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Texas Instruments and Qualcomm offer different paths to AI growth and dividend income, but which chip stock gives investors the better setup?
The idea of combining the two companies is no longer a fan theory. It came up on an earnings call, and the CEO didn't say no.
<body><p>STORY: U.S. stocks ended mixed on Friday, with the Dow gaining just under half a percent, the S&P 500 virtually flat and the tech-heavy Nasdaq sliding nearly two-thirds of a percent.</p><p>The S&P 500 technology index underperformed the broader market as chip stocks fell, with Intel dropping nearly 8% despite forecasting quarterly profit and revenue above Wall Street estimates.</p><p>Enthusiasm for the AI trade weakened after Alphabet's announcement earlier this week of a plan to hike capital spending even as it burns cash.</p><p>Richard Reyle, chief investment officer at Questar Capital Partners, said that as a result investors are rotating into what he called "safer parts of the market."</p><p>"Pharmaceuticals have been flying, and that's been, I think, where we see the rotation of the market right now. [FLASH] You look at the iShares, pharmaceutical fund, it's big components that are J&J and Eli Lilly, they're at all-time highs. And they're still relatively not super expensive stocks. So I think that's a place that can be bought and held. And of course, energy. Exxon's going to announce earnings next week. I bet they're going to be a blockbuster and they're going to continue to be because they make money at $60 a barrel. At $100 a barrel, forget about it. They do very well."</p><p>The S&P 500 real estate sector also outperformed during the session. Its leading gainer was Digital Realty Trust, which rallied 11% after it raised its full-year forecast for funds from operations.</p><p>Among other gainers, shares of SLB climbed 11% after the oilfield services firm beat expectations for second-quarter profit.</p><p>Investors now turn their attention to quarterly results next week from Magnificent 7 megacaps Microsoft, Amazon, Meta and Apple.</p></body>
American Express Company will release its second quarter earnings report before the opening bell on Friday, July 24. Analysts expect the company to report quarterly earnings of $4.40 per share, up from $4.08 per share in the year-ago period. The...
The cable and internet company says it lost more subscribers over the quarter, adding to the industry’s list of woes.
Investors aren’t buying the earnings story this summer, in contrast to the spring rally that powered stocks to a record high in early June, suggesting a tough climb for markets over the back half of the year. Early second-quarter earnings data suggests companies are beating Wall Street forecasts by nearly 9%, well ahead of the four-quarter average of around 7.5% and the 4.4% tallied since 1994, according to LSEG. Nearly 85% of companies are beating estimates, compared with the recent average of around 80% and the historic reading of around 68%, and LSEG figures suggest overall second-quarter profit growth of 27%.
SLB Ltd (SLB) reports robust digital revenue growth and strategic positioning despite geopolitical headwinds in the Middle East.
Verizon Communications Inc (VZ) reports robust free cash flow and strategic advancements, despite a slight dip in total revenue.
American Express Co (AXP) reports a robust 10% revenue increase and outlines strategic reinvestments to sustain growth amid evolving market dynamics.
Tata Consumer Products Ltd (BOM:500800) reports a 12% revenue growth and unveils 14 new products, while navigating challenges in international markets.
Moby summary of Sensient Technologies Corporation's Q2 2026 earnings call
Moby summary of SLB N.V.'s Q2 2026 earnings call
Moby summary of Southside Bancshares, Inc.'s Q2 2026 earnings call
Moby summary of Charter Communications, Inc.'s Q2 2026 earnings call
Moby summary of World Acceptance Corporation's Q1 2027 earnings call
Moby summary of Verizon Communications Inc.'s Q2 2026 earnings call
Intel beat forecasts by $1.7B and still lost 11%. Oil, rates, and chip selling explain it better. What has Jim Cramer got to do with it?
Over the past six months, Photronics’s shares (currently trading at $30.49) have posted a disappointing 12.1% loss, well below the S&P 500’s 7.9% gain. This was partly due to its softer quarterly results and might have investors contemplating their next move.
Every quarter, Wall Street fixates on whether hyperscalers will blink and cut their AI budgets, and every quarter the order books tell a completely different story. Here is the basic economic principle that keeps one investor hitting buy on NVDA ahead of August earnings.
The Dow rose on Friday, but the blue-chip index couldn’t stave off its third-consecutive weekly decline. The Nasdaq dropped 0.6%. Stocks traded sideways all day, as another slide in chip stocks dragged down the S&P 500 and Nasdaq.
After years of decline, the stock rallied by almost 50% in the first half of 2026.
Coca-Cola (KO) is expected to report "strong" second-quarter results amid robust North America trend
The company late Thursday posted adjusted earnings of 35 cents a share, from 2 cents a year ago and above Wall Street’s 33 cents expectation. Revenue grew 55% to $168.8 million, beating the analyst consensus view of $164.6 million, according to FactSet. The earnings and revenue growth were due to strong momentum in the company’s optical artificial-intelligence date center business, and management expects that demand to continue.
Amazon created Prime Day to reward its most loyal shoppers. More than a decade later, the event has grown far beyond Amazon. Walmart, Target, Best Buy, Kohl’s, and other major retailers now routinely launch competing promotions around Prime Day, turning a once Amazon-centric sale into one of the ...
PYPL heads into Q2 earnings with TPV growth and platform expansion in focus but faces margin pressure, competition and macroeconomic uncertainty.
Verizon Communications (NYSE:VZ) raised its full-year 2026 outlook for mobility and broadband service revenue, adjusted earnings per share and free cash flow after reporting improved subscriber trends, lower churn and stronger operating leverage in the second quarter. Chief Executive Officer Dan Sc
Investors rotate out of AI chipmakers while software stocks show greater resilience during earnings season.
NextEra Energy beats second-quarter earnings estimates as FPL growth and record renewables bookings offset a revenue miss.
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