High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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.
Charles Schwab (NYSE:SCHW) executives said the company delivered record second-quarter results as client asset gathering, trading activity, lending demand and wealth management flows all strengthened. President and CEO Rick Wurster said Schwab is benefiting from a financial services landscape that
July 30 is Tim Cook's last earnings call as Apple's CEO. He's been running the company since 2011, and when he gets off that call, John Ternus takes over. That alone makes this quarter worth paying attention to, beyond the usual revenue-and-margins conversation. Bank of America published its ...
Tesla launched its Robotaxi service in Orlando and Tampa, its third launch in Florida after debuting the autonomous service in Miami earlier this month.
Eli Lilly has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 6.5% to $1,149 per share while the index has gained 8.4%.
All three major US stock indexes were up in late-morning trading Tuesday, as investors focused on so
After a Massive Rally, Intel Must Prove Its AI Comeback
GoodRx has had an impressive run over the past six months as its shares have beaten the S&P 500 by 13.1%. The stock now trades at $3.14, marking a 21.5% gain. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
OMCL heads into Q2 earnings with OmniSphere adoption, Connected Devices execution and recurring revenue growth ahead of July 30 results.
AMC just posted the strongest quarter in its 106-year history, and the stock still has Wall Street's consensus pointing the wrong direction. Here is why that contradiction tells you exactly what to do next.
Charles Schwab earnings hit a record $7.1 billion revenue, beating Wall Street as the broker adds Bitcoin trading.
Materials maker 3M saw its share price leap about 9% after raising its full-year adjusted earnings guidance, making it Tuesday morning’s best performer in the Dow Jones Industrial Average. The company saw its Q2 adjusted earnings increase 11% year-over-year thanks in part to strong performance in its industrial and safety businesses. Chief Executive Bill Brown said the company is reshaping its portfolio to focus on high-growth, high-margin businesses such as data centers and fire and rescue equipment.
Northrop Grumman (NYSE:NOC) raised its 2026 sales and earnings outlook after reporting stronger second-quarter bookings, a record backlog and revenue growth across all four of its business segments, while management also addressed cost pressures on two programs that weighed on segment margins. Chai
3M (NYSE:MMM) reported stronger-than-expected second-quarter results, with executives citing gains from commercial execution, new product introductions and productivity initiatives as the company raised its full-year outlook for sales, earnings and free cash flow. Chairman and CEO Bill Brown said 3
Halliburton (NYSE:HAL) reported sequential revenue growth in the second quarter of 2026, with management pointing to strength in international markets, a recovering North America business and a growing pipeline of technology-driven contract awards. Chairman, President and CEO Jeff Miller said Halli
F faces a Q2 earnings test as weaker U.S. sales and Model e losses weigh against Ford Pro growth and rising software subscriptions.
When AT&T reports earnings on Wednesday, analysts will look for management commentary on Starlink. AT&T stock is down about 12% in 2026.
Shares of 3M jumped Tuesday morning after the conglomerate reported better-than-expected results and raised its profit outlook.
Winthrop Capital CIO Adam Cooné explains how Alphabet's (GOOG, GOOGL) second quarter earnings results would be a good "barometer" of both the market's health and broader narratives within Big Tech itself.
Alphabet Q2 Earnings Loom: Can AI and Google Cloud Deliver Another Beat?
Halliburton Company (NYSE:HAL, XETRA:HAL) reported second quarter results that exceeded Wall Street expectations, but shares fell more than 6% after management warned that the oilfield services market is weakening more than previously anticipated in the short to medium term. The oilfield...
Nvidia stock was rising Tuesday and Wall Street analysts are optimistic on how it can benefit from earnings.
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500’s 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock […]
Over the past six months, Itron’s shares (currently trading at $84.38) have posted a disappointing 14.8% loss, well below the S&P 500’s 8.4% gain. This might have investors contemplating their next move.
GM, MMM, NVS, NOC, HAS and DHI all outperformed expectations on their quarterly reports this morning.
Intel Targets AI and Data Center Unit With New Round of Layoffs
FIX Q2 earnings are likely to benefit from a record backlog, strong data-center demand and healthy margins, despite its premium valuation.
3M (MMM) raised its full-year earnings outlook on Tuesday as the industrial conglomerate reported se
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
