Super Micro Computer (NASDAQ:SMCI) delivered a much stronger profit performance than expected in its fiscal Q4 2026, while missing on revenue. The bigger surprise was the outlook: management is forecasting FY2027 sales of $65bn-$72bn, dramatically above Wall Street’s pre-results expectations. The Q4 report shifts Super Micro from a speculative AI-server recovery story towards a potentially compelling AI infrastructure growth story. For UK retail investors, the key question is no longer simply whether AI datacentre spending is strong. It is whether Super Micro can turn that demand into sustainably higher margins and cash generation. Super Micro investor relations Super Micro Computer…

AI cloud platform CoreWeave (NASDAQ:CRWV) delivered the kind of quarter bulls wanted to see — but it remains a high-risk, capital-intensive AI infrastructure stock. The Q2 evidence favours the bulls for now. Revenue reached $2.575bn, up 112% year on year, narrowly beating the roughly $2.56bn consensus. Adjusted EBITDA was a much stronger $1.51bn, while adjusted operating income jumped to $128m from just $21m in Q1. CoreWeave investor relations CoreWeave (NASDAQ:CRWV)Price: $107 (~+18.5% after-hours)Market cap: ~$58.4bn More importantly, the revenue backlog reached approximately $104bn, while CoreWeave said it had secured another $25bn+ of net new customer commitments early in Q3. The…

One of the most talked about stocks this year, Rocket Lab (NASDAQ:RKLB), delivered another very strong growth quarter, but the market’s reaction shows the problem for investors: the business is improving rapidly, while the share price already discounts a very ambitious future. Investors are paying a very large premium for a company that still loses money. Investing.com has its sat atop its list of the most overvalued large-cap US stocks. Rocket Lab investor relations Rocket Lab (NASDAQ:RKLB)Price: $72.18 (~-10% after-hours)Market cap: ~$43.0bn The company reported record Q2 revenue of $234.1m, up 62% year-on-year, beating consensus of about $232m. Backlog rose…

India has been one of the world’s best-performing major equity markets over the past decade, supported by strong GDP growth, rising household wealth, digitalisation and expanding manufacturing. For UK investors, investment trusts remain one of the easiest ways to gain diversified exposure to the country’s long-term structural growth. Sharesify podcast with James Thom of Aberdeen New India Investment Trust However, after a spectacular rally between mid-2022 and late-2024, Indian equities have entered a much more challenging period. Major UK investment trusts with Indian exposure Investment trustEstimated India exposureInvestment styleTypical discount/premium*JPMorgan India Growth & Income~100%Large & mid-cap growth~5-8% discountAshoka India Equity~100%High-quality…

The week of 10–14 August offers plenty for investors to watch, with major earnings spanning industrials, artificial intelligence, consumer brands and healthcare across the UK, US and Europe. In the UK, engineering specialist Spirax (LON:SPX) is likely to be among the most closely followed names as investors assess demand from manufacturers and the outlook for capital spending. There’s also results from mining group Antofagasta (LON:ANTO), housebuilder Bellway (LON:BWY) and International Hotels Group (LON:IHG) to watch. US earnings will continue to be dominated by the AI trade, with Cisco (NASDAQ:CSCO), Lumentum (NASDAQ:LITE), Applied Materials (NASDAQ:AMAT) and Super Micro Computer (NASDAQ:SMCI) on…

Industrial chip designer and manufacturer Microchip Technology (NASDAQ:MCHP) delivered another quarter comfortably ahead of expectations, extending its recovery from one of the deepest inventory corrections in the semiconductor industry. In short, Microchip is emerging as one of the quieter winners from the semiconductor recovery. Better-than-expected revenue, expanding margins and stronger guidance reinforced management’s view that the downturn has passed, sending the shares around 9% higher in after-hours trading on 6 August. Microchip Technology investor relations Microchip Technology (NASDAQ:MCHP)price: $80.63 (+8.4% after-hours)Market cap: $43.77bn Unlike Nvidia (NASDAQ:NVDA) or AMD (NASDAQ:AMD), Microchip is not a leading AI accelerator designer. Instead, it supplies…

Machine-learning online ads platform AppLovin (NASDAQ:APP) remains one of the fastest-growing AI software companies in the market, but its first meaningful execution wobble in over a year reminded investors that expectations had become exceptionally high. Revenue narrowly missed forecasts, management blamed the timing of AI model improvements rather than weakening demand, yet softer Q3 guidance triggered a sharp after-hours sell-off, the stock indicating a sharp decline ~16%. AppLovin investor relations AppLovin (NASDAQ:APP)Price: $349.02 (~-16% after-hours)Market cap: $17.2bn Q2 2026 at a glance MetricReportedConsensusBeat/(Miss)Revenue$1.92bn$1.94bn❌ Slight missAdjusted EPS$3.76$3.75✅ BeatAdjusted EBITDA$1.61bn~$1.62bnSlight missRevenue growth+53% YoY—StrongEBITDA margin84%~84%In line Source: Company results, consensus estimates Although management…

Wall Street’s favourite memory stock Sandisk (NASDAQ:SNDK) delivered another excellent operational quarter including a headline beat, comfortably exceeding Wall Street forecasts for both revenue and earnings as AI-driven demand for NAND flash memory remained exceptionally strong. However, after a ~750% 2026 rally that had driven the share price to record $2,335 (in June) levels, investors were looking for another significant guidance upgrade rather than merely strong results. Sandisk investor relations Sandisk (NASDAQ:SNDK)Price: $1,230.01 (-9% after-hours)Market cap: ~$182.2bn The market instead focused on Q1 FY2027 guidance that was broadly in line with expectations, together with slightly softer profit guidance than some…

Advanced chip tech designer Advanced Micro Devices (NASDAQ:AMD) delivered another record quarter, comfortably beating Wall Street expectations and raising guidance. This underlines the view that AMD remains one of the world’s highest-quality advanced semiconductor companies. However, after a huge rally in 2026, investors were looking for evidence that AMD is rapidly closing the gap with Nvidia (NASDAQ:NVDA) in AI accelerators. AMD investor relations Advanced Micro Devices (AMD)Price: $475.00 (-8.4% after-hours)Market cap: $774.6bn The results reinforced AMD’s long-term growth story, but they were not enough to justify increasingly ambitious expectations, sending the shares sharply lower in after-hours trading on 4 August.…

First quarterly earnings as a listed company from Elon Musk’s SpaceX (NASDAQ:SPCX) were impressive on the surface. But they arguably reinforce that SpaceX remains an outstanding company but not necessarily an outstanding investment at today’s valuation. Revenue comfortably beat Wall Street forecasts, Starlink continued to grow rapidly, launch activity remained robust and losses narrowed sharply. Yet investors had been expecting more. SpaceX investor relationsStarL SpaceX (NASDAQ:SPCX)Price: $117.41 (-6.3% after-hours)Market cap: $1.54tn After initially rising following the release, the shares reversed course to fall around 6-7% in after-hours trading, reflecting concerns that the valuation already discounts years of exceptional growth while…