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Knowles (NYSE:KN) has reshaped its portfolio around specialty electronic components for medical technology, defense and industrial markets, Chief Executive Officer Jeff Niew said during an investor presentation. The company has divested lower-margin, more commoditized operations and is emphasizing c
Ferroglobe (NASDAQ:GSM) is pursuing expansion into critical materials, cost reductions and potential production growth in Venezuela as it navigates weak market conditions in Europe and competitive pressure from imports, Vice President of Investor Relations Alex Rotonen said during a company presenta
Huntsman (NYSE:HUN) stockholders approved the company’s proposed merger agreement with Olin Corporation during a virtual special meeting held in 2026, clearing a key shareholder-vote requirement for the planned business combination.
Peter Huntsman, the company’s chairman, president and chief execut
Harmony Gold Mining (NYSE:HMY) reported record financial results for fiscal 2026, supported by gold production that met guidance for an 11th consecutive year, the contribution from its acquired CSA copper mine and higher operating free cash flow.
Chief Executive Officer Beyers Nel said the year mar
Manitowoc (NYSE:MTW) is continuing to shift its business toward aftermarket products, service and lifting solutions as it seeks to reduce its exposure to the historically volatile new-crane cycle, CEO and President Aaron Ravenscroft said during a company presentation.
Ravenscroft said the crane man
Forum Energy Technologies (NYSE:FET) outlined a five-year growth strategy centered on market-share gains, international expansion, product innovation and capital allocation, while CEO Neal Lux said the company expects continued demand for equipment that improves energy-production efficiency.
Speaki
South32 (LON:S32) reported higher earnings and cash flow for FY26 as its base-metals operations benefited from commodity prices and operating performance, while the miner outlined plans to sharpen its focus on copper and zinc following the proposed sale of its aluminium value chain assets.
Chief Ex
Equinix (NASDAQ:EQIX) CEO and President Adaire Fox-Martin said enterprise demand for AI infrastructure is being driven by the gap between companies’ future ambitions and the legacy infrastructure they continue to operate.
Speaking at The Six Five Summit 2026, Fox-Martin said the data center operato
Qualcomm (NASDAQ:QCOM) is positioning its newly announced High Bandwidth Compute, or HPC, technology as a way to address memory-bandwidth constraints in artificial intelligence data centers, while also expanding its server CPU, custom silicon and software efforts.
During a fireside chat, Durga Mall
Prudential Public (NYSE:PUK) reported broad-based first-half growth in 2026, with higher new-business profit, operating earnings per share, capital generation and dividends, while outlining additional shareholder returns and continued investment in Asian and African growth markets.
Chief Executive
Everpure (NYSE:P) reported second-quarter fiscal 2027 results that exceeded its guidance, with revenue rising 38% year over year and operating profit increasing 77% to $230 million. Chief Executive Officer Charlie Giancarlo said growth was broad-based across geographies, products and business segmen
HP (NYSE:HPQ) reported record fiscal third-quarter revenue and raised its full-year earnings and free-cash-flow outlook, as growth in its Personal Systems business offset continued pressure in printing markets and rising component costs.
Revenue for the quarter totaled $15.7 billion, up 13% year ov
Mesoblast (NASDAQ:MESO) reported $115 million in net revenue for fiscal 2026, its first full year of commercial sales for RYONCIL, the company’s FDA-approved allogeneic mesenchymal stromal cell therapy for children with steroid-refractory acute graft-versus-host disease, or GVHD.
Chief Executive Of
Ooma (NYSE:OOMA) reported second-quarter fiscal 2027 revenue of $83.2 million, up 25% from $66.4 million a year earlier, as growth in its business communications operations, AirDial POTS-replacement service and recently acquired businesses lifted results.
Chief Executive Officer Eric Stang said the
Veeva Systems (NYSE:VEEV) reported fiscal 2027 second-quarter revenue of $928 million and non-GAAP operating income of $416 million, with Chief Executive Officer Peter Gassner saying results exceeded the company’s guidance. Management highlighted record CRM performance, broad commercial-cloud moment
Herbalife (NYSE:HLF) outlined its strategy for returning to growth, expanding margins and reducing debt during a presentation at the Midwest IDEAS Conference, with incoming Chief Financial Officer Scott Schaefer highlighting growth in active sales leaders, regional momentum in Asia-Pacific and Latin
Synopsys (NASDAQ:SNPS) reported third-quarter fiscal 2026 results above the high end of its guidance, citing broad-based strength in electronic design automation, its Ansys business and design IP. The company raised its full-year revenue, non-GAAP operating margin, earnings and cash-flow outlook.
