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News
CMCM: Cloud and AI infrastructure and robotics drove growth, offsetting ad revenue declines
3+ day, 10+ hour ago (70+ words) tradingview.com CMCM: Cloud and AI infrastructure and robotics drove growth, offsetting ad revenue declines Q2 2026 saw total revenues decline 9.9% year-over-year but rise 2.7% sequentially, with strong growth in cloud and AI infrastructure and robotics offset by a sharp drop in advertising agency…...
PENG: AI-driven growth, innovative memory solutions, and end-to-end services fuel record performance
3+ day, 14+ hour ago (68+ words) TradingView PENG: AI-driven growth, innovative memory solutions, and end-to-end services fuel record performance Penguin Solutions has rapidly transformed into an AI-focused business, achieving record sales and projecting strong growth through 2027. Its AI Factory Platform, memory innovations, and hardware-agnostic approach drive…...
STX: HAMR technology and AI-driven demand are driving strong exabyte growth and margin expansion
3+ day, 19+ hour ago (73+ words) TradingView AI-driven demand and new applications are fueling robust exabyte growth, with technology transitions like HAMR enabling higher capacity drives and improved margins. Financial performance is strong, with continued revenue and margin expansion expected, and capital allocation shifting toward share…...
T: Fiber and wireless growth, AI-driven innovation, and cost optimization fuel strong financial outlook
3+ day, 22+ hour ago (79+ words) tradingview.com T: Fiber and wireless growth, AI-driven innovation, and cost optimization fuel strong financial outlook Significant investments and strategic divestitures have transformed the business, leading to strong fiber and wireless growth, improved margins, and robust free cash flow returns to…...
SHEN: Fiber now drives growth and profitability, with free cash flow targeted for 2027
3+ day, 23+ hour ago (80+ words) TradingView The company is completing a major fiber build, now generating over half its revenue from fiber, and targets 4% revenue and 12% EBITDA growth by 2026. Expansion into commercial fiber and data center connectivity, disciplined market selection, and operational efficiency underpin a…...
MUR: Exploration breakthroughs and disciplined capital allocation drive growth and returns in 2026
4+ day, 21+ hour ago (72+ words) TradingView MUR: Exploration breakthroughs and disciplined capital allocation drive growth and returns in 2026 The conference highlighted major exploration successes in Côte d'Ivoire and Vietnam, robust production and financial performance, and a disciplined capital plan supporting growth and shareholder returns. Offshore…...
Strong Engagement & Contract Value Strengthen Gartner's Prospects
4+ day, 23+ hour ago (315+ words) Gartner IT reported better-than-expected second-quarter 2026 results. Adjusted earnings of $4.37 per share beat the consensus estimate of $3.77 by 15.9% and increased 23.8% from the year-ago quarter’s $3.53. Revenues of $1.68 billion surpassed the consensus mark of $1.65 billion by 1.8%. Reported revenues declined marginally year over year....
WDC: Cloud and AI-driven storage demand fuels growth, margin expansion, and robust shareholder returns
4+ day, 23+ hour ago (73+ words) TradingView WDC: Cloud and AI-driven storage demand fuels growth, margin expansion, and robust shareholder returns Secular demand for cloud and AI storage is driving exabyte growth above 25% CAGR, with long-term customer agreements and product innovation in high-capacity and high-performance HDDs....
TBLA: AI-driven ad innovation and exclusive partnerships fuel rapid growth and strong margins
5+ day, 17+ hour ago (72+ words) TradingView TBLA: AI-driven ad innovation and exclusive partnerships fuel rapid growth and strong margins Performance advertising remains stable and is expanding beyond traditional channels, driven by AI innovations like conversational ads and agent-based buying. New products such as DeeperDive and…...
F: Connected digital ecosystem, AI innovation, and unified sales drive subscriber and ARPU growth
5+ day, 20+ hour ago (32+ words) TradingView Based on Ford Motor Company [F] Goldman Sachs Communacopia + Technology Conference 2026 Audio Transcript — Sep. 8 2026...