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Earnings

Cerebras Systems (NASDAQ:CBRS) Cloud Revenue Nearly Quadruples, Raises Full-Year Guidance

Cerebras Systems Inc. (NASDAQ:CBRS), a Sunnyvale, California-based maker of wafer-scale AI infrastructure designed for high-speed inference, said its cloud and other servicesBusinessnearly quadrupled year over year as customer demand for fast inference accelerated across coding, finance, life sciences, and security applications. The company signed …

Nitish Kishor | 12 August 2026

Cisco (NASDAQ:CSCO) Guides Fiscal 2027 Revenue to $72-73 Billion on Networking Supercycle

Cisco Systems, Inc. (NASDAQ:CSCO), a San Jose-based technology company that designs and sells networking, security, and collaboration hardware and software for enterprises and service providers, reported fourth-quarter revenue growth of 18 percent, with product revenue up 24 percent while services revenue was flat. Networking …

Nitish Kishor | 12 August 2026

Applied Aerospace & Defense (NYSE:AADX) Reports First Quarter as Public Company With Record $1.1 Billion Backlog

Applied Aerospace and Defense, Inc. (NYSE:AADX) completed its initial public offering in the second quarter, raising $635.7 million in net proceeds that the company used to repay $626.2 million of termLoanprincipal, revolver borrowings, and accrued interest, reducing pro forma net leverage to 2.7 times. …

Vinay Lochav | 12 August 2026

CoreWeave (NASDAQ:CRWV) Raises Full-Year Guidance After Backlog Tops $104 Billion in the Quarter

CoreWeave, Inc. (NASDAQ:CRWV) reported second-quarter revenue growth of 112 percent, driven by strong customerDemandacross its AI cloud platform, with active power capacity reaching 1.5 gigawatts after the company added nearly 500 megawatts during the quarter, more than tripling its year-over-year pace. Management said contracted …

Vinay Lochav | 12 August 2026

Jumia (NYSE:JMIA) Narrows Losses in Quarter Despite Supply Chain Headwinds

Jumia Technologies AG (NYSE:JMIA), a Berlin-headquarteredE-commerceplatform operating across nine African countries, said supply disruptions tied to global memory chip and CPU shortages weighed on its phones and electronics categories during the quarter, while growth in fashion, beauty, and home and living categories, which carry …

Vinay Lochav | 12 August 2026

Liquidia (NASDAQ:LQDA) Posts Record Quarter as YUTREPIA Sales Climb 31%

Liquidia Corporation (NASDAQ:LQDA) reported that the overall inhaled prostacyclin market grew approximately 6 percent sequentially to $607 million in the quarter, while YUTREPIA's own growth alone exceeded the expansion of the entire category, even as management said usage of oral and other inhaled formulations …

Vinay Lochav | 12 August 2026

Nebius (NASDAQ:NBIS) Q2 Earnings Show 454% Growth as Full-Year Guidance Holds

Nebius Group N.V. (NASDAQ:NBIS) reported second-quarter revenue growth of 454 percent, with its core AI cloudBusinessclimbing 514 percent to $575 million and accounting for 98 percent of the group total. Management attributed the surge to capacity added earlier in the year, higher infrastructure utilization, …

Vinay Lochav | 12 August 2026

Riskified (NYSE:RSKD) Raises Guidance After Fastest Revenue Growth in Four Years

Riskified Ltd. (NYSE:RSKD), a New York-basedE-commerceFraudand risk intelligence platform, reported revenue growth that accelerated to 22 percent from 7 percent in the prior quarter, driven by new merchant onboarding and upsell activity across all four of the company's operating regions. New logoAcquisitionwas diversified geographically, …

Vinay Lochav | 12 August 2026

Trimble (NASDAQ:TRMB) Raises Full-Year Guidance as AECO and Field Systems Beat Estimates

Trimble Inc. (NASDAQ:TRMB) reported second-quarter organic revenue growth of 10 percent, exceeding the high end of its guidance range, with annualRecurring Revenueup 12 percent to a record $2.509 billion. The AECO segment posted record ARR of $1.577 billion, up 14 percent, aided by cross-sell …

Vinay Lochav | 12 August 2026

Super Micro Computer (NASDAQ:SMCI) Guides Fiscal 2027 Revenue to $65-72 Billion After Record Year

Super Micro Computer, Inc. (NASDAQ:SMCI) reported fiscal fourth-quarter revenue of $11.1 billion, near the low end of its $11 billion to $12.5 billion guidance range, which management attributed to delays in customer readiness related to power, cooling, and networking infrastructure rather than any softening …

Vinay Lochav | 12 August 2026
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