onsemi (NASDAQ:ON) reported second-quarter 2026 results above the midpoint of its guidance, citing recovering demand, continued growth in AI data-center applications and improving operating leverage. The semiconductor company generated $1.6 billion in revenue, up 6% sequentially and 9% from a year

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CEO Alex Karp Just Delivered the News Palantir Stock Investors Have Been Waiting For

Yahoo2026.08.03

The AI and data mining specialist delivered triple-digit U.S. revenue growth and boosted its full-year guidance.

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For Micron Stock, The Growth That Justifies The Price Has To Arrive

Yahoo2026.08.03

The memory chip maker looks pricey today, but a steep discount appears on future earnings if you believe the AI-driven demand story.