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AI demand pushes Foxconn's monthly revenue to record in July
Reuters24d agoneutral
AI demand pushes Foxconn's monthly revenue to record in July

Monthly revenue at Taiwanese contract electronics manufacturer Foxconn hit a record ‌in July, surpassing T$900 billion ($27.93 billion) for ‌the first time as strong demand for AI products boosted sales, ​the company said on Wednesday. Foxconn, a major supplier to Nvidia and Apple, said revenue last month rose 54.2% from a year earlier to T$946.5 billion. Its cloud ‌and networking products division, ⁠which includes AI servers, saw strong growth, benefiting from "strong pull-in momentum for AI ⁠products", the company said.

Bloomberg24d agoneutral
Nvidia Partner Hon Hai’s Sales Rise 54% on Strong AI Demand

(Bloomberg) -- Hon Hai Precision Industry Co. reported a 54.2% increase in monthly sales, signaling sustained demand in global AI infrastructure buildout by customers such as Nvidia Corp.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earni

Is Dollar General (DG) Still Trading At A Discount To Fair Value?
Simply Wall St.24d agoneutral
Is Dollar General (DG) Still Trading At A Discount To Fair Value?

Dollar General stock has recovered over the past year but is still well below its level of five years ago, while both intrinsic value estimates and market multiples currently point to it trading at a discount to what the business may be worth. Recent earnings and management changes have put fresh attention on whether that discount is still justified. Over the past 5 years, Dollar General shares have declined 41.9%, which leaves long term holders under pressure even after the more recent...

Wayfair (W) Is Up 22.8% After Q2 Revenue Gains But Swing To Small Loss - Has The Bull Case Changed?
Simply Wall St.24d agoneutral
Wayfair (W) Is Up 22.8% After Q2 Revenue Gains But Swing To Small Loss - Has The Bull Case Changed?

Wayfair Inc. has reported its second-quarter 2026 results, with sales rising to US$3,519 million from US$3,273 million a year earlier, while swinging from a US$15 million net income to a US$1 million net loss. Despite this small quarterly loss, management highlighted its strongest post-pandemic U.S. revenue growth, improving margins, and rapid expansion of its premium Perigold brand and physical stores as key operational gains. Next, we’ll examine how this acceleration in U.S. revenue growth...

Zeta Global (ZETA) Stock Stays Near Fair Value Following $1B Credit Facility
Simply Wall St.24d agoneutral
Zeta Global (ZETA) Stock Stays Near Fair Value Following $1B Credit Facility

Zeta Global Holdings has been on a strong multi year run, yet its current checks suggest the stock now looks closer to fairly priced rather than a clear bargain. Over the last 5 years, Zeta Global Holdings has delivered a very large total return of about 3.1x, which means recent buyers are starting from a much higher base than long term holders did. The newly secured US$1b credit facility can support acquisitions and share buybacks that may help earnings power over time. However, the higher...

Amgen (AMGN) Lifted 2026 Guidance, Is The Valuation Still Too Rich?
Simply Wall St.24d agoneutral
Amgen (AMGN) Lifted 2026 Guidance, Is The Valuation Still Too Rich?

How Amgen’s latest earnings event sets the stage for investors Amgen (AMGN) just released its second quarter 2026 results, reporting revenue of US$10.05b and net income of US$2.38b, alongside updated full year guidance that gives investors fresh numbers to work with. For the first half of 2026, Amgen reported revenue of US$18.67b and net income of US$4.19b. Basic earnings per share from continuing operations were US$7.77, with diluted EPS at US$7.71 for the period. The company now expects...

Pinterest is winning the argument on AI costs and losing the one on growth
Proactive24d agoneutral
Pinterest is winning the argument on AI costs and losing the one on growth

Pinterest Inc (NYSE:PINS) beat on revenue, beat on earnings, beat on users, raised its margin target for the year and then watched its shares fall more than 8% in extended trading. Revenue of $1.18 billion was up 18% year on year against expectations of $1.15 billion. Adjusted earnings of...

AMD's problem is not demand. It is where the demand comes from
Proactive24d agoneutral
AMD's problem is not demand. It is where the demand comes from

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) delivered close to the quarter the bulls wanted, and the shares fell almost 9% anyway. Revenue of $11.5 billion was up 50% year on year and ahead of the $11.28 billion consensus, while adjusted earnings of $1.66 a share beat forecasts of...

