenue of $11.12B (+91.7% Y/Y) misses by $440M. * As of June 30, 2026, total cash and cash equivalents was $7.5 billion and total bank debt …

Quantinuum Reports Second Quarter 2026 Results

Second-Quarter Revenue Grew 279% Year-Over-Year; Increased FY2026 Outlook Demonstrated Near Five-Nines Logical Fidelity on Helios, Extending Leadership in Fault Tolerance Announced Industry-First Partnership with Oracle to Deploy Helios as an Oracle Cloud Infrastructure (OCI) Service Strengthened Supply Chain Through Strategic Collaboration with Major Global …

Financial Giants Jump Amid Nvidia AI Funding Deal; 1 Eyes Breakout

Nvidia will work with six leading investment companies, including Apollo Global Management, to secure massive new funding for artificial intelligence infrastructure. APO stock jumped near a buy point on Tuesday, extending Monday's rally along with the other financial stocks. Continue Reading

Lumentum Announces Fourth Quarter and Full Fiscal Year 2026 Results

Fiscal Fourth Quarter Highlights: Net revenue of $1.01 billion GAAP gross margin of 47.4%; Non-GAAP gross margin of 50.4% GAAP operating margin of 27.8%; Non-GAAP operating margin of 36.6% Forecasting first quarter of fiscal year 2027 revenue of $1.225 billion to $1.275 billion; Non-GAAP …

Uber surprised robotics company Serve by selling its entire stake

Uber has sold off its entire stake in Serve Robotics, the autonomous delivery robot company that spun out of the ride-hailing company more than five years ago. Uber made the disclosure in a regulatory filing that was first reported by Bloomberg. Uber's exit from …

Oracle, Quantinuum partner to bring quantum computing to cloud

Aug 11 (Reuters) - Quantinuum and Oracle on Tuesday announced a multi-year partnership aimed at bringing quantum computing ‌capabilities to Oracle's cloud platform, as technology firms ‌race to commercialize the nascent technology. Financial terms of the partnership and a ​deployment date were not disclosed. …

Quantinuum and Oracle Partner to Accelerate Hybrid Quantum Compute Adoption on Oracle Cloud Infrastructure

Quantinuum's most advanced quantum computer, Helios, will be deployed in a US-based OCI AI data center to enable hybrid quantum-AI workloads as an OCI service. Quantinuum and Oracle aim to support enterprise, AI lab, academic, and research applications spanning drug discovery, materials science, financial …

Is Commvault Systems, Inc. (CVLT) A Good Investment Right Now?

Commvault Systems, Inc. (NASDAQ:CVLT) develops enterprise software platforms focused on cyber resilience, data defense, and hybrid cloud management. While consumer data recovery tools target personal devices and individual files, Commvault builds software designed for complex corporate infrastructure. Its architecture restores corrupted database volumes, multi-cloud …

McDonald's still a tasty pick for investors, market expert says

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Can Teradyne’s (TER) AI Boom Keep Outrunning Wall Street?

Teradyne (NASDAQ:TER) delivered a second quarter that beat almost every number Wall Street had penciled in. On July 28, the company reported revenue of $1,329 million, up 104% from $652 million a year earlier, while non-GAAP EPS jumped to $2.47 from $0.57. Earnings beat …

Sector Update: Tech Stocks Mixed Late Afternoon

Tech stocks were mixed late Tuesday afternoon with the State Street Technology Select Sector SPDR ETF (XLK) easing 0.1% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 0.7%.The Philadelphia Semiconductor Index rose 0.6%.In corporate news, AppLovin (APP) shares fell Silver Upgrade to …

Uber Freight says its investigating cyber incident following hacker claims

Aug 11 (Reuters) - Uber Freight is investigating a data security incident involving unauthorized access to a portion of its systems ‌and repositories, a company spokesperson said on Tuesday. There has ‌been "no impact to Uber Freight's business operations, which continue in the normal …

Micron Technology Stock Is Cheaper Than the S&P 500 and the Nasdaq-100. Here's Why I'm Still Not Buying It.

Key Points Micron is one of the world's largest suppliers of high bandwidth memory for data centers. A global memory shortage is allowing Micron and its peers to dictate prices, so the company's profits have surged. The AI infrastructure boom is starting to hit …

Microsoft New AI Chip Could Be a Big Win for Marvell and TSMC

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) could soon give its in-house AI chip effort another test, with a potential Maia 300 launch drawing attention to Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). Wedbush Securities said a successful rollout could improve the …

OpenAI Gives Employees a $7 Billion Cash Exit

This article first appeared on GuruFocus. OpenAI, the artificial intelligence startup behind ChatGPT, has reportedly closed a $7 billion tender offer that will allow current and past employes to sell some of their ownership while the company stays private. OpenAI is valued at roughly …

Cerebras Stock Gets a Boost. Wedbush Sees More Upside Ahead of Earnings

This article first appeared on GuruFocus. Cerebras Systems (NASDAQ:CBRS) is heading into its quarterly results with Wedbush maintaining a positive view, while investors also await potential product news at the company's Supernova event next week. Wedbush kept its Outperform rating and $280 price target. …

Microsoft Stock Slips as Custom AI-Chip Ambitions Accelerate

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud powerhouse behind Azure, fell roughly 0.6% Tuesday as investors digested fresh chatter around its next homegrown AI chip. Barron's reported that Microsoft could roll out its next Maia processor as early as …

ASML Holding (ENXTAM:ASML) Gains On TSMC Demand Signal, Is The Stock Now Too Expensive?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing have put a fresh spotlight on ASML Holding (ENXTAM:ASML) as investors reassess …

Texas Instruments (TXN) Stock Looks Stretched Against Its Fair Value

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Texas Instruments stock has delivered a strong 79.2% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and …