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Profit growth is finally catching up with market dominance

Samsung and SK Hynix produced their largest recorded gains as investors returned to Korean semiconductor stocks after a severe July selloff.

Higher interest rates and profit-taking outweighed evidence that cloud and device companies need increasing quantities of memory chips.

Microsoft and Amazon emerged as winners in the earnings season which underlined disenchantment with runaway AI spending.

Amazon delivered blockbuster results across the board.

Microsoft's revenue nearly quintupled Accenture's in the latest quarter, a gap that has only widened over two years.

Microsoft added $450 billion in market value in a single day after posting $90 billion in quarterly revenue.

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

By Noel Randewich and Johann M Cherian July 31 (Reuters) - Wall Street climbed on Friday, lifted by Amazon as the tech heavyweight's strong quarterly report bolstered investor confidence in AI-related

Alphabet just posted the biggest quarter in its history, yet the stock is barely moving while rivals surge. The case for a $500 share price by 2027 looks audacious on the surface, but one critical number in the earnings report suggests the market is misreading what comes next.

Investing.com -- A packed week of Big Tech earnings produced significant moves in both directions, with memory stocks experiencing significant volatility.

Chevron (NYSE:CVX) reported second-quarter 2026 earnings of $12.1 billion, or $6.11 per share, as higher upstream realizations, production volumes and refining margins lifted results. Adjusted earnings were $12 billion, or $6.06 per share, while cash flow from operations excluding working capital to

Amazon stock is racing toward its best trading day in more than a decade following its Q2 results. A strong performance from its cloud-computing division is helping ease fears that the tech giant could lose ground to rival offerings from Microsoft and Google parent Alphabet. "Amazon Web Services finally saw the long-awaited growth inflection, shooting to the top of the cloud wars as AI quarter-to-quarter revenue mimics Anthropic's meteoric rise," Bernstein analyst Mark Shmulik wrote to clients Friday following Amazon's report.

Apple earnings growth is picking up while largely avoiding the AI spending spree by other tech giants.

Microsoft faces an August 11 Copilot lawsuit deadline, days after the biggest one-day market cap gain in US history.

One market level could validate Microsoft's renewed momentum

Wall Street sees stronger returns behind massive infrastructure spending

Over the past two days, four of the trillion-dollar tech giants have reported earnings. Each day, there's been one clear winner and one clear loser. Today, Amazon stock is winning while Apple is down.

Microsoft's shares just surged 15% on earnings, yet the stock still lags where it started the year. Before you dismiss the move as too late, there are two fundamental signals buried in the results that the market has not fully priced in.

IPO Edge hosted a fireside chat on July 27 at Nasdaq MarketSite with Anton Nicholas, Chief Executive Officer of ICR. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed […]

Baird just set the highest AMD price target on Wall Street after a brutal July selloff, and a surprise Microsoft announcement may have handed AMD the exact catalyst needed to justify it.

Oracle has cratered nearly 50% while its cloud rivals held steady, yet three Wall Street desks are calling for a price that would more than triple your money from here, and a blockbuster new partnership just gave that thesis a serious jolt.

Meta Platforms (NASDAQ:META) fell 20% since July 15th, even though FQ2 2026 revenue beat estimates. Sales rose 28% year over year to $60.8 billion, ahead of the $60.3 billion Wall Street wanted, and ad impressions climbed 14%. Investors aren’t punishing Meta’s ad business, they’re punishing what it costs to run. Why Did it Tank? What […]

Its cloud arm widened margins while the capital plan grew, and that pairing is what a re-rating would rest on.

Revenue accelerated and the ad engine kept compounding, yet free cash flow came in at well under a billion dollars and the spending floor moved up again.

Apple (AAPL) stock is moving lower after the company's revenue forecast fell short of Wall Street's expectations. Yahoo Finance Technology Editor Dan Howley chats with Yahoo Finance Executive Editor Brian Sozzi about what's driving the stock and guidance lower.

Apple (AAPL) stock continues to drop on Friday while shares of Amazon (AMZN) surge since the two tech giants posted earnings results yesterday. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Trustless Media Founder Zack Guzman take a closer look at the key figures that Apple reported in its earnings release.

I bought more Microsoft (NASDAQ:MSFT) the morning after fiscal Q4 landed, and I would hit the button again tomorrow. This is a position I keep adding to, and the July 29, 2026 report is exactly why. Investors walked in braced for a capex figure that would blow the model up. CFO Amy Hood did the ... Discipline and Demand Are Why I’ll Keep Buying Microsoft After Its Blowout Quarter

I hit the buy button on Microsoft (NASDAQ:MSFT) again this week, and I have no intention of stopping. What keeps pulling me back is simple. This is a company charging customers for AI at scale while expanding margins, and the market keeps handing me chances to buy it cheaper. Microsoft closed at $390.54 on July ... Microsoft Just Did the Unexpected So I’m Loading Up

If you hold shares in the software giant, you are already carrying exposure to a remarkably wide range of outcomes priced in for the coming year.