Barchart14d agoneutral
Is Wall Street Bullish or Bearish on Airbnb Stock?Airbnb is strengthening its investment case as resilient business momentum keeps Wall Street paying close attention.
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Simply Wall St.14d agoneutral
Johnson & Johnson (JNJ) Could Be 10% Overvalued Following Leadership ChangeJohnson & Johnson (JNJ) is back in focus after longtime executive Jennifer Taubert retired as Executive Vice President, Worldwide Chairman, Innovative Medicine, with experienced biopharmaceutical leader Tom Cavanaugh set to succeed her. See our latest analysis for Johnson & Johnson. Johnson & Johnson’s share price has had a strong run in 2026, with a year to date share price return of 22.95% and a 90 day share price return of 13.49%, while the 1 year total shareholder return of 53.04%...
Simply Wall St.14d agoneutral
TransMedics Group (TMDX) Stock Looks Cheap On Earnings But Full After 171% GainTransMedics Group stock has delivered a 170.9% gain over the past five years, yet the broader valuation checks currently lean toward the shares being undervalued rather than fully priced in. With recent returns mixed over shorter periods, the market seems less certain than the long term chart suggests about what the current price of US$80.75 really reflects. The 170.9% return over five years signals that long term holders in TransMedics Group have already seen substantial value creation,...
Simply Wall St.14d agoneutral
Leidos (LDOS) Is Up 10.3% After Raising 2026 Outlook and Winning New Defense AI WorkIn the past week, Leidos Holdings reported Q2 2026 results showing revenue rising to US$4.56 billion while GAAP net income and EPS eased year on year, alongside a raised full-year 2026 revenue outlook to US$18.20–US$18.40 billion. At the same time, the company secured new defense and intelligence work, from hypersonic missile tracking payloads to AI and ISR support contracts, while maintaining dividends and launching a fresh 20 million-share repurchase authorization, underscoring its focus...
MarketBeat14d agoneutral
Fidelity National Information Services Q2 Earnings Call HighlightsFidelity National Information Services (NYSE:FIS) reported second-quarter results marked by stronger Banking Solutions growth, expanding margins and sharply higher cash flow, while reducing its full-year outlook for Capital Markets because of weaker professional-services sales and slower backlog con
MarketBeat14d agoneutral
Energy Transfer Q2 Earnings Call HighlightsEnergy Transfer (NYSE:ET) reported second-quarter adjusted EBITDA of approximately $5.1 billion, up from about $3.9 billion a year earlier, supported by record gathering, NGL transportation and export, and crude oil transportation volumes. Distributable cash flow attributable to partners, as adjuste
MarketBeat14d agoneutral
Emerson Electric Q3 Earnings Call HighlightsEmerson Electric (NYSE:EMR) reported third-quarter fiscal 2026 results that exceeded its expectations, citing broad-based order growth, stronger demand in North America and Asia, and continued momentum in power generation, semiconductors and test and measurement. President and Chief Executive Offic
MarketBeat14d agoneutral
DaVita Q2 Earnings Call HighlightsDaVita (NYSE:DVA) reported second-quarter results that management said were broadly in line with expectations, supported by accelerating treatment-volume growth and lower mortality among patients. The kidney-care company reaffirmed its full-year 2026 guidance, while outlining plans to expand access
BeInCrypto14d agoneutral
Saylor’s MicroStrategy Linked to Fresh $66 Million Bitcoin TransferA wallet reportedly tied to MicroStrategy moved 1,030 BTC worth $66 million, days after the firm sold 1,638 Bitcoin.
