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Amazon CEO Jassy may deliver a July 30 AWS earnings shock
TheStreet19d agoneutral
Amazon CEO Jassy may deliver a July 30 AWS earnings shock

Amazon has long derived a disproportionate share of its profit from its cloud division, Amazon Web Services (AWS). A growing number of Wall Street analysts are now projecting AWS will exceed consensus growth estimates when CEO Andy Jassy reports second-quarter results on July 30, The Motley Fool ...

Nasdaq lags on angst over AI spending ahead of earnings reports
Reuters Videos20d agoneutralVIDEO
Nasdaq lags on angst over AI spending ahead of earnings reports

<body><p>STORY: U.S. stocks ended mixed on Friday, with the Dow gaining just under half a percent, the S&P 500 virtually flat and the tech-heavy Nasdaq sliding nearly two-thirds of a percent.</p><p>The S&P 500 technology index underperformed the broader market as chip stocks fell, with Intel dropping nearly 8% despite forecasting quarterly profit and revenue above Wall Street estimates.</p><p>Enthusiasm for the AI trade weakened after Alphabet's announcement earlier this week of a plan to hike capital spending even as it burns cash.</p><p>Richard Reyle, chief investment officer at Questar Capital Partners, said that as a result investors are rotating into what he called "safer parts of the market."</p><p>"Pharmaceuticals have been flying, and that's been, I think, where we see the rotation of the market right now. [FLASH] You look at the iShares, pharmaceutical fund, it's big components that are J&J and Eli Lilly, they're at all-time highs. And they're still relatively not super expensive stocks. So I think that's a place that can be bought and held. And of course, energy. Exxon's going to announce earnings next week. I bet they're going to be a blockbuster and they're going to continue to be because they make money at $60 a barrel. At $100 a barrel, forget about it. They do very well."</p><p>The S&P 500 real estate sector also outperformed during the session. Its leading gainer was Digital Realty Trust, which rallied 11% after it raised its full-year forecast for funds from operations.</p><p>Among other gainers, shares of SLB climbed 11% after the oilfield services firm beat expectations for second-quarter profit.</p><p>Investors now turn their attention to quarterly results next week from Magnificent 7 megacaps Microsoft, Amazon, Meta and Apple.</p></body>

Rockwell Automation (ROK) Stock Looks Rich On Earnings But Strong On Returns
Simply Wall St.20d agoneutral
Rockwell Automation (ROK) Stock Looks Rich On Earnings But Strong On Returns

Rockwell Automation stock has delivered a 63.5% return over the past five years. On Simply Wall St's checks it screens as expensive rather than a clear bargain, raising the question of how much of its growth story is already reflected in the current price. Recent contract wins in areas like battery recycling and modular nuclear control systems add interest to the story, but they sit against a low overall value score. Over the last 5 years Rockwell Automation has returned 63.5%, which places...

Toyota Motor (TSE:7203) Faces An Earnings Test As Valuation Views Split
Simply Wall St.20d agoneutral
Toyota Motor (TSE:7203) Faces An Earnings Test As Valuation Views Split

Why Toyota Motor Stock Is Back in Focus Toyota Motor (TSE:7203) is on investors' radar after its latest trading session saw the stock fall 1.75% to $176.80, underperforming the S&P 500 ahead of an upcoming earnings release. With consensus forecasts pointing to earnings growth but lower revenue compared with the prior year, the next results update is set to give investors fresh information on how Toyota is balancing profitability and sales momentum. See our latest analysis for Toyota Motor. At...

Main Street Capital (MAIN) Nears Earnings With Its Valuation Narrative Still In Focus
Simply Wall St.20d agoneutral
Main Street Capital (MAIN) Nears Earnings With Its Valuation Narrative Still In Focus

Main Street Capital (MAIN) recently slipped 1.01%, lagging the S&P 500, as investors turned attention to the company’s August 6, 2026 earnings report and the latest expectations for profit and revenue. See our latest analysis for Main Street Capital. At a share price of $53.47, Main Street Capital has seen a 7.37% 1 month share price return but is down 13.41% on a year to date basis. Its 3 year total shareholder return of 60.91% and 5 year total shareholder return of 91.19% point to momentum...

Earnings Are Crushing It. Stocks Are Getting Crushed.
Barrons.com20d agoneutral
Earnings Are Crushing It. Stocks Are Getting Crushed.

Investors aren’t buying the earnings story this summer, in contrast to the spring rally that powered stocks to a record high in early June, suggesting a tough climb for markets over the back half of the year. Early second-quarter earnings data suggests companies are beating Wall Street forecasts by nearly 9%, well ahead of the four-quarter average of around 7.5% and the 4.4% tallied since 1994, according to LSEG. Nearly 85% of companies are beating estimates, compared with the recent average of around 80% and the historic reading of around 68%, and LSEG figures suggest overall second-quarter profit growth of 27%.