News

Moby summary of Triple Flag Precious Metals Corp.'s Q2 2026 earnings call

Moby summary of Occidental Petroleum Corporation's Q2 2026 earnings call

Moby summary of MKS Inc.'s Q2 2026 earnings call

Moby summary of Global Net Lease, Inc.'s Q2 2026 earnings call

Moby summary of Albemarle Corporation's Q2 2026 earnings call

Moby summary of Coeur Mining, Inc.'s Q2 2026 earnings call

Moby summary of Copa Holdings, S.A.'s Q2 2026 earnings call

Moby summary of APA Corporation's Q2 2026 earnings call

Ryan Lance is ConocoPhillips' only CEO since the oil giant separated from Phillips 66 in 2012.

Revenue rose 18% and DAUs grew 23%, but every margin line compressed

Moderna’s mRNA-based flu vaccine, mFlusiva, is approved by the Food and Drug Administration for adults aged 50 and over.

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

While Ross Stores has outperformed relative to the broader market over the past year, Wall Street analysts remain cautiously optimistic about the stock’s prospects.

News of the day for Aug. 6, 2026

Warner Bros. Discovery (WBD) delivered earnings and revenue surprises of +146.15% and -6.19%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Restaurant Brands (QSR) delivered earnings and revenue surprises of +3.88% and +0.61%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Somnigroup International (SGI) delivered earnings and revenue surprises of 0.00% and -3.50%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Palladyne AI Corp. (PDYN) delivered earnings and revenue surprises of -17.39% and -0.12%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Fiserv (FISV) delivered earnings and revenue surprises of -2.65% and -1.74%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

It feels like you're missing out. In reality, most of the industry's biggest gains driven by the advent of AI are probably in the rearview mirror.

Casino, sports betting and entertainment operator PENN Entertainment (NASDAQ:PENN) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 5.2% year on year to $1.86 billion. Its non-GAAP profit of $0.44 per share was 66.9% above analysts’ consensus estimates.

Eaton (ETN) has drawn fresh attention after updating 2026 earnings guidance and reporting second quarter results, alongside plans to separate its Mobility segment through a Reverse Morris Trust transaction expected in early 2027. See our latest analysis for Eaton. The fresh guidance, segment separation plan and recent acquisitions appear to be feeding into strong momentum, with Eaton’s share price delivering a 7 day return of 23.6% and a year to date share price return of 36.7%. The 5 year...

Prediction markets have started pricing the fate of two iconic American brands with battered share prices, and the crowd's verdict on one of them runs directly against what Wall Street analysts are saying.

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

SSR Mining stock has delivered strong longer term returns, yet current valuation checks suggest the market price may still sit well below its estimated intrinsic value based on a Discounted Cash Flow (DCF) approach. SSR Mining has returned 110.1% over the past 5 years, which puts a spotlight on whether the share price now properly reflects the business fundamentals. Expectations for the company to keep converting its asset base into steady cash flows can support the current valuation, while...

T1 Energy stock has delivered a very strong 1 year return, yet the valuation checks still suggest the shares screen as cheap on several measures. After such a sharp move, investors are weighing whether the current price still reflects a discount or has started to run ahead of fundamentals. Over the past year, T1 Energy has returned 337.6%, which puts extra focus on whether recent gains already factor in much of the good news. The Clearway supply contract and expansion into storage and AI...

They will assess how Mastercard Crypto Credential can support trusted interactions across stablecoin payment flows.

Wall Street was predicted to see a mixed open on Thursday, as another batch of technology earnings undermines confidence and apparent progress towards an Iran deal raises fears of yet another false dawn. Dow Jones futures were up 57 points, or 0.1%, with the blue-chip index on course to build...

(Update with Paramount's statement in the penultimate paragraph.) The UK's Competition and Market

Are S&P 500 records a prelude to an AI bubble? Here is what the historical parallels actually reveal today.