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United Microelectronics Q2 Earnings Call Highlights
MarketBeat9d agoneutral
United Microelectronics Q2 Earnings Call Highlights

United Microelectronics (NYSE:UMC) reported higher second-quarter revenue, wafer shipments and utilization as demand strengthened in communications and consumer applications, while the company raised its 2026 capital-expenditure budget to support silicon photonics and advanced-packaging growth initi

KLA Shares Drop Despite Q4 Earnings Beat as Guidance Fails to Impress Investors
InvestorsHub9d agoneutral
KLA Shares Drop Despite Q4 Earnings Beat as Guidance Fails to Impress Investors

KLA Corporation (NASDAQ:KLAC) reported stronger-than-expected fiscal fourth-quarter results, but its shares fell more than 10% in pre-market trading on Wednesday after investors focused on a cautious near-term outlook and guidance that offered only limited upside. The semiconductor equipment manufacturer posted earnings per share of $1.

Microsoft set for $190 billion market value swing after earnings results, options indicate
Reuters9d agoneutral
Microsoft set for $190 billion market value swing after earnings results, options indicate

Options traders expect a roughly $190 billion swing in Microsoft's market value after it reports earnings on Wednesday, an unusually large move that underscores investors' growing eagerness to see if billions of dollars in ‌AI spending are beginning to pay off. By comparison, over the last 12 earnings cycles, Microsoft has averaged a 4.8% implied move and a 4.4% actual move, Option Research & Technology Services (ORATS) data ​showed. The significantly higher pricing this quarter suggests that investors view Microsoft — one of the hyperscalers whose massive AI capital spending is at the heart of this year's AI rally and the broader bull market — as central to the AI earnings story.

What to Watch for in Microsoft Earnings
The Wall Street Journal9d agoneutral
What to Watch for in Microsoft Earnings

Tech giant Microsoft is set to report earnings today after the market close, and investors will be listening to hear whether the company expects to maintain the rapid growth at its cloud business, Azure. In its last quarterly earnings call, Microsoft said it expected roughly $190 billion in capex this calendar year, but the firm only spent about $30 billion in the first three months of the year. Microsoft shares closed up 1.1% yesterday, but they are 19% lower so far this year.

UBS Group Q2 Earnings Call Highlights
MarketBeat9d agoneutral
UBS Group Q2 Earnings Call Highlights

UBS Group (NYSE:UBS) reported second-quarter 2026 net profit of CHF 2.8 billion and earnings per share of CHF 0.87, as growth in wealth management and the investment bank helped lift underlying pre-tax profit by 45% from a year earlier to CHF 3.9 billion. Group Chief Executive Officer Sergio Ermott

DaVita (DVA): Buy, Sell, or Hold Post Q1 Earnings?
StockStory9d agoneutral
DaVita (DVA): Buy, Sell, or Hold Post Q1 Earnings?

What a time it’s been for DaVita. In the past six months alone, the company’s stock price has increased by a massive 122%, reaching $235.17 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Microsoft Earnings ‘Don’t Matter,’ Says Gene Munster Because 'Battle With the Bots' Just Beginning, Analyst Sounds 'Value Trap' Warning
Benzinga9d agoneutral
Microsoft Earnings ‘Don’t Matter,’ Says Gene Munster Because 'Battle With the Bots' Just Beginning, Analyst Sounds 'Value Trap' Warning

As investors await Microsoft Corp’s (NASDAQ:MSFT) quarterly results, Gene Munster argues the company’s long-term AI strategy—not its near-term earnings—will determine whether it can maintain its market leadership. Munster Says Microsoft’s AI Transition Matters More Than Earnings Ahead of Microsoft’s earnings report on Wednesday, Deepwater Asset Management’s managing partner said that Wall Street is focused on the wrong metric, arguing that the software giant’s biggest challenges lie years ahead

Goldman Sachs uncovers key AbbVie stock signals before earnings
TheStreet9d agoneutral
Goldman Sachs uncovers key AbbVie stock signals before earnings

AbbVie(ABBV) reports second-quarter results on Friday, July 31, and the mood around the stock has changed. A few months ago, investors were restless. The two drugs carrying the company were doing fine, but everyone already knew that, and the market wanted a new reason to invest. Goldman Sachs went ...

Corning’s AI data-center trade hits a guidance wall
TheStreet9d agoneutral
Corning’s AI data-center trade hits a guidance wall

Corning is best known for Gorilla Glass, the durable material used in smartphone screens. The company also makes the optical fiber, cables, and connectors that move data among thousands of processors inside artificial intelligence data centers. That business helped more than double Corning’s share ...

Hynix's Future Earnings to Pick Up, CLSA's Rana Says
Bloomberg9d agoneutralVIDEO
Hynix's Future Earnings to Pick Up, CLSA's Rana Says

Sanjeev Rana, head of research at CLSA Securities Korea, believes Hynix's earnings miss was the result of a weak product mix in the second quarter, and he expects "sequential earnings improvement." Meanwhile, KB Financial Group Global Investment Strategist Peter Kim shares his takes on the underlying trends driving the selloff in AI stocks.