Ambarella, Inc. (NASDAQ:AMBA) reported fiscal second-quarter 2027 revenue of $108.1 million, up 13.2% from $95.5 million a year earlier.
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September 4 - Hedge Funds, News
A caller inquired about starting a position in MP Materials Corp.
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September 4 - News
Concrete Pumping Holdings, Inc. (NASDAQ:BBCP) reported fiscal third-quarter revenue of $116.8 million, up 12.6%, as U.S.
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September 4 - Hedge Funds, News
ChronoScale said on August 27 that it plans with Microsoft to deploy 50 megawatts of AI infrastructure in North America using NVIDIA GB300 NVL72 systems and liquid cooling.
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September 4 - News, Stock Analysis
AWS and NVIDIA said on August 26 that Amazon's cloud plans to deploy two million additional Blackwell Ultra, Rubin, and Rubin Ultra GPUs during 2027 and 2028.
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September 4 - News, Stock Analysis
Newly reported records put dollar figures on power infrastructure for Google's West Memphis data center, but Entergy says the first $716 million headline understated the full ...
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September 4 - News, Stock Analysis
Apparel retailer Gap Inc. (NYSE:GAP) reported its second quarterearnings on August 27th.
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September 4 - News
Marvell raised its annual forecasts on August 27, yet its shares fell as investors focused on the timing of revenue from a custom AI-chip relationship with Google.
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September 4 - News, Stock Analysis
Human resources and financial software provider Workday, Inc. (NASDAQ:WDAY)'s shares are down by more than 10% over the past year and by more than 3% year-to-date.
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September 4 - News
Off price retailers The TJX Companies, Inc. (NYSE:TJX) and Ross Stores, Inc. (NASDAQ:ROST) have started to consistently appear on Jim Cramer's radar.
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September 4 - News
Materials firm Solstice Advanced Materials, Inc.
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September 4 - News
Coatue Management's Q2 filing disclosed a new position in Intel and, for the first time, a reportable position in newly public Cerebras.
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September 4 - News, Stock Analysis
Alphabet Inc. (NASDAQ:GOOGL) and Adobe Inc. (NASDAQ:ADBE) are different firms whose businesses overlap.
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September 4 - News
Broadcom Inc. (NASDAQ:AVGO) dipped on September 3rd, the day after the firm reported its fiscal third quarter earnings report.
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September 4 - News
Computer hardware firm Dell Technologies Inc. (NYSE:DELL)'s shares closed 15.8% higher the day after the firm reported its second fiscal quarter earnings report.
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September 4 - News
An August 25 analysis of so-called SaaSmageddon survivors included CrowdStrike and Palo Alto Networks, arguing that security platforms may resist AI-driven software disruption...
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September 4 - News, Stock Analysis
Cybersecurity firm Zscaler Inc. (NASDAQ:ZS)'s shares were lower in pre market trading the day the firm reported its fiscal fourth quarter earnings report.
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September 4 - News
For more than a year, Jim Cramer has been quite favorable about Meta Platforms, Inc. (NASDAQ: META).
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September 4 - News
Xperi used the IFA trade show on September 3 to unveil major TiVo OS updates, including a forthcoming Agent TiVo feature for natural-language discovery.
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September 4 - News, Stock Analysis
Qnity Electronics, Inc. (NYSE:Q) is a chemicals and materials firm that caters to the needs of the semiconductor and electronics industries.
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September 4 - News
Nvidia Corp. (NASDAQ:NVDA)'s shares are up by 22% year-to-date as their performance has remained muted after posting major gains in the previous years.
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September 4 - News
NetApp and Ciena delivered unusually strong results within a day of each other.
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September 4 - News, Stock Analysis
Athletic apparel retailer Lululemon Athletica Inc. (NASDAQ:LULU)'s shares were decimated on the 4th as they closed a whopping 17.4% lower.
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September 4 - News
Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) continue to be part of one of Jim Cramer's favorite technology sectors, cybersecurity.
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September 4 - News
Nasdaq completed its acquisition of Dasseti on September 2, adding an AI-assisted due-diligence and monitoring platform to Nasdaq eVestment.
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September 4 - News, Stock Analysis
Ambarella reported fiscal Q2 revenue of $108.1 million, up 13.2% year over year, and adjusted earnings of $0.18 per share versus $0.17 expected.
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September 4 - News, Stock Analysis
PlusAI and Texas Ventures Acquisition III announced a SPAC transaction on September 3 designed to fund PlusAI's planned 2027 commercial autonomous-truck launch.
