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Reddit (RDDT): A Buy Ahead Of Earnings, Or Is The Selloff Justified?
Insider Monkey12d agoneutral
Reddit (RDDT): A Buy Ahead Of Earnings, Or Is The Selloff Justified?

Reddit reports second-quarter earnings on July 30. Heading into the print, the stock is down about 27% year to date, and most of that damage came from one story. The Wall Street Journal recently reported that Reddit had internally discussed restricting Google’s access to its platform content for AI training, as renewal talks over their […]

Microsoft faces AI spending test in tonight's earnings
Proactive12d agoneutral
Microsoft faces AI spending test in tonight's earnings

Microsoft Corp (NASDAQ:MSFT) reports fiscal fourth-quarter results tonight, with analysts largely centering their attention on capital expenditures as the company continues its aggressive buildout of AI infrastructure. Bank of America analysts said "AI execution remains the central debate"...

Meta Earnings: What to Expect
The Wall Street Journal12d agoneutral
Meta Earnings: What to Expect

Here is what investors will be looking for when Meta Platforms reports its earnings after markets close today: One big question is whether Meta will increase its capital expenditure estimate for the year, like Alphabet did last week.

Is Marathon Petroleum (MPC) Undervalued On August 4 Earnings Hopes?
Simply Wall St.12d agoneutral
Is Marathon Petroleum (MPC) Undervalued On August 4 Earnings Hopes?

Marathon Petroleum (MPC) is drawing fresh attention as investors focus on its August 4 earnings report, with the stock recently touching record levels alongside other refiners during a strong sector run. See our latest analysis for Marathon Petroleum. At a share price of US$306.05, Marathon Petroleum has eased back over the past week, with the 7 day share price return down 4.29%. However, the 30 day share price return of 20.46% and year to date share price return of 85.33% keep momentum...

S&P 500 Stocks: GEHC Revives, Humana Fades On Earnings
Investor's Business Daily12d agoneutral
S&P 500 Stocks: GEHC Revives, Humana Fades On Earnings

GE HealthCare Technologies ran at the top of the S&P 500 Wednesday morning, while Humana was among major laggards after both companies posted better-than-expected Q2 earnings signaling a return to profit growth. GEHC broke above its recent trading range that followed its dive on Q1 results. Wednesday's stock action was pretty much the reversal of what we've seen this year for GEHC and HUM, with medical equipment stocks among the market's worst-performing industry groups and managed-care stocks ranked in the top tier.

Vertiv stock sinks on earnings miss: A look at key AI infrastructure players
Yahoo Finance Video12d agobearishVIDEO
Vertiv stock sinks on earnings miss: A look at key AI infrastructure players

Vertiv Holdings (VRT) stock sinks on Wednesday after missing its second quarter earnings estimates despite its increase to full-year guidance. Vertiv is a major player in AI data center infrastructure. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to weigh in on the outlook for the rest of the major companies participating in the AI infrastructure buildout.