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Next year, sales are expected to grow by 59% to $80 billion with earnings surging by more than 80% to $13.87.

AMD heads into its August 4 earnings report riding a massive AI-fueled surge, but a demanding valuation and fresh insider selling raise the question of whether the rally has legs or a stumble is coming.

Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.

Shares of hyperscaler companies climbed higher on Monday.

Amazon.com’s strong earnings are providing a boost to battered AI hyperscaler bonds. Amazon shares jumped 15% Friday after the company reported accelerating cloud-computing sales. The momentum carried over to its bonds: the extra yield, or spread, investors demand to hold its 6.

Apple (AAPL) stock continues to drop on Friday while shares of Amazon (AMZN) surge since the two tech giants posted earnings results yesterday. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Trustless Media Founder Zack Guzman take a closer look at the key figures that Apple reported in its earnings release.

BLKB's low valuation and strong cash flow support buybacks, but weak growth, retention pressure and leverage keep the stock's upside in check.

You pay less than the market for Adobe on earnings and cash flow, and what comes with the discount is a growth engine management is deliberately rebuilding.

Moby summary of WEC Energy Group, Inc.'s Q2 2026 earnings call

Oracle stock has dropped sharply over the past year, yet valuation checks still lean in its favour, which puts the recent share price weakness at odds with what the broader metrics suggest about value. Oracle shares have fallen 51.5% over the past year, which means the market has sharply reset expectations despite the company remaining a major player in cloud and enterprise software. On the positive side, winning a Pentagon software contract worth up to nearly US$7b can support confidence in...

DTE Energy (NYSE:DTE) said it earned operating income of $274 million, or $1.32 per share, in the second quarter of 2026 and said results keep it on track to reach the high end of its full-year operating EPS guidance range. President and CEO Joi Harris said the company continued to advance reliabil

AMZN heads into Q2 2026 earnings with AWS growth, Prime Day timing and ad momentum in focus as investors weigh AI spending against margins.

‘The money has to come from somewhere,’ says Bryce Doty at Sit, of pressure heavy AI-debt supply and the rest of the bond market

Microsoft's Azure outlook stays strong ahead of fiscal Q4 results as AI demand outpaces capacity and new platform launches test margin durability.

DTE's Q2 results are likely to reflect grid investments, data center demand and rate-base growth, while higher financing costs could pressure earnings.

Oracle is set to report Q1 earnings, with analysts expecting double-digit year-over-year EPS growth.

Despite the futures rebound, retail investors remain cautious. Stocktwits data showed retail sentiment is ‘bearish’ on SPY and QQQ.

Orchid Island Capital (NYSE:ORC) reported second-quarter 2026 earnings of $0.44 per share, compared with a loss of $0.11 per share in the first quarter, as book value and total return improved during the period. Controller Jerry Sintes said book value rose to $7.22 per share at June 30 from $7.08 a

Alphabet (NASDAQ:GOOG) executives said the company’s second-quarter 2026 results were driven by broad demand for artificial intelligence across Search, YouTube and Google Cloud, while also signaling that heavy infrastructure spending will continue as capacity remains constrained. Chief Executive Su

Investors are asking whether cloud and AI revenue can keep pace with a sharp rise in capital spending.

Winthrop Capital CIO Adam Cooné explains how Alphabet's (GOOG, GOOGL) second quarter earnings results would be a good "barometer" of both the market's health and broader narratives within Big Tech itself.

NOW's Q2 results may reflect strong AI adoption and subscription growth, but rising costs, competition and valuation risks cloud the outlook.

IBM stock has its worst day ever, PayPal gets a takeover offer, big banks see deal boom time, and more news to start your day.

IBM stock collapsed 25% after the company preannounced its Q2 earnings results.

IBM stock collapses 25% after the company preannounced its Q2 earnings results.

IBM stock collapses 25% after the company preannounced its Q2 earnings results.

Investing.com -- B. Riley is framing this week's second-quarter earnings reports from ASML and TSMC as "tone-setting" for the entire semiconductor and semiconductor capital equipment sector, arguing that a $880 billion surge in AI infrastructure spending has arrived roughly 12 months ahead of the firm's prior forecasts.

Oracle (ORCL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Oracle Corporation (NYSE:ORCL) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the future valuation of the company according to some analysts, as he said: The business is now getting crowded, which is why tonight I want to explain the differences between the major neocloud […]

AI disruption is a hot earnings call topic.