Moby summary of RTX Corporation's Q2 2026 earnings call
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Moby summary of Dover Corporation's Q2 2026 earnings call
Moby summary of Ardagh Metal Packaging S.A.'s Q2 2026 earnings call
Moby summary of Albertsons Companies, Inc.'s Q1 2026 earnings call
There's more than one way to get exposure to quantum computing.
For the third quarter in a row, Rollins failed to live up to the market's quite lofty expectations.
Jimmy Chang, Chief Investment Officer at Rockefeller Global Family Office, used CNBC’s Closing Bell Overtime to deliver a pointed warning ahead of Big Tech earnings: the record AI CapEx cycle may already be masking an overbuild that markets have not yet learned to see. Chang argued that strong earnings are already priced in and the ... Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild
They're riding a supply-demand high right now, but the focus is sustainability.
Dell's AI server revenue exploded last quarter, but margin compression is spooking investors and capping the stock well below its potential. Here is the case for why that gap closes faster than Wall Street expects.
Five stocks have quietly mailed income checks every single month for years, but their dividend safety, growth potential, and hidden risks vary far more than their yields suggest.
It would be easy to overlook Tesla's Chinese operations -- but that might be the most impressive part.
Nvidia-Backed Nebius Takes Early Lead in Race for Next-Generation AI Infrastructure
Investors have spent the last few years chasing AI growth by buying shares of companies like Nvidia and Microsoft. But a senior Wall Street executive says that strategy may not work for what comes next. Sandy Kaul, Head of Digital Assets and Innovation at Franklin Templeton (NYSE: BEN), an asset ...
Alphabet's Q2 was a blowout by any reasonable measure. The stock still fell 7% because investors saw the capex bill. Sometimes the market has a short attention span.
Portfolio construction plays a big part in an ETF's long-term outlook. These four ETFs -- two focused on growth and two on high yield -- check all the boxes.
Most of the Magnificent Seven stocks carry narratives that have quietly stopped holding up, but two names in the group still pass every test our model throws at them. Find out which two made the cut and why the gap between them matters more than most investors realize.
Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors have not asked yet: what happens when a pick-and-shovel AI play trades at a discount to its own growth rate with 20 of 21 analysts already bullish?
Blackstone reported strong second-quarter results.
If the idea of inflation in retirement keeps you up at night, you may have less to worry about than you think.
A rejected buyout offer, an aggressive buyback program, and a valuation half that of its closest rival paint an unusual picture for PayPal heading into its July 28 earnings report.
Alphabet shares are down, despite reporting 24% revenue growth in the second quarter.
While the broader market sank Thursday morning, two defense giants defied the selloff with blowout quarters and backlogs that shattered records, raising a pointed question about how much runway remains for investors who missed the initial pop.
Investors have ignored this online retailer for too long.
The new CEO has shown a willingness to go in his own direction, but you shouldn't necessarily follow blindly.
Jamie Dimon calls the economy resilient, corporate profits are surging, and yet millions of retirees feel their budgets shrinking every quarter. The reason comes down to a structural mismatch that most retirement plans never account for.
Oracle sits near a 52-week low while sitting on a backlog that Wall Street is calling the setup of the decade. The case for a massive recovery by 2027 is compelling, but one lurking risk could blow the whole thesis apart.
The market has spent the past two years rewarding companies tied to artificial intelligence, robotics, and next-generation infrastructure. Investors are increasingly looking beyond a company’s original business and looking more closely at which ecosystem is building it. That shift is key because some of today’s biggest winners no longer fit neatly into a single industry. ... Historic Tesla and SpaceX Merger Looks More Likely. Is This Sell-Off Your Best Buying Opportunity Yet?
It's time to make sure you're ready to take that leap.
Goldman Sachs Trust holds 724 positions worth $2.4 billion, and its mega-cap tech bets are sitting on analyst price targets that tower above where those stocks trade today. The question is whether retail investors are reading the same signal Wall Street is.
Intel has outperformed Nvidia by a huge margin over the past year, but the latter continues to clock impressive growth.