High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
SpaceX’s AI infrastructure business reached 1.4 GW of nameplate capacity as compute spending drove quarterly capital expenditures above $18 billion.
BetterHelp remains Teladoc’s biggest headache as customers shift toward insurance-covered therapy and provider capacity struggles to keep up.
Brinker International (EAT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Pan American Silver (PAAS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Nebius Group (NBIS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Coherent (COHR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The headline numbers for Lilly (LLY) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Toast is reinvesting its Q2 upside into AI and expansion after beating estimates, raising its 2026 outlook and adding a record 9,500 net locations.
Sterling Infrastructure says capacity, not demand, is limiting growth as it boosts hiring, fleet spending and M&A to support mission-critical projects.
Spotify is prioritizing monetization, add-ons and automated ads while accepting slower MAU growth and keeping AI spending and margins under tight control.
Powell Industries' record orders lifted backlog to $2.4B, driving a capacity push as data center, utility and energy demand stays robust.
PFE raises its 2026 revenue outlook as non-COVID growth, deeper cost cuts and pipeline catalysts offset weaker COVID demand.
Merck raised its 2026 sales outlook as pipeline gains, new launches and post-KEYTRUDA plans took focus despite acquisition-driven losses.
Marathon Petroleum pairs 112% refining margin capture with $2.5B in buybacks as management projects strong refining conditions into 2027.
Leidos lifts 2026 guidance as Defense, Homeland and Intelligence growth offsets Health pressure, backed by stronger cash flow and defense-tech scale.
VSAT posts Q1 fiscal 2027 earnings beat despite a revenue miss, as lower interest expense narrows losses and management reaffirms growth expectations.
FANG has raised 2026 output guidance without lifting capex, cut debt and positioned gas demand and well gains to support growth into 2027.
Energy Transfer raises its 2026 EBITDA outlook as gas demand, NGL exports and late-year projects build a stronger growth runway into 2027.
DaVita's Q2 earnings call highlights mortality-led volume gains and broader middle molecule access, while management held 2026 guidance amid reimbursement pressure.
Caterpillar raises its 2026 sales outlook as record backlog, stronger segment demand and added power capacity support higher second-half growth.
Booking's Q2 call highlights resilient travel demand, higher savings and early AI gains, while geopolitical risks cloud the near-term outlook.
Arista lifts its 2026 revenue outlook to $12.6B for a third time as supply gains unlock shipments across AI, data center, campus and routing.
Amgen raised its 2026 outlook as broad product growth funds a deeper late-stage pipeline push amid biosimilar pressure on older franchises.
Astera Labs posts record Q2 revenues and sees accelerating momentum in Q3 as Scorpio X-Series switch ramp enters volume production.
Walt Disney Co. (NYSE:DIS) advanced nearly 5% in pre-market trading on Wednesday after reporting third-quarter adjusted earnings that comfortably exceeded analysts’ expectations, even though quarterly revenue came in slightly below forecasts.
One Stop Systems (OSS) delivered earnings and revenue surprises of +66.67% and +11.29%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
QSR heads into Q2 earnings with Burger King and Tim Hortons in focus as investors watch value-driven sales, digital growth and international expansion.
The company's capital expenditures soared like a rocket this past quarter, and investors weren't impressed.
Uber Technologies (NYSE:UBER) traded lower in pre-market trading on Wednesday after issuing third-quarter earnings guidance that came in below Wall Street expectations, despite reporting solid second-quarter operating performance. The weaker outlook overshadowed stronger-than-expected gross bookings during the latest quarter and renewed investor focus on the company’s investment plans.
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