
Applied Materials Q3 2026: $9B Revenue Test
Applied Materials reports Q3 2026 earnings tonight; consensus calls for $9 billion revenue as semiconductor equipment demand surges on AI infrastructure buildout.
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Applied Materials reports Q3 2026 earnings tonight; consensus calls for $9 billion revenue as semiconductor equipment demand surges on AI infrastructure buildout.

ChangXin Memory's market capitalization surpassed Tencent's $511 billion, crowning the DRAM chipmaker China's most valuable listed firm just 17 days after its record Shanghai debut.

OPEC's latest monthly report slashes its 2026 global demand growth outlook to 580,000 bpd — the fourth consecutive downgrade — as the IEA warns that high prices and Middle East conflict are…

Crude oil fell sharply on Wednesday, August 13, with West Texas Intermediate losing $1.30 to settle near $81.97 per barrel and Brent crude declining $1.29 to $87.69, as a combination of swelling U.S.

Intel upsizes its stock offering from $15 billion to $20 billion at $95 per share, with $100 billion in investor demand reframing the raise as a growth bet, not a rescue.

A broad AI infrastructure advance on August 12 lifted Dell +10%, Micron +5%, Cisco +3%, and Nebius +34%, signaling the market is pricing in a structural, multiyear buildout supercycle across every…

The S&P 500 and Nasdaq Composite both notched record closes on Wednesday as technology and growth stocks rallied, even as the Dow Jones Industrial Average edged marginally lower.

July's consumer price index matched consensus on every measure, with headline inflation at 3.4% YoY and core at 2.5%, lifting the September hold probability to 61.9% and easing Treasury yields.

Cisco's fiscal fourth quarter delivered record $17.3 billion in revenue and $9.3 billion in hyperscaler AI infrastructure orders for the year, confirming that the AI buildout is migrating…

Japan's 10-year government bond yield touched its highest level since 1996 while the yen chart shows USD/JPY hovering in contested territory, forcing investors to reprice the Bank of Japan's…

Brent crude rose about 1.2% Tuesday after a deadly Houthi double-tap strike on an oil tanker in the Bab al-Mandab Strait compounded investor anxiety over stalled U.S.-Iran Strait of Hormuz…

A cooler-than-forecast U.S. inflation print on August 12 left fed funds futures adrift in a 50/50 deadlock, denying dollar bears the clean break they needed to exit dollar bills long before the…

The Bureau of Labor Statistics reported July 2026 consumer prices were unchanged from June on a not-seasonally-adjusted basis, as the headline annual inflation rate held steady at 3.4%, keeping…

July's consumer price index hit its expected mark, but two senior strategists offer sharply divergent reads on what the benign print means for the Federal Reserve's September rate decision.

Nebius Group (NASDAQ: NBIS) delivered $582.3 million in second-quarter 2026 revenue on Tuesday, a 454% increase from the year-earlier period, as the AI cloud and data center operator crossed into…

July CPI report finds headline consumer prices turning negative month-over-month as core holds near 2.6%, pointing to steady disinflation without economic stress.

CoreWeave Q2 revenue hit $2.58B, up 112% YoY, on GPU cluster demand from AI labs; Cerebras trades at $34.85 as its wafer-chip IPO gain consolidates.

South Korea's benchmark Kospi index soared nearly 5% on Wednesday as fresh confidence in global AI infrastructure spending ignited a powerful rally in Samsung chips and SK Hynix memory stocks.

Super Micro Computer's record $60 billion order backlog entering fiscal 2027 includes a gigawatt-scale co-build with SpaceX and xAI, as Q4 gross margins expanded to 17.5% — nearly double a year…

Super Micro Computer's gross margin surged to 15–17% in Q4 FY2026, nearly doubling prior guidance of 8.2–8.4% and adding $47M in gross profit on AI-driven product mix.

The July consumer price index lands Wednesday at 8:30 a.m. ET — economists forecast a slight easing to 3.4% annually — while markets price a 44% probability of a September rate hike against a…

Super Micro Computer posted a 315% year-over-year EPS surge to $1.70 and issued $65–$72B FY2027 guidance, lifting shares 7.6% in after-hours trading despite a near-term revenue shortfall.

CoreWeave posted record Q2 2026 revenue of $2.58 billion, surpassing estimates as its $104 billion backlog and raised full-year guidance drove a 14% after-hours stock surge.

Nvidia's push to own the full AI stack is narrowing the margin window for the very server makers it once depended on — leaving Dell, HPE, and Supermicro to fight over rack assembly while Nvidia…

Cardinal Health topped fiscal 2026 targets and issued above-consensus FY2027 guidance; Lumentum's optical components revenue doubled on AI demand; existing home sales slipped 1.7% in July.

Apple's incoming CEO John Ternus is rebuilding the executive office at Apple Park, recruiting retired hardware VP Laura Legros as the company's generational leadership transition accelerates…

Jeff Bezos has liquidated billions in Amazon shares to bankroll Blue Origin, calling space infrastructure the most critical work of his career as the rocket company closes a landmark $10 billion…

Brent crude tracks toward $100 as the U.S.-Iran Strait of Hormuz deal collapses, leaving crude tanker flows near zero and 11 mb/d of Gulf output offline.

Major index ETFs including SPY, QQQ, DIA and IWM hover within 0.15% of flat as traders brace for Wednesday's July CPI print and a stalled US-Iran deal.

Doximity shares jumped 32.6% after the health technology company reported a Q1 FY2027 revenue beat and raised its full-year guidance, with AI Search query volume rising 25% quarter-over-quarter…