R
Urban Outfitters (NASDAQ:URBN) reported record second-quarter sales and earnings for fiscal 2027, extending what CEO and Chairman Dick Hayne described as the company’s eighth consecutive quarter of record sales and profits.
Net sales rose 10% to $1.7 billion in the quarter ended July 31, 2026. Oper
Agilent Technologies (NYSE:A) reported third-quarter fiscal 2026 revenue of $1.88 billion, with core revenue growth of 7.3%, exceeding the high end of its guidance range. The company said earnings per share were $1.56 excluding tariff-refund benefits, up 14% from a year earlier and $0.06 above the t
Salesforce (NYSE:CRM) reported fiscal 2027 second-quarter revenue of $11.35 billion, up 11% from a year earlier and above the high end of its constant-currency guidance, while highlighting growing demand for its AI products and raising its full-year revenue outlook.
Chief Operating and Financial Of
NVIDIA (NASDAQ:NVDA) reported record second-quarter results for fiscal 2027, with revenue more than doubling from a year earlier to $96 billion, as demand for artificial intelligence infrastructure continued to expand across hyperscalers, cloud providers, enterprises and sovereign customers.
Chief
Okta (NASDAQ:OKTA) said its second-quarter fiscal 2027 performance was supported by broad-based demand across its workforce and customer identity platforms, with particular strength among large enterprises, channel partners and newer products.
Chief Executive Officer and Co-founder Todd McKinnon sa
Cadence Design Systems (NASDAQ:CDNS) said demand for semiconductor design software is being supported by a growing number of companies developing custom chips, rising design complexity and the use of artificial intelligence in semiconductor development.
Speaking at Deutsche Bank’s 20th annual techn
Lantronix (NASDAQ:LTRX) reported fiscal fourth-quarter revenue of $31.2 million, up 8% from a year earlier, as growth in embedded IoT solutions and unmanned systems helped the company finish fiscal 2026 with higher sales, improved profitability and a debt-free balance sheet.
Non-GAAP earnings per s
MongoDB (NASDAQ:MDB) said enterprises moving artificial intelligence applications and autonomous agents into production need unified data architectures that combine operational information, historical records, business rules and security controls.
Speaking during The 2026 Six Five AI Summit, Ashish
Intel (NASDAQ:INTC) Chief Financial Officer David Zinsner said the company’s recent capital raise was intended to support higher capital expenditures, substrate investments and capacity commitments as it seeks to address demand for data-center CPUs, advanced packaging and future process technologies
Williams-Sonoma shares hold key support after strong Q2 results, as raised guidance, rising analyst price targets, and heavy institutional buying offset lingering housing and tariff concerns.
HP (NYSE:HPQ) is positioning the personal computer as a “personal intelligence device” as enterprises evaluate where artificial intelligence workloads should run and how to manage the costs, governance and security of AI deployments.
Speaking during The Six Five Summit 2026, Ketan Patel, President
Lanvin Group (NYSE:LANV) reported lower first-half 2026 revenue amid continued luxury-market pressure and a companywide effort to streamline its retail network and cost base, while profitability margins improved substantially.
Revenue for the six months ended June 2026 was EUR 101 million, down 13%
Grupo Financiero Galicia (NASDAQ:GGAL) reported second-quarter net income of ARS 258 billion, up 12% from a year earlier, as lower funding costs, stronger trading and securities results, and reduced loan-loss provisions supported profitability.
The company said its second-quarter return on average
Alcoa is extracting gallium at its Wagerup refinery to supply tech and defense markets, backed by government funding and a Sojitz off-take deal, while its core aluminum business funds the pivot.
Oracle (NYSE:ORCL) Chief Executive Officer Mike Sicilia said artificial intelligence is reshaping customer conversations, software development and the company’s approach to selling cloud applications, database technology and infrastructure.
Speaking at the Deutsche Bank Technology Conference, Sicil
Oura Health is reportedly seeking a $16 billion valuation in a U.S. IPO, a pricing test that could reshape how Wall Street values wearable divisions at Apple and Alphabet.
Tesla's flying Roadster demo has generated buzz, but the stock's real debate centers on shrinking margins, negative free cash flow, Chinese competition, and unproven robotaxi and robotics bets.
Ligand Pharmaceuticals (NASDAQ:LGND) outlined its royalty-focused growth strategy, recent XOMA acquisition and portfolio catalysts during a company presentation, highlighting a larger commercial-stage asset base and planned investment capacity.
Chief Financial Officer Tavo Espinoza said Ligand has
National Bank of Canada (TSE:NA) reported third-quarter fiscal 2026 adjusted earnings per share of CAD 3.39, up 26% from a year earlier, as revenue growth across its fee-based businesses, strong balance-sheet expansion and favorable market conditions supported results.
