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Chip stocks are surging across the board, but the biggest winner today may be the one that fell 24% last month and still has no trailing earnings to justify the bounce. Here is what is actually driving the move.

Palantir Technologies jumped after the company boosted full-year revenue and income forecasts and described commercial demand for its data analytics tools as "otherworldly." Bloomberg's Mandeep Singh joins to discuss this as well as how Anthropic has struck a deal for computing capacity from Volta Infra Holdings Ltd., a months-old infrastructure startup, to keep pace with demand for its products.

Shares of Apple fell dramatically on disappointing revenue guidance.

Moderna’s vaccine candidate targets a species of ebolavirus behind a deadly outbreak in the Democratic Republic of the Congo.

Wall Street rewarded Microsoft and Amazon for their AI spending binges while punishing Alphabet for doing the same thing with better numbers underneath, and that contradiction left a window wide open for buyers who noticed the inconsistency.

Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.

Walmart (WMT) is seen as less likely to outperform in the short term, but its long-term prospects re

TER trades at a premium, but booming AI demand and strong growth in chip testing and robotics are powering its momentum.

Cloud computing is a huge growth driver.

BR's fiscal fourth-quarter earnings and revenues top estimates as recurring revenues, closed sales and GTO profitability strengthen.

Leidos Holdings (LDOS) reported second quarter 2026 results and updated its outlook, giving investors fresh data on revenue, earnings and guidance after a run of new contract wins and capital returns. See our latest analysis for Leidos Holdings. The recent earnings beat, higher full year guidance and a series of defense and AI related contract wins have helped Leidos Holdings shares post a 9.1% 30 day share price return. However, year to date the share price is down 35.3% and the 1 year total...

Disney (DIS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

ET's second-quarter earnings beat estimates as record NGL volumes and stronger crude activity drive growth, prompting a higher 2026 EBITDA outlook.

Maplebear heads into Q2 earnings with a positive Earnings ESP, backed by marketplace, enterprise and ad growth despite cautious consumer spending.

All three major US stock indexes were up in late-morning trading Tuesday, as investors grew more opt

The company has made massive strides in medical diagnostics and is growing at a rapid clip.

Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, […]

The Dow Jones Industrial Average rose 1.7%, or 906 points. The Nasdaq Composite gained 2% as the tech rally raged on. Both indexes are on pace for their best four-day stretches in more than a year, according to Dow Jones Market Data.

Tesla is burning cash to build robots and robotaxis while Amazon quietly turns AI infrastructure into a profit machine. Which giant is making the smarter bet with your money right now?

Zebra Technologies tops second-quarter earnings and revenue estimates as broad-based growth and acquisitions fuel sales, prompting higher full-year 2026 guidance.

Bayer tops Q2 estimates as Crop Science and fast-growing drugs offset pressure from patent-expired brands, while reaffirming its 2026 outlook.

These stocks pay between 3.4% and 6.1% in dividends.

Space stocks are surging ahead of SpaceX's first-ever public earnings report, but with prediction markets flagging a 70% chance of a miss and a 911-million-share lockup expiry days away, traders face a tense setup that could cut either way.

Fidelity National tops Q2 EPS estimates as Banking Solutions fuels growth and margins improve, but the company lowers its full-year revenue and earnings outlook.

Spotify says Merlin, which represents more than 30,000 independent labels and distributors, has joined Universal Music Group in backing its upcoming AI-powered remix and covers product. The paid tool will let fans create AI-generated covers and remixes of participating artists’ music while ensuring artists opt in, receive credit, and are compensated.

Duolingo's (DUOL) Q2 bookings are expected to beat current estimates, while Q3 bookings growth is ex

SIMO is posting record revenue, expanding margins and growing AI and enterprise storage exposure as investors weigh its premium valuation.

Caterpillar's (CAT) second quarter earnings results beat Wall Street's expectations. Morning Brief host Julie Hyman chats with Business Insider executive editor Dan DeFrancesco and Yahoo Finance Breaking Business News Reporter Jake Conley about the results and the expansive AI industry.

Wayfair Inc (NYSE:W) shares surged about 28% to around $114 on Tuesday after the online home furnishings retailer reported second-quarter results that topped Wall Street expectations, with revenue growth accelerating in the US. Wayfair reported adjusted earnings per share of $0.95 for the...

Tesla and SpaceX are both bleeding cash to chase Elon Musk's most audacious bets, but one of them gives investors a far clearer shot at riding the physical AI revolution before the other ever gets off the ground.