News

MELI's Q2 call reinforces its focus on engagement and ecosystem scale over near-term margins as commerce, credit and AI returns support investment.

McDonald's is fixing U.S. value, digital offers, restaurant workload and marketing after Q2 execution gaps, while global markets support recovery.

Kraft Heinz is adding $100 million to second-half marketing as consumption and share improve, building toward volume-led growth in 2027.

EOG Resources' record cash generation, promising UAE wells and tight cost controls frame a disciplined plan balancing selective growth, flexibility and cash returns.

Devon Energy sharpens 2026 guidance as merger synergies, a portfolio review and technology gains drive its push for stronger shareholder returns.

CVS Health lifts its 2026 outlook on Aetna's recovery and retail strength while flagging 2027 pressure from 340B changes and Caremark membership declines.

Axon lifts 2026 revenue growth outlook to 32%-34% after Q2 earnings as software, AI and Dedrone demand expands, even as memory cost pressure near-term margins.

AppLovin Q2 revenue miss reflects model timing, while live gains and consumer scaling support stronger Q3 growth.

Western Digital's AI storage demand, pricing gains and higher-capacity products support another growth quarter and continued margin expansion.

Vishay pairs record Sensors orders, AI demand and a humanoid robotics ramp with an earnings miss, margin pressure and double-digit growth guidance.

Veeco's $200 million advanced packaging orders and capacity build set the stage for a 2027 ramp in AI-linked markets despite near-term margin pressure.

UBER's Q2 call spotlights AV scale, 22% bookings growth and widening profitability, alongside stronger mobility and cross-platform engagement.

SYM's Q3 call spotlighted margin gains, steady Q4 expansion and a broader product set, with major inflections expected in fiscal 2027 and early 2028.

NuScale highlights TVA talks and near-term deployment readiness, backed by approved designs, available fuel, suppliers and $1.9 billion in liquidity.

SHOP's Q2 call highlights agentic commerce, AI-driven order growth and expanding payments, backed by broad GMV gains and operating leverage.

Rockwell Automation's broader end-market demand, stronger margins and raised fiscal 2026 outlook signal momentum, even as inflation and tariffs increase costs.

SiTime sees AI infrastructure and TPD fueling a sharp Q3 revenue step-up as rising timing content and longer orders improve visibility into 2027.

NRG builds its growth strategy around a 1.2-GW Texas data-center power project, targeting protected returns and customer-backed cash flows.

Lilly lifts its 2026 outlook as Foundayo adoption accelerates, Medicare expands obesity access and retatrutide advances toward a 2027 filing.

IonQ raises 2026 revenue outlook after record Q2 sales, as SkyWater advances its 256-qubit system and vertically integrated quantum road map.

e.l.f. Beauty raises its fiscal 2027 outlook as rhode demand, improving organic trends and global expansion drive 36% of first-quarter sales growth.

DIS' Q3 call highlights parks and streaming growth, reaffirms fiscal 2026 guidance and raises planned share repurchases to at least $9 billion.

DoorDash says faster growth and better unit economics are funding DashPass, AI, autonomy, merchant services and its global technology platform.

Robust Q2 earnings momentum is likely to fuel a broader market rally. These ETFs are well positioned to benefit from the scenario.

Celestica (NYSE:CLS) shares dropped around 15% on Thursday after the electronics manufacturing company announced a $3 billion public share offering priced at a discount to its previous closing price. The capital raise is intended to strengthen the company’s balance sheet and support future investment, although the discounted pricing weighed heavily on investor sentiment.

Target has outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.

Net income from continuing operations surged 51% year-on-year to $552m.

Sandisk and Western Digital shares fell sharply Thursday, despite exceeding Wall Street’s quarterly sales and profit estimates.

(Corrects to remove detailed Microsoft information as story published July 31 included Q3 data.)

Shares in Moderna ticked higher after the biotech secured Food and Drug Administration approval for its mRNA flu vaccine for use in adults aged 50 and older. The FDA's decision capped an arduous seven-month process that included a rare refusal by the regulator to consider the shot.