News

Toast is reinvesting its Q2 upside into AI and expansion after beating estimates, raising its 2026 outlook and adding a record 9,500 net locations.

Sterling Infrastructure says capacity, not demand, is limiting growth as it boosts hiring, fleet spending and M&A to support mission-critical projects.

Spotify is prioritizing monetization, add-ons and automated ads while accepting slower MAU growth and keeping AI spending and margins under tight control.

Powell Industries' record orders lifted backlog to $2.4B, driving a capacity push as data center, utility and energy demand stays robust.

PFE raises its 2026 revenue outlook as non-COVID growth, deeper cost cuts and pipeline catalysts offset weaker COVID demand.

Merck raised its 2026 sales outlook as pipeline gains, new launches and post-KEYTRUDA plans took focus despite acquisition-driven losses.

Marathon Petroleum pairs 112% refining margin capture with $2.5B in buybacks as management projects strong refining conditions into 2027.

Leidos lifts 2026 guidance as Defense, Homeland and Intelligence growth offsets Health pressure, backed by stronger cash flow and defense-tech scale.

VSAT posts Q1 fiscal 2027 earnings beat despite a revenue miss, as lower interest expense narrows losses and management reaffirms growth expectations.

FANG has raised 2026 output guidance without lifting capex, cut debt and positioned gas demand and well gains to support growth into 2027.

Energy Transfer raises its 2026 EBITDA outlook as gas demand, NGL exports and late-year projects build a stronger growth runway into 2027.

DaVita's Q2 earnings call highlights mortality-led volume gains and broader middle molecule access, while management held 2026 guidance amid reimbursement pressure.

Caterpillar raises its 2026 sales outlook as record backlog, stronger segment demand and added power capacity support higher second-half growth.

Booking's Q2 call highlights resilient travel demand, higher savings and early AI gains, while geopolitical risks cloud the near-term outlook.

Arista lifts its 2026 revenue outlook to $12.6B for a third time as supply gains unlock shipments across AI, data center, campus and routing.

Amgen raised its 2026 outlook as broad product growth funds a deeper late-stage pipeline push amid biosimilar pressure on older franchises.

Astera Labs posts record Q2 revenues and sees accelerating momentum in Q3 as Scorpio X-Series switch ramp enters volume production.

Walt Disney Co. (NYSE:DIS) advanced nearly 5% in pre-market trading on Wednesday after reporting third-quarter adjusted earnings that comfortably exceeded analysts’ expectations, even though quarterly revenue came in slightly below forecasts.

One Stop Systems (OSS) delivered earnings and revenue surprises of +66.67% and +11.29%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

QSR heads into Q2 earnings with Burger King and Tim Hortons in focus as investors watch value-driven sales, digital growth and international expansion.

The company's capital expenditures soared like a rocket this past quarter, and investors weren't impressed.

The S&P 500 climbed 0.6% on Wednesday, while SpaceX stock slumped more than 10% on its first quarterly report since going public

Uber Technologies (NYSE:UBER) traded lower in pre-market trading on Wednesday after issuing third-quarter earnings guidance that came in below Wall Street expectations, despite reporting solid second-quarter operating performance. The weaker outlook overshadowed stronger-than-expected gross bookings during the latest quarter and renewed investor focus on the company’s investment plans.

Sensata's broad Q2 beat, margin gains and stronger cash flow support its 2026 growth story, while Q3 guidance tests resilience amid softer auto output.

Galaxy’s quarterly loss narrowed by 61% as its data center segment began generating revenue and the company funded the next 260 MW of critical IT capacity at Helios.

(Bloomberg) -- CVS Health Corp. shares fell after the company gave preliminary 2027 profit guidance that disappointed investors and warned of challenges in its pharmacy benefit manager next year, overshadowing a better-than-expected second quarter report.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealSpaceX’s AI Splurge Puts Damper on Debut Earnings After IPOChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasi

HPC leases generated 71% of quarterly revenue as TeraWulf expanded its contracted capacity and arranged a roughly $530 million sale of its Abernathy joint venture interest.

SPCX beats Q2 estimates as revenue surged 91.9%, fueled by AI cloud deals and Starlink growth, while heavy capex reshaped cash deployment.

SpaceX stock (SPCX) is losing altitude and shedding yesterday's stock gains over the AI spending forecasts reported in its first-ever earnings release. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to break down SpaceX's negative stock moves.

Although the revenue and EPS for CVS Health (CVS) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.