Barrons.com14d agoneutral
What AI Slowdown? TE Connectivity Earnings Were Rock Solid and the Stock’s Up.TE Connectivity reported better-than-expected quarterly earnings and gave solid guidance for the coming quarter.
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Reuters14d agoneutral
Wall St futures edge lower as caution builds ahead of Big Tech earningsJuly 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide
Stocktwits14d agoneutral
S&P 500, Dow Snap Three-Day Losses, Nasdaq Ends Best Day In Three Weeks As Earnings Take Centerstage — GOOGL, AAPL, AMD, TSLA, DIS In FocusThe Philadelphia Semiconductor Index jumped over 5%, its best single-day gain in a month, as bargain buyers piled onto semiconductor stocks.
The Wall Street Journal14d agoneutral
Chip Stocks Rebound Lifting Indexes Ahead of Big Tech EarningsU.S. stocks rose broadly as chip shares staged a strong recovery and investors positioned for a wave of major technology earnings.
Barrons.com15d agoneutral
How to Use GE Vernova Earnings to Tell if the AI Trade Is DeadDemand 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.
The Wall Street Journal15d agobullish
3M Stock Jumps on Improved Earnings GuidanceMaterials 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.
Barrons.com15d agoneutral
Northrop Earnings Were Solid. The Stock Still Can’t Catch A Break.Northrop Grumman reported better-than-expected second-quarter earnings and raised its full-year financial guidance.
InvestorsHub15d agoneutral
US futures rise as Middle East tensions and AI earnings dominate investor focus: Dow Jones, S&P, Nasdaq, Wall StreetMarkets look ahead to a pivotal week for technology companiesUS equity futures traded higher on Tuesday as investors prepared for a busy earnings calendar led by major technology companies, while continuing to monitor escalating tensions in the Middle East and questions surrounding the sustainability of artificial intelligence investment. By 02:49 ET (06:49 GMT), Dow Jones futures had gained 170 points, or 0.
Reuters Videos15d agoneutralVIDEO
US stocks edge down with Iran and earnings season in focus<body><p>STORY: Stocks started the week on a down note, with the Dow falling about six tenths of one percent, while the S&P 500 dropped two tenths and the Nasdaq ended basically flat.</p><p>:: Archive</p><p>Investors looked for moves toward de-escalation in the Middle East while they waited for earnings reports due from major technology companies later in the week.</p><p>Melissa Brown, managing director of investment decision research at SimCorp, says the technology firms will have to post significant earnings growth to maintain their lofty trading levels. </p><p>“Every company, whether it's Google or Tesla, obviously they have very different business models and different drivers of their business. But overall, I think to justify the high valuations that we see in a lot of those names, we would need to see good earnings growth, not just kind of your run-of-the-mill 10%, but you'd want to see higher earnings growth on top of good margins as well. So, we want the businesses to be profitable and growing.”</p><p>:: Archive</p><p>Meanwhile, Yemen's Iran-aligned Houthis said on Monday that they were imposing a naval blockade on Saudi Arabia, opening a new front in the U.S.-Iran war and widening the threat to global energy supplies and trade beyond the Gulf. </p><p>But a senior Iranian official told Reuters that mediators have passed Iran a proposal to de-escalate the war with the U.S. that would offer a 10-day ceasefire to find ways to revive an interim deal reached last month.</p><p>Stocks on the move included Paramount Skydance which lost two percent and Warner Brothers Discovery which slipped almost four percent after a judge halted their $110 billion merger temporarily as a coalition of states argued it would irreparably harm competition.</p><p>And shares of Domino’s Pizza gained two percent after the chain’s quarterly revenue edged past Wall Street estimates.</p></body>
Barrons.com16d agoneutral
Why Netflix Stock Got an Upgrade After Earnings SlumpNetflix stock has fallen 28% this year. Still, Phillip Securities analyst Helena Wang upgraded shares of Netflix to Buy on Monday.
Insider Monkey16d agobullish
Is Intel (INTC) Stock a Buy Before Q2 Earnings?The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]
Reuters16d agoneutral
Wall St opens higher as chips recover, megacap earnings loomJuly 20 (Reuters) - Wall Street's main indexes opened higher on Monday, as chip stocks recovered from last week's pullback and investors awaited a key slate of earnings from major technology companies
Barrons.com16d agoneutral
Stocks Bounce Back to Kick Off a Big Tech Earnings-Heavy WeekThe Dow opened up 0.3% or 145 points. Chip stocks led the declines, with the same names leading the market year-to-date seeing the most dramatic losses. The Big Tech results could further catalyze the rotation out of tech or jump start a rebound from a rout that’s run too far.
InvestorsHub16d agoneutral
US futures edge higher as Middle East tensions, oil prices and Big Tech earnings dominate markets: Dow Jones, S&P, Nasdaq, Wall StreetU. S. stock index futures traded modestly higher on Monday as investors balanced escalating geopolitical tensions in the Middle East against a busy week of corporate earnings led by several of America’s largest technology companies.