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By Ragini Mathur and Avinash P July 23 (Reuters) - U.S. stock indexes were on track to open lower on Thursday as concerns over heavy AI spending resurfaced after the first batch of Big Tech earnings,
Mobileye Global (NASDAQ:MBLY) shares surged nearly 10% in premarket trading on Thursday after the autonomous driving technology company reported second-quarter earnings well above Wall Street expectations and increased its revenue and profit guidance for the full year. The stronger outlook was supported by solid operational performance and the financial benefits of Israel’s new research and development incentive programme.
American Airlines reported record quarterly revenue of $16.7 billion and adjusted EPS of $0.15, beating Wall Street estimates.
Amid war and rising oil prices, RTX delivered the kind of quarters investors craved: A beat-and-raise. Financial guidance was raised, too. For 2026, RTX now expects sales of about $95.5 billion, up from prior guidance of $93 billion.
IMAX stock projected an early entry buy signal on Thursday morning as a Q2 earnings beat added to momentum from its best-ever opening weekend. Christopher Nolan's "The Odyssey," the first-ever theatrical release shot in IMAX's largest and highest-resolution film format, delivered a record-breaking $52 million first-weekend haul for the immersive IMAX theaters alone. The blockbuster opening helped send AMC Entertainment past an early buy point on Monday but the liftoff for IMAX shares was postponed until after earnings.
RTX (NYSE:RTX) shares surged nearly 6% in premarket trading on Thursday after the aerospace and defence company reported second-quarter earnings and revenue ahead of Wall Street expectations while increasing its financial guidance for the full year. The stronger outlook reflected robust demand across both its commercial aerospace and defence businesses, supported by a record order backlog.
Alternative investment manager Blackstone (NYSE:BX) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 62.9% year on year to $5.04 billion. Its GAAP profit of $1.54 per share was 15.9% above analysts’ consensus estimates.
Revenue beat expectations, but operating margin fell to 1.4% and capex more than doubled
Cleveland-Cliffs (NYSE:CLF) shares climbed nearly 7% in premarket trading on Thursday after the steel producer issued a stronger-than-expected outlook for the third quarter, despite reporting a slight earnings miss for the second quarter. Investors focused on the company’s improving profitability and expectations for a significant increase in EBITDA during the current quarter.
Dow (NYSE:DOW) reported better-than-expected second-quarter earnings on Thursday, supported by higher selling prices across its business, particularly in polyethylene, helping offset a modest decline in sales volumes. The stronger results prompted a positive market reaction, with the company’s shares rising more than 2% in premarket trading.
JPMorgan stock is trading in the 5% buy zone from a consolidation buy point after a strong earnings move in July.
Moby summary of Southern Copper Corporation's Q2 2026 earnings call
Moby summary of Liberty Energy Inc.'s Q2 2026 earnings call
Moby summary of QuantumScape Corporation's Q2 2026 earnings call
Moby summary of Molina Healthcare, Inc.'s Q2 2026 earnings call
Deere & Company is expected to unveil its third-quarter results next month, and analysts are projecting a single-digit rise in profit.
T-Mobile (NASDAQ:TMUS) shares moved lower in premarket trading on Thursday after the wireless carrier reported second-quarter earnings above analysts’ expectations but fell short of revenue forecasts, despite lifting its full-year free cash flow outlook. While profitability and cash generation remained strong, investors focused on the slight revenue miss following another quarter of steady subscriber growth.
TSLA's Q2 earnings miss estimates as higher costs pressure profits, despite a 25.5% revenue gain and record vehicle deliveries.
The defense contractor posted $20.1 billion in quarterly sales and now projects free cash flow of more than $7 billion for the year
IBM’s earnings pre-announcement sent the stock into a tailspin but Wall Street isn’t giving up just yet.
American Express and Verizon both report Q2 earnings the same morning, and the prediction markets, analyst ratings, and price targets are telling three different stories about which stock Wall Street actually trusts heading into the print.
Nasdaq (NDAQ) delivered earnings and revenue surprises of +9.18% and +3.87%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Blackstone Inc. (BX) delivered earnings and revenue surprises of +14.29% and +12.70%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
American Airlines (AAL) delivered earnings and revenue surprises of +400.00% and +0.22%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Coherent is scheduled to post its fourth-quarter results in August, and analysts predict a double-digit surge in the company’s bottom-line figure.
Lockheed Martin and RTX both rose more than 5% before the market open. Their stocks are taking very different directions.
ServiceNow beat Q2 Wall Street consensus estimates and raised revenue forecasts. The company's shares now show signs of escaping the 'SaaSpocalypse'.
Oppenheimer Backs Microsoft Stock Ahead of Earnings Despite AI Capex Overhang
Revenue surged 24% as commercial services and defense backlogs hit record highs.
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