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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.

Stephen Schork, principal and editor at The Schork Group, says refiners have virtually no ability to increase capacity and deliver more gasoline and diesel products and lower costs for consumers. President Donald Trump scolded ExxonMobil Holdings Corp. and Chevron Corp. Monday for making too much money as oil prices surged amid the war in Iran.

Investing.com -- The hits keep coming for CoreWeave, which was up 19% yesterday after a flood of strong Big Tech quarterly results ignited a broad rally across AI infrastructure names. Now, Wall Street is stepping in with fresh analytical support for the specialized cloud operator. In a new research note initiating coverage on two leading public "neoclouds," Piper Sandler analyst James Fish assigned CoreWeave an Overweight rating with a $151 price target, while initiating rival Nebius Group with

The bond market’s summer reset has 10-year note yields trading near the highest levels since early 2025.

Wayfair (W) delivered earnings and revenue surprises of +1.06% and +1.52%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Shoals Technologies (SHLS) delivered earnings and revenue surprises of +20.00% and +3.44%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Rockwell Automation (ROK) delivered earnings and revenue surprises of +2.95% and +2.54%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

McDonald's (MCD) delivered earnings and revenue surprises of +1.81% and -0.51%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Entegris (ENTG) delivered earnings and revenue surprises of +12.05% and +5.16%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Broadridge Financial (BR) delivered earnings and revenue surprises of +1.87% and +2.08%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

UPBD looks cheap with an 8% dividend yield and stronger cash flow, but soft demand, fraud losses and execution risks keep the value case in check.

Banking and payments processing firm Fidelity National Information Services ‌cut its annual revenue and profit ‌forecasts on Tuesday, amid economic uncertainty, sending its ​shares down more than 10% in premarket trading. Here are some details: • Economic uncertainty linked to the Iran war and U.S. trade ‌policy have ⁠prompted some institutions and retailers to remain cautious on technology spending, ⁠weighing on demand for certain banking and capital-markets products. The Jacksonville, Florida-based company ​lowered its ​2026 adjusted earnings ​forecast to $6.15-$6.24 per ‌share from $6.22-$6.32 previously.

Situational Awareness lost 67% in July and sold most of its roughly $16 billion public-equity portfolio to Citadel, Reuters reported on July 30 and July 31. CoreWeave, Inc. (NASDAQ:CRWV) and Sandisk Corporation (NASDAQ:SNDK) were among the concentrated AI holdings caught between falling prices, leverage, and evaporating liquidity. The latest completed 13F quarter shows the scale, […]

The company said the Stingray development was funded completely by a bond offering completed during the quarter.

Cipher began collecting rent at Black Pearl two months early and completed an $810 million secured notes offering to fund Stingray, while its Texas development pipeline expanded near San Antonio.

Exciting developments are taking place for the stocks in this article. They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage have propelled their returns.

Micron stock rose Tuesday as new figures show growing market share but there's a threat on the horizon.

Upbound is leaning on Brigit's rapid expansion and Acima's margin gains, but can those strengths overcome weak demand and drive a lasting rebound?

(Bloomberg) -- Refineries outside of conflict zones are running at full tilt across the world and there are few shock absorbers left in the system to protect against higher fuel prices, the world’s biggest oil company Saudi Aramco said.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advising NYC’s Mayor’s

Merck (NYSE:MRK) shares moved higher in pre-market trading after the pharmaceutical company reported second-quarter 2026 results that exceeded Wall Street expectations and raised its full-year revenue guidance. Although Merck reduced its adjusted earnings outlook to reflect acquisition-related charges, investors welcomed the stronger-than-expected quarterly performance and improved sales forecast.

Despite another strong earnings report, analysts warned that upcoming cystic fibrosis data from Sionna Therapeutics "looms large" over Vertex.

News of the day for Aug. 4, 2026

Nvidia stock has lagged behind the PHLX Semiconductor Index, which is up 61% this year so far through Monday’s close.

Aerospace and defense company TransDigm (NYSE:TDG) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 22.5% year on year to $2.74 billion. The company’s full-year revenue guidance of $10.51 billion at the midpoint came in 1.3% above analysts’ estimates. Its non-GAAP profit of $10.87 per share was 5.2% above analysts’ consensus estimates.

(Bloomberg) -- Polymarket is seeking to raise capital at a valuation of more than $20 billion, months after it closed an earlier round with new investment from hedge fund D.E. Shaw & Co.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advising NYC’s Mayor’s FundChina’s AI Blitz Creates ‘Death Zone’ for Riv