News

Twilio Inc (NYSE:TWLO) is expected to deliver second quarter results that exceed expectations on revenue and operating income, with investors likely to focus on whether the communications software company's gross profit growth can remain in the mid-teens during the second half of the year,...

The defense and aerospace company said Tuesday that it expects $43.75 billion to $44.25 billion in sales in 2026, adding a quarter-billion dollars to its previous targets. Adjusted earnings are now projected at $28.

EPS surged 25% as revenue growth and efficiency gains accelerated across all segments.

Net income surged 45% as revenue hit a decade high of $24.8 billion.

Record revenue and earnings driven by M&A surge and AI infrastructure investment cycle.

Net income surged 27% as investment banking and trading revenue hit record levels.

Another restructuring is rattling nerves days before earnings. The cash flow math, however, tells a calmer story.

Boeing added to its order book at the Farnborough International Airshow with new commitments from airlines and cargo operators.

Alphabet and Tesla Are Due to Report Results Wednesday Afternoon

Tesla stock has underperformed in 2026, and markets are now looking forward to CEO Elon Musk's commentary during the upcoming Q2 earnings call.

Cybersecurity stocks' lofty valuations warrant caution ahead of upcoming quarterly results, especial

Microsoft earnings are coming up. Aim to profit from the software maker's report by selling an options spread with maximum risk of $415.

ServiceNow Inc (NYSE:NOW, XETRA:4S0) is expected to report a solid second-quarter performance, with Jefferies analysts forecasting results above guidance for key subscription metrics and a potential increase to its full-year subscription revenue outlook, supported by strong execution, early...

Vicor Corp (VICR) reports a 26.9% sequential revenue increase and outlines plans for a second fab to support future growth.

AI spending and cloud growth will drive the reaction

Highly anticipated GE Vernova earnings for the second quarter early Wednesday will provide the latest insights into AI-driven demand for gas turbines and electrical transformers. GE Vernova confirmed in June that its massive, heavy-duty gas turbines are basically sold out through 2029. Big Tech companies aggressively purchased the gas turbines to power their artificial-intelligence (AI) data-center campuses by themselves, with regionals grids unable to meet massive electricity demand.

Analysts believe the raised revenue outlook is good news for memory chipmakers.

Q2 earnings from Domino's, Darden, Williams-Sonoma, Best Buy and Home Depot reveal uneven consumer spending, with affluent shoppers outpacing cautious middle- and lower-income buyers.

Micron shares have fallen sharply despite explosive growth in its data center and cloud memory businesses.

SK Hynix surged 14% Tuesday without a single company-specific headline, and the real test comes July 29 when its earnings either confirm or shatter the bullish memory narrative Micron just set.

The company didn't say how many are in each city, and has taken a far more cautious approach to scaling the network than CEO Elon Musk had promised.

Demand for GE Vernova’s power generation equipment amid the AI data center building boom has sent shares to levels no one expected. Now, how the stock reacts to earnings on Wednesday can help tell investors if the AI trade is alive and well, or if more pain is coming to many stocks, beyond shares of Vernova. It’s an important report for Vernova, with shares above $1,000, up roughly 700% since the company was spun out of GE Aerospace in 2024.

Tesla Rises Before Earnings; Options Traders Expect Major Breakout

SpaceX Gains Ahead of Earnings as BofA Highlights Powerful Growth Opportunity

RYAAY's Q1 profit declines 34% as lower fares and higher unhedged fuel costs outweighed 6% traffic growth, with pricing visibility still limited.

The Aug. 4 report marks SpaceX's debut as a public company and triggers the first tranche of its staggered lock-up release

Morgan Stanley said Corning will remain a long-term beneficiary of scale-up optics, as data centers increasingly switch from copper to fiber-optic-based networking.

GM's CFO claims the automaker's first-half performance beats most of its full years on record, yet the stock still prices in almost nothing for what comes next. Here is why value investors are paying close attention.

Alphabet and Apple both crushed their last quarters, but they are running completely opposite playbooks heading into earnings season. One is burning through cash to own the AI future while the other hands it back to shareholders, and only one setup looks sharp right now.

ASML's results make it clear that the company is benefiting big time from the heavy investments in AI infrastructure.