News
Meta Platforms Q2 Earnings Call Highlights
Key Points
- Interested in Meta Platforms, Inc.? Here are five stocks we like better.
- Revenue rose 28% year over year to $60.8 billion, driven primarily by a 27% increase in advertising revenue
Lam Research Q4 Earnings Call Highlights
Key Points
- Interested in Lam Research Corporation? Here are five stocks we like better.
- Record quarterly performance: Lam Research reported June-quarter revenue of $6.72 billion, up 15%
Fortinet Q2 Earnings Call Highlights
Key Points
- Interested in Fortinet, Inc.? Here are five stocks we like better.
- Fortinet exceeded Q2 expectations, with billings up 33% to $2.37 billion and revenue up 26% to $2.05 billion
Equinix Q2 Earnings Call Highlights
Key Points
- Interested in Equinix, Inc.? Here are five stocks we like better.
- Equinix raised its 2026 and long-term outlook after second-quarter recurring revenue grew 11% year over year
ARM Q1 Earnings Call Highlights
Key Points
- Interested in ARM Holdings PLC Sponsored ADR? Here are five stocks we like better.
- Record Q1 performance: Revenue rose 22% year over year to $1.29 billion, while non-GAAP EPS
FormFactor Q2 Earnings Call Highlights
Key Points
- Interested in FormFactor, Inc.? Here are five stocks we like better.
- Record second-quarter performance: FormFactor reported revenue of $258.2 million, up 14% sequentially, with
DMC Global Q2 Earnings Call Highlights
Key Points
- Interested in DMC Global? Here are five stocks we like better.
- DMC Global’s second-quarter sales reached $157 million, at the high end of guidance, while adjusted EBITDA of $10.7
Diebold Nixdorf Q2 Earnings Call Highlights
Key Points
- Interested in Diebold Nixdorf, Incorporated? Here are five stocks we like better.
- Strong quarterly performance: Second-quarter revenue rose 1.4% year over year to $928 million
Clarivate Q2 Earnings Call Highlights
Key Points
- Interested in Clarivate PLC? Here are five stocks we like better.
- Clarivate expects growth to improve in the second half of 2025, with organic recurring revenue and annualized
Why SK hynix Could Be the Best AI Chip Stock to Buy Now
Key Points
- Interested in SK hynix Inc.? Here are five stocks we like better.
- Analysts remain bullish on SK hynix despite a Q2 revenue miss, citing strong margin growth and over 100% upside
Micron Aktie: 16 Take-or-Pay-Verträge stützen Ausblick
Micron-Aktien brechen ein, aber die Zahlen hinter dem Kurssturz erzählen eine andere Geschichte als…
Der Beitrag Micron Aktie: 16 Take-or-Pay-Verträge stützen Ausblick erschien zuerst auf kapitalmar
Silicom Q2 Earnings Call Highlights
Key Points
- Interested in Silicom Ltd? Here are five stocks we like better.
- Strong revenue growth: Second-quarter 2026 revenue jumped 59% year over year to $23.8 million, exceeding guidance
Radware Q2 Earnings Call Highlights
Key Points
- Interested in Radware Ltd.? Here are five stocks we like better.
- Record Q2 revenue: Radware’s revenue rose 11% year over year to $82.3 million, driven by cloud security, API
Option Care Health Q2 Earnings Call Highlights
Key Points
- Interested in Option Care Health, Inc.? Here are five stocks we like better.
- Q2 results exceeded expectations: Revenue rose 7% sequentially to $1.4 billion, while adjusted EBITDA
Arch Capital Group Q2 Earnings Call Highlights
Key Points
- Interested in Arch Capital Group Ltd.? Here are five stocks we like better.
- Arch Capital reported strong Q2 results, with $893 million in after-tax operating income, or $2.56 per
Meta’s AI Spending Problem Just Found a BlackRock Solution
Key Points
- Interested in Meta Platforms, Inc.? Here are five stocks we like better.
- Meta Platforms shifted a one-gigawatt El Paso data center into an 80/20 joint venture with BlackRock to offload
Broadcom’s $200 Billion Samsung Deal Shows How Costly the AI Memory Race Has Become
Key Points
- Interested in Broadcom Inc.? Here are five stocks we like better.
- Broadcom and Samsung Electronics announced a five-year, over $200 billion agreement under which Broadcom will purchase
Flex Q1 Earnings Call Highlights
Key Points
- Interested in Flex Ltd.? Here are five stocks we like better.
- Flex delivered a strong first quarter, with revenue up 21% to $7.9 billion, adjusted operating margin expanding to
Cognizant Technology Solutions Q2 Earnings Call Highlights
Key Points
- Interested in Cognizant Technology Solutions Corporation? Here are five stocks we like better.
- Second-quarter performance was solid: Revenue rose 4.1% year over year in constant
NVIDIA’s OpenAI Backstop Puts AI Financing Risk in Focus
Key Points
- Interested in NVIDIA Corporation? Here are five stocks we like better.
- NVIDIA is reportedly considering a large financing backstop tied to OpenAI’s Ohio data center project, raising
Amazon’s Satellite Push Raises the Stakes for SpaceX and AST SpaceMobile
Key Points
- Interested in Amazon.com, Inc.? Here are five stocks we like better.
- Amazon filed with the FCC for a 5,105-satellite direct-to-device constellation through Amazon Leo, intensifying its
Blackbaud Q2 Earnings Call Highlights
Key Points
- Interested in Blackbaud, Inc.? Here are five stocks we like better.
- Second-quarter results met plan: Organic revenue rose 3% year over year to $291 million, adjusted EBITDA reached
United Microelectronics Q2 Earnings Call Highlights
Key Points
- Interested in United Microelectronics Corporation? Here are five stocks we like better.
- Second-quarter performance improved: Revenue rose 12.6% sequentially to TWD 68.73 billion
EQS-News: SUSS investiert in Applikations- und Entwicklungszentrum für Advanced Packaging und baut Wachstumskapazitäten aus
EQS-News: SUSS investiert in Applikations- und Entwicklungszentrum für Advanced Packaging und baut Wachstumskapazitäten aus
EQS-News: Kapsch TrafficCom – Veröffentlichung zum Geschäftsjahr 2025/26 mit Ausblick auf 2026/27.
EQS-News: Kapsch TrafficCom – Veröffentlichung zum Geschäftsjahr 2025/26 mit Ausblick auf 2026/27.