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For the 451 S&P 500 companies that have reported Q2 results, aggregate earnings have grown +41.6% YoY on +14.7% higher revenues. Positive surprises are also widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates.
It's not a typical Berkshire business, but it checks the right boxes.
AMD's explosive growth and fortress balance sheet contrast sharply with Alphabet's valuation discount and cash generation, a choice between momentum and value.
Most investors obsess over picking the AI chip winner, but one company sits at a tollbooth every hyperscaler must pass through regardless of which architecture dominates, and that changes the retirement math completely.
Broadcom controls two chokepoints inside every major AI cluster, and hyperscalers have already signed the contracts to prove it. The question is whether that grip justifies buying the stock today or waiting for a setup with more margin for error.
Abel is making his mark on the company, but he's not veering too far away from Buffett.
Microsoft's dividend yield is the highest among the Magnificent 7 companies. Reasonable valuations and strong momentum in AI monetization make MSFT stock a buy despite the sharp rally from its 2026 lows.
Yahoo Finance Tech Editor Dan Howley breaks down CoreWeave (CRWV) Q2 results.
The robotaxi market could become one of the most important new segments of the next decade. Business Research already projects the market could grow at a compound annual growth rate of 57% and reach $33.5 billion by 2030. Uber Technologies, Inc. (NYSE:UBER) is one of the companies well positioned to capitalize on the expected growth […]
Alphabet shares may have seen a short-term dip, but the long-term outlook remains bright.
AvePoint (NASDAQ:AVPT) is positioning its cloud data management, governance and security platform as an “AI trust layer” for enterprises as organizations seek to control the risks, costs and data-access issues associated with artificial intelligence deployments. Speaking at Oppenheimer’s 29th Annua
Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.
There’s an elegant simplicity to one of the central tenets in gauging the health of the stock market and the companies that comprise its benchmark indexes: figuring out what’s in the till at the end of the day. Profit remains the most important measure of stock market health—and Corporate America is raking it in. “The greatest force behind stock markets right now is earnings, which is helping to overshadow concerns about Iran, inflation and AI [capital expenditure] spending viability,” said Dennis Follmer, chief investment officer, at Montis Financial in Waltham, Mass., to Barron’s. “Earnings have been an absolute freight train driving this market higher.”
Polymarket now prices real odds of a September rate hike, and that puts millions of investors holding the most popular dividend ETF in a position their fund was never designed to handle. Fidelity quietly built something for exactly this moment.
Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.
AMD's Taalas acquisition adds specialized AI inference silicon to its roadmap, aiming to boost performance and efficiency against fierce competition.
Yahoo Finance Markets and Data Editor Jared Blikre and Breaking News Reporter Jake Conley break down Berkshire Hathaway (BRK-A, BRK-B)’s new approach under CEO Greg Abel. The company bought more stocks than it sold for the first time in three years, signaling a potential shift in its investment strategy.
Argus Research analyst Jim Kelleher early Monday upgraded Sandisk to Buy from Hold with a 12-month price target of $1,600. Sandisk stock advanced 2.2% to $1,238.50 on Monday. At the time, Sandisk was trading around $1,757.
Revenue up 44.7%, high-performance computing at 66% of sales, and capex guidance lifted to as much as $64 billion
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