Market open - Last update: Aug 12, 2026, 10:29 AM ET
⚠️Material / Earnings✓High confidence
Source: earnings_events
Changes History →Market open · Delayed intraday data · 1:24 PM ET
Last update: Aug 12, 2026, 1:03 PM ETMarket open·57 changes confirmed today
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Market open - Last update: Aug 12, 2026, 10:22 AM ET
🏆Material / Earnings✓High confidence
What changed: Trimble Inc. (TRMB) reported EPS of $0.86 vs. consensus estimate of $0.80, beating expectations by 7.2% on 2026-08-12.
Source: earnings_events
Changes History →What's next
What to watch
TRMB earnings announcement on 2026-11-04 (date not yet confirmed) against the $0.80 EPS consensus.
Market open - Last update: Aug 12, 2026, 1:00 PM ET
📊Valuation
What changed: Cerebras Systems rose 7.16% to $251.56 as investors positioned ahead of Q2 earnings results expected after market close today, buoyed by anticipation of strong revenue growth and momentum from AI infrastructure demand tied to partnerships with OpenAI and AWS (finance.yahoo.com). Volume traded 2.26x the historical average at this time of day, reflecting elevated interest.
Detected Aug 12, 1:00 PM ET
Changes History →What's next
What to watch
Q2 2026 earnings release and guidance, scheduled for after market close today; consensus EPS estimate is -$0.21. Monitor revenue growth commentary and any updates on partnership deals with OpenAI, AWS, and other AI infrastructure customers.
Market open - Last update: Aug 12, 2026, 1:00 PM ET
📊Valuation⚡Activity
Intraday updates2 updates
1:00 PM ETLATESTValuation✓ High confidence
CoreWeave reported blowout Q2 earnings on August 12, 2026, with revenue surging 112% year-over-year to $2.58 billion and a $104 billion backlog, prompting management to raise full-year guidance and analyst upgrades (JPMorgan raised target to $110, Deutsche Bank to $150). The stock jumped 18.73% to $107.24 on 10.2x elevated volume, with the move corroborated by an SEC 8-K filing and Yahoo Finance coverage.
10:06 AM ETActivity✓ High confidence
CoreWeave filed an 8-K material event report today (crwv-20260811.htm), coinciding with an earnings report filing, triggering a sharp +20.36% intraday rally to $108.71. The specific content of the 8-K filing is not yet disclosed in available sources, but the timing with earnings suggests a significant corporate development or guidance-related announcement.
What's next
What to watch
Upcoming earnings confirmation scheduled for August 18, 2026 (consensus EPS estimate: −$1.17); monitor analyst reports and any further guidance revisions.
Market open - Last update: Aug 12, 2026, 1:00 PM ET
📊Valuation ×2
Intraday updates2 updates
1:00 PM ETLATESTValuation✓ High confidence
Ciena surged 13.94% to $441.54, driven by a broader AI infrastructure and optical networking sector rally following strong quarterly results and guidance from CoreWeave and Supermicro, combined with investor momentum from Ciena's recent high-speed quantum-safe network announcements (Yahoo Finance). Volume traded 1.9M shares at 2.08x the typical 180-minute average, indicating elevated institutional participation.
12:00 PM ETValuation✓ High confidence
Ciena surged 9.87% to $425.76, driven by investor enthusiasm around artificial intelligence data center build-outs and strong demand for high-speed optical networking infrastructure. The web catalyst cites ongoing data center upgrades supporting heavy AI workloads, a large order backlog, and positive Wall Street sentiment regarding Ciena's growth position in cloud and AI hardware.
What's next
What to watch
Ciena earnings scheduled for September 3, 2026 (consensus EPS $1.72); monitor whether management commentary on AI-driven data center demand and quantum-safe encryption adoption sustains current sentiment or reveals margin/execution risks.
Market open - Last update: Aug 12, 2026, 1:00 PM ET
📊Valuation▤ Research available →
What changed: Credo Technology Group (CRDO) rose 6.66% to $264.17, driven by positive sentiment around its AI infrastructure positioning and an announcement that it will contribute its OmniConnect scale-in interconnect solution to the Open Compute Project to address AI inference bottlenecks, per the web catalyst. Broader momentum in high-speed data center components is also supporting the stock. Volume of 1.29M shares is running at 1.02x the historical average for this time of session—within normal range.
