Cisco’s AI Networking Boom Delivers Record Quarter — Investors Still Sell the News
With elevated expectations already high, Cisco beats on revenue and EPS while raising its full-year outlook on robust AI networking orders.
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Cerebras Falls Sharply on GAAP Optics and Soft Sequential Outlook
Cerebras lifts full-year revenue and margin guidance on strong core results and cloud growth, while Q3 outlook signals only limited sequential acceleration.
Lumentum Beats Estimates, Hits Long-Term Target Early as Jefferies and Citi Reiterate $1,200 Buys
LITE reports robust Q4, lifts guidance, and reaches long-term model early.
Quantinuum Beats Estimates in First Public Earnings as Oracle Deal Signals Growing Quantum Demand
Quantinuum tops estimates in first public earnings, raises 2026 outlook, and partners with Oracle to deploy Helios quantum computer in the cloud.
Jumia Reports Positive Q2 Results and Secures $50 Million Capital Raise
Jumia Q2 results: GMV +23% adjusted, Adj. EBITDA loss down 36% to $8.7M. $50M capital raise anchored by IFC. Path to Q4 2026 breakeven reaffirmed.
Nebius Beats Wall Street Expectations as AI Cloud Deals and Capacity Surge in Q2
Nebius beats Q2 revenue estimates at $582.3M (+454% YoY) with record AI cloud deals and raised 5 GW capacity target.