Reuters Videos14d agoneutralVIDEO
SpaceX's AI ambitions burning through Starlink revenue<body><p>STORY: :: Joey Roulette, U.S. Business of Space Correspondent</p><p>:: Washington, D.C./ August 4, 2026</p><p>"SpaceX's first earnings call really affirmed that the company is very serious about all the plans that it wants to do in the artificial intelligence sector building data centers in space and on land. And it affirmed that Starlink remains the primary driver of the company's overall revenue that's going to fund all of these expensive projects."</p><p>"So SpaceX's overall revenue roughly doubled, and that was driven mainly by Starlink, which accounted for about 66% of its quarterly revenue. And so overall that's $7.8 billion in revenue this quarter, which is up from about $4.1 billion from the previous year."</p><p>"While SpaceX is bringing in that much money, it's also spending a lot more. $18 billion in spending overall, which is up from $2.8 billion a year prior. They're building out lots of data centers and AI infrastructure on Earth. And then they're also investing heavily in their plans to move all of those systems into space with their Starmind AI satellites, which is a longer term goal."</p><p>"But AI aside, Starlink is still the most powerful unit within SpaceX that's funding these giant development efforts."</p><p>"Subscribers have jumped to 12 million, which is millions more than last year. And we're expecting those numbers to even grow, because SpaceX wants to put thousands of other upgraded Starlink satellites in space that Elon Musk says will expand the network's capacity by like 10 times."</p><p>"However, one thing Elon said on the earnings call was that they aim to launch some of those first AI satellites as soon as next year. But it's going to take a lot more to actually build up enough power to have a data center that rivals those on Earth, and that can take several years. So what SpaceX is focused on right now is competing in the AI industry as an infrastructure provider."</p></body>
The Wall Street Journal14d agoneutral
Chip Maker Infineon Forecasts Strong Revenue Growth on Booming AI DemandIt expects revenue of roughly €16.3 billion for the current fiscal year as the race to build AI infrastructure keeps adding fuel to red-hot semiconductor demand.
Barchart14d agoneutral
Are Wall Street Analysts Bullish on Texas Instruments Stock?Despite Texas Instruments trailing the semiconductor industry’s returns, it has outpaced the S&P 500 Index. That performance, coupled with its long-term growth story, has kept analysts moderately bullish on the stock.
Stocktwits14d agoneutral
Fiserv-Mastercard Deal Comes As Investors Brace For Q2 Earnings: FISV Retail Sentiment SoftensFiserv said on Tuesday that it is partnering with Mastercard to give merchants a single connection to Mastercard’s advanced services across online, mobile and in-store channels.
Benzinga14d agoneutral
AMD Says Unexpected Demand Is Squeezing Server CPU Supply, But Lisa Su Forecasts a Brighter 2027: ‘Should Be Better Than 2026’On Tuesday, Advanced Micro Devices, Inc. (NASDAQ:AMD) said stronger-than-expected demand has tightened the server CPU supply chain, but CEO Lisa Su expects conditions to improve in 2027. AMD Says Unexpected Demand Tightened Server CPU Supply During AMD’s second-quarter 2026 earnings call, Morgan Stanley analyst Joseph Moore asked if the company was currently constrained by server CPU supply and whether the tight market could continue into next year. Su said the server CPU supply chain has remain
Simply Wall St.14d agoneutral
Is First Solar (FSLR) Still Reasonable After Its 45 GW Backlog?First Solar stock has delivered a 154.4% gain over the past 5 years. Current checks suggest the market price may still sit below an intrinsic value estimate based on a Discounted Cash Flow, which currently points to the shares trading at a discount. Over 5 years, First Solar has returned 154.4%, which puts long term holders ahead of many broad equity benchmarks and makes the current price more sensitive to what the company can earn from here. Recent headlines around a large contracted sales...
Simply Wall St.14d agoneutral
Bruker (BRKR) Could Be 16% Below Fair Value On Q2 Results And 2026 GuidanceBruker (BRKR) just updated its 2026 revenue guidance alongside second quarter results, pairing a forecast of US$3.54b to US$3.57b in sales with a sizeable goodwill impairment and a reported quarterly net loss. See our latest analysis for Bruker. The sharp 1 day share price decline of 21.79% left Bruker trading at US$50.30, even though the 1 year total shareholder return is 57.62% and the 5 year total shareholder return is down 38.05%. This points to strong recent momentum but a weaker longer...
Simply Wall St.14d agoneutral
Western Digital (WDC) Could Be 66% Overvalued On Earnings Week OptimismWestern Digital (WDC) is in focus ahead of its fiscal fourth quarter earnings report on August 5, with investors watching how AI driven data center demand and high capacity hard disk drives are feeding into recent stock moves. See our latest analysis for Western Digital. Western Digital has seen strong momentum ahead of earnings, with a 7 day share price return of 18.73% and a 90 day share price return of 18.25%. Its 1 year total shareholder return is very large and reflects intense interest...
