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The market has been spooked by concerns of tech giants’ ballooning spending and signs that China may be catching up in the AI arms race. Asian chip stocks plunged, sending South Korea’s Kospi index 10% lower and Japan’s Nikkei down 4%. The worst-hit American names included memory makers Sandisk which fell another 14%, and Micron, which shed 8.9%.
Royal Caribbean Cruises stock (RCL) has caught some wind in its sails on Tuesday, holding onto post-earnings gains ahead of the close after trimming its full-year yield forecast. UBS managing director and leisure analyst Robin Farley examines how Royal Caribbean and Carnival Corporation's (CCL) quarterly results set the stage for Norwegian Cruise Line's (NCLH) own release, as well as how oil prices (CL=F, BZ=F) impact the cruise industry as a whole.
Apple could finish the year as the world's largest company if its financial results remain strong.
Tejpaul Bhatia, the CEO of Nebex, said that his company, which is aimed at building a financial operating system for the space industry, saw an economic gap in the growth of space travel as more money is put into the growth of the commercial space industry. Bhatia compared the potential of a space economy to the role of American Express and Wells Fargo at the beginning of the railroad industry.
NYU Stern Kerschner Family Chair in Finance Education Aswath Damodaran discusses the AI investment cycle and says smaller companies like CoreWeave are in 'danger territory' when it comes to debt, but does not see a concern for larger companies. He speaks with Emily Graffeo and Romaine Bostick on 'The Close.'
U.S. stocks finished mixed as a rout in chip stocks continued while falling oil prices boosted consumer stocks.
Robinhood has proved better at diversifying its revenue streams—but emerging fields of AI commerce and tokenized stocks will boost Coinbase in time.
RBC sees major AI synergies and trillion-dollar chip savings
S&P Global (NYSE:SPGI) reported second-quarter results that exceeded its expectations, supported by strong performance in its Ratings and Indices benchmark businesses, while raising its 2026 share repurchase target to more than $7 billion. President and Chief Executive Officer Martina Cheung said t
Ranger Energy Services (NYSE:RNGR) reported higher second-quarter revenue and adjusted EBITDA as activity strengthened across its production-focused service lines and the company continued integrating American Well Services, or AWS. Revenue for the quarter ended June 30 totaled $176.5 million, up 1
Royal Caribbean Cruises (NYSE:RCL) reported second-quarter results that exceeded its expectations, citing stronger close-in demand, higher onboard spending and favorable costs, while raising its full-year adjusted earnings outlook despite a modest impact from geopolitical events on European itinerar
The 41-year-old company has given back the stock gain it made in the first half of the year and is sitting 35% below its peak. And it's heading into an earnings report that needs to answer some hard questions. Qualcomm (QCOM) closed July 27 at $170.04, up 1.84% on the session but a long way from ...
Meta Platforms (META), Microsoft (MSFT), Amazon (AMZN), and Apple (AAPL) are the next Big Tech names — part of the Magnificent Seven — to report quarterly earnings results this week. Zacks Investment Research stock strategist Ethan Feller weighs in on investors' expectations for these Magnificent Seven member stocks.
(Bloomberg) -- On the eve of the Federal Reserve’s policy decision, bond traders are on edge. While most expect policymakers to leave interest rates unchanged, prominent voices across Wall Street are putting their weight behind a hike in just the second meeting run by new Chairman Kevin Warsh. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeAppl
Core Scientific announced a $15 billion AI deal with AMD and a neocloud during its Q2 earnings, and Galaxy Digital has purchased a new site for a 74 MW AI…
Between AI spending doubts, a potential Fed surprise, and new competition from China, here's what's rattling investors.
(Bloomberg) -- Meredith Whitney, the former bank analyst who rose to fame for a 2007 report ahead of the global financial crisis, warned that a US “reckoning” is coming in the fourth quarter as one-time economic boosts from the World Cup and residual fiscal spending fade.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeApple Set to Make Big Smart
The Coca-Cola Company will release earnings for its second quarter before the opening bell on Tuesday, July 28. Analysts expect the company to report quarterly earnings of 93 cents per share, up from 87 cents per share in the year-ago...
SoFi stock is down ahead of the firm’s Q2 earnings on July 29. Options pricing and seasonal patterns warrant owning SOFI shares heading into the quarterly print.
The paint maker's sales rose 7.5% to $6.79 billion in the recent quarter, ahead of the $6.6 billion that analysts polled by FactSet had expected. Shares climbed more than 8%, making Sherwin-Williams the top performer in the Dow industrials in what's poised to be the stock's biggest one-day increase in more than four years.
Amazon's $13 billion investment has become a windfall.
Uber Technologies Inc (NYSE:UBER, XETRA:UT8) is expected to report second quarter results that meet or modestly exceed Wall Street expectations, with analysts also anticipating investor attention to center on the company's autonomous vehicle strategy and outlook. Bank of America reiterated...
Moby summary of Invesco Ltd.'s Q2 2026 earnings call
Kilroy Realty (NYSE:KRC) reported second-quarter funds from operations of $0.92 per diluted share and said leasing conditions continued to improve across its West Coast office and life science markets, supported by stronger tenant demand, reduced high-quality space availability and expanding renewal
Invesco (NYSE:IVZ) reported record second-quarter net long-term inflows and higher profitability as demand for ETFs, fixed income, separately managed accounts and private-market strategies helped push assets under management to $2.5 trillion. President and CEO Andrew Schlossberg said the firm gener
CocaCola (NYSE:KO) reported second-quarter results that management said reflected broad-based global momentum, with unit case volume rising 5%, organic revenue increasing 6%, and comparable earnings per share growing 11% to $0.97. Chief Executive Officer Henrique Braun said the quarter benefited fr
Moby summary of Hubbell Incorporated's Q2 2026 earnings call
Celestica Inc (CLS) reports a 62% revenue surge and raises its full-year outlook, driven by robust demand in AI and networking sectors.
PayPal Holdings Inc (PYPL) reports a 5% revenue increase and raises full-year guidance despite facing competitive pressures and a slight decline in non-GAAP EPS.
(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang defended open-weight artificial intelligence systems as crucial to the nascent AI industry, sending a cautionary message to officials in Washington who are debating how to respond to a surprise breakthrough from Chinese startup Moonshot.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsCitadel Securities Sees Warsh Delivering Surprise Fed H
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