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AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
Since February 2026, Cal-Maine has been in a holding pattern, posting a small return of 4.2% while floating around $85.09. The stock also fell short of the S&P 500’s 11% gain during that period.
On Aug. 11, 2026, crude climbed amid Middle East tensions while tech stocks struggled despite a major AI infrastructure financing push.
Babcock & Wilcox (NYSE:BW) shares surged 40. 5% to $12.
CoreWeave earnings are expected to show another quarter of triple-digit sales growth as the AI cloud company spends billions on data centers and inches toward profitability.
Roughly 80% of S&P 500 companies that have reported earnings showed positive year-on-year EPS growth.
Berkshire Hathaway stock could have even more upside. Investors have been reacting favorably to some key aspects of the company’s second-quarter earnings report.
The stock is up just 8% this year and could prove to be an undervalued buy.
Walmart tends to perform well in both good economies and bad -- and its e-commerce business is growing briskly.
J.P. Morgan raised its year-end target for the S&P 500 index to 8,000 from 7,800 on Monday, citing prospects of solid corporate earnings and rising confidence that AI investments by large hyperscalers would drive faster revenue growth. The new target implies about 3.1% upside from the index's last close of 7,757.64 and adds to a growing wave of bullish calls, with at least seven brokerages now expecting the benchmark to reach the 8,000 level by 2026-end. "As elevated backlogs convert into recognized revenue, cloud growth should remain well supported, helping validate rising AI capex, strengthen order coverage, and further ease ROIC (return on invested capital) concerns," J.P. Morgan analysts said.
Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon.com, Inc. (NASDAQ:AMZN) are responsible for a large share of the S&P 500’s second-quarter earnings growth, a concentration highlighted by investor Ross Gerber using FactSet (NYSE:FDS) data. Alphabet, Amazon Drive 71% of Earnings Increase Gerber highlighted FactSet data cited by the Wall Street Journal showing that Alphabet and Amazon account for about 71% of the dollar increase in S&P 500 blended earnings since July. ‘Alphabet and Amazon alon
Trustmark has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 8.4% to $48.43 per share while the index has gained 11.7%.
MongoDB has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 8.6% to $374 per share while the index has gained 11.7%.
Targa Resources (NYSE:TRGP) reported record second-quarter operating volumes and adjusted EBITDA, supported by growth in the Permian Basin, higher marketing optimization opportunities and record activity across its downstream operations. Chief Executive Officer Matt Meloy said adjusted EBITDA rose
Texas Pacific Land (NYSE:TPL) reported record quarterly revenue, net income and free cash flow for the second quarter of 2026, supported by higher oil and gas royalty production, produced-water royalty volumes and surface-related revenue. Chief Executive Officer Ty Glover said the company generated
Investing.com -- Strong second-quarter earnings from major U.S. companies have pushed stock indexes to fresh highs and eased concerns that the rally relies too heavily on a small group of artificial intelligence companies, the Wall Street Journal reported.
S&P 500 earnings just shattered a record that has stood since 2008, but two tech giants are responsible for a distortion that changes everything investors think they know about this earnings season.
Societe Generale believes the strength of the U. S.
Post-earnings momentum accelerated today as analyst enthusiasm fueled a 10% rally, signaling investor confidence in commercial AI demand, today, Aug. 7, 2026.
MMS beats fiscal Q3 earnings estimates but misses on revenues, while higher margins contrast with softer sales and reduced 2026 profit guidance.
The fast food chain is formulating a turnaround plan including improving its menu and marketing as U.S. traffic falls.
On Aug. 6, 2026, the voice AI platform posted $61.9M quarterly revenue and extended its post-earnings rally on expanded partnerships across multiple sectors.
Thursday evening, MP Materials reported second-quarter Ebitda of $28.5 million, Wall Street was looking for $27.1 million.
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