Barrons.com25d agoneutral
Gilead Posts a Loss on Acquisitions but Revenue Tells a Bigger StoryGilead Sciences posts higher revenue as its market-leading HIV drug portfolio continues to drive growth.
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Simply Wall St.25d agoneutral
Salesforce (CRM) Lands VA Deal as Its Undervalued Narrative Gets Fresh SupportSalesforce (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...
Simply Wall St.25d agoneutral
How Investors May Respond To NIKE (NKE) Ending Pou Sheng China Online Sales From 2027Pou 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,...
Reuters Videos25d agoneutralVIDEO
Palantir, Caterpillar results signal 'real' AI returns, says investor<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>
Simply Wall St.25d agoneutral
Coupang (CPNG) Stock Trades Below Fair Value But Share Price Stays WeakCoupang’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...
GuruFocus.com25d agoneutral
Apple Scores Major Win in One of Its Biggest MarketsApple's global growth map is beginning to look very different
Simply Wall St.25d agoneutral
Interactive Brokers (IBKR) Stock Sees Fair Value Lift After Strong Earnings And Analyst SupportThe 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...
Reuters25d agoneutral
Paramount Skydance reports mixed second-quarter resultsParamount 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."
TheStreet25d agoneutral
T-Mobile rolls out generous offers after outage angers customersT-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 ...
GuruFocus.com25d agoneutral
Apple's India Sales Cross $10 Billion for the First TimeAnnual sales reportedly topped $10 billion as retail and manufacturing expand.
Blockspace25d agoneutralVIDEO
Cipher Digital and Hut 8 Q2 Earnings, Ionic Digital CEO Interview, BTDR’s $4.7B AI Deal, ERCOT’s Batch Zero HiccupAt the top of today’s show, we cover Cipher Digital and Hut 8’s Q2 earnings, plus updates on their AI data center builds.
GuruFocus.com25d agoneutral
Oracle Hits Troubling Level Not Seen Since 2008Debt markets are raising harder questions about Oracle's AI strategy
StockStory25d agoneutral
IonQ (IONQ) Reports Q2: Everything You Need To Know Ahead Of EarningsQuantum computing company IonQ (NYSE:IONQ) will be reporting earnings this Wednesday afternoon. Here’s what to expect.
GuruFocus.com25d agoneutral
McDonald's Earnings Win Comes With Warning SignHigher spending is doing more work than customer growth
Yahoo Finance25d agoneutral
Lucid Q2 results: Losses widen as automaker launches 'operational reset'Lucid reported second-quarter results on Tuesday that beat revenue expectations but losses ran wider than expected, as the struggling luxury EV maker unveiled an "operational reset" aimed at slashing cash burn, and stabilizing a business that recently had to publicly deny it was heading for bankruptcy.
Motley Fool25d agoneutral
Prediction: This Brilliant ETF Will Crush the S&P 500 Over the Next 30 YearsInvesting in long-term growth and innovation gives you the best chance at capturing market-beating returns over time.
MarketBeat25d agoneutral
Apollo Global Management Q2 Earnings Call HighlightsApollo Global Management (NYSE:APO) reported record second-quarter fee-related earnings and spread-related earnings, citing momentum in origination, capital formation and investment performance across its asset management and retirement services businesses. The alternative asset manager generated f
MarketBeat25d agoneutral
Aptiv Q2 Earnings Call HighlightsAptiv (NYSE:APTV) reported second-quarter results that included 2% adjusted revenue growth and 10 basis points of adjusted EBITDA margin expansion, while lowering its full-year outlook amid weaker automotive production schedules in China and delayed program launches. Chair and CEO Kevin Clark said
MarketBeat25d agoneutral
Albany International Q2 Earnings Call HighlightsAlbany International (NYSE:AIN) reported second-quarter revenue growth and its strongest adjusted EBITDA performance in two years, driven by higher production rates in its Engineered Composites business, while Machine Clothing faced mixed regional demand and equipment-related downtime. Total second
GuruFocus.com25d agoneutral
Nvidia-Backed Startup Quitely Builds Big BusinessThe real constraint may now be capital, not chips
Barrons.com25d agoneutral
To the Moon? A 9.4% Gain Definitely Counts.SpaceX stock went to the moon ahead of its highly anticipated earnings report. Shares gained 9.4%, closing at $125.33 in regular trading, according to FactSet. Watchers might consider the two-day gain a mini-squeeze, with short sellers preferring to take risk off the table ahead of the earnings report.
Reuters25d agoneutral
Judge sets March 2027 trial on Paramount-Warner Bros dealAug 4 (Reuters) - Lawsuits challenging Paramount Skydance's acquisition of Warner Bros. Discovery will go to trial in March 2027, a federal judge in California ruled on Tuesday.
Investor's Business Daily25d agoneutral
Amgen Hikes Sales Outlook By $1 Billion After Second-Quarter SmashAmgen smashed Wall Street's second-quarter expectations late Tuesday, delivering double-digit sales growth for nearly two dozen products.
American Banker25d agoneutral
Wells Fargo joins the fast-growing tokenized-deposit clubBig banks, including San Francisco-based Wells Fargo, are eager to defend themselves from the competitive threat posed by stablecoins, analysts say.
Forkast News25d agoneutral
The 4:1 Leverage Ratio Defining the AI EraThe 4:1 Leverage Ratio Defining the AI Era A company valued at $2.4 billion has just secured a $10 billion contract. This 4:1 contract-to-valuation ratio signals a structural shift: the era of the compute landlord has fully arrived. Volta Infra Holdings Ltd., which emerged from stealth on August 4, 2026, with a $300 million raise […]