News

Sterling Infrastructure, Inc. recently reported second-quarter 2026 results showing revenue of US$1.17 billion and net income of US$155.83 million, alongside raised full-year guidance to US$4.00–US$4.15 billion in revenue and diluted EPS of US$17.25–US$17.85. Management highlighted that capacity, rather than demand, is the main growth constraint as the company pursues acquisitions and invests to support mission-critical e-infrastructure projects. We’ll now look at how Sterling’s raised 2026...

Fluor stock has delivered a very strong 177.6% return over the past 5 years, yet current valuation checks suggest it no longer looks obviously cheap or excessively expensive at around US$50.42 per share. For investors, the question now is whether that past compounding still leaves enough value on the table or whether most of the easy gains are already behind it. Over 5 years, Fluor has returned 177.6%, which puts long term holders in a strong position but raises the bar for future returns to...

Moby summary of Oscar Health, Inc.'s Q2 2026 earnings call

In medieval Europe, the grim reaper evolved as a personification of impending doom. For technology companies, the modern equivalent is Bending...

Seagate Technology Holdings is back in focus after analysts raised fair value estimates from US$959.48 to US$1,115.87, a sizeable reset in how models value the stock. Much of this shift relates to new research that takes a more positive view of pricing power in hard disk drives, AI-led storage demand, and the company’s margin and cash generation outlook. Read on to see what is driving the new targets and how you can track the next developments in the Seagate narrative. Stay updated as the...

Eli Lilly recently reported that second-quarter 2026 sales rose to about US$23.0 billion with net income of roughly US$7.10 billion, and the company raised its full-year 2026 revenue guidance to US$85.0 billion–US$87.0 billion from US$82.0 billion–US$85.0 billion. Management attributed this step-up in outlook largely to surging demand for its GLP-1 diabetes and weight-loss portfolio, reinforcing how central these products have become to Lilly’s overall earnings power. With Lilly lifting 2026...

In late July 2026, Vistra’s board declared a semi-annual US$40.00 dividend per share on its 8.0% Series A preferred stock and a quarterly US$0.23 common dividend, payable in October and September respectively to shareholders of record as of early autumn record dates. These dividend actions, alongside rising interest in Vistra as a potential beneficiary of AI-driven power demand, highlight how the company is positioning itself as an income-paying player in the evolving US electricity...

ARK's latest rotation reveals where Wood sees greater upside

T-Mobile US stock has fallen this year but still sits on a 3 year gain, and with valuation checks sending a mixed signal, investors are weighing whether the recent pullback has simply brought the price closer to fair or hinted at deeper concerns. Over the past 3 years, T-Mobile US has returned about 31.7%, which suggests long term holders have still come out ahead despite the recent slide. New premium plan uptake and network initiatives, including AI supported customer experience tools, can...

GE Vernova (NYSE:GEV) agreed to supply 43 onshore wind turbines for Enfinity Global’s Fatehgarh Wind Farm project in India. The turbines are planned to be manufactured under GE Vernova’s Make in India approach, using its established facilities in the country. The order highlights GE Vernova’s role in large scale renewable projects in one of the world’s major wind power markets. For investors who see this kind of build out in energy infrastructure as part of a wider long term shift, it can...

One testing failure exposes a much broader investor concern

Moby summary of Chegg, Inc.'s Q2 2026 earnings call

AST SpaceMobile said testing is underway for its space-based cellular broadband service in the U.K., Ireland, Romania, France, the Czech Republic, Germany, Spain, and Ukraine.

One bold AI bet is reshaping SoftBank's risk profile

Sandisk’s new business model is expected to pressure margins in the near term, but analysts say it should improve pricing discipline and earnings visibility over time.

Google Deepmind chief Demis Hassabis is stepping down from his day-to-day leadership role at the AI research unit as part of a leadership overhaul. Hassabis, who co-founded DeepMind in 2010 and became one of the most prominent figures in the development of artificial intelligence, will become...

Fiserv (NASDAQ:FISV) reported second-quarter results that were in line with its guidance, while lowering its full-year revenue and margin outlook as Argentina-related pressures, delayed client implementations, hardware sales trends and additional technology spending weigh on its second-half expectat

Eligible patients can access Wegovy, Zepbound and Foundayo for $50 per month through Amazon Pharmacy.

APA (NASDAQ:APA) reported second-quarter 2026 net income of $747 million, or $2.11 per diluted share, as operational performance and cost-cutting initiatives supported free cash flow generation across its portfolio. Adjusted net income was $669 million, or $1.89 per diluted share, excluding an afte

Moby summary of Optimum Communications, Inc.'s Q2 2026 earnings call

Ransom-seeking hackers who use phone calls to compromise their victims targeted dozens of prominent U.S. financial institutions and other businesses over the past month, according to Google and internet ‌intelligence data reviewed by Reuters. The data shows the hackers devised websites aimed at stealing passwords from employees of private equity firms ‌and companies including Blackstone, Bridgewater Associates, Apollo Global Management, Bain Capital, KKR, TPG, CME Group and Moody's, as well as a host of financial companies and other businesses.

SoFi Technologies (NASDAQ:SOFI) just posted the best quarter in its history, and the stock fell anyway. Membership hit a record, loan originations hit a record, and tangible book value grew faster than almost anyone expected. Yet shares dropped roughly 9% the day the numbers came out, part of a stretch that has left the stock […]

Western Digital, Micron, SK Hynix and Samsung also moved lower.

Caterpillar just posted a record-breaking quarter and the stock has already doubled off its lows, yet shares are pulling back and Wall Street looks too cautious to see what comes next. Our model has a specific date when CAT clears the four-digit milestone.

SpaceX purchased $295 million of Tesla Megapacks during the second quarter.

The oil and natural gas company's higher earnings in the second quarter were primarily driven by higher prices. The average price it realized was $62.33 per barrel of oil equivalent, a 36% increase from the prior year.

Success would give BP a new core growth region in Brazil just as the country’s current generation of pre-salt giants begins to fade.

The new electric SUV could generate tailwinds for both companies.

DOLE's Q2 results are expected to benefit from fresh produce demand and supply-chain investments, though higher sourcing and freight costs remain key risks.

AI keeps getting the blame for mass layoffs across corporate America, but one major company just made a surprising cut for a completely different reason, and it challenges everything the doomsayers are predicting.