News

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.

South-Korea memory-chip maker SK Hynix stock offers its first buy point ahead of the firm's debut earnings report next week.

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. 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%. Earnings growth forecasts for the year remain robust, with analysts penciling in a 29.6% advance from 2025 levels, next year’s pace tailing off to around 17%.

Intel strong earnings weren’t enough to keep the stock’s gains going on Friday. Late Thursday, Intel reported per-share earnings that were almost double what analysts had forecast for the second quarter, while revenue jumped ahead of estimates. Intel management said on Thursday’s earnings call that they were raising their 2026 capital expenditure estimates to more than $20 billion, up from around $18 billion, as the company works to meet the rising demand of its products.

SLB (NYSE:SLB) reported second-quarter revenue of $9 billion, up 3% sequentially, as growth in Latin America, Europe and Africa, U.S. land and Asia more than offset disruptions in the Middle East. Adjusted earnings per share were $0.55, up $0.03 from the prior quarter but down $0.19 from a year earl

Orchid Island Capital (NYSE:ORC) reported second-quarter 2026 earnings of $0.44 per share, compared with a loss of $0.11 per share in the first quarter, as book value and total return improved during the period. Controller Jerry Sintes said book value rose to $7.22 per share at June 30 from $7.08 a

HUM enters Q2 earnings with strong premium and membership growth expectations, but rising medical costs and expenses could test its bottom line.

Free cash flow rose 24.4% as adjusted EBITDA margin reached a record 40.1%

Sensata (ST) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

TSMC just committed another $100 billion to U.S. chipmaking on the same day it posted record profit. Behind both moves is an AI chip demand it still can’t fully meet.

INFY's Q1 fiscal 2027 earnings and revenues miss estimates as soft volumes and a client exit offset growth and rising AI sales.

NextEra Energy (NYSE:NEE) reported second-quarter 2026 adjusted earnings per share of $1.15, while adjusted EPS for the first six months of the year rose 9.8% from a year earlier. Chairman, President and CEO John Ketchum said the results reflected continued execution at Florida Power & Light Co.

Comfort Systems USA (NYSE:FIX) reported second-quarter 2026 revenue above $3 billion for the first time, as demand from technology and industrial customers helped drive higher bookings, record backlog and sharply improved profitability. Chief Executive Officer Brian Lane said the company generated

GNRC heads into Q2 with C&I growth, strong data center backlog and improving margins offset by softer residential demand.

Verizon Communications (VZ) raised its full-year earnings outlook on Friday amid phone subscriber ga

Intel's Q2 2026 revenue and EPS beat estimates, with data center demand and margins improving, though Foundry's external revenue and tougher comps ahead warrant a cautious, hold-rather-than-chase stance.

7.4 % That is the expected swing, higher or lower, expected by options traders in Meta Platforms' stock for the session after the company reports earnings next week, according to data from Option Research & Technology Services.

NXP Semiconductors heads into second-quarter earnings with automotive, Industrial & IoT growth against supply chain pressures and macroeconomic headwinds.

KLAC heads into fiscal Q4 earnings with AI-driven demand and advanced packaging growth, while higher DRAM costs pressure margins.

CMG's Q2 results are likely to reflect menu innovation, rewards growth and restaurant expansion, while higher food and labor costs likely pressure margins.

HOG beats Q2 earnings estimates as motorcycle demand lifts HDMC, while HDFS revenues plunge and LiveWire narrows losses.

BIIB heads into Q2 results with new launches expected to offset weaker MS drug sales as investors watch Leqembi trends and the Apellis deal impact.

NextEra Energy reported another strong quarter.

Ford faces lower Q2 sales and EV weakness, but cost controls, product mix and valuation support its long-term case as investors await clearer guidance.

Verizon Communications Inc (NYSE:VZ, XETRA:BAC) shares rose about 3% on Friday morning after the company reported second quarter results that beat Wall Street expectations for adjusted earnings and raised its full-year outlook, despite revenue coming in below forecasts. The company reported...

Next week's earnings from Apple (AAPL), Meta (META), Amazon (AMZN) and Microsoft (MSFT) could set the tone for the broader market, making it one of the most consequential weeks of the summer. Robinhood (HOOD) chief investment officer Stephanie Guild and Miller Tabak managing director and equity strategist Matt Maley join Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss what investors should watch and why these reports could have an outsized impact on market sentiment.

Intel stock (INTC), which initially surged following its second quarter earnings yesterday, is trying to hold onto some of its gains Friday morning. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to discuss Intel's earnings release, outlook, and performance of its various business segments.

TSLA's Q2 miss, margin pressure and heavy spending triggered a 14% slide, but stabilizing EV demand, balance sheet strength and FSD gains support a hold.

Veeva Systems is scheduled to post its second-quarter results soon, and analysts project a double-digit earnings growth.