Amazon posted its biggest rally since 2012 after AWS revenue surged to $42.2 billion, while Microsoft's Copilot adoption doubled to 30 million users.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
(Bloomberg) -- Apple Inc. exceeded $10 billion in annual sales in India for the first time last fiscal year, underscoring surging demand for its pricey devices in a market where it’s steadily ramping up its retail network.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’s Mayor’s FundS&P 500 C
The metric adds a company’s year-over-year revenue growth rate to its profit margin and is most commonly applied to enterprise software and SaaS companies.
Snap Inc. (NYSE:SNAP) said its $2,195 artificial intelligence-powered Spectacles are a long-term investment, with CEO Evan Spiegel acknowledging that mass-market adoption is unlikely before the end of the decade even as the company continues to invest in what it sees as the next computing platform. Mass Market Adoption May Take Years Speaking on the company’s second-quarter earnings call, Spiegel said Snap plans to unveil its augmented reality glasses at its Sept. 16 event before a commercial la
Micron Technology (MU) is back in focus after investors reassessed the stock in light of aggressive capacity expansion plans from CXMT, Samsung and SK Hynix. These plans could pressure future memory pricing. See our latest analysis for Micron Technology. Micron Technology’s share price has been volatile, with a 1-day share price return of 0.79% and a 7-day return of 1.09%, following a July decline of about 15% and concerns over capacity expansion from CXMT, Samsung and SK Hynix. Even with...
The Bank of N.T. Butterfield & Son Limited recently reported past second-quarter 2026 results, with net interest income rising to US$95.61 million while quarterly net income eased to US$46.91 million, and also declared a US$0.50 per-share dividend payable on August 26, 2026. Although quarterly earnings per share declined year on year, six-month results showed higher net income and earnings per share, reflecting resilient performance alongside growing interest-earning assets and fee-based...
Electrical connector manufacturer Amphenol (NYSE:APH) announced better-than-expected revenue in Q2 CY2026, with sales up 55% year on year to $8.76 billion. On top of that, next quarter’s revenue guidance ($9.35 billion at the midpoint) was surprisingly good and 7.1% above what analysts were expecting. Its non-GAAP profit of $1.35 per share was 13.2% above analysts’ consensus estimates.
Grab Holdings Ltd (GRAB) reports a 54% surge in adjusted EBITDA to $168 million, driven by record user growth and AI efficiency gains, while raising full-year guidance.
SpaceX is due to release its first earnings report as a public company after the close today. Here’s what to look for in its second-quarter performance: Starlink growth: SpaceX’s satellite internet product is the company’s cash cow.
Today Earnings (a.m.): Merck, Pfizer, McDonald's, Caterpillar, Spotify, Apollo, TPG, Marathon Petroleum, Archer-Daniels-Midland, DuPont, Kimberly-Clark Earnings (p.m.): SpaceX, Advanced Micro Devices, ...
I have covered the energy market's evolution through the Iran-Iraq War, from Chevron CEO Mike Wirth's early warnings about depleting buffers to Shell's CEO describing the diesel and gasoline squeeze that emerged as refineries pivoted to jet fuel. On July 31, ExxonMobil Chairman and CEO Darren ...
Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.
Seagate Technology Holdings is scheduled to present at the Future of Memory and Storage 2026 conference. Company technology leaders are featured speakers at the event, which focuses on memory and storage trends. The conference appearance gives Seagate an opportunity to outline its vision and upcoming technology focus areas. Seagate Technology Holdings, listed on NasdaqGS:STX, enters the FMS 2026 conference with a share price of $831.06 and very large gains over the past year. The stock is...
Upstart Holdings is slated to report its second-quarter (Q2) earnings results on Tuesday after-hours.
GE Vernova’s shares have outperformed the broader market and sector peers, and analysts are bullish on the stock’s growth potential.
Xbox's $150 price hike and Sony's earlier increase show AI memory demand pressuring US console costs before GTA VI.
Pimco is reshaping AI data center debt by setting stricter financing terms, starting with Oracle's $16B Michigan campus financing.
JPMorganChase will deploy $750B through its American Dream Initiative to finance 1M affordable housing units and boost homeownership by 2035.
Digital medical services platform Teladoc Health (NYSE:TDOC) missed Wall Street’s revenue expectations in Q2 CY2026, with sales falling 4% year on year to $606.9 million. Next quarter’s revenue guidance of $589 million underwhelmed, coming in 6.5% below analysts’ estimates. Its GAAP loss of $0.21 per share was 15.5% above analysts’ consensus estimates.
Less than two months after a record-breaking IPO, SpaceX is set to publish its first quarterly results after markets close on Tuesday, as the share price of Elon Musk's rocket ship and AI company has lost around half its value since peaking in June.Above all, Tuesday's results will show the extent of SpaceX's evolution from being primarily a rocket company to a conglomerate with AI at its core.
You may kick yourself for missing out on these companies, provided Huang's projection is correct.
Grab raised its outlook, citing strong second-quarter results, Superbank and Stash integration, higher demand, and a $750 million buyback program.
Even if a megamerger fails to materialize, investors stand to benefit from a wave of M&A activity in the biopharma sector.
Right now, too many investors are experiencing the downside of investing in leveraged ETFs.
Consumer products behemoth Procter & Gamble (NYSE:PG) fell short of the market’s revenue expectations in Q2 CY2026 as sales only rose 1.5% year on year to $21.2 billion. Its non-GAAP profit of $1.43 per share was 1.6% above analysts’ consensus estimates.
Microsoft’s Q4 results and the ensuing rally injected fresh life into the stock, which has lagged for most of this year.
Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.
Advanced Energy Industries Inc (AEIS) posts record Q2 2026 results with revenue up 30% year-over-year, raises full-year outlook on strong demand and new product traction.
ON Semiconductor Corp (ON) reports strong Q2 2026 results with record free cash flow and a bullish outlook on AI data center growth, despite near-term supply constraints.
BWXT posts 18% revenue growth, raises full-year guidance, and sharpens focus on nuclear core markets with $800 million medical business sale.