News

Lockheed Martin and RTX both rose more than 5% before the market open. Their stocks are taking very different directions.

IBB delivered 44% returns in one year but swung 40% lower at its worst. IXJ grew steadily with half the volatility and a 1.5% dividend yield.

The Google parent’s results have provided fuel for a rally in chip stocks, but Nvidia has been left behind.

GE Vernova is taking reservations for 2031 deliveries now, said CEO Scott Strazik. He spoke of an increasingly diverse customer base, including data centers.

ServiceNow beat Q2 Wall Street consensus estimates and raised revenue forecasts. The company's shares now show signs of escaping the 'SaaSpocalypse'.

Alphabet's first cash burn on record has jolted investors awaiting more Big Tech results next week as soaring AI spending strains one of the world's most profitable companies, and the pain is only expected to increase. The Google ‌parent burned $5.9 billion in the second quarter, even as the cloud unit that rents out AI computing power notched a record 82% growth. With Alphabet ‌now expected to spend $15 billion more in 2026 and predicting another increase next year, the outlays behind the cash burn will only rise.

Energy Transfer offers investors stable fundamentals and a long run of distribution increases. Wall Street expects a Q2 earnings jump.

Boosted by big AI demand and partnership with AWS, Microsoft Azure and Google, Datadog is tracking the scent of a breakout.

Nuclear just landed on the U.S. Critical Minerals List, 38 countries have pledged to triple capacity by 2050, and a Section 232 decision this month could reshape the entire uranium supply chain. Three stocks sit directly in the path of that policy shockwave.

Healthcare products company West Pharmaceutical Services (NYSE:WST) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 13.8% year on year to $872.3 million. Guidance for next quarter’s revenue was better than expected at $827.5 million at the midpoint, 0.8% above analysts’ estimates. Its non-GAAP profit of $2.37 per share was 13.9% above analysts’ consensus estimates.

Shares in the dominant consumer tech enterprise have soared 22% so far in 2026.

Paramount Skydance Corp. (NASDAQ:PSKY) has secured European Union antitrust approval for its $110 billion acquisition of Warner Bros. Discovery (NASDAQ:WBD) after agreeing to end its film distribution joint venture with Universal Pictures. On Wednesday, the European Commission said Paramount’s commitment to dissolve the United International Pictures joint venture in Europe within 13 months of closing the deal resolves its competition concerns. The company will avoid film distribution agreements

Aerospace and defense company Raytheon (NYSE:RTX) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 14.5% year on year to $24.71 billion. The company’s full-year revenue guidance of $95.5 billion at the midpoint came in 1.5% above analysts’ estimates. Its non-GAAP profit of $1.89 per share was 13.7% above analysts’ consensus estimates.

Investors can receive monthly dividends and nearly twice the yield at a far lower valuation.

T-Mobile (TMUS) delivered earnings and revenue surprises of +25.70% and +0.21%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Mobileye (MBLY) delivered earnings and revenue surprises of +216.67% and +4.96%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Honeywell International (HON) delivered earnings and revenue surprises of +8.33% and +4.19%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Honeywell Technologies reported second quarter earnings per share of $1.95. Wall Street was looking for $1.82.

Bloom Energy is one of the biggest beneficiaries of the AI data center build-out, making it a buy on every dip.

The brokerage said the pullback has been driven by disruptions involving third-party launch vehicles, not by lost customer contracts or a slowdown in demand for direct-to-device satellite connectivity.

Telecommunications and media company Comcast (NASDAQ:CMCSA) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 4% year on year to $29.94 billion. Its non-GAAP profit of $1.04 per share was 7.6% above analysts’ consensus estimates.

Dow Inc. (DOW) delivered earnings and revenue surprises of +15.20% and +0.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Cleveland-Cliffs (CLF) delivered earnings and revenue surprises of +4.76% and +1.88%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Security and Aerospace company Lockheed Martin (NYSE:LMT) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 10.5% year on year to $20.06 billion. The company’s full-year revenue guidance of $80.75 billion at the midpoint came in 2% above analysts’ estimates. Its GAAP profit of $7.94 per share was 10.3% above analysts’ consensus estimates.

Palo Alto Networks announced plans to acquire Embrace, a provider of Digital Experience Monitoring tools. The deal is intended to add Real User Monitoring and Synthetic monitoring capabilities to its Observability platform. This move is aimed at deepening the company's reach into application performance and end user experience management. Palo Alto Networks, ticker NasdaqGS:PANW, is extending beyond core security into broader Observability with the planned Embrace acquisition. The stock...

Earlier in July 2026, Goldman Sachs reported strong second-quarter results, with net income rising to US$6.63 billion and earnings per share roughly doubling year-on-year. Alongside these results, Goldman Sachs intensified capital return and funding actions, including billions in new bond and preferred issuances plus continued buybacks and a higher quarterly dividend. We’ll now examine how this combination of record earnings and increased capital returns might influence Goldman Sachs’...

Investing.com -- Lockheed Martin Corporation (NYSE: LMT) reported second-quarter results that exceeded analyst expectations and raised its full-year outlook, sending shares up 7.3% premarket on Thursday.

IBM has agreed to buy HRL Laboratories, a private quantum computing research lab jointly owned by Boeing Co and General Motors, the ‌company said on Thursday, adding a second pillar to IBM's quantum computing efforts. IBM has been racing ‌against Alphabet's Google, Microsoft and others to create practical quantum machines that can crack problems that would take conventional computers thousands ​of years to solve. In May, U.S. President Donald Trump's administration said it would award $1 billion to IBM to set up a new company called Anderon in New Albany, New York, to serve as a chip factory for U.S. quantum computing firms.

Stronger inflows into the investment firm’s private-equity business offset a slowdown in private credit, where individual investors have pulled back.

Stronger inflows into the investment firm’s private-equity business offset a slowdown in private credit, where individual investors have pulled back.