Simply Wall St.14d agoneutral
Should BWX Technologies’ Guidance Hike and Medical Exit Reshape BWXT’s Nuclear‑Focused Investment Case?BWX Technologies, Inc. reported past Q2 2026 results with sales of US$901.63 million and net income of US$89.01 million, raised full‑year 2026 revenue guidance to about US$3.80 billion, and its board declared a US$0.27 per‑share quarterly dividend payable on September 4, 2026. At the same time, BWX Technologies agreed to sell most of its medical business for up to US$800 million, sharpening its focus on core nuclear markets and advanced reactor technologies. We’ll now examine how the raised...
Simply Wall St.14d agoneutral
Southern Copper (SCCO) Stock Looks Fully Valued After A 289% RunSouthern Copper stock has delivered very strong returns over the past few years, yet the current valuation checks suggest the shares are not cheap. After a long run up, investors now have to weigh that track record against signals that the stock screens as expensive on several measures. Southern Copper has returned 289.4% over the past 5 years, which means anyone buying today is paying a much higher price than long term holders did. Strong recent revenue and earnings momentum tied to copper...
GuruFocus.com14d agoneutral
TransMedics Group Inc (TMDX) (Q2 2026) Earnings Call Highlights: Record Revenue and Strategic ...TransMedics Group Inc (TMDX) posts 21% revenue growth to $190 million, raises full-year guidance, and advances key clinical programs despite margin pressure from strategic investments.
GuruFocus.com14d agoneutral
Viasat Inc (VSAT) (Q1 2027) Earnings Call Highlights: Record Defense Awards and Positive Free ...Viasat Inc (VSAT) reports strong defense segment growth and improved cash generation, offset by flat communication services and ongoing challenges in maritime and fixed broadband.
GuruFocus.com14d agoneutral
Emerson Electric Co (EMR) (Q3 2026) Earnings Call Highlights: Strong Growth and Raised Guidance ...Emerson Electric Co (EMR) delivers 6% underlying sales growth and raises full-year EPS guidance to $6.55, driven by robust demand in semiconductor and power markets.
GuruFocus.com14d agoneutral
Gilead Sciences Inc (GILD) (Q2 2026) Earnings Call Highlights: PrEP Sales Double to $1B, HIV ...Gilead delivers strongest Q2 base business growth in 3 years, raises full-year HIV guidance, and showcases rapid uptake of Yeztugo and Trodelvy despite acquisition-related EPS drag.
GuruFocus.com14d agoneutral
Arista Networks Inc (ANET) (Q2 2026) Earnings Call Highlights: Record $3 Billion Quarter and ...Arista Networks Inc (ANET) delivers a stellar Q2 with revenue up 37.7% year-over-year, driven by robust AI fabric adoption and international growth, while navigating supply chain headwinds.
GuruFocus.com14d agoneutral
Upstart Holdings Inc (UPST) (Q2 2026) Earnings Call Highlights: Record Originations and Return ...Upstart Holdings Inc (UPST) delivers 50% year-over-year originations growth and achieves all-time high contribution profit, while navigating macro headwinds and strategic portfolio shifts.
Reuters14d agoneutral
India's July services sector growth slides to over four-year low as demand wilts, PMI showsBENGALURU, Aug 5 (Reuters) - Growth in India's dominant services sector slumped to its weakest pace in over four years in July as demand was weighed down by fierce competition and fading client
GuruFocus.com14d agoneutral
Zeta Global Holdings Corp (ZETA) (Q2 2026) Earnings Call Highlights: AI Adoption and Strategic ...Zeta Global Holdings Corp (ZETA) delivers 20th consecutive beat-and-raise quarter, driven by strong AI adoption and strategic partnerships with OpenAI and Palantir.
MarketBeat14d agoneutral
Duke Energy Q2 Earnings Call HighlightsDuke Energy (NYSE:DUK) reported second-quarter 2026 adjusted earnings of $1.43 per share, up from $1.25 per share a year earlier, as customer growth and infrastructure investment at its electric utilities supported results. Reported earnings were $1.38 per share, compared with $1.25 per share in the