Both readings are true at once, and the gap between them is the real question for anyone weighing the shares.
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ARES' Q2 earnings meet estimates as fee-related earnings and AUM grow y/y, even as revenues missed expectations.

Amazon's (AMZN) AWS business saw 37% revenue growth this most recent quarter. Yahoo Finance Technology Editor Dan Howley chats with Yahoo Finance Executive Editor Brian Sozzi about the results and future growth.

Apple (AAPL) stock continues to drop on Friday while shares of Amazon (AMZN) surge since the two tech giants posted earnings results yesterday. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Trustless Media Founder Zack Guzman take a closer look at the key figures that Apple reported in its earnings release.
Needham upgraded AXT to ‘Buy’ from ‘Hold’ with a $90 price target, implying an upside of 61% from current levels.
Reddit Inc (NYSE:RDDT) shares fell about 21% on Friday morning after management warned of volatility in search traffic and raised concerns among investors about potential pressure from artificial intelligence-powered search tools, despite reporting second quarter results that exceeded Wall...
Stocks are rallying further this morning after a solid day on Thursday. Crude oil is higher along with the dollar, while gold and silver are pulling back. Treasuries are under modest pressure.
At $585.61, Meta Platforms (NASDAQ:META) sits at a crossroads. The stock just snapped a six-quarter EPS beat streak and reset investor expectations around AI spending, making conviction in either direction premature at this price. Meta owns the largest social advertising network on the planet, monetizing 3.60 billion daily active users across Facebook, Instagram, WhatsApp, and ... What Meta Now Has to Prove Following Its Earnings Release
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here. Spyglass Growth Strategy appreciated 24.63% in the second quarter, significantly outperforming the Bloomberg Midcap Growth Index’s 14.05% increase, the Bloomberg 2500 Growth Index’s 19.01% gain, and the Bloomberg 500 […]
Moderna (NASDAQ:MRNA) reported second-quarter revenue of $145 million, exceeding the high end of its prior guidance range, while continuing to reduce costs and advance programs spanning respiratory vaccines, oncology and rare diseases. The company posted a net loss of $782 million, or $1.97 per sha
McDonald's heads into Q2 earnings with value meals, menu innovation and digital campaigns in focus as investors watch for sales and profit growth.
BMY highlights growth portfolio momentum, raises 2026 outlook and advances pipeline priorities as newer medicines drive results.
American Electric Power highlights rising demand, a $78B capital plan and new generation capacity as it targets long-term infrastructure growth.
AEM posts record free cash flow in Q2, advances growth projects and manages Barnat challenges while maintaining 2026 guidance.
SIMO shifts toward AI infrastructure and enterprise storage as new products, strong demand and raised outlook drive growth.
Reddit highlights AI opportunities, ad growth and product upgrades as it targets stronger user engagement and long-term growth.
Monolithic Power highlights accelerating AI infrastructure demand, capacity expansion and broader solutions as data center growth drives momentum.
MO highlights on! PLUS expansion, smoke-free growth plans and shareholder returns as it narrows 2026 earnings outlook.
First Solar highlights record backlog, U.S. manufacturing expansion, technology investments and policy-driven opportunities as demand visibility strengthens through 2030.
Coinbase highlights its push beyond crypto trading, with stablecoins, derivatives, prediction markets and agent-driven finance shaping its platform strategy.
ASE Technology expands AI semiconductor capacity as demand rises, boosting advanced packaging, testing and LEAP growth with major investment plans.
Allegro sees AI data center demand surge, with expanding design wins, backlog growth and content opportunities in electrification and automation.

SpaceX stock whipsawed through a volatile week, swinging from an all-time low to a sharp rebound and closing at a new low, as investors braced for the newly public company's first earnings report and a major share unlock.
AEE tops earnings estimates as infrastructure investments and lower fuel costs lift profit, even as revenues decline and miss expectations.
The drugmaker beat second-quarter estimates on strong immunology sales but lowered its full-year adjusted earnings outlook by 14 cents a share
The EV maker delivered 12,194 vehicles in the second quarter and now expects to sell 65,000 to 70,000 EVs in 2026
Mastercard (NYSE:MA) reported second-quarter 2026 results that exceeded its expectations, supported by continued consumer and business spending, cross-border activity and demand for its value-added services. On a non-GAAP, currency-neutral basis, net revenue rose 12% year over year, adjusted net in
The bitcoin treasury company reported an $8.32 billion unrealized markdown on its holdings as bitcoin traded well below its average purchase price
Enbridge (ENB) delivered earnings and revenue surprises of +6.98% and +95.21%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?