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Gains in AI company stakes juice second-quarter earnings for S&P 500
Reuters16d agoneutral
Gains in AI company stakes juice second-quarter earnings for S&P 500

S&P 500 companies are winding up a banner quarterly earnings season, fueled in large part by surging profits at AI-related companies. The S&P 500 is on track for a 52% surge in aggregate second-quarter earnings from ‌the year before, helped by a 74% profit jump in the technology sector. The figures include big mark-to-market boosts at Alphabet and Amazon, ‌both of which recognized large gains in the period on investments in AI highfliers such as Anthropic.

Gains in AI company stakes juice second-quarter earnings for S&P 500
Reuters16d agoneutral
Gains in AI company stakes juice second-quarter earnings for S&P 500

S&P 500 companies are winding up a banner quarterly earnings season, fueled in large part by surging profits at AI-related companies. The S&P 500 is on track for a 52% surge in aggregate second-quarter earnings from ‌the year before, helped by a 74% profit jump in the technology sector. The figures include big mark-to-market boosts at Alphabet and Amazon, ‌both of which recognized large gains in the period on investments in AI highfliers such as Anthropic.

Wolfspeed shares tumble after Q4 earnings miss and cautious outlook
InvestorsHub16d agobearish
Wolfspeed shares tumble after Q4 earnings miss and cautious outlook

Wolfspeed (NYSE:WOLF) shares fell sharply in premarket trading on Thursday after the semiconductor manufacturer delivered significantly weaker-than-expected fiscal fourth-quarter results, extending the selloff that began following Wednesday evening’s earnings announcement. The stock dropped 10.

ZIM Integrated Shipping Services (ZIM) Could Be 10% Overvalued Following Its Q2 Earnings Beat
Simply Wall St.16d agobullish
ZIM Integrated Shipping Services (ZIM) Could Be 10% Overvalued Following Its Q2 Earnings Beat

ZIM Integrated Shipping Services (ZIM) has drawn fresh attention after reporting second quarter 2026 net income of US$63.5 million, with earnings per share of US$0.53 from continuing operations, ahead of last year’s figures. See our latest analysis for ZIM Integrated Shipping Services. The Q2 earnings surprise and guidance update have come alongside a share price of US$27.41, with a year to date share price return of 25.1% and a 1 year total shareholder return of 88.5%. This points to...

Applied Materials’s Q2 Earnings Call: Our Top 5 Analyst Questions
StockStory16d agoneutral
Applied Materials’s Q2 Earnings Call: Our Top 5 Analyst Questions

Applied Materials’ second quarter saw revenue and non-GAAP profitability exceed Wall Street expectations, but the market responded negatively despite the company’s strong headline growth. Management attributed the outperformance to robust demand for semiconductor manufacturing equipment, especially in leading-edge logic and DRAM for artificial intelligence (AI) infrastructure. CEO Gary Dickerson highlighted, “Customers have found new ways to address clean room space constraints and significantly

FTSE 100 Live: Quiet open predicted as Asian stocks spring back
Proactive16d agoneutral
FTSE 100 Live: Quiet open predicted as Asian stocks spring back

The FTSE 100 is tipped to nudge higher at Thursday's open, with spread betters pencilling in a gain of around 9 points. The mood music comes courtesy of an overnight rally across Asia. Markets there took heart after the US Treasury said it would "at least double" its issuance of long-term...

Rivian’s Earnings Beat, R2 Launch and Tech Spinout Might Change The Case For Investing In Rivian Automotive (RIVN)
Simply Wall St.16d agobullish
Rivian’s Earnings Beat, R2 Launch and Tech Spinout Might Change The Case For Investing In Rivian Automotive (RIVN)

Earlier this week, Rivian Automotive reported quarterly revenue of US$1.66 billion, beating analyst forecasts by 7.9%, while highlighting gross profit progress, stronger EBITDA guidance and the start of external deliveries for its sub-US$60,000 R2 electric SUV. Management also pointed to the R2 and upcoming R3 as future profit centers with annual capacity targeted above 400,000 vehicles, while a Rivian-linked micromobility spinout, Also, raised US$150 million to advance autonomous...

