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CoreWeave Stock Surges Nearly 16% After Earnings, Analyst Says Old Nvidia GPUs Can 'Still Generate Revenue Nearly a Decade Later'

On Tuesday, CoreWeave Inc.(NASDAQ:CRWV) shares jumped nearly 16% in after-hours trading after its second-quarter results, with analyst Daniel Newman pointing to an extended Nvidia Corp(NASDAQ:NVDA) A100 contract as evidence that older AI GPUs may remain valuable far longer than expected. CoreWeave Stock Jumps After …

Ambarella Announces Second Quarter Fiscal Year 2027 Earnings Conference Call to be Held September 3, 2026

Ambarella SANTA CLARA, Calif., Aug. 11, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its second quarter fiscal year 2027 earnings conference call on Thursday, September 3, 2026 at 1:30 p.m. (Pacific Time). The …

Super Micro targets $65B-$72B FY 2027 revenue as it guides Q1 sales of $14.5B-$15.5B

Earnings Call Insights: Super Micro Computer, Inc. (SMCI) Q4 fiscal 2026 MANAGEMENT VIEW * "Fiscal year 2026 was a historic milestone for Super Micro as we nearly doubled our revenue year-over-year, growing from $22 billion last year to $39 billion fiscal year '26." (Founder, …

Monolithic Power Systems (MPWR) Heads To FMS 2026 With AI Storage Focus

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Monolithic Power Systems (NasdaqGS:MPWR) is scheduled to present at the Future of Memory and Storage 2026 conference. The FMS 2026 event focuses on …

Mark Zuckerberg Published His Superintelligence Manifesto Monday Morning. Meta Still Trades at 18 Times Forward Earnings.

Key Points Mark Zuckerberg published a letter Monday arguing superintelligence should be distributed to everyone rather than controlled by a few institutions. Meta released an open-weight model the same day and said the weights of its most advanced model, Muse Spark 1.2, will follow. …

CoreWeave expects $12.4B-$13.2B of 2026 revenue while raising year-end active power target to more than 1.85 GW

Earnings Call Insights: CoreWeave (CRWV) Q2 2026 MANAGEMENT VIEW * "Q2 was an exceptional quarter for CoreWeave. We outperformed our plan across the board" and "generated record revenue of $2.6 billion, up 112% year-over-year," while "increased revenue backlog to $104.2 billion" and said this …

Dow Jones Futures: 3 Nvidia Partners Lead Earnings Movers; CPI Inflation Data Due

The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late. Continue Reading

Super Micro sube al dispararse sus ganancias por encima de lo esperado

AvePoint (AVPT) Unveiled Kinetic Classification For Cloud Data Protection

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. AvePoint (NasdaqGS: AVPT) introduced Kinetic Classification, a new data sensitivity and recovery solution for Microsoft 365, Google Workspace, and other business apps. The product …

Toast (TOST) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Tuesday, Aug. 4, 2026, at 5 p.m. ET CALL PARTICIPANTS Senior Vice President of Finance - Michael SennoCEO - Aman NarangCFO - Elena Gomez TAKEAWAYS Total Locations -- approximately 180,000, growing 22% year over year with a record …

Arista (ANET) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Tuesday, Aug. 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Head of Investor Advocacy - Rudolph Araujo Chairperson and Chief Executive Officer - Jayshree Ullal Chief Financial Officer - Chantelle Breithaupt President and Chief Technology Officer - Kenneth …

ON Semiconductor (ON) Sees AI Data Center Growth Surge, Is The Upside Already Priced In?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. ON Semiconductor (ON) just delivered second quarter 2026 results and fresh third quarter guidance, highlighting rapid growth in its AI data center segment …

CPI, Cisco earnings, and more: What investors need to watch Wednesday

Asking for a Trend Host, Josh Lipton previews what investors should watch on Wednesday, August 12, including the latest Consumer Price Index (CPI) report, which will offer a fresh look at inflation and the health of the consumer. Cisco (CSCO) reports fiscal fourth-quarter results, …

Team8 Raises $365 Million to Back the Next Generation of AI-Native Enterprise Companies

With Nearly $2 Billion in Total Assets Under Management, the New Capital Fuels Team8's Focus on Secure, Trusted and Accelerated AI Adoption for Enterprises NEW YORK CITY, NY / ACCESS Newswire / August 11, 2026 / Team8, the global venture fund, today announced $365 …

Peak Memory Fears Put Focus on Samsung, SK Hynix Cash Returns

(Bloomberg) -- Memory-chip makers may have found a new defense against the inevitable cooling of their boom: giving more cash back to shareholders. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Pakistan Says Deal Is Close Even as Iran, US …

Advanced Micro Devices, Inc. (AMD) vs. Sandisk Corporation (SNDK): Chip Earnings Momentum Meets a Mixed Market Reaction

Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street's estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling. The stock still fell as much as 10% in extended trading anyway. Sandisk Corporation (NASDAQ:SNDK) is up more than 400% …

Informe de resultados: CoreWeave supera estimaciones del Q2 2026 y sus acciones suben un 13,5%

Should Microsoft’s Expanding AI Cloud Ecosystem and Regulatory Scrutiny Require Action From MSFT Investors?

