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28.08.26 - 02:42
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IntelliEPI says Japan substrate outage hit 2Q26 revenue (Digitimes)
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IntelliEPI said on August 27 that revenue in the second quarter of 2026 was pressured after a Japanese substrate supplier shut down for nearly three weeks during the Golden Week holiday, reducing InP substrate availability and limiting indium phosphide production. The compound semiconductor epitaxy maker said demand for InP products tied to high-speed optical communications in AI data centers remained strong, and that substrate supply, not market demand, was the main short-term constraint....
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28.08.26 - 02:42
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Marvell revenue climbs 37% to a record US$2.74 billion on data center demand (Digitimes)
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Marvell Technology's second quarter of fiscal 2027 was the point at which its data center business stopped being the growth engine attached to a diversified infrastructure chipmaker and became substantially the whole company. Revenue for the three months ended August 1, 2026, reached a record US$2.74 billion, up 37% from a year earlier, with the data center end market contributing US$2.17 billion, or 79% of the total, against 74% a year ago. Everything else - the carrier, enterprise networking, consumer, and automotive businesses grouped as communications and other - grew 10% and shrank as a share of the company....
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28.08.26 - 01:42
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Trump Complained About Big Oil Profits, But Dumped Exxon Stock On Ceasefire Day (ZeroHedge)
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Trump Complained About Big Oil Profits, But Dumped Exxon Stock On Ceasefire Day
By Charles Kennedy of OilPrice.com,
President Donald Trump's investment accounts sold between $500,000 and $1 million of ExxonMobil stock on April 7, the same day Trump announced a ceasefire in the Iran war and hours before Exxon shares opened 6.5% lower, according to financial disclosures reviewed by CBS News.
Exxon closed at $163.91 on April 7 before Trump announced the ceasefire that evening and opened at $153.52 the following morning. The transaction was one of hundreds of thousands of dollars in purchases and sales involving Exxon, Chevron, ConocoPhillips and other oil and gas companies during the first half of 2026, according to filings with the Office of Government Ethics as reported by CBS News.
Those trades continued through a war that sent oil prices sharply higher and delivered some of the strongest earnings for U.S. oil majors since 2022. ExxonMobil and Chevron ultimately earned a combined $26.5 bill...
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27.08.26 - 23:48
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Agilent CEO on 3Q Earnings, Life Sciences Outlook (Bloomberg)
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Padraig McDonnell, CEO of Agilent Technologies, discussed the company's recent financial performance following a quarter that saw approximately 7% organic revenue growth and an adjusted earnings per share (EPS) of $1.62. The conversation focused on the key drivers behind this growth and the factors contributing to the strong EPS figure. He speaks with Romaine Bostick & Emily Graffeo on "The Close." (Source: Bloomberg)...
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27.08.26 - 23:36
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Everpure CEO on Earnings, AI Hyperscaler Impact (Bloomberg)
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Everpure reported a strong quarter with a 38% revenue increase and raised its full-year sales guidance to approximately $600 million. Chairman and CEO Charlie Giancarlo attributed growth to both higher prices and significant market share gains, including a 50% increase in core product sales and a 120% rise in its as-a-service offerings year over year. He speaks with Romaine Bostick & Emily Graffeo on "The Close." (Source: Bloomberg)...
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