President and CEO Laurent Fer
Photronics topped fiscal Q3 estimates and raised guidance as photomask demand recovers, with analysts rating shares a consensus Buy and institutions holding 88% of the stock.
Beyond NVIDIA, ETFs like ARTY, CHPS, and PAVE offer diversified AI exposure through tech, semiconductors, and infrastructure, each outperforming the broader market with strong year-to-date returns.
Williams-Sonoma (NYSE:WSM) reported accelerating second-quarter fiscal 2026 sales growth across its brands and channels, raised its full-year revenue and operating-margin outlook, and said its performance reflected market-share gains in a home furnishings industry that was essentially flat during th
Marvell Technology (NASDAQ:MRVL) Chairman and CEO Matt Murphy said the artificial intelligence infrastructure market remains in its early stages, with connectivity emerging as a central constraint as computing, memory and storage systems scale.
Speaking at The Six Five Summit 2026, Murphy said the
Heico (NYSE:HEI) reported record fiscal third-quarter results, with consolidated net income, operating income and sales rising sharply from a year earlier as demand remained strong across its aerospace, defense, electronics and industrial technology markets.
Net income for the quarter ended July 31
SFL (NYSE:SFL) reported second-quarter revenue of approximately $201 million and adjusted EBITDA of $130 million, up 20% from the prior quarter, as higher spot tanker earnings contributed to results. Net income was $34 million, or $0.25 per share, compared with $26 million, or $0.20 per share, in th
Donaldson (NYSE:DCI) reported record fiscal 2026 results, including annual sales of $3.9 billion and adjusted earnings per share of $3.98, as the filtration company cited growth across its Mobile Solutions, Industrial Solutions and Life Sciences segments. Sales rose 5% from fiscal 2025, while EPS in
Palantir shares have surged despite insider selling, as CEO Alex Karp's bold free cash flow forecast reshapes DCF valuations, splitting bulls and bears on the stock's growth trajectory.
OpenAI's Jalapeño ASIC reportedly beats Blackwell in inference efficiency, as Microsoft advances its Maia 300 chip, raising questions about NVIDIA's long-term margins and valuation.
Gold and Bitcoin are rebounding from recent sell-offs, and ETFs like VanEck Gold Miners ETF (GDX) and iShares Bitcoin Trust ETF (IBIT) offer investors equity-market access to both assets.
InterDigital (NASDAQ:IDCC) highlighted its research-driven patent licensing model, recent financial performance and long-term growth targets during the IDEAS conference, with Chief Financial Officer Rich Brezski citing expanding recurring revenue, high operating leverage and opportunities in smartph
Movado Group (NYSE:MOV) reported higher sales, profit and margins for its fiscal 2027 second quarter, as demand improved across its U.S. and principal international markets and the company benefited from product mix, pricing actions and lower promotional activity.
Sales rose 4.9% to $169.8 million
JinkoSolar (NYSE:JKS) reported second-quarter 2026 module shipments of approximately 16 GW, while management said persistent supply-demand imbalances, policy changes and pricing pressure across the photovoltaic supply chain continued to weigh on profitability.
Chief Executive Officer Dimi Xu, who s
Kohl's (NYSE:KSS) reported a 0.9% decline in comparable sales during its second quarter of fiscal 2026, an improvement from earlier trends, as the retailer highlighted gains in proprietary brands, Kohl's Card sales, home, toys and digital. The company also raised its full-year outlook after receivin
Bath & Body Works (NYSE:BBWI) reported second-quarter results that exceeded its prior outlook, though sales remained under pressure as the retailer invests in product innovation, marketing, digital capabilities and expanded distribution to support a planned return to revenue growth in 2027.
Net
Dycom Industries (NYSE:DY) reported record fiscal 2027 second-quarter revenue and raised its full-year outlook, citing continued demand for fiber-to-the-home, long-haul fiber, data-center infrastructure and building systems work.
President and Chief Executive Officer Dan Peyovich said quarterly rev
Torm (NASDAQ:TRMD) reported its strongest quarterly financial performance on record for the second quarter of 2026, as freight rates surged amid disruptions to Middle East oil trade flows and vessel rerouting.
The product tanker operator generated time charter equivalent, or TCE, earnings of $512 m
Abercrombie & Fitch (NYSE:ANF) reported record second-quarter fiscal 2026 net sales of $1.27 billion, up 5% from a year earlier, as growth across regions and brands exceeded the company’s prior outlook. The retailer also raised its full-year sales, operating-margin and earnings-per-share expecta
Strattec Security (NASDAQ:STRT) reported record fiscal 2026 revenue and higher profitability as restructuring, pricing and operational improvements helped offset automotive production volatility, foreign exchange pressure and canceled electric-vehicle programs.
