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Paramount Skydance reported mixed second-quarter results on Tuesday, with higher streaming and studio revenue offsetting declines in television, as the company works to close its planned $110 billion acquisition of Warner Bros. Discovery. Ellison reiterated that he fully expects "the transaction to close."
T-Mobile, which has more than 143 million U.S. wireless customers, ruffled some feathers last week when its network went down nationwide. The company is now taking steps to make it right by rolling out generous offers to keep customers happy. On July 27, a swarm of T-Mobile customers took to ...
Annual sales reportedly topped $10 billion as retail and manufacturing expand.
At the top of today’s show, we cover Cipher Digital and Hut 8’s Q2 earnings, plus updates on their AI data center builds.
Debt markets are raising harder questions about Oracle's AI strategy
Quantum computing company IonQ (NYSE:IONQ) will be reporting earnings this Wednesday afternoon. Here’s what to expect.
Higher spending is doing more work than customer growth

Lucid reported second-quarter results on Tuesday that beat revenue expectations but losses ran wider than expected, as the struggling luxury EV maker unveiled an "operational reset" aimed at slashing cash burn, and stabilizing a business that recently had to publicly deny it was heading for bankruptcy.
Investing in long-term growth and innovation gives you the best chance at capturing market-beating returns over time.
Apollo Global Management (NYSE:APO) reported record second-quarter fee-related earnings and spread-related earnings, citing momentum in origination, capital formation and investment performance across its asset management and retirement services businesses. The alternative asset manager generated f
Aptiv (NYSE:APTV) reported second-quarter results that included 2% adjusted revenue growth and 10 basis points of adjusted EBITDA margin expansion, while lowering its full-year outlook amid weaker automotive production schedules in China and delayed program launches. Chair and CEO Kevin Clark said
Albany International (NYSE:AIN) reported second-quarter revenue growth and its strongest adjusted EBITDA performance in two years, driven by higher production rates in its Engineered Composites business, while Machine Clothing faced mixed regional demand and equipment-related downtime. Total second
The real constraint may now be capital, not chips
SpaceX stock went to the moon ahead of its highly anticipated earnings report. Shares gained 9.4%, closing at $125.33 in regular trading, according to FactSet. Watchers might consider the two-day gain a mini-squeeze, with short sellers preferring to take risk off the table ahead of the earnings report.
Aug 4 (Reuters) - Lawsuits challenging Paramount Skydance's acquisition of Warner Bros. Discovery will go to trial in March 2027, a federal judge in California ruled on Tuesday.
Amgen smashed Wall Street's second-quarter expectations late Tuesday, delivering double-digit sales growth for nearly two dozen products.
Big banks, including San Francisco-based Wells Fargo, are eager to defend themselves from the competitive threat posed by stablecoins, analysts say.
The 4:1 Leverage Ratio Defining the AI Era A company valued at $2.4 billion has just secured a $10 billion contract. This 4:1 contract-to-valuation ratio signals a structural shift: the era of the compute landlord has fully arrived. Volta Infra Holdings Ltd., which emerged from stealth on August 4, 2026, with a $300 million raise […]
The next memory battle could be for second place
Cisco is approaching Q4 earnings with solid AI momentum, rising networking demand, and expectations for another solid quarter.
GF Securities has lowered its price target on Dell stock. Here’s why analyst Evan Lee recommends unloading DELL shares at current levels.
Apple is moving quickly to protect its hardware advantage.
By Blake Brittain Aug 4 (Reuters) - A U.S. appeals court on Tuesday overturned a ruling that had temporarily barred Perplexity from using its AI-powered agentic shopping tools on Amazon's platform.
Energy stocks were lower late Tuesday afternoon, with the NYSE Energy Sector Index decreasing 0.9% a
The quarter exposed where Pfizer's recovery is really coming from
CoreWeave is riding high this week after selling off in July. A Wall Street firm just initiated coverage of the stock with a bullish rating.