Applied Materials (AMAT) moved into focus after its stock jumped 7.7% following Taiwan Semiconductor Manufacturing's planned chip price increases and a US$100b Arizona expansion, which underscored long-term equipment demand linked to AI infrastructure. See our latest analysis for Applied Materials. That jump sits against a strong run for Applied Materials, with the share price up 37.14% over the past 90 days and 106.02% year to date, contributing to a 1-year total shareholder return of...
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The company delivered a staggering 997% average earnings surprise over the prior four quarters.
Databricks said on Thursday it would expand its partnership with Microsoft through the 2030s, a deal under which it will increase its use of the Azure platform and Microsoft's custom chips. Databricks offers a platform that helps users ingest, analyze and build AI applications using complex data from various sources. One of the most valuable private companies, the San Francisco-based firm's move marks a sizeable win for Microsoft's Azure cloud business and comes as enterprise AI adoption accelerates.
With its first drug on the market and a pipeline full of catalysts, the company asks investors to weigh a powerful growth story against an elevated valuation and a history of volatility.
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?
AVB tops Q2 core FFO estimates, raises its same-store outlook and advances development plans as it moves closer to its proposed merger.
T's earnings beat, rising free cash flow and low valuation strengthen its value case, but debt, heavy spending and uneven growth temper the outlook.
Nasdaq (NASDAQ:NDAQ) reported stronger-than-expected second-quarter results on Thursday, driven by robust growth across its index, financial technology and market services businesses, sending its shares modestly higher in premarket trading. The exchange operator also highlighted record milestones during the quarter, including hosting the largest initial public offering in exchange history.
Blackstone reported strong second-quarter results.
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.
After a strong run to the top of its range, this rail technology giant offers investors a large order book, but you'll pay a premium price just as some of its core businesses face challenges.
T-Mobile US Inc (NASDAQ:TMUS, XETRA:TM5) shares fell about 5% in early trade on Thursday after the wireless carrier reported second quarter results that topped Wall Street expectations on earnings but narrowly missed revenue estimates. The company reported adjusted earnings per share of $2.99...
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.
Shares of freight railroads Union Pacific, CSX and Norfolk Southern jumped after they reported higher revenue, as more shippers moved their cargo from truck to rail. “I’m very bullish from where we sit on demand,” said Union Pacific Executive Vice President Kenny Rogers in an earnings call. Union Pacific reported a 12% increase in second-quarter operating revenue compared to the same period a year ago, CSX reported a 10% increase and Norfolk Southern, an 11% increase.
Dow's Q2 earnings beat estimates as higher pricing and self-help actions drove a sharp profit rebound and 19.7% sales growth.
HLT heads into Q2 earnings with resilient travel demand, expanding hotel openings and steady booking trends, but near-term regional headwinds remain in focus.
The stock looks cheap, but what if AI is a bubble that's about to burst?
The Vanguard High Dividend Yield ETF is one of the most popular in this space, but investors need to know what they're really buying.
TXN beats Q2 estimates as earnings jump 52% and revenues rise 23%, fueled by industrial, data center and automotive demand.
Ameriprise tops Q2 earnings and revenue estimates as record AUM and AUA levels fuel growth, but rising expenses remain a key challenge.
SEIC tops Q2 earnings estimates as revenues, AUM and AUA climb y/y despite higher expenses.
Brent crude futures extended gains for a fifth straight session, crossing the triple-digit mark for the first time since May 26, 2026.
KBE delivered stronger 1-year returns but has experienced greater historical volatility, while XLF offers a lower expense ratio and broader, more diversified financial exposure.
MCHP's stronger earnings momentum, higher margins, expanding AI exposure and lower valuation make it the better semiconductor stock to buy.
Chevron (CVX) is back in the spotlight after renewed U.S. military action against Iran pushed crude prices higher, lifting many energy stocks and sharpening attention on the company’s upcoming second quarter earnings update. See our latest analysis for Chevron. Beyond the initial reaction to higher crude prices and Middle East tensions, Chevron’s share price has shown building momentum, with a 7 day share price return of 6.27%, a 30 day share price return of 10.24%, and a year to date share...
Quest Diagnostics put up a definitive beat Thursday, driven by solid demand across its consumer division, leading the stock to surge.
Blackstone's Q2 earnings beat estimates as record $1.35 trillion AUM and strong inflows outweighed higher expenses.
During the Tuesday episode of Mad Money, host Jim Cramer discussed the major credit card networks as he noted that consumer spending remains resilient. He began by highlighting the broader economic data and noted that roughly 81% of Americans hold a credit card, averaging three to four cards per consumer, with cardholders using about 29% […]
QS narrows its Q2 loss as Eagle Line gains and $10.8M in customer billings mark progress toward commercialization.
Freight transportation company Norfolk Southern (NYSE:NSC) announced better-than-expected revenue in Q2 CY2026, with sales up 11.4% year on year to $3.47 billion. Its GAAP profit of $3.26 per share was 0.6% below analysts’ consensus estimates.