How Investors May Respond To RTX (RTX) Winning a US$22.9 Billion Tomahawk Deal and Raising Guidance
Simply Wall St.16d agoneutral
How Investors May Respond To RTX (RTX) Winning a US$22.9 Billion Tomahawk Deal and Raising Guidance

Earlier this month, RTX Corporation’s Raytheon unit secured a US$22.90 billion, seven-year Tomahawk cruise missile contract with the U.S. Navy and reported Q2 2026 results that exceeded expectations alongside higher full-year guidance and continued dividend growth. This combination of a large, long-duration defense award and stronger-than-expected quarterly performance underlines RTX’s ability to convert its sizeable backlog into contracted, cash-generating programs. We’ll now explore how...

Datavault AI (DVLT) Could Be 88% Undervalued On Second Quarter 2026 Earnings
Simply Wall St.16d agoneutral
Datavault AI (DVLT) Could Be 88% Undervalued On Second Quarter 2026 Earnings

Datavault AI (DVLT) reported second quarter 2026 earnings on 19 August, giving investors fresh detail on its data monetization and wireless audio business at a time of continued stock price weakness this year. See our latest analysis for Datavault AI. Datavault AI’s latest report comes after a volatile stretch, with the share price down 23.40% over the last day and the year to date share price return falling 70.67%. The 3 year total shareholder return has declined 99.80%, pointing to fading...

Does ATI's (ATI) Earnings Jump and Buybacks Quietly Redefine Its Capital Allocation Playbook?
Simply Wall St.16d agobullish
Does ATI's (ATI) Earnings Jump and Buybacks Quietly Redefine Its Capital Allocation Playbook?

ATI Inc. has reported past second-quarter 2026 results showing sales of US$1,261.1 million and net income of US$151 million, alongside continued execution of its share repurchase program totaling US$705.12 million since 2024. The combination of higher year-on-year earnings per share and ongoing buybacks suggests ATI is simultaneously improving profitability and reducing its share count, which can enhance per-share financial metrics. We’ll now examine how ATI’s stronger quarterly earnings and...

L3Harris (LHX) Reaffirmed Guidance After Replacing Its CEO. Why Did Shares Fall 4.6%?
Insider Monkey16d agobearish
L3Harris (LHX) Reaffirmed Guidance After Replacing Its CEO. Why Did Shares Fall 4.6%?

L3Harris Technologies, Inc. (NYSE:LHX) fell 4.6% on August 17 after abruptly replacing Chairman and CEO Christopher Kubasik following a board investigation that found his conduct was inconsistent with company values outlined in its Code of Conduct. The company said the matter was unrelated to financial reporting, controls, customer relationships or operational performance. That distinction mattered, […]

Fabrinet (FN) Beat Earnings. Why Did Shares Fall 7% After Hours?
Insider Monkey16d agoneutral
Fabrinet (FN) Beat Earnings. Why Did Shares Fall 7% After Hours?

Fabrinet (NYSE:FN) delivered record fiscal fourth-quarter revenue of $1.316 billion, up 45% from a year earlier, and non-GAAP EPS of $4.10. Both topped consensus estimates of approximately $1.27 billion and $3.81, respectively. Fabrinet (NYSE:FN) then guided fiscal first-quarter revenue to $1.375 billion to $1.425 billion and non-GAAP EPS to $4.10 to $4.25, also above consensus. […]

ATI (ATI) Stock Looks Overvalued Even After Strong Guidance
Simply Wall St.16d agoneutral
ATI (ATI) Stock Looks Overvalued Even After Strong Guidance

ATI stock has delivered a very large 5 year return, yet current pricing screens as rich, with both the Discounted Cash Flow (DCF) intrinsic value estimate and earnings based multiples pointing to ATI trading at a premium to those benchmarks. A very large 5 year gain of 1,101.3% leaves long term holders sitting on substantial profits, which can make fresh entries more sensitive to valuation. Expectations tied to growth in aerospace and defense related demand can support the current market...

Webull Q2 Earnings Call Highlights
MarketBeat16d agoneutral
Webull Q2 Earnings Call Highlights

Webull (NASDAQ:BULL) reported record second-quarter results for 2026, with revenue rising 51% year over year to $198.8 million as higher trading activity and customer asset growth lifted both transaction- and interest-related income. Group President and U.S. CEO Anthony Denier said the elimination