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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.
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.
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?
Honeywell Technologies reported second quarter earnings per share of $1.95. Wall Street was looking for $1.82.
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.
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?
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.
(Bloomberg) -- Blackstone Inc. reported a 26% jump in distributable earnings for the second quarter, buoyed by profits from exits and its artificial intelligence-related investments. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyAlphabet’s $205 Billion Spending Target Fuels AI
Investing.com -- Honeywell Technologies (NASDAQ: HON) reported second-quarter results that exceeded analyst expectations and raised its full-year guidance, marking its first earnings report as a standalone automation company following the spin-off of its aerospace business.
Investing.com -- Shares in RTX Corp jumped in premarket trading Thursday after the aerospace and defense giant reported second-quarter earnings well ahead of Wall Street estimates and raised its full-year guidance across the board.
Lockheed Martin delivered the beat-and-raise quarter the stock and the sector badly needed. The defense contractor reported second-quarter earnings per share of $7.94 from sales of $20.1 billion on Thursday morning. Wall Street was looking for earnings per share of $7.19 from sales of $19.3 billion.
Nestlé had to hike prices on its popular Starbucks-branded coffee pods in the U.S. this year because beans got so much more expensive. That curbed sales, at least temporarily, and contributed to lower-than-expected growth when Nestlé reported second quarter results on Thursday.
(Bloomberg) -- German bond yields rose to the highest level since 2011 as surging energy prices and mounting inflation expectations fueled bets on interest-rate hikes ahead of the European Central Bank’s decision later Thursday. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyAl
(Bloomberg) -- Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Le
Alphabet Inc (NASDAQ:GOOG) shares fell almost 3% after hours, wiping almost $125 billion from its valuation, despite second-quarter results that beat Wall Street forecasts on both revenue and earnings. The Google parent reported revenue of $119.8 billion and earnings per share of $9.11,...
Northrop Grumman (NOC) has drawn fresh attention after reporting better-than-expected quarterly earnings and revenue, lifting full-year sales guidance and highlighting a record backlog following substantial contract awards across key defense programs. See our latest analysis for Northrop Grumman. The stronger second quarter and raised sales guidance come after a mixed stretch for Northrop Grumman’s stock, with the share price down about 10% year to date and the 1 year total shareholder return...
QuantumScape Corp (QS) advances in automotive and data center markets despite financial hurdles, with key partnerships and production milestones.
U.S. chipmaking giants Intel and Advanced Micro Devices are signing longer-term purchase commitments with Chinese server customers for data-centre processors as prices surge, two people familiar with the talks said. The move highlights a broader consequence of the AI boom: demand has spread beyond AI accelerators to memory, networking gear and server processors, giving suppliers greater leverage to seek long-term purchase deals. AI data centres require not only Nvidia-style graphics processors (GPUs) but also large numbers of central processing units (CPUs) to support servers, storage, networking and inference workloads.
South Korea’s economic growth slowed in the second quarter after robust first-quarter, but remained resilient as brisk chip exports offset weak private consumption and construction investment.
With its eye on an AI- and robotics-driven future, automaker Tesla boosted its spending to $5.8 billion in the second quarter, sending its free cash flow into the red for the first time in two years despite a surge in revenue. “This is a massive cap ex year, but I’m confident all the things we’re investing in will yield incredible returns,” Chief Executive Elon Musk told investors on a call Wednesday. Tesla reported negative free cash flow of $1.1 billion in the second quarter, while its net income fell 5%.
July 22 (Reuters) - ServiceNow has acquired roughly 5% of BusinessNext in a deal that values the software provider at $700 million, as the Indian company looks to expand its autonomous banking tools
S&P 500 member United Rentals soared on stronger-than-forecast Q2 results after Wednesday's close as Google got a late-day haircut. AI data center construction has helped supercharge earnings for URI, which provides a one-stop shop for large construction projects. Google's plan to keep boosting capital spending suggests the demand environment for heavy machinery will keep shining, even as it may slow the pay-off for AI hyperscalers.
The chipmaker finally put a name on its foundry momentum -- two days before the report that will test it.
Google's cloud business grew by more than 80 percent, the company said on Wednesday, which exceeded investor expectations who are looking for signs that the company's AI investments are paying off. "Our AI investments are redefining what’s possible across every part of our business," Pichai said.
Southwest (LUV) delivered earnings and revenue surprises of +80.77% and -1.68%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
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