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Nvidia's Multi-Billion-Dollar Nebius Bet Is Back in Focus

CALX tops Q2 2026 revenue and earnings estimates as broadband demand, appliance adoption and cloud services growth lift sales and profit.

Northrop Grumman (NOC) delivered earnings and revenue surprises of +12.28% and +0.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Valmont (VMI) delivered earnings and revenue surprises of +6.60% and +2.32%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Futures rose early Tuesday as Sandisk, Micron and AMD lead an AI rebound. GM and 3M are earnings movers.

Leveraged bets on the memory giant are falling apart, but that hasn't affected the company's fundamentals.

Morgan Stanley’s upgrade of Global Payments (GPN) to Overweight has put the stock back in focus, as the broker pointed to execution, product feedback and capital returns as key positives. See our latest analysis for Global Payments. The recent Morgan Stanley upgrade coincides with a strong near term run, with Global Payments showing a 23.16% 1 month share price return and a 9.06% year to date share price return. However, the 5 year total shareholder return is down 54.75%, suggesting current...

Investing.com -- Shares in Charles Schwab slid nearly 3% in U.S. premarket trading Tuesday even as the brokerage reported record second-quarter revenue and earnings that topped Wall Street estimates.

Investing.com -- Northrop Grumman Corporation (NYSE: NOC) reported second-quarter earnings on Tuesday ahead of the open, topping analyst expectations, with the company also raising its full-year guidance.

IREN Limited (IREN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Halliburton logged higher earnings and revenue in the second quarter thanks to gains in both its North American and overseas markets.

Cooling solutions supplier Vertiv is quietly winning amid the AI boom.

Market concentration has turned most S&P 500 index funds into a quiet bet on a handful of AI mega-caps, and one overlooked ETF is already outperforming in 2026 for a structural reason most investors ignore.

Record client trading activity fueled Charles Schwab's quarter.

(Bloomberg) -- One of the most enduring foreign-exchange bets is off to its best run in decades as surprisingly muted volatility across asset classes has investors piling into carry trades.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than ComputeUS Strikes Iran in Escalating Campaign After Troo

General Motors (GM) delivered earnings and revenue surprises of +14.06% and +3.15%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

(Bloomberg) -- Charles Schwab Corp. reported earnings that topped estimates as retail investors continued to jump in and out of the market amid volatility sparked by geopolitical uncertainty.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than ComputeUS Strikes Iran in Escalating Campaign After Tr

According to a poll on Stocktwits, more than one-third of poll respondents said they would only add to their positions if SPCX stock falls below $80, while another 28% are waiting for prices below $100.

Texas Instruments and ServiceNow both report earnings on the same day after weeks of steep selloffs, and Wall Street is quietly stacking its chips heavily toward one of them while the other faces a very different kind of pressure.

Micron stock and SK Hynix were rising ahead of Big Tech earnings but there is a risk that big customers will look to sidestep soaring memory costs.

Investing.com -- Halliburton Company (NYSE:HAL) reported second-quarter earnings before the open on Tuesday, with its shares declining premarket despite the company topping consensus expectations.

S&P 500 futures rose 0.6% and Nasdaq 100 futures climbed 1.4% Tuesday as semiconductor stocks led a recovery and 87% of early S&P 500 reporters topped estimates

The companies are each worth about $4.9 trillion.

As strange as it sounds. Tesla’s earnings aren’t that important on its second-quarter earnings report. Come to think of it, that isn’t that strange for Elon Musk’s EV maker.

Initial public offering (IPO) buzz fades quickly, and reality can hit even the most-hyped stocks like a ton of bricks.

Automotive manufacturer General Motors (NYSE:GM) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 1.9% year on year to $48.03 billion. Its non-GAAP profit of $3.57 per share was 12.1% above analysts’ consensus estimates.

Oilfield services company Halliburton (NYSE:HAL) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 3.7% year on year to $5.71 billion. Its non-GAAP profit of $0.55 per share was 2.3% above analysts’ consensus estimates.

Strong quarterly performance lifts guidance3M Co. (NYSE:MMM) delivered better-than-expected second-quarter results on Tuesday, beating Wall Street forecasts for both earnings and revenue while raising its financial outlook for the remainder of 2026.

Security and aerospace company Northrop Grumman (NYSE:NOC) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 5.1% year on year to $10.88 billion. The company expects the full year’s revenue to be around $44 billion, close to analysts’ estimates. Its GAAP profit of $7.68 per share was 12.6% above analysts’ consensus estimates.

GM posted adjusted EPS of $3.57 in the second quarter, topping expectations, and lifted its full-year adjusted profit target to $14–$16 billion