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The market is pricing Alphabet like a legacy ad company with an AI problem, and that gap between perception and reality is exactly where the opportunity lives ahead of the July 22 earnings report.
During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, said the chip sector's next leg higher depends on continued Big Tech AI spending.
That guidance miss didn't help improve sentiment on the beaten-down streaming giant.
A rare early warning from one of tech's oldest names doubles as a map of enterprise spending right now.
The plane maker just posted its strongest first half of deliveries since 2018, and deliveries are what drive its cash.
JPMorgan Chase just reported blowout second-quarter results.
Netflix stock has struggled this year.
Investing.com -- Taiwan Semiconductor Manufacturing (NYSE:TSM) reported a 77% year-on-year surge in Q2 2026 net profit to a record T$706.6 billion ($21.99 billion) on Thursday, blowing past Wall Street's EPS estimate of $3.80 with a print of $4.31, yet the stock was indicated about 4% lower in premarket trading as investors weighed a sharply expanded capital spending plan against near-term margin pressure.
The world’s largest contract chip maker posted its fifth straight quarter of record earnings amid voracious global appetite for artificial-intelligence infrastructure.
Investors didn't seem to think so after the company published it.
Nvidia’s (NVDA) first H200 shipments to China are unlikely to change its quarterly results. The reported volume is just too low. But it matters to U.S. investors, since Nvidia’s current guidance assumes data-center compute revenue from China will be zero. For the first quarter of fiscal 2027, ...
Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.
Moby summary of M&T Bank Corporation's Q2 2026 earnings call
Moby summary of BlackRock, Inc.'s Q2 2026 earnings call
Netflix shares have cratered over 40% in the past year while the business quietly grew revenue and raised its cash flow outlook, creating a disconnect that has our model flashing a buy signal at an unusually high confidence level heading into tomorrow's earnings.
Investors were watching closely for clues about the staying power of the AI revolution. They got what they were looking for.
The streaming service reports critical financials on Thursday afternoon. Let's hope cameras are rolling.
Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at once.
The AI investment boom has created a sharp divide between companies benefiting from long-term demand and those merely riding short-term enthusiasm. While many technology businesses continue spending hundreds of billions of dollars on AI infrastructure, investors have increasingly questioned whether those investments will eventually slow. Yet every quarter seems to produce another reminder that the ... ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?
If you want to know the tech sector's priorities, follow the money.
The stock has a lot riding on the company's second-quarter report.
Moby summary of Citigroup Inc.'s Q2 2026 earnings call
Moby summary of Wells Fargo & Company's Q2 2026 earnings call
Bank of America comfortably beat Wall Street's expectations. But does that make the stock a buy?
Tesla is sitting 10% below where it started the year, but the options market and a rapidly changing cost structure tell a very different story about what happens after July 22.
Main Street Capital's combined dividend payments current exceeds its quarterly distributable net investment income.
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