Investors brace for weaker profit, softer revenue and EV pressure
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

The Street enters its busiest week of the quarter. Carson Group chief macro strategist Sonu Varghese joins Josh Lipton on Market Domination Overtime to break down the recent chip sell-off and how investors should approach the AI trade amid shifting market dynamics
Coca-Cola is scheduled to report second-quarter earnings before the market opens on Tuesday, kicking off another closely-watched quarter for the global beverage giant. For the quarter ended in June, Wall Street analysts polled by Factset expect Coca-Cola to report adjusted earnings of 93 cents a share on revenue of $13.2 billion, representing 6.9% and 4.4% growth, respectively, from a year earlier. In the first quarter, Coca-Cola’s adjusted earnings rose 18% from a year ago to 86 cents a share, while revenue climbed 12% to $12.5 billion, both topping expectations.
Cadence Design Systems stock rose Monday after the chip-design company reported better-than-expected earnings and reaffirmed its positioning as an artificial-intelligence beneficiary. Cadence reported adjusted earnings of $2.11 a share in the second quarter, up from $1.65 a year ago and above analysts’ consensus estimate of $2.05, according to FactSet. Chip makers like Nvidia and Taiwan Semiconductor Manufacturing use Cadence’s software as part of their design process, and semiconductor demand has been one of the stories of the market in 2026.
Boeing reports second quarter numbers on Tuesday. Wall Street is looking for an operating profit of about $460 million up from a year-ago operating loss of almost $200 million.
Automotive giant Ford Motor Company (NYSE:F) looks to keep momentum going when the company reports second-quarter financial results Tuesday after market close. Here are the earnings estimates, analyst ratings and key items to watch. Ford Q2 Earnings Estimates Analysts expect Ford to report second-quarter revenuer of $45.26 billion, down from $46.94 billion in last year’s second quarter, according to data from Benzinga Pro. The company has beaten analyst estimates for revenue in five straight qua
Wall Street is headed for its busiest week of the earnings season and while earnings have been strong so far, one thing is clear: Good isn't good enough for tech companies. Amazon, Microsoft, and Meta are some of the 170 companies reporting earnings this week after Alphabet and Tesla set the stage last week. More than 130 S&P 500 companies have already reported earnings, with most beating earnings expectations, but whether those earnings beats translated into a move higher for the stocks was a more complicated story.
Wall Street has spent years wondering when Intel would turn the corner. For a long stretch, patience wore thin. Now one of the most closely watched chip analysts on Wall Street is sending a clear signal that the turnaround story has legs. His latest note landed just days after Intel (INTC) posted ...
Lam Research reports Q4 earnings on July 29, and the setup heading into that print looks unlike anything its closest rivals can match right now. Three factors separate this semiconductor equipment name from the rest of the AI spending story.
This falling ticker seems ripe for a bullish reversal, but things are still complicated for this recently IPO'd company's shares.
Big Three automaker Ford is on deck to report second quarter results, with investors focused on whether management follows rival General Motors in lifting its full-year outlook, and on how deep the softness in electric-vehicle demand runs across the lineup.
Semiconductor packaging and testing company Amkor Technology (NASDAQ:AMKR) will be announcing earnings results this Monday after market hours. Here’s what investors should know.
AMD Gets Massive Wall Street Upgrade as AI Revenue Outlook Soars
Seagate is slated to report earnings after the closing bell Tuesday, and traders are anticipating a big move from the hard drive maker’s stock following the results.

It's a big week for tech earnings, with Amazon (AMZN), Apple (AAPL), Meta (META), and Microsoft (MSFT) all set to report quarterly results. Yahoo Finance Senior Reporter Brooke DiPalma and Argent Capital Management portfolio manager Jed Ellerbroek discuss their expectations for the upcoming reports. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.
Synopsys is gearing up to release its third-quarter results soon, and analysts are expecting a double-digit increase in the company’s bottom-line figure.
Microsoft is due to report earnings after the closing bell on Wednesday, with traders anticipating a big move from the software giant’s stock.
In the upcoming Q1 earnings, the spotlight will be on whether Arm's AI CPU strategy is becoming its next major growth engine.
Trane Technologies heads into Q2 results with a strong earnings beat streak as demand for commercial HVAC & data center cooling solutions fuels expectations.
Ciena is set to post its third-quarter results soon, and analysts predict a triple-digit surge in the company’s bottom-line figure.
Four of the Magnificent Seven are set to report earnings this week. Neuberger senior research analyst Dan Flax joins Julie Hyman on Market Catalysts to discuss whether investors should be concerned about soaring AI spending as tech giants ramp up capital expenditures (capex).
Baker Hughes (NASDAQ:BKR) reported second-quarter results that exceeded its guidance range, supported by record orders in its Industrial & Energy Technology segment and stronger-than-expected performance in its Oilfield Services & Equipment business despite disruptions in the Middle East. C
Microsoft is likely to report earnings on July 29. It could decide the next move for AI ETFs as investors watch Azure growth and AI spending closely.
IEX reports Q2 results on July 29, with revenue growth expected as Health & Science demand and acquisitions support sales despite cost pressures.
The AI selloff that crushed Meta shares this week sent one investor straight to the buy button, and the reasoning behind that move cuts against everything the market currently believes about Big Tech spending.
Constellium heads into Q2 results with revenue and earnings growth expected, but higher costs and currency headwinds could shape the quarter.
MO's second-quarter results are likely to show sales and earnings growth as pricing and nicotine pouch momentum offset lower cigarette volumes.
Jabil is expected to announce its fourth-quarter earnings soon, and Wall Street forecasts a double-digit rise in its bottom line.
Verizon raised its 2026 outlook as lower churn, reduced subsidy costs, broadband growth and AI fiber deals strengthen earnings and cash flow.