Top Foreign Stock Funds for Income-Hungry Investors
Barrons.com24d agoneutral
Top Foreign Stock Funds for Income-Hungry Investors

If you’re seeking steady income from your investments, good luck finding it in traditional U.S. index funds tracking the The current dividend yield on that tech-stock-laden benchmark is only 1.1%. Yes, there are solid U.S. stock dividend-focused exchange-traded funds like which has a 2.2% trailing 12-month yield, and which yields 3.1%. It also sports a 14% five-year annualized return versus the Vanguard’s U.S. dividend ETF’s 12.2% and Schwab’s 9.5%, with international stocks beating U.S. ones over that period.

Johnson & Johnson (JNJ) Could Be 10% Overvalued Following Leadership Change
Simply Wall St.24d agoneutral
Johnson & Johnson (JNJ) Could Be 10% Overvalued Following Leadership Change

Johnson & Johnson (JNJ) is back in focus after longtime executive Jennifer Taubert retired as Executive Vice President, Worldwide Chairman, Innovative Medicine, with experienced biopharmaceutical leader Tom Cavanaugh set to succeed her. See our latest analysis for Johnson & Johnson. Johnson & Johnson’s share price has had a strong run in 2026, with a year to date share price return of 22.95% and a 90 day share price return of 13.49%, while the 1 year total shareholder return of 53.04%...

TransMedics Group (TMDX) Stock Looks Cheap On Earnings But Full After 171% Gain
Simply Wall St.24d agoneutral
TransMedics Group (TMDX) Stock Looks Cheap On Earnings But Full After 171% Gain

TransMedics Group stock has delivered a 170.9% gain over the past five years, yet the broader valuation checks currently lean toward the shares being undervalued rather than fully priced in. With recent returns mixed over shorter periods, the market seems less certain than the long term chart suggests about what the current price of US$80.75 really reflects. The 170.9% return over five years signals that long term holders in TransMedics Group have already seen substantial value creation,...

Leidos (LDOS) Is Up 10.3% After Raising 2026 Outlook and Winning New Defense AI Work
Simply Wall St.24d agoneutral
Leidos (LDOS) Is Up 10.3% After Raising 2026 Outlook and Winning New Defense AI Work

In the past week, Leidos Holdings reported Q2 2026 results showing revenue rising to US$4.56 billion while GAAP net income and EPS eased year on year, alongside a raised full-year 2026 revenue outlook to US$18.20–US$18.40 billion. At the same time, the company secured new defense and intelligence work, from hypersonic missile tracking payloads to AI and ISR support contracts, while maintaining dividends and launching a fresh 20 million-share repurchase authorization, underscoring its focus...

Fidelity National Information Services Q2 Earnings Call Highlights
MarketBeat24d agoneutral
Fidelity National Information Services Q2 Earnings Call Highlights

Fidelity National Information Services (NYSE:FIS) reported second-quarter results marked by stronger Banking Solutions growth, expanding margins and sharply higher cash flow, while reducing its full-year outlook for Capital Markets because of weaker professional-services sales and slower backlog con

Energy Transfer Q2 Earnings Call Highlights
MarketBeat24d agoneutral
Energy Transfer Q2 Earnings Call Highlights

Energy Transfer (NYSE:ET) reported second-quarter adjusted EBITDA of approximately $5.1 billion, up from about $3.9 billion a year earlier, supported by record gathering, NGL transportation and export, and crude oil transportation volumes. Distributable cash flow attributable to partners, as adjuste

Emerson Electric Q3 Earnings Call Highlights
MarketBeat24d agoneutral
Emerson Electric Q3 Earnings Call Highlights

Emerson Electric (NYSE:EMR) reported third-quarter fiscal 2026 results that exceeded its expectations, citing broad-based order growth, stronger demand in North America and Asia, and continued momentum in power generation, semiconductors and test and measurement. President and Chief Executive Offic

DaVita Q2 Earnings Call Highlights
MarketBeat24d agoneutral
DaVita Q2 Earnings Call Highlights

DaVita (NYSE:DVA) reported second-quarter results that management said were broadly in line with expectations, supported by accelerating treatment-volume growth and lower mortality among patients. The kidney-care company reaffirmed its full-year 2026 guidance, while outlining plans to expand access