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Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.
Apple shares rose 4% to $327.50, a new all-time closing high. The Cyberspace Administration of China on Wednesday included Apple’s generative artificial intelligence on a list of newly approved providers. Evercore ISI analyst Amit Daryanani wrote that the update clears the biggest regulatory hurdle for Apple Intelligence—the company’s AI software—in the world’s largest smartphone market.
Find insight on Mercedes-Benz, Volkswagen, Lucid Group and more in the latest Market Talks covering auto and transport.
Johnson & Johnson (JNJ) reports robust sales growth and raises full-year guidance, despite facing headwinds from STELARA and challenges in the MedTech segment.
Find insight on Truist, Netflix, Alphabet and more in the latest Market Talks covering technology, media and telecom.
Morgan Stanley (MS) reports a robust second quarter with record revenues of $21.3 billion, a 15% dividend increase, and significant growth in Wealth and Investment Management.
ASML Holding NV (ASML) reports robust Q2 results, exceeding sales and margin expectations, while addressing challenges in pricing and capacity planning.
With Hormuz closed and rate hikes back in play, five oil and gas stocks built to ride the crude surge without leaning on cheap debt.
JPMorgan Chase & Co. posted impressive Q2 2026 results, but the stock dipped after raising its full-year expense outlook to $107.5 billion.
Investing.com -- United Airlines reported stronger-than-expected second-quarter results on Wednesday and raised its full-year adjusted earnings outlook, as robust demand for premium travel and international routes helped offset higher fuel costs.
(Bloomberg) -- President Donald Trump urged military contractors to speed up production, singling out General Dynamics Corp. during a summit aimed at strengthening the nation’s defense industrial base.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeA Cocaine Bus
Moby summary of M&T Bank Corporation's Q2 2026 earnings call
Moby summary of BlackRock, Inc.'s Q2 2026 earnings call
FINANCE U.S. stocks edged higher Wednesday as gains in megacap technology names offset weakness in chip stocks. PayPal surged on reports of a takeover offer and another round of strong bank earnings kept Wall Street in an upbeat mood.
Trade.xyz launches a CXMT perpetual futures contract as China's chipmaker prepares its Shanghai IPO.
Subscriber engagement issues could be a warning flag for investors.
Dominos was “an affront to Italian culture, bastardizing pizza beyond belief,” Jeffrey Pilcher told Fortune about Domino’s, but not Chipotle in Mexico. “I don't think that's quite the same thing.”
AMD’s artificial intelligence story has mostly been judged against Nvidia’s dominance in graphics processing units. That’s maybe too narrow. BofA Global Research lifted its price target for Advanced Micro Devices (AMD) to $620 from $550, saying the next phase of AI infrastructure may not rely ...
A spectacular run for chip makers, server suppliers, and memory and storage names seems to have investors on edge.
Investing.com -- Morgan Stanley maintained a constructive outlook on the aerospace and defense sector ahead of second-quarter earnings, citing resilient commercial aerospace demand, improving aircraft production, and favorable long-term defense spending trends, while becoming more selective after recent stock volatility and valuation shifts.
Wall Street cleared this earnings season’s first major hurdle with room to spare, as the nation’s biggest banks pummeled profit forecasts. “Bank earnings are often described as a scoreboard for the financial sector,” said Ruben Dalfovo, investment strategist at Saxo Bank. “They are more useful as an economic medical examination, and the early numbers suggest the patient remains active, and dealmaking appears healthier.”
Uber is set to take over Delivery Hero in a deal valuing the German food delivery company at about €12.5 billion ($14.34 billion), the Financial Times reported on Wednesday. Delivery Hero confirmed it was in advanced negotiations with Uber regarding a potential takeover offer on Tuesday. • Acquiring Delivery Hero, which has a market value of roughly €11.6 billion, would expand the Uber Eats food-delivery network in Europe, the Middle East, Asia and Latin America.
BNP sees conservative guidance and improving federal demand
Shares of SpaceX briefly traded below their IPO price on Wednesday, a first for the stock just over a month after going public. The rocket maker’s stock recently traded at $135.38, down 0.5% from yesterday’s close.
Don’t put all your eggs in one basket
Australian brokerage plans more U.S. listings after record SpaceX demand from nearly three million clients.
SpaceX (SPCX) went public a month ago as the biggest IPO in history. Today, it trades below its opening price. Shares of Space Exploration Technologies slipped to a record low near $139 on Monday, even as the company cleared a Starship mishap probe ahead of its next test flight, according to ...