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Applied Materials Posts Record Quarter as Stock Is Repriced

Investor doubts about AI customers' spending plans plus U.S. export limits to China are driving the sectorwide selloff.

SolarEdge Shares Plunge After Management Lowers Near-Term Revenue Guide

Qualcomm Stock Slides After Guidance Miss

Intel’s Strong Q2 Shows Revenue and Margin Recovery

NextEra Posts Q2 EPS Beat as Data-Center Demand Fuels Renewables Backlog

Equinor Reports $11.5 Billion Q2 Operating Gain and Expands Buybacks

ASML Hikes 2026 Guidance Again After Q2 Beat and Plans Big 2027 Capacity Build

Aehr Test Systems Soars After Q4 Beat and $130–$150M FY2027 Guidance

ServiceNow Rebounds as Now Assist Growth and New Accenture Offering Shift Investor Sentiment

Medtronic Posts Strong Q4 Driven by Cardiac Ablation but Flags Near‑Term Margin Pressures

Adobe Beats Q2 Estimates but Pivots to Freemium as CFO Prepares to Leave

FuelCell Repositions for AI Data Centers as Q2 Results Fall Short

TSMC Raises 2026 Capex to $54 Billion, Prompting Investors to Buy Seagate

Tower Semiconductor Surges After Q1 Beat and $1.3 Billion Silicon Photonics Deals

Monday.com Jumps 21% After Q1 Beat and Higher Outlook

Alphabet’s AI-Fueled Quarter Puts Nvidia Within Reach

Astera Labs Tops Q1 and Raises Q2 Outlook as Scorpio X AI Switch Ships

Utilities Top Q1 and Reaffirm 2026 Plans on Rising Data‑Center Power Demand

Viavi Jumps After Q3 Beat and Strong Q4 Outlook

NextEra Hits Record as Q1 Beat and Backlog Surge Draw Analyst Upgrades