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IDACORP (NYSE:IDA) raised the lower end of its 2026 earnings guidance after reporting higher second-quarter profit, supported by January rate changes, customer growth and an early ramp in revenue from large industrial customers. The utility holding company reported second-quarter diluted earnings p
By Anna Szymanski July 31 (Reuters) - From the Editor Hello Morning Bid readers. Three of this year's biggest market worries were on full display this week.
While the market sees an advertising giant, a merchant silicon business is quietly taking root inside the company. For the first time, Alphabet is selling its custom TPU systems directly into customer data centers. This marks a fundamental pivot from a services-led model to one that also sells the foundational hardware for the entire AI industry.
Amazon jumped more than 12% after second-quarter earnings and revenue comfortably beat expectations. Alphabet and Meta Platforms were both punished by the market after hiking capex this earnings season. The spending hike is good news for Marvell Technology as it helps design Amazon’s artificial-intelligence chips.
By Lewis Krauskopf NEW YORK, July 31 (Reuters) - U.S. employment data and a batch of corporate results this coming week will keep equity investors on edge over the direction of the stock market, which
Stock buybacks are near historic highs. But their biggest benefit to investors — making each remaining share more valuable — is fading in the era of the AI spending boom.
On Stocktwits, retail sentiment for SPY remained 'bearish,' and improved to 'neutral' on QQQ as investors warmed to the latest AI-driven earnings.
The tech rebound has legs. Stock futures were rising early Friday as the technology sector looked set to end a bad July on a positive note despite disappointing earnings from Apple. S&P 500 futures rose 0.
STRL is projected to double its revenue and its earnings again between 2025 and 2027 as the AI data center boom ramps up. The stock is down ~43% from its highs and finding technical support heading into Q2 earnings.
July 31 (Reuters) - European shares hit a record high on Friday, powered by improving investor appetite for tech shares globally, while corporate earnings buoyed markets through a week of central bank
Morningstar maintained an $850 fair value estimate for META, implying a 58% upside from current levels.
Dolby Laboratories (NYSE:DLB) reported third-quarter fiscal 2026 revenue of $305 million, within its prior guidance range, as strength in Dolby Atmos, Dolby Vision and imaging patents was partly offset by deal timing and foundational audio revenue. Non-GAAP earnings per share were $0.69, slightly a
Keel is pivoting from crypto mining to AI infrastructure, and it's still early for investors who want to accumulate shares.
The Future Fund‘s Gary Black said Meta Platforms Inc.‘s (NASDAQ:META) post-earnings selloff could mirror Google parent Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) recovery over this week, as investors look past conservative guidance and one-time items. Alphabet Playbook Repeating Black, in a post on X Thursday, pointed to Google’s parent initially falling about 10% after reporting quarterly results before recovering about 5% over the course of this week as investors reassessed the numbers. He s
<body><p>STORY: :: Central California / July 30, 2026</p><p>:: AI is costing billions and Wall Street expects returns</p><p>:: Stephen Nellis, Technology Correspondent</p><p>"The big takeaway from a spate of big tech earnings this week is that AI costs a lot of money to build, but what Wall Street really cares about is whether you have a credible plan in place to make money off of AI once you've built it."</p><p>"Microsoft and Meta both talked about spending a lot of money to build up data centers to deliver AI, but one stock, Meta, got punished while another stock, Microsoft, got rewarded. I think what you have to understand is that there's a huge difference in how these companies want to go after AI."</p><p>"Meta is looking at weaving AI into all of its existing products that people know about, like Instagram, etc."</p><p>"Microsoft has a bit of a different approach where what they're pitching is saying, hey, what we plan to make money on is that part of helping the business figure out how to apply AI to the data inside their business."</p><p>"Apple is a little bit different case from the rest of its big tech peers, and that's because at this point, its business is still mostly selling things like iPhones because it's been very late to AI."</p><p>"The company had really good sales of iPhones and Macs in the quarter that just ended in late June, but looking ahead to the quarter that we're in currently in the rest of the year, it's actually signaling that this AI data center build out is really gumming up the supply chain in a way that's gonna make it harder for Apple to actually build its consumer devices, even though those devices don't compete directly with these data centers."</p><p>"And I think you're seeing the market respond to what they think of those different approaches."</p></body>
Every big vision eventually shows up on a balance sheet. Investors have spent the past year listening to Mark Zuckerberg describe a future in which artificial intelligence (AI) becomes personal, universal, and roughly as ordinary as electricity. The pitch has been consistent. It has also been ...
Meta Platforms stock has fallen sharply over the past year but still screens as undervalued on both its Discounted Cash Flow (DCF) intrinsic value estimate and earnings-based multiples, which puts recent price weakness at odds with what the valuation checks are indicating. Over the past 3 years, Meta Platforms has returned 73.5%, so the recent pullback comes after a strong multi-year gain rather than from a standing start. Heavy spending on artificial intelligence infrastructure and new AI...
Despite plenty of uncertainty on some of the bigger economic issues, Q2 earnings season rolls along quite successfully to this point.
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.
Stocks are likely to post another month of declines, but Truist’s Keith Lerner likes the longer game.
U.S. stocks rallied, with the Nasdaq jumping 2.8%, as Microsoft’s robust earnings report restored momentum to the artificial-intelligence boom.
Meta boosted its ad revenue in its Q2 report for 2026, while its CEO attempted to assure investors on the company's AI-first investments and looming regulatory issues.
Year-over-year revenue growth for Amazon Web Services came in at 37% for the second quarter as AI drives computing demand.
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