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September 4 - News, Stock Analysis
On September 2, a caller pointed to market anxiety over Oracle Corporation’s (NYSE:ORCL) data center loans and asked if rising moratoria and negative sentiment surrounding data...
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September 4 - News
Quanex Building Products Corporation (NYSE:NX) reported fiscal third-quarter net sales of $501.8 million, up 1.3% from $495.3 million a year earlier.
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September 4 - Hedge Funds, News
Pasqal Holding SA (NASDAQ:PSQL) enters the public market with installed hardware and recognized commercial revenue, two things many early quantum-computing businesses lack.
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September 4 - Hedge Funds, News
During the lightning round of the September 2 episode, a caller asked if AeroVironment, Inc. (NASDAQ:AVAV) stock being down presents a good buying opportunity.
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September 4 - News
Tenax Therapeutics, Inc. (NASDAQ:TENX) has a possible route forward for TNX-103, but the Phase 3 LEVEL trial did not establish efficacy in the overall population.
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September 4 - Hedge Funds, News
On August 26, Xenon Pharmaceuticals (NASDAQ:XENE) announced that it will deliver six data presentations at the 16th European Epilepsy Congress in Athens, Greece, running September...
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September 4 - Hedge Funds, News
On August 31, Construction Partners (NASDAQ:ROAD) closed its purchase of Asphalt Express Enterprises, a liquid asphalt supply and hauling business based in Ardmore, Oklahoma.
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September 4 - Hedge Funds, News
On August 10, Amneal Pharmaceuticals (NASDAQ:AMRX) completed its acquisition of Kashiv BioSciences, a deal that co-CEO Chirag Patel called a pivotal step in the company's push...
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September 4 - Hedge Funds, News
Postal Realty Trust, Inc.
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September 4 - Hedge Funds, News
BeOne Medicines AG (NASDAQ:ONC) entered a voluntary agreement with the U.S.
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September 4 - Hedge Funds, News
On August 24, Erasca (NASDAQ:ERAS) announced that the FDA had granted Fast Track Designation to ERAS-0015, its oral pan-RAS molecular glue, for patients with metastatic pancreatic...
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September 4 - Hedge Funds, News
Stryker Corporation (NYSE:SYK) signed a definitive agreement to acquire privately held ZuriMED, which would add the commercialized FiberLocker System to its shoulder portfolio...
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September 4 - Hedge Funds, News
Array Technologies, Inc.
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September 4 - Hedge Funds, News
On August 31, Commvault (NASDAQ:CVLT) announced that its cyber recovery actions can now run as native steps inside CrowdStrike Holdings' (NASDAQ:CRWD) Charlotte Agentic SOAR workflows...
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September 4 - Hedge Funds, News
On August 3, Commvault (NASDAQ:CVLT) plugged Google's threat intelligence directly into the recovery workflows customers use after a cyberattack, a small-sounding update that ...
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September 4 - Hedge Funds, News
Americold Realty Trust, Inc. (NYSE:COLD) completed a cold-storage joint venture with EQT’s Active Core Infrastructure fund covering 12 U.S.
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September 4 - Hedge Funds, News
On August 18, Commvault (NASDAQ:CVLT) expanded its Cloud Rewind platform, tripling the number of Microsoft Azure resource types it can protect and recover after a cyberattack ...
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September 4 - Hedge Funds, News
Jazz Pharmaceuticals plc (NASDAQ:JAZZ) reported that Ziihera plus chemotherapy produced a statistically significant and clinically meaningful overall-survival benefit over trastuzumab...
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September 4 - Hedge Funds, News
On September 3, Ermenegildo Zegna Group (NYSE:ZGN) reported first-half revenues of €987.3 million, up 6.4% year over year and 9.3% on an organic basis.
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September 4 - Hedge Funds, News
Revolution Medicines, Inc. (NASDAQ:RVMD) received FDA approval for Rasonque, or daraxonrasib, following an expedited review.
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September 4 - Hedge Funds, News
Hormel Foods Corporation (NYSE:HRL) reported fiscal third-quarter sales of $2.96 billion, down 2.4%, as volume declined 7.4% and organic net sales fell 1.7%.
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September 4 - Hedge Funds, News
On August 5, Murphy Oil Corporation (NYSE:MUR) reported second-quarter results that showed the company hitting on nearly every cylinder at once.
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September 4 - Hedge Funds, News
Science Applications International Corporation (NASDAQ:SAIC) reported second-quarter fiscal 2027 revenue of $1.88 billion, up 6.3% year over year.
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September 4 - Hedge Funds, News