Sands Capital Technology Innovators Fund reports NVIDIA's shift toward AI infrastructure drove strong Q2 2026 gains amid broader tech rally. NVIDIA is evolving beyond its core GPU business into a comprehensive AI infrastructure platform, according to a Q2 2026 investor let
CVSA reports Q4 non-GAAP EPS of $2.09, topping estimates by $0.20, with revenue at $501.38M. Covista (CVSA) shares climbed over 10% Friday after the healthcare education provider posted stronger-than-expected fourth-quarter earnings. The company reported non-GAAP EPS of $2
Cloudflare reported Q2 revenue of $696.1 million and lifted full-year guidance, citing strong demand for AI-driven infrastructure modernization. Cloudflare shares rose over 16% in pre-market trading after the company reported second-quarter adjusted earnings of $0.29 per s
NYU valuation expert warns Microsoft, Amazon, Meta, and Google lack clear AI revenue models despite record capital expenditures. Microsoft, Amazon, Meta, and Alphabet are projected to spend up to $745 billion on capital expenditures this year, with AI infrastructure drivin
The $10 billion alternatives-focused RIA expands its Northeast presence with a $700 million acquisition and new New Jersey office. AlphaCore Wealth Advisory, a La Jolla-based RIA managing over $10 billion in client assets, has acquired Brave Family Advisors, a boutique wea
The employment rate for prime-age native-born Americans fell to its lowest level in more than four years, despite the Trump administration's immigration crackdown, economist Joey Politano said, citing the latest U.S. labor market data. U.S. nonfarm payrolls declined by 23K
Earnings Call Insights: QuidelOrtho (QDEL) Q2 2026 Management View Seeking Alpha's Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent li
Earnings Call Insights: Yelp (YELP) Q2 2026 Management view "Yelp continued to advance its AI transformation in the second quarter," said (Co-Founder, CEO & Director Jeremy Stoppelman), adding that the company "expanded the reach of our trusted content through new partnerships"...</strong
Earnings Call Insights: Puma Biotechnology (PBYI) Q2 2026 Management view "Today, Puma reported total revenue for the second quarter of 2026 of $56.5 million" (Founder, Chairman, President, CEO & Secretary Alan Auerbach), adding that "product revenue net was $53.6 million" and...
After a sell-off in chip stocks in July, a few artificial intelligence infrastructure names in the IBD 50 are recovering. Teradyne (TER) and Credo Technology (CRDO) are setting up in bases in the stock market Three other IBD 50 stocks near buy points include a netwo
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