Detected Aug 12, 1:00 PM ET
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Changes History →Related research: Credo (CRDO) Stock Jump: The OmniConnect 'Memory Wall' Pitch and a Sector Melt-Up →
What's next
What to watch
Upcoming earnings scheduled for September 2, 2026 (date not yet confirmed); consensus EPS estimate is $1.17. Monitor for any updates to the Open Compute Project timeline or additional enterprise adoption announcements.
Market open - Last update: Aug 12, 2026, 1:00 PM ET
📊Valuation ×2
Intraday updates2 updates
1:00 PM ETLATESTValuation✓ High confidence
SpaceX rose 6.98% to $142.59, driven by a fresh Starlink launch announced midday Wednesday (247wallst.com), with the move also supported by ongoing strength in AI-related power demand — the company's Megapack purchases are boosting Tesla's energy business as data centers and AI infrastructure require fast-response battery storage (zacks.com). Volume reached 79.1M shares, 1.72x the time-adjusted average, reflecting above-normal intraday activity.
12:00 PM ETValuation✓ High confidence
SpaceX (SPCX) rose 4.39% to $139.13 on strong post-earnings sentiment and relief rally following insider lock-up expirations, per web sources including Yahoo Finance and CNBC. Q2 earnings showed major year-over-year revenue growth and robust adjusted EBITDA, while an August 6 lock-up expiration failed to trigger the feared mass sell-off, instead sparking short covering and institutional buying. Volume of 34.4M shares ran 2.24x the time-adjusted average, reflecting elevated trading interest.
What's next
What to watch
Intuitive Machines earnings release tomorrow (2026-08-13); any further Starlink deployment announcements or SpaceX financial guidance updates.
Market open - Last update: Aug 12, 2026, 1:00 PM ET
📊Valuation
What changed: Arista Networks rose 4.83% to $207.40, extending gains from its early-August Q2 earnings beat where the company posted $3.04 billion in revenue (up 37.7% YoY) and raised full-year 2026 guidance to ~$12.6 billion on sustained AI infrastructure demand. Per web sources and analyst coverage, upward revisions—including Citi's $215 price target—have reinforced institutional conviction despite post-earnings volatility.
Detected Aug 12, 1:00 PM ET
Changes History →What's next
What to watch
Arista's next earnings announcement (scheduled for 2026-11-03, pending confirmation) with consensus EPS estimate of $1.06; monitor for any updates on hyperscaler capex plans and gross margin trajectory.
Market open - Last update: Aug 12, 2026, 1:00 PM ET
📊Valuation
What changed: Teradyne rallied 6.18% to $403.00 following record second-quarter results: revenue of $1.33 billion (up 104% year-over-year) and non-GAAP EPS of $2.47, both exceeding Wall Street expectations, per Yahoo Finance. AI-driven demand now accounts for more than 60% of business, and the company secured a $1 billion credit line to fund growth.
Detected Aug 12, 1:00 PM ET
Changes History →What's next
What to watch
TER earnings scheduled for 2026-10-27 (consensus EPS estimate $2.03); monitor guidance for Q3 revenue and AI revenue composition trends.
Market open - Last update: Aug 12, 2026, 1:00 PM ET
📊Valuation
What changed: Axon Enterprise fell 6.25% to $596.57, extending a post-earnings pullback that began after the company's Q2 report. According to investing.com and Yahoo Finance analysis, the decline reflects investor concerns over margin compression—driven by a higher mix of professional services and newer product scaling—alongside valuation sensitivity and rising component and memory costs, despite the company beating top-line revenue expectations. Volume of 524,416 shares is running 1.06x the historical average for this point in the session.
Detected Aug 12, 1:00 PM ET
Changes History →What's next
What to watch
AXON earnings scheduled for November 3, 2026 (date pending confirmation); consensus EPS estimate is $1.93. Monitor for any guidance or margin commentary that could address investor concerns about gross margin sustainability.
Market open - Last update: Aug 12, 2026, 1:00 PM ET
📊Valuation
What changed: Applied Materials rose 5.04% to $552.09, driven by investor positioning ahead of fiscal Q3 earnings scheduled for Thursday, August 13, 2026, and positive sentiment in the AI hardware sector. Consensus estimates project ~23% revenue growth to $9.00B and EPS of ~$3.36–$3.40. Volume of 2.93M shares was 0.74x the time-adjusted average, indicating normal trading for this point in the session.
Detected Aug 12, 1:00 PM ET
Changes History →What's next
What to watch
AMAT fiscal Q3 earnings release on August 13, 2026—watch for revenue, EPS, and forward guidance commentary on WFE market conditions and customer capex plans.
