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Apple’s record iPhone boom just became a Wall Street trap
TheStreet5d agoneutral
Apple’s record iPhone boom just became a Wall Street trap

Apple (AAPL) reported the type of quarter that should have sent its stock price skyrocketing. Revenue rose 16% from a year earlier to $109 billion, while profit increased 26% to $29 billion. iPhone sales jumped 22%, Mac revenue climbed 25%, and the iPhone 17 produced the biggest product launch in ...

Investing.com5d agoneutral
What does the China reset mean for the Nike business?

Investing.com -- Nike Inc’s China operating margins should improve 200 basis points in fiscal 2027 to 24%, well above Wall Street’s forecast of roughly flat margins year-over-year, as the sportswear giant eliminates partner-operated online storefronts and exits discounted wholesale channels, Bernstein analysts said in a recent note.

Morgan Stanley's Amazon earnings verdict has a blind spot
TheStreet5d agoneutral
Morgan Stanley's Amazon earnings verdict has a blind spot

Amazon (AMZN) stock closed the July 31 trading session up 15.32% at $271.58, as it soared following the release of its second quarter (Q2) 2026 earnings report on July 30. The stock is up 17.66% year-to-date as of Saturday morning, August 1. Meanwhile, the SPDR S&P 500 index (SPY) is up about ...

Bloomberg5d agoneutral
Loan Investors Are Pushing Back as Fear Rises

(Bloomberg) -- Loan investors are pushing back for the first time in years, in a shift that will probably translate to higher borrowing costs for everyone from private equity firms to deeply indebted AI companies.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysBessent Joins Japan to Help Reverse Months of Yen LossesIndia’s Family Offices Em

Bloomberg6d agoneutral
Capital One Cites Money Laundering Review in Trump-Related Suit

(Bloomberg) -- Capital One Financial Corp. said in a court filing late Friday that it closed accounts belonging to President Donald Trump’s sprawling real estate company in 2021 for legitimate reasons after an internal review by the bank’s anti-money laundering team.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysBessent Joins Japan to Help

Google’s Pixel 11 leak exposes a brutal AI paradox
TheStreet6d agoneutral
Google’s Pixel 11 leak exposes a brutal AI paradox

Alphabet’s (GOOGL) upcoming premium smartphone might be concealing a hazardous paradox. Leaked promotional renders of the unannounced Google Pixel 11 Pro Fold appear to show an eight-inch inner display, a slightly revised camera enclosure, and a new illuminated element on the rear of the phone. But ...

IBM CEO sends blunt message on quantum computing
TheStreet6d agoneutral
IBM CEO sends blunt message on quantum computing

I've noticed on several occasions that when a conversation is around transformational technology, the people closest to it speak about it with quiet, almost unsettling certainty. And then we have everyone else still debating whether it's real. It sounded exactly like that on July 30. That's when ...

Chubb (CB) Could Be 4% Undervalued On Q2 2026 Earnings
Simply Wall St.6d agoneutral
Chubb (CB) Could Be 4% Undervalued On Q2 2026 Earnings

Chubb (CB) has drawn fresh attention after reporting second quarter 2026 results, with net income of US$2.854b and earnings per share broadly in line with the same period a year earlier. See our latest analysis for Chubb. Chubb shares have eased in the past week, with a 7 day share price return of 2.52% down. However, the year to date share price return of 13.1% and 1 year total shareholder return of 32.82% point to momentum that has built over a longer stretch. If Chubb's recent move has you...

PepsiCo (PEP): Buy, Sell, or Hold Post Q2 Earnings?
StockStory6d agoneutral
PepsiCo (PEP): Buy, Sell, or Hold Post Q2 Earnings?

Over the past six months, PepsiCo’s shares (currently trading at $144.08) have posted a disappointing 6.2% loss, well below the S&P 500’s 7.1% gain. This may have investors wondering how to approach the situation.

Investing.com6d agoneutral
CTA Nasdaq de-risking appears largely complete: BofA

Investing.com -- Commodity trading advisers have largely unwound their Nasdaq-100 exposure, with the index’s short-term trend strength falling to just 13% against 53% for the S&P 500, BofA Securities said in a recent note.

Bloomberg6d agoneutral
Exxon, Chevron Warn Fuel Prices to Endure as War Knocks Refining

(Bloomberg) -- High fuel prices are likely to stick around even if oil prices drop in the coming months as the wars in Russia and Middle East leave global refining capacity critically short, ExxonMobil Holdings Corp. and Chevron Corp. warned. Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysIndia’s Family Offices Embrace Profit-Sharing to At

Bloomberg6d agoneutral
Warsh’s Silent Treatment Has S&P Traders Bracing for Wild Swings

(Bloomberg) -- A relentless run of uncertainty, from war to tariff fights to inflation that refuses to die, has challenged investors this year. Now they have to balance another risk: A Federal Reserve that won’t tell them what it’s thinking.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysIndia’s Family Offices Embrace Profit-Sharing to Attr

Bloomberg6d agoneutral
AI Isn’t a Catch-All Trade for Stocks in This Earnings Season

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at