Over the past two weeks, Microsoft reported strong quarterly results, continued heavy AI and data‑center investment, and advanced its custom Maia AI chips and sovereign cloud offerings, while also facing new regulatory scrutiny over Microsoft 365 Copilot-related subscription changes in the UK, Australia, and …

Stocks Supported by Renewed Middle East Optimism

The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-mini Nasdaq futures (NQU26) …

Autodesk (ADSK) Registers a Bigger Fall Than the Market: Important Facts to Note

In the latest trading session, Autodesk (ADSK) closed at $251.59, marking a -1.75% move from the previous day. This change lagged the S&P 500's daily loss of 0.32%. Elsewhere, the Dow saw a downswing of 0.34%, while the tech-heavy Nasdaq depreciated by 0.6%. The …

Lumentum Earnings, Revenue Top Estimates As New Products Ramp

Lumentum reported fiscal Q4 earnings and revenue that topped estimates while fiscal Q1 2027 guidance came in slightly above views. Continue Reading

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For investors with confidence in a specific market niche, Zacks Thematic Investment Screens has you covered with 37 dynamic investment themes. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes are built to help you sort through the noise quickly …

Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz

The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini Nasdaq futures (NQU26) …

Here's Why HP (HPQ) Fell More Than Broader Market

HP (HPQ) closed at $29.07 in the latest trading session, marking a -2.45% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.32% for the day. Elsewhere, the Dow saw a downswing of 0.34%, while …

Silicon Data Raises $30.5 Million Series A to Build the Independent Benchmark Layer for the AI Compute Economy

Funding led by the Valor Atreides AI Fund will expand the pricing and performance benchmarks behind CME Group's planned GPU futures market NEW YORK, August 11, 2026--(BUSINESS WIRE)--Silicon Data, the independent benchmark and verification layer for the compute economy, today announced a $30.5 million …

El CFO de DocuSign, Blake Grayson, vende 900.000 dólares en acciones DOCU

Blake Jeffrey Grayson, Chief Financial Officer of Docusign, Inc. (NASDAQ:DOCU), sold 15,000 shares of common stock on Aug. 7, 2026, for $900,000, according to a recent SEC Form 4 filing. Transaction summary Metric Value Shares sold (directly held) 15,000 Transaction value $900,000 Post-transaction shares …

BlackBerry (BB) Advances While Market Declines: Some Information for Investors

BlackBerry (BB) closed the most recent trading day at $8.98, moving +1.7% from the previous trading session. The stock's performance was ahead of the S&P 500's daily loss of 0.32%. Meanwhile, the Dow experienced a drop of 0.34%, and the technology-dominated Nasdaq saw a …

Evolv Technologies Holdings, Inc. (EVLV) Reports Q2 Loss, Tops Revenue Estimates

Evolv Technologies Holdings, Inc. (EVLV) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to a loss of $0.25 per share a year ago. These figures are adjusted for non-recurring items. …

Zscaler (ZS) Advances While Market Declines: Some Information for Investors

In the latest close session, Zscaler (ZS) was up +1.06% at $178.55. This move outpaced the S&P 500's daily loss of 0.32%. On the other hand, the Dow registered a loss of 0.34%, and the technology-centric Nasdaq decreased by 0.6%. The cloud-based information security …

Block CFO Amrita Ahuja Sells 8,971 Shares for $770,000

Amrita Ahuja, CFO & COO, reported a sale of 8,971 shares of Block, Inc. (NYSE:XYZ) on Aug. 5, 2026, according to an SEC Form 4 filing. Transaction summary Metric Value Shares sold (directly held) 8,971 Transaction value $770,000 Post-transaction shares (directly held) 454,275 Post-transaction …

Hedge Funds Favor Microsoft Corporation (MSFT) Over Meta Platforms Inc. (META)

Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its earnings convinced investors its AI spending is starting to pay off. The stock surged as much as 16%, lifting Microsoft's market …

Lumentum Earnings Clear Estimates as Sales More Than Double

The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter. Continue Reading

Lumentum (LITE) Q4 Earnings and Revenues Top Estimates

Lumentum (LITE) came out with quarterly earnings of $3.23 per share, beating the Zacks Consensus Estimate of $2.99 per share. This compares to earnings of $0.88 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings …

Super Micro Computer (SMCI) Q4 Earnings and Revenues Top Estimates

Super Micro Computer (SMCI) came out with quarterly earnings of $1.7 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.41 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents …

How AI's "Jurassic Park" Moment Sent Cybersecurity Stocks Soaring

AI Raises Cybersecurity Risks In what The Wall Street Journal described as cybersecurity's "Jurassic Park" moment, two of OpenAI's most powerful AI models broke out of a test environment last month to hack Hugging Face, an open-source AI tools platform. The models had been …

The Best "Strong Buy" Momentum Stocks to Buy Now in August

Investors largely sat on their hands to start the week as headlines and social media posts about the U.S. and Iran provide constantly contradicting updates. The stock market dipped on Tuesday heading into the release of July CPI data on Wednesday. Still, Nvidia kicked …