President and Chief Executive Officer
Hochschild Mining (LON:HOC) reported what Chief Executive Officer Eduardo Landin described as its strongest-ever half-year financial results, supported by higher gold and silver prices, operating cash flow from its Peruvian and Argentine mines, and progress in restoring operations at Mara Rosa in Br
Li Auto (NASDAQ:LI) reported a second-quarter net loss as revenue and vehicle margins declined from a year earlier, while management outlined plans for new battery-electric vehicle launches, continued investment in proprietary technology and expansion into overseas markets.
Total revenue for the se
Honeywell Aerospace's first earnings report as a stand-alone company missed estimates and cut guidance, sending shares down 23%, though backlog growth and analyst targets suggest a supply, not demand, issue.
Powell Industries (NASDAQ:POWL) said it is on track to surpass the more than $1 billion in revenue it generated last year, supported by demand for medium-voltage electrical equipment from data centers, utilities and industrial customers.
Speaking at the Midwest IDEAS Conference, Executive Vice Pres
Zhihu (NYSE:ZH) reported second-quarter 2026 revenue of CNY690.1 million, down 3.7% from a year earlier but up 5.9% sequentially, as growth in content and intellectual-property operations helped offset continued pressure in marketing services.
Founder, Chairman and Chief Executive Officer Zhou Yuan
UP Fintech (NASDAQ:TIGR) reported record second-quarter revenue as commission and interest-related income increased, while management pointed to continued client-asset growth across its international markets and said the effects of its May regulatory update for mainland China users had largely run t
DSC (NASDAQ:DSC) reported second-quarter revenue growth and a substantially narrower adjusted loss as the company expanded artificial intelligence offerings for China’s used-car dealers and explored opportunities tied to rising used-car exports.
Qin Zou, DSC’s director and chief financial officer,
Super Hi International (NASDAQ:HDL) reported higher second-quarter revenue and operating profit as customer traffic, table turnover and delivery-related sales increased, though foreign-exchange movements contributed to a quarterly net loss.
CEO and Executive Director Yu Li said the company’s earlie
Photronics (NASDAQ:PLAB) reported fiscal third-quarter revenue of $216 million, up 3% from a year earlier and 3% sequentially, exceeding the high end of its prior guidance range as delayed semiconductor design releases began moving into production.
Chairman and Chief Executive Officer George Macric
As quantum computing threatens current encryption, IBM, Cloudflare, Arqit, IonQ, Rigetti and D-Wave stand to benefit from mandated post-quantum cybersecurity spending through 2030.
NVIDIA, MongoDB, Snowflake, Okta and AeroVironment show bullish setups ahead of Q4, backed by strong earnings, rising analyst price targets, and AI-driven growth catalysts.
Victory Capital (NASDAQ:VCTR) said it has entered into a definitive agreement to acquire First Eagle Investments in a transaction valued at approximately $7 billion, a deal the company expects will expand its assets, investment capabilities and distribution reach.
Upon closing, Victory Capital expe
LightInTheBox (NYSE:LITB) reported second-quarter revenue of $57 million, down 4% from a year earlier, as the company continued to phase out long-tail products. Despite the revenue decline and what management described as a challenging external environment, the company maintained a gross margin abov
PDD Holdings beat earnings estimates but missed on revenue, with net income falling as spending on subsidies and AI rises, leaving shares lower despite the profit beat.
Tariff policy is boosting domestic steel and manufacturing stocks, with Nucor, Cleveland-Cliffs, and PACCAR positioned to benefit from reduced foreign competition and rising demand.
J. M. Smucker (NYSE:SJM) reported fiscal 2027 first-quarter results that exceeded management’s expectations, as higher coffee pricing, volume growth in key brands and $115 million in tariff refunds supported sales, profit and cash flow. The company raised its full-year outlook for net sales, adjuste
Marzetti shares rose after Q4 results showed improved margins, 9% adjusted earnings growth, and strong institutional buying supporting its Dividend King status.
Aroundtown (ETR:AT1) reported stable first-half operating results for 2026, with rental growth offsetting the impact of asset sales, while higher financing costs reduced funds from operations. Management said the company remains on track to meet its full-year guidance and is continuing to recycle ca
Nayax (NASDAQ:NYAX) said it has entered into a definitive agreement to acquire parking technology company IPS Group in a transaction valued at $350 million on a cash-free, debt-free basis, as the payments company seeks to expand its presence in mobility and municipal markets.
The proposed acquisiti
