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.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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.
CNC highlights margin recovery, stronger Marketplace results and raised 2026 EPS outlook as cost discipline supports profitability gains.
CLS raises 2026 outlook as AI infrastructure demand, networking programs and stronger customer visibility fuel expectations for faster 2027 growth and margin gains.
Ford announced an operating profit of $2.5 billion from sales of $48.3 billion. Things look OK for the U.S. car business.
WM beats Q2 earnings estimates as pricing and efficiency lift margins, but softer volumes lead revenues to miss expectations.
West Texas Intermediate crude jumped nearly 7% after Iran launched missiles at U.S. forces, complicating the Fed's rate calculus
DoorDash on Wednesday launched its in-house drone-delivery program, DoorDash Air, after securing a U.S. Federal Aviation Administration certification to operate commercial drone deliveries in the U.S. The move marks the food-delivery company's push into autonomous delivery as it looks to reduce reliance on human couriers and expand its logistics network. • The program was developed by DoorDash Labs, its robotics and autonomy unit, and will eventually be integrated into its delivery app, according to a TechCrunch report.
First-half revenue passed 100 trillion won for the first time
Options imply a 6.6% move after earnings.
Investing.com -- Baird downgraded Caterpillar to Neutral from Outperform and cut its price target to $900 from $1,200, arguing that mounting U.S. state and local regulations targeting data center development could slow equipment demand from 2027 onward, even as the company's near-term order book remains strong.
Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. Amazon, Alphabet, Meta Platforms and Oracle issued about $194 billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters analysis of LSEG data. Goldman Sachs expects bond issuance by the five hyperscalers, including Microsoft Corp, to reach roughly $250 billion this year and $400 billion in 2027.
Record $1.2 billion quarter and 35% member growth, but EBITDA and EPS outlook left unchanged
Medicare beneficiaries may face higher premiums next year for their Part D drug plans, as the federal government plans to end subsidies that helped mitigate price increases in the program. The Trump administration will not continue the subsidies beyond 2026, The Wall Street Journal reported. About 25 million Medicare recipients are enrolled in a stand-alone Part D plan for their drug coverage.
Investing.com -- DoorDash (NYSE: DASH) is taking to the skies. The logistics leader announced today that it has received Part 135 air carrier certification from the Federal Aviation Administration (FAA), clearance that authorizes the company to commercially operate its own autonomous drone fleet. The new service, dubbed DoorDash Air, was engineered entirely in-house by DoorDash Labs, the company’s internal robotics and autonomy division. To earn the elite designation—held by only seven other ope
Watsco (WSO) delivered earnings and revenue surprises of -8.68% and -2.56%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Amphenol (APH) delivered earnings and revenue surprises of +13.45% and +5.51%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
July 29 (Reuters) - Wall Street's main stock indexes opened lower on Wednesday as investors awaited the Federal Reserve's monetary policy verdict against a backdrop of simmering Middle East tensions,
Although the revenue and EPS for P&G (PG) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Although the revenue and EPS for Lemonade (LMND) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Palantir Stock Faces Make-or-Break Earnings Test on Aug. 3
Lucid Stock Rallies After Prince Alwaleed Discloses a 5% Stake
Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.
Meta shares have fallen for nine straight sessions.