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Growth portfolio now drives 60% of revenue as Eliquis surges 21%.

EPS grew 2.8% as Marlboro pricing offset volume declines and oral tobacco expanded.

(Bloomberg) -- Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the El

The iPhone maker said sever constraints in the supply chain will affect sales of iPhones, Macs, and iPads in the current quarter.

Anyone who has shopped for a new phone, laptop, or VR headset this summer probably noticed something odd. The usual discount that comes with an aging model never showed up. Prices held steady, and in some cases climbed. Apple just did it, and the trend is spreading everywhere. That is backward. A ...

(Bloomberg) -- He was hailed as the “Nostradamus” of AI — a young oracle with bold prophecy for the future.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastChip Stocks Post Biggest Advance Since April 2025: Markets WrapBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMeta Falls After Defending AI Bets to Skeptical Investors“Before long, the world will wake up,” Leopold Aschenbrenner, tech-s

Nextpower (NXT) delivered earnings and revenue surprises of +15.39% and +0.31%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Huntsman (HUN) delivered earnings and revenue surprises of -100.00% and +7.56%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Sales at the burrito baron's restaurants are rising once again.

Huang told the investor conference that rising demand for AI compute will drive corporate revenues and GDP higher.

Solstice Advanced Materials (SOLS) moved into focus after releasing second quarter 2026 results, updating guidance, and outlining financing tied to its planned Element Solutions acquisition, giving investors several fresh data points to assess. See our latest analysis for Solstice Advanced Materials. At a share price of $57.39, Solstice Advanced Materials has a 1-day share price return of 3.11% after the earnings beat and raised guidance, yet the 30-day share price return is down 35.23%. This...

First Majestic Silver Corp (AG) reports record revenue of $416 million and EBITDA of $252 million, while navigating labor disruptions and inventory buildup due to silver price volatility.

Net new orders surge 19% year-over-year, driven by affordable Trophy homes, while homebuilding gross margins lead the industry at 29.8%.

First Solar (NASDAQ:FSLR) reported record second-quarter and first-half sales volume for 2026, with quarterly net sales exceeding $1 billion and gross margin expanding to about 57%, as the company continued to prioritize domestic manufacturing and disciplined contracting amid evolving U.S. trade pol

Amazon.com (NASDAQ:AMZN) reported second-quarter revenue of $200.6 billion, up 20% year over year excluding foreign-exchange effects, while operating income rose 43% to $27.5 billion. CEO Andy Jassy highlighted accelerating growth at Amazon Web Services, expansion in faster retail delivery and groce

Apple (NASDAQ:AAPL) reported fiscal third-quarter revenue of $109.4 billion, up 16% from a year earlier and a June-quarter record, as double-digit gains in iPhone, Mac and services offset supply constraints and foreign-exchange headwinds. Net income totaled $29.8 billion, while diluted earnings per

Blue Owl Capital Inc (OWL) reports strong diversification and a $380 million future fee pipeline, while navigating a tepid M&A environment and wealth channel challenges.

Robust rail fleet utilization and a surging secondary market propel earnings, with the Wells Fargo acquisition delivering double the expected EPS benefit.

Agnico Eagle Mines Ltd (AEM) posts record free cash flow of $1.3 billion and gold production above budget, while navigating a pit wall slide and safety incidents.

Although the revenue and EPS for Strategy (MSTR) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Ford Motor Company (F) has failed to attract many Wall Street players for most of the past year. Now one firm has decided to reconsider its stance on it. Jefferies upgraded Ford to buy from hold on Monday, July 27, and raised its price target to $17.50 from $14.50. The call landed one day before ...

Tim Cook delivered his final earnings call as Apple's (AAPL) CEO before passing the baton to incoming CEO John Ternus.

The venture-backed IPO market has roared back to life in 2026, headlined by SpaceX’s record $1.77 trillion IPO, but the stock performance of newly public companies has been comparably muted. There have been 44 VC-backed IPOs in the US so far this year, according to new PitchBook data, on track to trounce 2025’s total of 50. In addition to SpaceX—and the planned mega-IPOs of Anthropic and OpenAI—companies including Cerebras, Quantinuum, X-Energy and HawkEye 360 raised significant proceeds, and de

Moby summary of Huntington Ingalls Industries, Inc.'s Q2 2026 earnings call

Moby summary of Group 1 Automotive, Inc.'s Q2 2026 earnings call

The S&P 500 has spent much of the year under scrutiny as elevated valuations and signs of overextension fueled expectations of a market correction. After the index broke through 7,000 for the first time and kept climbing to new records, those fears intensified across financial media. The ...

Although the revenue and EPS for Universal Display (OLED) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Apple stocks tumbled in late trading after component shortages weighed on the company's sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated. It also gave a forecast that is weaker than expected, further hurting the stock in the after market. Bloomberg News Managing Editor for Global Consumer Tech Mark Gurman reacts to the mixed earnings report. Bloomberg.com and Terminal subscribers can send in their questions for Carol Massar and Tim Stenovec to ask guests live on-air. Just go to Bloomberg.com/askradio

Moby summary of Sonic Automotive, Inc.'s Q2 2026 earnings call

Amazon 2Q earnings beat Wall Street estimates Tuesday, sending stocks climbing in after hours trading. The company reporter its 5th straight quarter of cloud share growth, the 37% increase being the fastest for Amazon since the end of 2021. Bloomberg Intelligence Senior Analyst for E-Commerce Poonam Goyal, and Bloomberg Intelligence Senior Technology Analyst Anurag Rana break down the earnings numbers as they roll in.