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GE HealthCare Technologies ran at the top of the S&P 500 Wednesday morning, while Humana was among major laggards after both companies posted better-than-expected Q2 earnings signaling a return to profit growth. GEHC broke above its recent trading range that followed its dive on Q1 results. Wednesday's stock action was pretty much the reversal of what we've seen this year for GEHC and HUM, with medical equipment stocks among the market's worst-performing industry groups and managed-care stocks ranked in the top tier.

A single capital spending number from Microsoft could either rescue a $700 billion AI trade from its worst selloff in months or confirm that the boom is finally running out of steam. Every chipmaker on five continents is watching.

Asbury beats on Q2 earnings as used-vehicle profitability offsets weaker new-car margins, even though revenues miss estimates.

Legrand SA (LGRDY) reports a robust 17.4% sales increase, driven by data center expansion and strategic acquisitions, despite currency challenges.

GE HealthCare reports earnings per share of $1.13 from sales of $5.3 billion. Wall Street was looking for $1.04 a share and $5.3 billion, respectively.

Vertiv Holdings (VRT) stock sinks on Wednesday after missing its second quarter earnings estimates despite its increase to full-year guidance. Vertiv is a major player in AI data center infrastructure. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to weigh in on the outlook for the rest of the major companies participating in the AI infrastructure buildout.

SoFi crushed revenue estimates and raised its top-line outlook, yet shares cratered 10% anyway as sellers zeroed in on one number management refused to budge on.

Wall Street expects Qualcomm to report $9.6 billion in revenue and earnings per share of $2.22 for the fiscal third quarter.

Traders are expecting big swings from tech earnings on Wednesday, with options pricing in major after-market risks and short sellers lining up to bet against one of the market’s biggest stocks. Microsoft shares, which have fallen more than 15% from their early June peak and remain nearly 25% lower over the past year, are likely to move more than 6.6% in either direction after tonight’s June-quarter earnings, well ahead of its three-year average of around 4.8%. Short sellers, meanwhile, are crowding into the stock, with bets against the tech and cloud giant representing around 92 million shares, or 1.27% of its outstanding float, according to data from S3 Partners.

The Tim Cook era was a highly profitable one for Apple shareholders.

Sofi Technologies (NASDAQ:SOFI) reported second quarter 2026 results that exceeded Wall Street expectations for revenue and adjusted earnings, while raising its full-year revenue outlook as the financial technology company continued to expand its member base and product offerings. The company...

Verizon Communications (NYSE:VZ) jumped recently after posting earnings. Profit beat estimates and rose year over year, but revenue missed estimates. The stock still trades at a discount to peers, under 9.5 times forward earnings versus roughly 13x for the group. The question is whether that discount is a gift or a warning sign. The Bull […]

Procter & Gamble (PG) stock takes a dip on Wednesday after missing fourth quarter revenue expectations ($21.2 billion vs. estimates of $21.38 billion). P&G CFO Andre Schulten speaks with Yahoo Finance Executive Editor Brian Sozzi about the latest trends in consumer buying and whether North American shoppers reflect those trends.

Humana’s shares dipped in morning trading after its results compared unfavorably with other insurers’ performance this quarter The Medicare-focused insurer modestly beat analysts’ profit projections, offered reassurance on medical cost trends and left guidance unchanged on an adjusted basis.

Schlumberger beats Q2 earnings and revenue estimates, lifting investor interest in energy ETFs like IEZ, OIH and XLE with heavy exposure to SLB.

Procter & Gamble Co (NYSE:PG, XETRA:PRG) shares fell more than 3% on Wednesday after the consumer goods giant reported fourth-quarter revenue that missed analyst estimates, even as it topped profit expectations. The maker of Tide detergent and Pampers diapers posted revenue of $21.2...

Susquehanna analyst Mehdi Hosseini believes the company’s growth is constrained even as KLA issues an upbeat forecast.

Procter & Gamble's (PG) fiscal fourth-quarter revenue fell short of market estimates on Wednesday, w

Cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) will be reporting results this Thursday afternoon. Here’s what you need to know.

Flex (NASDAQ:FLEX) reported first-quarter fiscal 2027 results that included 21% revenue growth, expanding margins and record adjusted earnings per share, while management said the company remains on track to separate its Cloud and Power Infrastructure business into an independent company in the firs

Biogen (NASDAQ:BIIB) reported second-quarter 2026 total revenue of $2.7 billion, up 3% from a year earlier, as growth products and the recently completed acquisition of Apellis contributed to results. Core pharmaceutical revenue rose 4% year over year to $1.8 billion, while the company’s growth port

Shares of Bloom Energy (NYSE:BE) advanced 11% to $185.85 in early Wednesday trading after the fuel cell maker delivered a blowout Q2 2026 earnings beat and raised full-year guidance. The move flipped Tuesday’s pre-earnings selloff, when Bloom Energy shares fell 13% amid short-seller pressure from Hunterbrook. However, BE stock soon retreated to $173.29, up 4% ... Bloom Energy Soars 11% on Record $1.07B Q2 Revenue, Raised 2026 Guidance

It takes a lot for artificial-intelligence trade-related companies to impress Wall Street with earnings or guidance these days, but Teradyne has done just that. Shares of the semiconductor test equipment manufacturer rose 9% to $338.43 on Wednesday after the company late Tuesday reported better-than-expected second-quarter earnings and solid quarterly guidance. Teradyne posted adjusted earnings of $2.47 a share in the second quarter, up from 57 cents a year ago and well above Wall Street’s expectation of $2.09.

V highlights AI-driven innovation, resilient spending, stablecoins and value-added services as it advances payment growth and future product development.

S&P Global highlights AI growth, benchmark strength and higher buybacks after the Mobility spin-off as it targets profitable growth across key businesses.

PYPL outlines a transformation plan as branded checkout stabilizes, Venmo expands and the company raises its full-year earnings guidance.

NXP Semiconductors sees physical AI, software-defined vehicles and data centers driving growth as demand improves and design-win pipelines expand.

Corning highlights AI infrastructure demand, optical growth and its Springboard plan to drive sales and profitability expansion.

Ford raises 2026 outlook as it highlights higher profitability, pricing discipline and growth in trucks, services, EVs and energy.

Enphase Energy highlights storage, financing and commercial expansion as key bridges to renewed growth while navigating cautious U.S. residential demand.