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Super Micro Margins Surge to 15%‑17% as Guidance Target Was 8.2%

Super Micro Computer said its fourth‑quarter revenue will sit near the bottom of its $11.0 billion to $12.5 billion forecast, signaling that top‑line growth is tracking the lower side of expectations. The figure places the company within its own guidance corridor but suggests limited …

Vinay Lochav | 22 July 2026

ADTRAN (NASDAQ: ADTN) Reports Q2 Revenue of $280M, Misses Guidance and Consensus

ADTRAN Holdings, Inc. This fell short of not only their prior guidance of $283 million to $303 million but also investor expectations, creating immediate concerns in the market. For context, the consensus estimate for non-GAAP earnings per share was $0.13, while ADTRAN's projection suggests …

Vinay Lochav | 22 July 2026

Arista Networks (NYSE: ANET) Reports Q1 EPS of $0.87, Surpassing Estimates

Arista Networks Inc. (NYSE: ANET) has delivered an impressive quarterly performance, reporting an adjusted earnings per share of $0.87 for the quarter that exceeded the consensus estimate of $0.82, bolstering investor confidence amid a environment increasingly driven by artificial intelligence. The company has seen …

Vinay Lochav | 22 July 2026

Higher Prices on New Samsung Foldables Signal Competitive Pressure on Apple

Samsung is making a bold move in the consumer technology sector by introducing its latest foldable smartphones. As part of this launch, the company has opted to raise prices across its new lineup. This strategy arrives just ahead of anticipated updates from Apple, which …

Vinay Lochav | 22 July 2026

Oracle's Struggle With $23.7B Free Cash Flow Deficit Raises Concerns

Tech titan Microsoft and software powerhouse Oracle are grappling with significant financial strains as both companies anticipate spending more on capital investments than they will generate in free cash flow by 2027. Microsoft's projected capital expenditures could reach $534 billion between 2025 and 2027, …

Vinay Lochav | 22 July 2026

SpaceX Plans Major Data Center Expansion in Texas, Boosting Local Tech Sector

SpaceX is set to enhance its data center footprint in Texas, underlining the company's strategic move to bolster its technological infrastructure. This expansion comes amid rising demand for data processing and cloud services, important for supporting the company's ambitious projects in space and satellite …

Vinay Lochav | 22 July 2026

Supermicro Stock Surges 17.5% Despite Preliminary Q4 Revenue Miss

Supermicro's preliminary fiscal Q4 financial update revealed a significant increase in its stock price, despite revenue expectations falling short. Nonetheless, shares soared 17.5% in after-hours trading as investors reacted to the announcement of enhanced gross margin expectations. This surge not only signals confidence in …

Vinay Lochav | 22 July 2026

Broadcom (NASDAQ: AVGO) Experiences Slide After Claude AI Sells Stock

Broadcom Inc. (NASDAQ: AVGO) is facing headwinds after Claude AI sold its entire stake in the semiconductor giant, leading to a pre-market decline, bringing shares down to $378.73. This move follows a quarterly earnings report in which the company reported earnings per share (EPS) …

Vinay Lochav | 22 July 2026

GBT Technologies Inc. (OTC: GTCH) Appoints Minh Collins as New CEO

GBT Technologies Inc. has appointed Minh Collins as its new Chief Executive Officer, effective July 16, 2026. This leadership transition is part of an organizational overhaul following the resignation of a previous CEO, marking a significant change for the company.

Vinay Lochav | 22 July 2026

Mediaco Holding Inc. (NASDAQ: MDIA) Names Brian Fisher President, $450,000 Salary

Mediaco Holding Inc. (NASDAQ: MDIA) has announced that Brian Fisher will assume the role of President effective immediately. The move expands the executive team while Albert Rodriguez retains the chief executive officer title, underscoring a continuity of leadership at the top.

Vinay Lochav | 22 July 2026
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