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Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028.
24/7 Wall St.1h agoneutral
Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028.

Amazon’s AI spending is settling a debate between the bulls and the bears. Amazon Web Services (AWS) CEO Matt Garman spent Monday on Bloomberg Technology arguing that AWS’s growth is only getting started. He then went to X and quantified it in a way that undercuts every bear case that AI demand is topping out. ... Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028.

Qnity Electronics Q2 Earnings Call Highlights
MarketBeat1h agoneutral
Qnity Electronics Q2 Earnings Call Highlights

Qnity Electronics (NYSE:Q) reported second-quarter results that exceeded its expectations, driven by demand tied to artificial intelligence, high-performance computing, advanced connectivity and semiconductor manufacturing. The company raised its full-year outlook after posting 22% year-over-year or

Pinterest Q2 Earnings Call Highlights
MarketBeat1h agoneutral
Pinterest Q2 Earnings Call Highlights

Pinterest (NYSE:PINS) reported second-quarter revenue of $1.18 billion, up 18% year over year, as the company cited continued user growth, advertising-platform improvements and stronger sales execution in its U.S. and Canada business. The company ended June with 640 million monthly active users, up

Pfizer Q2 Earnings Call Highlights
MarketBeat1h agoneutral
Pfizer Q2 Earnings Call Highlights

Pfizer (NYSE:PFE) reported second-quarter 2026 revenue of $15 billion and adjusted diluted earnings per share of $0.77, with management saying both measures exceeded its internal expectations. Revenue increased 1% operationally from a year earlier, while revenue excluding COVID-19 products rose 5% o

Kraft Heinz Q2 Earnings Call Highlights
MarketBeat1h agoneutral
Kraft Heinz Q2 Earnings Call Highlights

Kraft Heinz (NASDAQ:KHC) said second-quarter results came in ahead of its expectations, prompting the food company to raise its full-year outlook for organic net sales while increasing planned 2026 investments by $100 million to approximately $700 million. Chief Executive Officer Steve Cahillane sa

CVS Stock Rises Near Buy Point On Hearty Earnings Checkup
Investor's Business Daily1h agobullish
CVS Stock Rises Near Buy Point On Hearty Earnings Checkup

CVS Health earnings surged past tepid forecasts after reporting its health benefit costs fell as a share of premiums. The pharmacy chain hiked its full-year outlook by a bit less than the Q2 beat. Analysts say that management's prudence in trying to grow its health benefits business let the company avoid the worst fallout from surprisingly strong medical care utilization.

CLEAR Secure (NYSE:YOU) Reports Strong Q2 CY2026, Stock Soars
StockStory1h agobullish
CLEAR Secure (NYSE:YOU) Reports Strong Q2 CY2026, Stock Soars

Identity verification company CLEAR Secure (NYSE:YOU) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 26.6% year on year to $277.8 million. On top of that, next quarter’s revenue guidance ($285.5 million at the midpoint) was surprisingly good and 3.9% above what analysts were expecting. Its GAAP profit of $0.49 per share was 27.3% above analysts’ consensus estimates.

Investing.com1h agobullish
Shopify soars on strong revenue beat, robust guidance

Investing.com -- Shopify Inc. (NASDAQ: SHOP) reported second-quarter results that exceeded analyst expectations on both revenue and earnings, sending shares up 26% premarket as the company delivered accelerating growth across key metrics.