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The Dow is on track to open at a fresh record high for the second day in a row after Caterpillar crushed earnings. Dow futures were up 1.2%, or 622 points. Caterpillar stock gained more than 11% in premarket trading, adding over 564 points to the blue chip index.
Fast-food chain McDonald’s (NYSE:MCD) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 3.7% year on year to $7.10 billion. Its GAAP profit of $3.32 per share was in line with analysts’ consensus estimates.
The Wall Street Journal reports on the impact the AI build-out and the AI-fueled stock rally is having on the U.S. economy. Together they helped account for roughly a third of recent U.S. economic growth, according to a report by Oxford Economics. “We have never seen a growth rate this high,” John-David Lovelock, a distinguished VP analyst at Gartner told the WSJ Leadership Institute.
By Nandan Mandayam Aug 4 (Reuters) - Caterpillar raised its annual revenue growth forecast after beating second-quarter profit estimates on Tuesday, benefiting from a buildout of AI data centers that
Full-year revenue guidance raised to $8.15 billion from $7.65 billion
The 16-year agreement carries a $202 per kW-month average rate, 3% annual escalators and a planned $1.3 billion credit backstop, while Bitdeer seeks debt financing for $500 million of remaining…
Spotify Technology continues to grow its user base, hitting 777 million monthly active users at the end of June—but the cost of wooing and keeping customers is increasing as well. Its second-quarter operating expenses rose 19% from the prior-year period, excluding payroll tax-related expenses and currency movements.
Whether you see them or not, industrials businesses play a crucial part in our daily activities. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the industry has underperformed the market over the past six months as its 2.4% return lagged the S&P 500 by 4.7 percentage points.
Micron's brutal post-earnings cooldown sent shockwaves through the semiconductor world, but three major tech ETFs absorbed the hit in surprisingly opposite ways. The difference comes down to one structural variable most investors overlook when choosing their AI exposure.
The gas itself isn’t a huge moneymaker for the company. But it still drives the company’s profits indirectly.
Industrials automation company Rockwell (NYSE:ROK) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 7.9% year on year to $2.31 billion. The company expects the full year’s revenue to be around $9 billion, close to analysts’ estimates. Its non-GAAP profit of $3.49 per share was 3.2% above analysts’ consensus estimates.
Space Exploration Technologies Corp. is expected to significantly increase spending, partly driven by joint projects with Tesla Inc., with analysts forecasting negative free cash flow. Bill Birmingham, MD of exchange-traded product provider Rex Shares, told MarketWatch, “They’re going to be...
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) said on August 3 that a North Korea-linked adversary injected a malicious dependency into at least 131 Mastra AI framework packages on npm (Node Package Manager). Microsoft Corporation (NASDAQ:MSFT) owns GitHub, which acquired npm in 2020 and operates the registry at the center of the attack chain. This was a developer-supply-chain […]
Adjusted profit per share reached $8.17 against a $6.22 consensus
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.
Moby summary of Sterling Infrastructure, Inc.'s Q2 2026 earnings call
Moby summary of ON Semiconductor Corporation's Q2 2026 earnings call
Moby summary of CNH Industrial N.V.'s Q2 2026 earnings call
Moby summary of Vertex Pharmaceuticals Incorporated's Q2 2026 earnings call
Moby summary of Voyager Technologies, Inc.'s Q2 2026 earnings call
Moby summary of Powell Industries, Inc.'s Q3 2026 earnings call
Moby summary of Kosmos Energy Ltd.'s Q2 2026 earnings call
Moby summary of Ichor Holdings, Ltd.'s Q2 2026 earnings call
Moby summary of BWX Technologies, Inc.'s Q2 2026 earnings call
Moby summary of Adeia Inc.'s Q2 2026 earnings call
Moby summary of Diamondback Energy, Inc.'s Q2 2026 earnings call
Looking beyond oil to a diversified mix of energy themes could offer more durable opportunities. Here are the ETFs to consider.
Investors need to pay close attention to CVLT stock based on the movements in the options market lately.
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