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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.
Moby summary of Federal Signal Corporation's Q2 2026 earnings call
Apple stock was sharply lower Thursday evening as the iPhone maker wrapped up its fiscal third-quarter earnings call . Apple reported stronger-than-expected earnings results for its June quarter. But Wall Street was more focused on the company's financial outlook, which missed estimates.
Moby summary of Exelon Corporation's Q2 2026 earnings call
Moby summary of Enterprise Products Partners L.P.'s Q2 2026 earnings call
Gil Luria, D.A. Davidson's head of technology research, reacts to Amazon Web Services' revenue growth and discusses the outlook for Amazon.com Inc. on "Bloomberg The Close."
(Bloomberg) -- CoreWeave Inc. is no stranger to shaking off wild stock-market swings like those of the past few days, when its shares plunged to their lowest level in 14 months only to then stage their sharpest rally of the year.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 BillionMet
During Thursday night's earnings call, Apple (AAPL) CEO Tim Cook highlighted a string of milestones, including the company's best-ever June quarter, with revenue reaching $109.4 billion. iPhone revenue surged 22% year-over-year to $54.3 billion, while Mac revenue climbed to a record $10.4 billion. Beyond the financial results, Cook reaffirmed Apple's commitment to US manufacturing, announcing plans to invest $600 billion in the United States over the next four years. The investment, which the company said includes the reinvestment of tariff-related funds, expands Apple's long-term domestic manufacturing strategy. As part of that effort, Apple has entered a new multiyear agreement with Broadcom (AVGO) under its American Manufacturing Program. The partnership is expected to contribute more than $30 billion in investment to build an end-to-end silicon supply chain and advanced manufacturing equipment in the United States.
During Thursday night's earnings call, Apple (AAPL) CEO Tim Cook highlighted a string of milestones, including the company's best-ever June quarter, with revenue reaching $109.4 billion. iPhone revenue surged 22% year-over-year to $54.3 billion, while Mac revenue climbed to a record $10.4 billion. Beyond the financial results, Cook reaffirmed Apple's commitment to US manufacturing, announcing plans to invest $600 billion in the United States over the next four years. The investment, which the company said includes the reinvestment of tariff-related funds, expands Apple's long-term domestic manufacturing strategy. As part of that effort, Apple has entered a new multiyear agreement with Broadcom (AVGO) under its American Manufacturing Program. The partnership is expected to contribute more than $30 billion in investment to build an end-to-end silicon supply chain and advanced manufacturing equipment in the United States.
Coinbase Global (NASDAQ:COIN) executives said the company is pursuing growth through a broader product lineup, stablecoin partnerships, subscriptions and infrastructure initiatives, while maintaining its focus on trusted custody and expanding its Base blockchain ecosystem. During the company’s seco
Cohu (NASDAQ:COHU) reported second-quarter 2026 revenue of $149 million, up 38% from a year earlier and above the midpoint of its guidance, as demand for high-performance computing equipment and a recovery in several core semiconductor markets supported results. President and CEO Luis Müller said r
AXT (NASDAQ:AXTI) reported record second-quarter revenue and a return to profitability, driven by strong demand for indium phosphide substrates used in optical connectivity for AI data centers. Management said it is accelerating capacity expansion as customer demand continues to exceed supply. Seco
Asking for a Trend Host Josh Lipton previews what investors should be on the lookout for on Friday, July 31, including earnings from energy giants Exxon (XOM), Chevron (CVX), and biopharma AbbVie (ABBV) as well as the latest read on consumer sentiment.
Asking for a Trend Host Josh Lipton previews what investors should be on the lookout for on Friday, August 1, including earnings from energy giants Exxon (XOM), Chevron (CVX), and biopharma AbbVie (ABBV) as well as the latest read on consumer sentiment.
Jersey Mike’s Subs, with its 5.96% stock-price decline Thursday, is hardly alone in having a first-day share slide. This year, shares for hedge fund Pershing Square, nuclear fuel company Standard Nuclear and biotech firm Generate Biomedicines fell 18%, 18% and 21% respectively on their first trading days, according to Dealogic.
Though Palantir Technologies Inc. (Nasdaq: PLTR), Space Exploration Technologies or SpaceX (Nasdaq: SPCX), and Bitcoin (BTC) are entirely different assets, they are all different kinds of stake on the same geopolitical shift, 10x Research said on May 19. Founded by Peter Thiel, Stephen Cohen, Joe ...
The company is set to release an upgraded Siri assistant in the fall, and it continues to contend with higher component costs.
Moby summary of Leonardo DRS, Inc.'s Q2 2026 earnings call
Moby summary of CNX Resources Corporation's Q2 2026 earnings call
Moby summary of Avery Dennison Corporation's Q2 2026 earnings call
Moby summary of Jones Lang LaSalle Incorporated's Q2 2026 earnings call
Tension between Silicon Valley’s astronomical AI spending and Wall Street fears that it won’t pay off had been sending markets on a wild ride. The company’s stock surged 16% after its earnings quelled concerns that investments on data centers, chips and more would outpace the company’s ability to generate cash. Microsoft’s $450 billion one-day gain in market capitalization was the largest by any U.S. business, ever.
Moby summary of Cullen/Frost Bankers, Inc.'s Q2 2026 earnings call
Tony Wang, T. Rowe Price science and technology equity strategy portfolio manager, reacts to Apple's third-quarter earnings and outlook. He speaks on "Bloomberg The Close."
Moby summary of EMCOR Group, Inc.'s Q2 2026 earnings call
Alexa and Sparky provided information on sellers’ made-in-America claims after initially stating that they couldn’t access that information.
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