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Semtech Stock Climbs After Q2 Beat and Much Stronger Q3 Forecast

Accelerating data‑center bookings with faster product qualifications suggest stronger revenue growth.

Dycom Posts Strong Q2 and Record $12.2B Backlog as Stock Falls on Revenue Timing Shift

Danaher Beats EPS but Lowers Revenue Outlook After Bioprocessing Miss

Stellantis Returns to Profit but Low Margins Keep Turnaround on Trial

Supermicro Posts Surprise 15%–17% Margins and $60 Billion Order Intake as Legal Questions Remain

Google’s Gemini Reaches 950 Million Users as Spark Agent Expands

argenx Posts $1.52 Billion Quarter as VYVGART Readouts Loom

PepsiCo Beats Revenue but North America Slump Narrows Margins

Alphabet’s AI-Fueled Quarter Puts Nvidia Within Reach

Apple Says iPhone 17 Is Its Most Popular Lineup Ever

Avis Budget Sinks After Q1 Loss Deepens Post-Squeeze Selloff

UnitedHealth Raises 2026 Outlook After Q1 Beat With Lower Claims Costs

Nokia Tops Q1 Profit Estimates on AI‑Cloud Demand

TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

Astera Labs Jumps 13% on UALink Upgrade and New Hyperscaler Deals

Aehr Test Systems Sets Record Backlog on AI and Silicon Photonics Orders

Commercial Metals’ Q2 Profit Jumps on Steel Margins as Analysts Trim Targets

Fold Reports $69.6 Million 2025 Loss as It Pushes Into Bitcoin Credit Cards

Analysts Lift Circle Targets After Q4 Beat and Rally on USDC Growth Outlook

Rivian Stock Slides After Post-Earnings Rally as Street Reassesses R2 Ramp and Cash Needs