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Broadcom Stabilizes After Google's $120 Billion Marvell Shock
This article first appeared on GuruFocus. Broadcom (NASDAQ:AVGO), the semiconductor and infrastructure-software powerhouse, rebounded approximately 0.4% to $363.93 Thursday afternoon after getting hammered 4.6% Wednesday. The bounce matters. Investors are starting to separate Google's (NASDAQ:GOOG) decision to add another chip partner from the much โฆ
Earnings call transcript: Brand Engagement Network posts Q2 2026 loss as shares slide By Investing.com
Brand Engagement Network (BEN) reported a Q2 2026 loss of $0.49 per share on revenue of $160,080, with shares declining significantly after the announcement. The quarter was largely defined by the acquisition of Cataneo, which expanded BEN's assets and equity, and the company is โฆ
Daqo projects 160,000-180,000 tons of 2026 polysilicon output amid AIDC buildout
Earnings Call Insights: Daqo New Energy (DQ) Q2 2026 MANAGEMENT VIEW * CEO Xiang Xu said the solar PV market stayed weak, but Daqo โresumed sales in June,โ which he linked to โa sequential increase in revenue and the narrowing of our quarterly operating โฆ
Q Stock Climbs As Strong Margins Attract Momentum Traders
Qnity Electronics Inc. (NYSE: Q) stock has climbed by 6.09% due to strong demand and impressive financial performance, including 67% gross margins and double-digit profit margins. The stock shows a V-shaped recovery from its late-July lows, with active dip buyers supporting a bullish short-term โฆ
LiveRamp (NYSE: RAMP) cuts board to six, shifts Chow's term
LiveRamp Holdings, Inc. (RAMP) has reduced its Board of Directors from seven to six members following the resignation of Kristi Argyilan on July 17, 2026. The Board rebalanced director classes, redesignating Vivian Chow to the class whose term expires at the 2028 annual meeting โฆ
T Stamp CEO Gareth Genner acquires $18,617 in company stock
T Stamp Inc.'s CEO, Gareth Genner, recently acquired 7,300 shares of the company's Class A Common Stock for a total of $18,617. These transactions, which occurred on August 18 and 20, 2026, increased his direct holdings to 140,075 shares. The company has also been โฆ
3D Systems (NYSE: DDD) officer lines up 115,500-share sale
Jeffrey A. Graves, an officer at 3D Systems (NYSE: DDD), has filed a Form 144 notice to sell 115,500 shares of common stock, valued at $390,967.00, on the NYSE. The shares were acquired through open market purchases between 2020 and 2024 and are held โฆ
DeepSeek Sends Strong Signal to Nvidia Investors
This article first appeared on GuruFocus. DeepSeek's sharp price increase is giving investors a new read on AI economics, with implications for Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Alibaba (NYSE:BABA) and other companies tied to the AI spending cycle. The Chinese AI developer raised โฆ
Aurora Mobile Ltd (JG) (Q2 2026) Earnings Call Highlights: SaaS Revenue Surpasses RMB100 Million with EngageLab ARR Soaring 170%
Aurora Mobile Ltd (JG) reported its Q2 2026 earnings, achieving its fifth consecutive quarter of US GAAP profitability with SaaS business revenue exceeding RMB100 million, a 13% year-over-year increase. The company's global flagship product, EngageLab, saw its Annual Recurring Revenue (ARR) surge by 170% โฆ
ARRAY Technologies details balance-of-system strategy, APA progress and pending AWM acquisition
ARRAY Technologies (ARRY) is transitioning from solely a tracker maker to an integrated energy infrastructure platform. The company highlighted successful integration progress with APA, announced the pending acquisition of Affordable Wire Management (AWM), and detailed upcoming product launches. ARRAY also reported a record $2.5 โฆ
Array Technologies (ARRY) pairs record backlog with $153M wire deal
Array Technologies (ARRY) reported a record $2.5 billion orderbook with 37% year-over-year growth, indicating strong demand for its solar tracking solutions. The company is evolving into an integrated energy infrastructure platform, strategically expanding beyond trackers to include foundations, wire management, controls, software, and AI. โฆ
Microchip (NASDAQ: MCHP) insider holds 9.4M shares after RSU exercise
Microchip (NASDAQ: MCHP) President, CEO, and Chair of the Board, Steve Sanghi, reported an insider equity transaction involving the exercise of 28,853 restricted stock units (RSUs) on August 15, 2026, at an exercise price of $80.26 per share. Following this transaction, and after shares โฆ
Jack Henry Tops Q4 Estimates, Issues Upbeat FY27 Outlook as Analysts Lift Targets
Jack Henry & Associates (NASDAQ:JKHY) reported fiscal fourth-quarter results that surpassed Wall Street expectations, with GAAP earnings of $1.57 per share and revenue of $644 million. The company also issued upbeat fiscal 2027 EPS guidance of $7.33 to $7.38, which is above consensus estimates, โฆ
Is AST SpaceMobile (ASTS) At Risk From A $15 Million Fee Lawsuit?
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. AST SpaceMobile (NasdaqGS:ASTS) has been sued by Delclaux Partners over more than US$15 million in disputed contractual finder's fees. The lawsuit centers on โฆ
ASML Gains as TSMC's Spending Forecast Hits $85 Billion
This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML), the Dutch powerhouse controlling the world's most advanced chipmaking machines, ticked approximately 0.15% higher to $1,754.36 Thursday afternoon as TSMC's projected 2027 capital spending surged as high as $85 billion. The message is simple: more โฆ
Marvell vs. Broadcom: One AI Stock Is a Better Buy After Google's Deal
Alphabet Inc.'s GOOGL Google is broadening its custom artificial intelligence (AI)-chip supply chain through a new partnership with AI networking chipmaker Marvell Technology, Inc. MRVL. The deal would strengthen the position of the latter, while raising concerns about Broadcom Inc.'s AVGO role as a โฆ
Calix Inc (CALX) News, Articles, Events & Latest Updates
This page provides a collection of recent news, articles, and updates related to Calix Inc (CALX). Topics covered include the company's financial performance, new product announcements like grid monitoring solutions and SmartHome expansions, and its collaboration with other companies to enhance customer experience and โฆ
Cellebrite DI Ltd. (CLBT) Securities Investigation Notice - Levi & Korsinsky
Levi & Korsinsky is investigating potential securities law violations related to Cellebrite DI Ltd. (CLBT) after the company reported disappointing Q2 2026 results, including lower-than-expected revenue and reduced full-year guidance. Shareholders who suffered losses due to the stock decline following these announcements are encouraged โฆ
The Options Market Gives Synopsys Room To Fall Two-Fifths Or Rise Two-Thirds
The options market indicates that Synopsys (SNPS) has a potential price band with a floor near $240 and a ceiling near $665 over the next thirteen months, representing a possible fall of two-fifths or a rise of two-thirds from its current price of $401. โฆ
BULL Stock Gains Attention As Webull Unveils New AI Tools
Webull Corporation's stock (BULL) has seen a 3.76% increase due to investor optimism following the announcement of new AI tools integrated into its trading platform. These tools include native AI connectors to ChatGPT, Claude, and Grok, a new command-line interface, and Model Context Protocol โฆ