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Sandisk Corporation SNDK used its fiscal fourth-quarter 2026 earnings call to emphasize multiyear customer commitments, rising AI-related storage demand and a more predictable NAND business model.

Hims & Hers Health, Inc. HIMS used its second-quarter 2026 call to frame AI, specialty expansion and international scale as growth drivers, while acknowledging gross-margin pressure from branded

Kimberly-Clark Corporation KMB used its second-quarter 2026 earnings call to stress that a China diaper disruption and other discrete pressures have changed the 2026 outlook, while management

Keel Infrastructure Corp. KEEL used its second-quarter 2026 earnings call to emphasize that scarce 2027 power is strengthening negotiations at Moses Lake, Sharon and Panther Creek. CEO Ben Gagnon

USA Rare Earth, Inc. USAR used its second-quarter earnings call to emphasize the buildout of an integrated rare earth chain outside China.

Management centered the outlook on closing Serra Verde

Plug Power Inc. PLUG used its second-quarter earnings call to sharpen its 2026 message: Management raised full-year revenue growth guidance to 15-16% and maintained its fourth-quarter positive

The Wendy’s Company WEN used its Q2 2026 earnings call to frame a broad turnaround under president and CEO Bob Wright, with management acknowledging weaker traffic, value and execution while

AST SpaceMobile, Inc. ASTS used its second-quarter 2026 call to sharpen the timeline for network deployment and beta service while expanding its government ambitions. CFO Andrew Johnson said the

Rigetti Computing, Inc. RGTI centered its second-quarter earnings call on technical execution, government backing and customer engagement as it advances its superconducting quantum-computing

Draganfly Inc. DPRO used its second-quarter 2026 earnings call to frame the central issue for investors: demand is expanding across defense and public safety, but procurement cycles and customer

Circle Internet Group, Inc. CRCL used its second-quarter earnings call to put Arc at the center of its next growth phase, with management framing the blockchain network as a major platform

Tempus AI, Inc. TEM used its second quarter of 2026 earnings call to frame growth around oncology testing, data demand and reimbursement-driven pricing while outlining a measured approach to

Blue Owl Capital Corporation OBDC reported second-quarter 2026 adjusted earnings per share (EPS) of 34 cents, which beat the Zacks Consensus Estimate by 6.3%. The bottom line increased 9.7% year

Pagaya Technologies Ltd. PGY shares gained 10.4% in the past week, putting the focus on whether the rebound can extend. The move comes after stronger second-quarter 2026 results and improving

Vistra Corp. VST used its second-quarter 2026 earnings call to reinforce a power-demand outlook driven by data centers and broader load growth, while acknowledging softer ERCOT pricing.

Management

Quantum Computing Inc. QUBT framed its second-quarter earnings call around a shift from research and prototyping toward commercial manufacturing. CEO, president and chairman Yuping Huang said that

América Móvil, S.A.B. de C.V. AMX combines continued postpaid and broadband growth with healthy cash generation, while its shares trade above both sub-industry and five-year median book-value

Riot Platforms, Inc. RIOT used its Q2 earnings call to frame 2026 around data center execution, led by a new 191-megawatt Rockdale lease with a leading frontier AI lab and a full-site Corsicana

Microchip Technology Incorporated MCHP used its fiscal first-quarter earnings call to emphasize a broader demand recovery, depleted channel inventories and accelerating data center exposure, while

Archer Aviation Inc. ACHR used its second-quarter earnings call to frame its growth plan around a broader aerospace, defense and aviation-AI platform, led by planned acquisitions from Boeing.