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Update: Benign Inflation, Upbeat Earnings Reports Help Lift Equities Intraday

Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US benchmark equity indexes were higher intraday as traders digested a benign consumer inflation report and the latest batch of corporate earnings.The Nasdaq Composite was up 0.6% at 26,609.2 after midday …

Why Viavi Solutions (VIAV) Stock Is Up Today

Viavi Solutions (VIAV) stock surged 11% after announcing Vertex 6.0, the industry's first channel emulator for 6G and Wi-Fi 7/8 testing, positioning the company at the forefront of wireless testing. This comes after recent investor interest due to a new stake by Jennison Associates …

Lumentum Posts Solid Q4, Set To Hit $1.25B Revenue Target 3 Months Early

Lumentum Holdings reported a strong fiscal fourth quarter, surpassing revenue and earnings estimates. The company is set to reach its $1.25 billion revenue target three months early and now aims for $2 billion in quarterly revenue by Q4 2027, driven by accelerating demand in …

Ubiquiti sued in US for allegedly supplying Russian war effort in Ukraine

Ubiquiti, a New York technology company, is being sued in the US for allegedly contributing to Russia's battlefield communications network, which is used in drone attacks against Ukrainian civilians. The plaintiffs include Ukrainian civilians who have been injured, displaced, or subjected to drone surveillance, …

SpaceX, Nebius, Palantir, Super Micro, Quantinuum, Wendy’s, and More Stocks That Explain Today’s Market

Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply. Continue Reading

Cisco Earnings Expected to Be Strong Thanks to Continued AI Demand

Cisco Systems is scheduled to report fiscal fourth-quarter earnings on Wednesday after the market closes. Continue Reading

Rocket Lab Price Prediction: Record Backlog, Bigger Ambitions. Here’s Our Price Target

Quick Read RKLB's backlog exploded 137% year over year to $2.4 billion, driving a BUY rating and a $121 price target implying 51% upside. ASTS commands a $21 billion market cap on just $32 million in quarterly revenue, making RKLB's steep 76x sales premium …

Nokia Corp. ADR outperforms market on strong trading day

Nokia Corp. ADR (NOK) saw its shares rally by 9.32% to $10.32 on Wednesday, outperforming a mixed market session. The NASDAQ Composite Index rose while the Dow Jones Industrial Average fell, marking Nokia's second consecutive day of gains.

Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through

Quick Read LITE surged 15% after revenue more than doubled to $1.01B in fiscal Q4 2026, with CEO Michael Hurlston noting pump-laser shipments are up 80% year over year and effectively sold out. SMCI jumped 16% and CRWV soared 20% on AI infrastructure prints …

Why Lumentum Holdings Stock Is Soaring Today

This article first appeared on GuruFocus. Lumentum Holdings (NASDAQ:LITE) shares jumped about 14% on Wednesday after fiscal fourth-quarter results and the company's outlook drew positive reactions from analysts. The stock had been volatile ahead of the report, while the latest figures pointed to continued …

Viavi Solutions (NASDAQ:VIAV) Shares Up 9.8% - Time to Buy?

Viavi Solutions (NASDAQ:VIAV) shares surged 9.8% in mid-day trading, reaching $42.14, although with significantly lower-than-average trading volume. The company recently reported strong quarterly earnings, beating expectations with $0.34 EPS and $443.1 million in revenue, a 52.5% year-over-year increase. Analysts generally maintain a "Moderate Buy" …

Lumentum Jumps 7% as AI Optics Demand Accelerates

This article first appeared on GuruFocus. Lumentum Holdings Inc. (LITE, Financials), the optical networking and photonics company, jumped about 7% after strong fiscal fourth-quarter results and an upbeat outlook reinforced expectations for continued AI infrastructure demand. Warning! GuruFocus has detected 4 Warning Sign with …

Amphenol Trades Close to 52-Week High: Should You Still Buy the Stock?

Amphenol APH shares closed at $167.23 on Aug. 11, very close to the 52-week high of $178.52 hit on June 30. APH's shares have risen 23.8% year to date (YTD), outperforming the Zacks Computer and Technology sector's appreciation of 16.9%. The outperformance can be …

Dan Ives Says CoreWeave, Cisco Earnings ‘Pieces of the Puzzle’ for AI Trade: ‘Get the Popcorn Out’

CoreWeave Inc(NASDAQ:CRWV) stock is trading higher Wednesday after the company beat Street estimates and shared a strong backlog. The stock is one of two highlighted by tech investor Dan Ives this week that could show the momentum trade in AI is still in its …

3 Reasons Why Growth Investors Shouldn't Overlook Motorola (MSI)

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock. By their very nature, these stocks carry above-average risk and volatility. …

Ahead of Cisco Earnings, Here's What Barchart Data Says Comes Next for CSCO Stock

Cisco: Fiscal Q4 Earnings Snapshot

Cisco Systems Inc. reported a strong fiscal fourth quarter, with profits reaching $3.86 billion, or 97 cents per share, surpassing Wall Street's expectations. Adjusted earnings were $1.22 per share, and revenue hit $17.25 billion, also beating forecasts. The company provided optimistic guidance for the …

Can Zebra (ZBRA) Run Higher on Rising Earnings Estimates?

