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المصدر: Zacks Investment Research وكالة أنباء

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ETFs in Spotlight as First Solar Shares Jump Post Q2 Earnings Beat

First Solar's earnings beat and reaffirmed outlook fuel a sharp stock rally, putting ETFs with major FSLR holdings in focus for diversified exposure.

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المصدر: Zacks Investment Research

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RIVN Q2 Earnings Beat on Software Growth, Regulatory Credits

Rivian's Q2 loss narrows as software growth, regulatory credits and higher deliveries lift revenues, while R2 momentum drives a raised 2026 outlook.

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المصدر: Zacks Investment Research

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Pinterest's Q2 Earnings Top Estimates on AI-Led Ad Growth

PINS beats Q2 earnings estimates as AI-powered ads, stronger monetization and record user growth drive revenue higher and support a stronger outlook.

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المصدر: Zacks Investment Research

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المصدر: 24/7 Wall Street وكالة أنباء

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Anthropic Is the Latest Company That Wants to Be an AI Chipmaker

Artificial intelligence has created the fastest infrastructure buildout the technology industry has ever seen.

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المصدر: 24/7 Wall Street

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المصدر: Kitco وكالة أنباء

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'It's our time': Sunshine Silver CEO says silver miners are poised to shine as AI fuels demand

(Kitco Commentary) - Artificial intelligence may be dominating investor conversations, but one mining executive said that investors are increasingly recognizing a simple reality: AI cannot exist without the metals that power it.

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المصدر: Kitco

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المصدر: Seeking Alpha وكالة أنباء

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The 'Problem' With AMD's Guidance

Advanced Micro Devices, Inc. delivered robust Q2 results, with Data Center revenues accelerating 107% to $6.7B and gross margins expanding to 56%. Management projects server CPU revenue to grow over 80% y/y in H2 2026 and over 70% for 2027, with Data Center segment revenue expected to more than double in 2027. Despite market disappointment over conservative guidance, I see this as a buying opportunity given AMD's strong growth trajectory and margin expansion.

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المصدر: Seeking Alpha

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Lumen Posts Narrower-Than-Expected Q2 Loss, Revenues Drop Y/Y

LUMN's Q2 loss came in narrower than expected as strategic revenues have risen 14.1% and free cash flow has turned positive despite a 9.3% revenue decline.

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ONON Gains 11.2% in 3 Months: Can Growth Momentum Continue Longer Term

On Holding's 11.2% three-month gain reflects strong demand, margin expansion and global growth, but tariffs and valuation pose risks.

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المصدر: Zacks Investment Research

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Celanese Q2 Earnings Beat Estimates on Pricing and Execution

CE beats Q2 earnings and sales estimates as strong pricing, commercial execution and medical and electronics momentum lift results.

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المصدر: Zacks Investment Research

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المصدر: Schaeffers Research وكالة أنباء

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Roku Stock Nears 3-Year High Before Earnings

Roku Inc (NASDAQ:ROKU) is scheduled to report second-quarter earnings after the close on Thursday, Aug. 6.

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المصدر: Schaeffers Research

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Icahn Enterprises L.P. (IEP) Q2 2026 Earnings Call Prepared Remarks Transcript

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المصدر: Seeking Alpha

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المصدر: Forbes وكالة أنباء

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Here's What Analysts Are Saying About SpaceX: Earnings Report Sends Stock Down 9%

Some brokerages appeared optimistic about SpaceX's quarterly earnings: JPMorgan analysts, who lifted their price target for shares to $240 from $225, wrote SpaceX is benefiting from “extreme vertical integration” while noting its “pace of change in AI is incredibly fast,” and that a step-up in AI infrastructure and higher monetization could push SpaceX's AI revenue to $100 billion in 2027. Wells Fargo analysts cut their price target for SpaceX shares to $215 from $230 amid broader caution about its AI spending, noting that SpaceX was “off to an ambitious start” and that revenue projections for 2027 and 2028 were higher than expected, but so were capital expenditure estimates.

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المصدر: Forbes

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