Market open - Last update: Aug 12, 2026, 1:00 PM ET
📊Valuation
What changed: Corning shares jumped 5.07% to $167.26 following strong Q2 2026 results and upbeat AI-driven demand commentary. The Optical Communications segment surged 32% year-over-year to $2.07 billion on enterprise network and generative AI hardware deployments, while core sales rose 17% to $4.74 billion and core EPS beat expectations at $0.78 (vs. consensus), per finance.yahoo.com and Seeking Alpha. Volume of 4.17 million shares traded at 0.79x the historical average by mid-session, indicating normal participation for this time of day.
Detected Aug 12, 1:00 PM ET
Changes History →What's next
What to watch
Corning earnings scheduled for 2026-10-27 (consensus EPS estimate $0.88); monitor Q3 guidance metrics and any updates on hyperscaler multi-year frameworks.
Latest research
View all research →In-depth equity research from the BestStocks desk — earnings breakdowns, valuation deep dives, and sector analysis behind the changes we detect.
AI InfrastructureAugust 12, 2026 · 8 min read
Credo (CRDO) Stock Jump: The OmniConnect 'Memory Wall' Pitch and a Sector Melt-Up
Credo Technology jumped ~8.5% to ~$269 as it announced plans to contribute its OmniConnect 'Scale-In' interconnect to the Open Compute Project, targeting the AI-inference 'memory wall.' But the day was mostly a broad AI-datacenter rally — CoreWeave +18%, Ciena +12%, Astera +7.5% — that Credo rode more than led, on below-average volume. Revenue tripled last year, but the stock is up ~87% YTD and has nearly caught its average target ahead of Sept 1 earnings.
CRDORead →
AI InfrastructureAugust 12, 2026 · 8 min read
Lumentum (LITE) Stock Jump: The Optical AI Blowout That Lit Up the Group
Lumentum jumped ~6% to ~$871 after a fiscal Q4 blowout: revenue $1.01B (+109% YoY), non-GAAP EPS $3.23, and a fiscal-Q1 guide raised to ~130% YoY growth on AI data-center optics. The print lit up the whole optical complex — Ciena +10%, Fabrinet +9%, Coherent +4% — but LITE gapped up ~12% at the open and faded to +6% on heavy volume. A durable AI-optics leader, or a lot already in the price?
LITERead →
AI InfrastructureAugust 11, 2026 · 9 min read
Onto Innovation (ONTO) Stock Jump: The $720M Rigaku X-Ray Stake, Explained
Onto Innovation jumped ~6% after an August 10 8-K disclosed the closing of its ~$720 million acquisition of a 27% strategic stake in X-ray process-control maker Rigaku — days after a record Q2 (revenue $343M, +35% YoY) and a raised ~80% advanced-packaging growth outlook. The move rode a firm metrology tape on below-average volume. A deepening AI-packaging moat, or a rich stock pricing in a lot?
ONTORead →
EarningsAugust 11, 2026 · 9 min read
AECOM (ACM) Stock Drop: Why the $337M Charge Is the Whole 'Cut'
AECOM took a $337 million charge on one 2019 Construction Management project, swinging to a GAAP loss and dropping ~9% to a 52-week low. But the headline 'guidance cut' is mostly the one-time charge: excluding it, AECOM's FY2026 adjusted-EPS guide of $5.90–6.10 still brackets the ~$5.97 consensus, backlog is at a record $27.8B, and the stock now trades near 10.5x forward earnings. One-off, or a warning about the legacy contract book?
ACMRead →
AI InfrastructureAugust 11, 2026 · 9 min read
Aramark (ARMK) Stock: Why the Q3 Beat and Nexus Data-Center Ramp Sent It to a High
Aramark beat fiscal Q3 estimates and raised its full-year organic revenue outlook to 9–10% from 7–9%, crediting the launch of operations with a top global hyperscaler under its Aramark Nexus data-center platform. ARMK jumped about 10% to a fresh 52-week high while the market and its food-services peers were flat. Why a defensive caterer got repriced as an AI-services play.
ARMKRead →
AI InfrastructureAugust 11, 2026 · 10 min read
Riot Platforms (RIOT) Stock: What the $9.1 Billion AI Data-Center Lease Changes
Riot Platforms disclosed a 20-year, 191 MW lease with "a leading frontier AI lab" — reported to be Anthropic — worth about $9.1 billion at its Rockdale, Texas campus, alongside a Q2 revenue beat. RIOT gapped up more than 21% at the open before fading to about +8% by mid-morning. What changed for the miner-turned-AI-landlord.
RIOTRead →