Zebra Technologies (ZBRA) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. Analysts' growing optimism …

Does Cisco’s Expanded AI Infrastructure Orders and Employee Agents Change The Bull Case For Cisco Systems (CSCO)?

Cisco Systems recently briefed investors and industry audiences on its AI and networking ambitions through conference presentations in Taipei and Santa Clara, while preparing to release its fiscal Q4 2026 results after the market close on August 12. At the same time, Cisco has …

Rigetti Advances Quantum Roadmap With Strategic Global Expansion

Rigetti Computing RGTI continues to strengthen its position in the emerging quantum computing market through progress in commercial deployments, strategic partnerships and government initiatives. The company will deliver a 9-qubit Novera quantum computing system to Pittsburgh Supercomputing Center's new TangleLab testbed, expanding its collaboration …

Stocks making the biggest moves midday: Wendy's, H&R Block, Quantinuum, CoreWeave, Cava & more

Check out the companies making the biggest moves midday: Wendy's — The fast food chain jumped 13% after The Financial Times reported, citing sources, that Nelson Peltz' Trian Fund Management was preparing a bid to take the company private. National Vision — Shares of …

All You Need to Know About Hewlett Packard Enterprise (HPE) Rating Upgrade to Buy

Hewlett Packard Enterprise (HPE) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The …

SpaceX Rises 5% on Fresh Starlink Launch, Intuitive Machines Gains 3% Ahead of Earnings

Quick Read SPCX jumps 5% on a Morgan Stanley $300 price target and fresh Starlink launch, while LUNR gains 3% ahead of Thursday earnings. Morgan Stanley's $300 SPCX target hinges on AI deals with Google and Anthropic and Cursor's revenue path from $4B to …

Extreme Networks (EXTR) Q4 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Senior Vice President, Finance and Corporate Development - Stan KovlerPresident and Chief Executive Officer - Edward MeyercordExecutive Vice President and Chief Financial Officer - Kevin Rhodes Need a …

LITE Q4 Earnings Beat as AI Demand Drives Optical Growth Surge

Lumentum LITE reported fourth-quarter fiscal 2026 non-GAAP earnings of $3.23 per share, which rose 267% year over year and beat the Zacks Consensus Estimate by 8.03%. Revenues surged 109.3% year over year to $1.01 billion and topped the consensus mark by 1.79%. Cloud and …

Stocks Trading Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) is up +0.45%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.13%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.00%. September E-mini S&P futures (ESU26) are up +0.99%, and September E-mini Nasdaq futures (NQU26) are …

Lumentum Earnings Top Estimates Amid Supply Chain Constraints

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

Hewlett Packard Enterprise (HPE) Stock Looks Below Fair Value On Cash Flow But Above Fair Value On Earnings

Hewlett Packard Enterprise (HPE) stock shows a mixed valuation picture, with a Discounted Cash Flow (DCF) analysis suggesting it is 36.9% undervalued, while its P/E ratio indicates it is overvalued compared to its industry and fair ratio. The recent surge in stock price is …

Viavi Solutions Jumps 8.9% After UBS Maintains Neutral

Viavi Solutions Inc. (VIAV) surged 8.9% despite mixed analyst signals, driven by four "Buy" ratings outweighing a "Neutral" stance from UBS, even as the average price target declined. The stock's rally reflects investor focus on bullish sentiment over revised price targets, leading to a …

European Equities Traded in the US as American Depositary Receipts Edge Lower in Wednesday Trading

European equities traded in the US as American depositary receipts were edging lower late Wednesday 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 have …

Lumentum's Fiscal Q4 Beat Sets Up NPO as Next Major Catalyst, Morgan Stanley Says

Lumentum (LITE) reported a fiscal Q4 beat, but investor reaction was muted until there is clearer vi 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 …

Fortinet Lifts 2026 Guidance on Firewall, SASE Demand: Buy the Stock?

Fortinet, Inc. FTNT has given investors fresh reason to pay attention after raising its full-year 2026 guidance on the back of accelerating firewall refresh cycles and surging SASE adoption. The upgraded outlook, delivered alongside second-quarter results, points to durable, broad-based demand across the company's …

Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y

Super Micro Computer, Inc. SMCI reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.70 per share, beating the Zacks Consensus Estimate of 68 cents. The bottom line increased 315% year over year. SMCI generated net sales of $11.12 billion, which increased 93% year over year …

Q2 Earnings Roundup: Brink's (NYSE:BCO) And The Rest Of The Safety & Security Services Segment

Q2 Earnings Roundup: Brink's (NYSE:BCO) And The Rest Of The Safety & Security Services Segment The end of the earnings season is always a good time to take a step back and see who shined (and who didn't). Let's take a look at how …

Super Micro Stock Is the Best S&P 500 Performer as Earnings Smash Expectations

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

Nebius, CoreWeave, Super Micro, Palantir, SpaceX, Quantinuum, and More Stocks That Explain Today’s Market

Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply. Continue Reading