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CVS Health reports earnings Wednesday, with analysts expecting another solid quarter and looking for potential guidance upside from its Aetna insurance and Caremark pharmacy-benefit businesses.
On Friday, Alphabet Inc.’s Google said that it was temporarily disabling its AI image generator after users shared AI-generated images that appeared to violate the company’s policies. Google Earth AI Feature Put on Hold The tool, powered by Google’s Nano...
The biopharmaceutical company lowered its full-year forecast for Veklury after sales of the Covid-19 treatment fell 81% in the second quarter.
The headline numbers for Voyager Technologies, Inc. (VOYG) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Data center segment revenue climbed to $6.7 billion in the second quarter, up 107% from a year earlier, driving total revenue to $11.5 billion
On-demand food delivery service DoorDash (NASDAQ:DASH) will be announcing earnings results this Wednesday after market close. Here’s what you need to know.
Three major customers are driving a critical production shift
Palantir Stock Breaks Higher After Earnings Beat and Raised Forecast
The online travel agency had cut its full-year outlook in April, projecting that travel demand in some regions would suffer from the conflict in the Middle East.
Apple asked the court for a preliminary injunction, and OpenAI followed up by alleging the iPhone maker was sloppy about security.
Sandisk enters its Q4 earnings report with strong momentum as AI-driven demand and improving NAND pricing position the company to deliver another impressive quarter.
A positive update on Oklo's reactor progress could reverse the nuclear stock's downward spiral.
CoreWeave Wins Piper Sandler's Favor as AI Infrastructure Spending Surges
Market Domination Overtime Host Josh Lipton welcomes Senior Business Reporter Ines Ferre to the show to break down SpaceX's (SPCX) first quarterly earnings report as a public company, highlighting the key takeaways for investors.
The biotechnology company now expects full-year revenue between $38.2 billion and $39.4 billion, but said it was halting the development of a potential obesity treatment currently in a phase 1 study.
Roblox is facing mounting investor skepticism after its latest results, although Wall Street sees considerable growth potential.
Gilead Sciences posts higher revenue as its market-leading HIV drug portfolio continues to drive growth.
Salesforce (CRM) has secured a three year Agentic Enterprise License Agreement with the U.S. Department of Veterans Affairs, a contract valued at up to US$1.6b that highlights growing demand for its AI driven government cloud services. See our latest analysis for Salesforce. The VA agreement lands after a month in which software stocks caught a tailwind and Salesforce secured higher profile around AI. However, the share price return is still down 26.68% year to date and the 5 year total...
Pou Sheng International announced that Nike has already notified the group its online sales of Nike products in mainland China will fully cease from January 1, 2027, removing a channel that generated about 15% of Pou Sheng’s 2025 revenue but only a small share of its profit. Ahead of this shift, concerns over how resetting Nike’s China online marketplace and related distribution changes may weigh on earnings have become central to how investors assess the brand’s current transition. Next,...
<body><p>STORY: "We're not probably completely past all the fears, but you've had a couple of companies that really line up and indicate that spending is is real and happening, and we're getting there," Haworth said.</p><p>He added that results from Palantir and Caterpillar, along with a recovery in semiconductor stocks, have reinforced investor's confidence that spending on AI and related infrastructure is continuing.</p><p>He said more earnings reports will be needed to determine whether concerns have fully subsided, adding that healthcare will be an important sector to watch as an early user and potential beneficiary of artificial intelligence.</p></body>
Coupang’s share price has had a difficult run over the past few years, yet the current valuation checks suggest the stock still screens as cheap on several measures. With the company now gaining fresh attention after being named to the 2026 Fortune Global 500 list, investors are weighing that weak share price history against what the valuation signals now imply. Coupang’s share price has declined 55.3% over the past 5 years, which means anyone looking at the stock today is doing so after a...
Apple's global growth map is beginning to look very different
The updated fair value estimate for Interactive Brokers Group has moved from US$88.27 to US$106.97, signaling a higher modeled price target in the latest valuation work. This shift lines up with broadly supportive Street commentary following Q2 2026 results, where analysts have focused on interest income, operating efficiency, and account growth while still acknowledging execution risks. As you read on, you will see how this changing price target fits into the evolving analyst narrative and...
Paramount Skydance reported mixed second-quarter results on Tuesday, with higher streaming and studio revenue offsetting declines in television, as the company works to close its planned $110 billion acquisition of Warner Bros. Discovery. Ellison reiterated that he fully expects "the transaction to close."
T-Mobile, which has more than 143 million U.S. wireless customers, ruffled some feathers last week when its network went down nationwide. The company is now taking steps to make it right by rolling out generous offers to keep customers happy. On July 27, a swarm of T-Mobile customers took to ...
Annual sales reportedly topped $10 billion as retail and manufacturing expand.
At the top of today’s show, we cover Cipher Digital and Hut 8’s Q2 earnings, plus updates on their AI data center builds.
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