High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Colgate-Palmolive (NYSE:CL) reports second-quarter 2026 results on Friday. Let’s analyze where the stock stands heading into the print. Colgate has beaten EPS estimates in each of the last four quarters, with an average beat of about 3%. The setup from last quarter Colgate’s first quarter showed the split that defines this stock right now. Net […]
Cigna delivers an earnings and revenue beat as Cigna Healthcare fuels growth, while the company raises its 2026 EPS outlook despite higher pharmacy costs.
ON's improving auto and industrial demand, AI power growth and Fab Right gains support Q2, but weak EV markets and premium valuation warrant caution.
Strategy, the biggest bitcoin whale, hasn't bought any of the cryptocurrency in more than a month. It has even unloaded some bitcoin to pay preferred stock dividends as the company has raced to raise cash to stem an investor crisis of confidence. Strategy may be ready to dive back into bitcoin accumulation now that it has raised $3.75 billion in cash, calming investor fears.
Centrus Energy Corp. recently faced sharply lower analyst earnings and revenue estimates for its June 2026 quarter, with consensus revisions pointing to weaker near-term performance and a negative Earnings ESP ahead of the results. This shift in expectations highlights how sensitive sentiment is to changes in projected profitability for a company seen as a key player in US nuclear fuel supply. Next, we’ll examine how these more cautious earnings revisions may influence Centrus Energy’s...
Crocs (CROX) shares were slumping Thursday after the footwear maker issued a downbeat third-quarter
In recent days, analysts have become more optimistic on Affirm Holdings, with brokerage recommendations clustering between Strong Buy and Buy and earnings estimates being revised higher, leading to a top Zacks Rank of #1 (Strong Buy). Beyond these upgraded views, Affirm’s active expansion of its retailer network, card business, and international footprint, combined with potential relief from lower interest rates, is reshaping how investors assess its longer-term earnings power and funding...
MTG's Q2 results reflect strong underwriting and lower delinquencies, though lower premiums and investment income weigh on revenue.
SoFi delivered strong member growth in the second quarter.
PepsiCo’s unusual options activity yesterday points to a $22 million bet on a ratio call diagonal spread with a breakeven near $155.50, targeting a rebound ahead of PepsiCo's Q3 earnings report.
Carvana reported record second-quarter figures on Wednesday, with revenue climbing 52% year-over-year to $7.38 billion.
Joby Aviation heads into Q2 results with revenues expected to more than double, while certification and launch spending may have deepened losses.
Earnings from Schneider Electric and several other companies beyond Microsoft can give nervous investors some comfort about the direction of the AI trade.
Amazon stock was on the rise, up 4.8%, while Apple stock struggled, falling 1.8%, before both companies released quarterly results. The pair of Magnificent Seven companies are following Microsoft and Meta's earnings prints, which garnered very different stock reactions.
ICE's Q2 earnings beat estimates as recurring data and mortgage growth offset weaker energy revenues, while strong cash flow supports capital returns.
CRL is set to report Q2 results on Aug. 5 as investors watch segment demand, divestitures, and whether the company can extend its earnings beat streak.
Xcel Energy's Q2 earnings rose 24% and beat estimates as infrastructure recovery and lower power costs offset a revenue miss.
Apple stock is just two days removed from an all-time closing high. Numerous price hikes across Apple products will likely boost revenue and earnings over the next six to 18 months, the firm argues, but these fundamentals appear baked in to the stock. "The tactical setup into earnings is neutral/tougher as it requires zero blemishes across the board," Erik Woodring, an analyst at Morgan Stanley, wrote in a research note last week.
CoreWeave (CRWV) is expected to report Q2 revenue at the "high end" of its $2.45 billion to $2.60 bi
MRK heads into Q2 earnings with acquisition costs, Keytruda strength and Gardasil challenges likely to shape results. Is the stock still worth holding?
FORM's Q2 earnings beat estimates as record revenues, HBM strength and a systems rebound support an upbeat third-quarter outlook.
FORM's Q2 results show AI-driven demand, record profitability, capacity expansion and raised outlook as high-performance computing growth accelerates.
The stock is one of the worst performers in the S&P 500 on Thursday, according to Dow Jones Market Data.
InterDigital (NASDAQ:IDCC) reported second-quarter 2026 results that exceeded its prior outlook, supported by growth in recurring licensing revenue and a new patent-license agreement with Amazon covering devices and services, including Prime Video. Revenue totaled $260.2 million for the quarter, ab
Moby summary of RPC, Inc.'s Q2 2026 earnings call
Knorr-Bremse AG (KNRRY) achieves highest quarterly operating EBIT margin in five and a half years, while launching a 'Growth Beyond' strategy targeting EUR10 billion in revenue by 2030.
KKR's Q2 results benefit from strong AUM growth and higher transaction fees, lifting shares nearly 1% despite higher expenses.
Moby summary of FTI Consulting, Inc.'s Q2 2026 earnings call
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