High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Jim Cramer is struggling to find reasons to buy, and the Nasdaq 100 sliding into correction territory is not helping. Before you dismiss his caution, consider which corners of the market could actually benefit from the pain hitting semi stocks hardest.
Mastercard posted a rise in second-quarter profit on Thursday, boosted by robust transaction volumes driven by steady consumer spending. Its net income climbed to $4.4 billion, or $4.97 per share, in the quarter, compared with $3.7 billion, or $4.07 per share, a year earlier. (Reporting by Utkarsh Shetti in Bengaluru; Editing by Shinjini Ganguli)
Aerospace and defense company Huntington Ingalls (NYSE:HII) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 10.9% year on year to $3.42 billion. Its GAAP profit of $5.27 per share was 37.6% above analysts’ consensus estimates.
Canada Goose (GOOS) delivered earnings and revenue surprises of -1.59% and +6.96%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
These businesses are getting more alike by the day, but one has a better opportunity for generating long-term returns for shareholders.
Market leadership has shifted to value stocks amid a sell-off in tech stocks.
Barclays lowered its Robinhood price target to $105 from $122 and cited a meaningful slowdown in new accounts during July.
Wall Street is set to open higher on Thursday as strong Microsoft results helped technology stocks recover from their sharp post-Federal Reserve sell-off. Dow Jones futures were up 225 points, or 0.4%, while S&P 500 futures pointed to a 0.6% gain and the Nasdaq was called 1.3%...
The deal with the buzzy Flagship Pioneering-backed startup makes J&J the latest large drugmaker to bet that the technology might be able to treat autoimmune conditions.
Investing.com -- Bristol-Myers Squibb shares rose more than 1% in premarket trading Thursday after the drugmaker posted second-quarter results well ahead of expectations and raised its full-year guidance.
Valero Energy (VLO) delivered earnings and revenue surprises of +27.05% and +23.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Trane Technologies (TT) delivered earnings and revenue surprises of +0.94% and +2.86%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
As the Nasdaq wallows below its 50-day line, Schwab stock triggers the sweet sounds a breakout. Time to jump in?
<body><p>STORY: 2028... That's when Samsung says the chip shortage will extend until.</p><p>The world's biggest memory chipmaker posted a 250-fold jump in chip profit for the second quarter...</p><p>hitting $61.7 billion.</p><p>The South Korean firm signed multi-year supply deals with the five biggest global data center operators, and says it's nearing five more.</p><p>Samsung said almost all customers are now requesting multi-year contracts.</p><p>But the chip boom hurt another part of the business — Samsung's mobile division posted its first-ever loss of $484 million.</p><p>Samsung shares still fell 0.7% on the day, after climbing as much as 8.4% earlier.</p><p>Rival SK Hynix dropped 5.6%.</p><p>It follows a recent sell-off in chip stocks due to investor concerns about the mounting cost of AI infrastructure...</p><p>and competition from China that could squeeze earnings.</p><p>But Samsung's cash pile hit $116.3 billion, fueling expectations of big shareholder returns.</p></body>
The coffee chain posted its fourth straight quarter of comparable sales growth and now expects adjusted EPS of $2.55 to $2.65 for fiscal 2026
In my opinion, one stock wins over the other in terms of risk-adjusted returns.
The revenue shortfall and the record margin came out of the same decision, and management raised its full-year outlook on the strength of it.
The market looked past a small earnings beat to a profit that is still shrinking and a raised target that leans heavily on the back half of the year.
EARNINGS Valero Energy said its earnings surged in the second quarter, thanks to sturdy fuel demand. The San Antonio oil refiner posted a profit of $3.72 billion, or $12.62 a share, compared with $714 million, or $2.
The software company beat Wall Street expectations on revenue and earnings as Azure growth accelerated to 43% in the fourth quarter
A number of stocks jumped in the afternoon session after renewed fighting across the Middle East, and a larger-than-expected drop in U.S. crude stockpiles reinforced concerns over oil supply.
Uncharacteristically, the company missed the consensus analyst estimate for profitability.
July 30 (Reuters) - U.S. stock index futures steadied on Thursday after a sharp selloff driven by uncertainty around the Federal Reserve's policy outlook, while Microsoft's forecast-beating results
Investing.com -- The Cigna Group (NYSE:CI) reported second-quarter earnings and revenue that exceeded analyst expectations, while raising its full-year outlook, though shares fell 1% premarket following the announcement.
Microsoft (NASDAQ:MSFT) shares surged 8% in premarket trading on Thursday after the technology giant issued stronger-than-expected revenue guidance for the current quarter while leaving its capital spending plans for calendar year 2026 broadly unchanged. The upbeat outlook followed better-than-expected quarterly earnings, driven by continued strength in Microsoft’s cloud computing and artificial intelligence businesses.
HVAC company Trane (NYSE:TT) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 10.6% year on year to $6.35 billion. Its non-GAAP profit of $4.31 per share was 1.1% above analysts’ consensus estimates.
Broadcom and Alphabet make for two great AI investments.
Chipotle Mexican Grill (NYSE:CMG) reported second-quarter results that topped Wall Street expectations and lifted its full-year comparable sales forecast, supported by restaurant expansion and continued execution of its long-term growth strategy. The stronger-than-expected performance sent the company’s shares up 5.
Arm Holdings (NASDAQ:ARM) reported first-quarter results that exceeded Wall Street expectations for both earnings and revenue, yet the chip designer’s shares continued to slide as investors remained cautious despite an upbeat outlook. The company posted earnings per share of $0.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
