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Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.
Warner Bros. Discovery (WBD) is back in focus after reporting second quarter 2026 earnings, with revenue of US$8.7b and net income of US$149 million, alongside a wider loss over the first half. See our latest analysis for Warner Bros. Discovery. At a share price of US$27.75, Warner Bros. Discovery has seen a 7 day share price return of 5.11%, while the 1 year total shareholder return of 135.57% and 3 year total shareholder return of 117.48% point to strong momentum over a longer period. If...
JD frames Q2 as a profitability inflection, with retail revenues expected to return to growth in Q3 on easier comparisons and supply-chain execution.
Stifel upgraded Intuitive Machines to ‘Buy’ from ‘Hold,’ highlighting the importance of the company’s backlog growth.
Solaris Energy Infrastructure delivered a robust second quarter, surpassing Wall Street’s revenue and profit expectations and prompting a positive market reaction. Management attributed the quarter’s outperformance to expanded contract scope with major technology and energy customers, higher ancillary service revenue, and successful integration of new business lines. Chairman and Co-CEO Bill Zartler emphasized, “We continue to provide dedicated power at scale to data centers, consistently achiev
Centrus Energy’s second quarter saw revenue growth driven by higher commercial activity in both its low-enriched uranium (LEU) and high-assay low-enriched uranium (HALEU) markets, but profitability came under pressure as operating margin contracted sharply year-on-year. Management pointed to increased spending on workforce expansion, manufacturing readiness, and advanced technology costs as key factors behind the margin decline. CEO Amir Vexler acknowledged the variability in quarterly results a
Shares of Airbnb, Inc. (ABNB) see eight institutional inflows in the past 30 days.
Moby summary of TSS, Inc.'s Q2 2026 earnings call
Moby summary of TMC the metals company Inc.'s Q2 2026 earnings call
Moby summary of Ondas Holdings Inc.'s Q2 2026 earnings call
Moby summary of KULR Technology Group, Inc.'s Q2 2026 earnings call
Moby summary of DLocal Limited's Q2 2026 earnings call
Moby summary of Blaize Holdings, Inc.'s Q2 2026 earnings call
Moby summary of AirJoule Technologies Corporation's Q2 2026 earnings call
Occidental Petroleum delivered a quarter that surpassed Wall Street’s expectations, with management attributing the strong performance to operational efficiency gains and disciplined cost control across its U.S. and international assets. CEO Richard Jackson cited the company’s ability to drive down principal debt and enhance production efficiency, particularly in the Permian Basin, as central to the results. Additionally, the midstream and marketing segment benefited from gas marketing optimizat
Applied Materials clears earnings estimates and boosts outlook, but investors punish AMAT stock
Uber Technologies stock has delivered a strong 90.4% gain over the past five years, yet current valuation checks still suggest the shares lean cheap rather than stretched. With the company leaning into autonomous vehicles and large acquisitions, investors are weighing that track record against what the current price implies. Over five years, Uber Technologies has returned 90.4%, which puts current holders in a solid position but raises the question of how much of that progress is already...
Texas Pacific Land’s second quarter was marked by strong year-over-year growth but was met with a negative market reaction, reflecting concerns over the company’s revenue miss relative to analyst expectations. Management attributed quarterly performance to record royalty production in oil and gas, supported by higher realized commodity prices and increasing demand for produced water royalty volumes. CEO Tyler Glover emphasized that “our unhedged royalty position allowed us to benefit fully from
While Eli Lilly isn't a perfect technical setup, it's still a fundamental powerhouse that could be worth considering.
APA Corporation delivered a positive performance in Q2, as reflected by a 3.8% post-earnings share price increase. Management attributed the quarter’s results to sustained cost reductions, operational improvements in the Permian and Egypt, and a disciplined capital allocation approach. CEO John J. Christmann highlighted that ongoing efficiency initiatives have enabled the company to meet oil production targets with fewer rigs and lower capital intensity, stating, “Operational performance remains
Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) will be reporting results this Thursday after the bell. Here’s what to expect.
The semiconductor equipment maker posted $9.12 billion in third-quarter revenue and guided for up to $10.75 billion in the current quarter
During an interview with CNBC, Ives said this shift from capital expenditure to monetization is an inflection point in the AI revolution.
Enovix (ENVX) just reported second quarter revenue of US$9.02 million, alongside guidance for third quarter revenue of US$9.0 million to US$10.0 million, highlighting continued traction in Smart Eyewear and drone or defense orders. See our latest analysis for Enovix. Despite the upbeat Q2 revenue and guidance, Enovix’s share price has been under pressure, with the latest close at US$4.43 and the year to date share price return down 43.9%, while the 1 year total shareholder return has fallen...
Applied Materials (AMAT) fiscal fourth-quarter revenue outlook suggests slower full-year systems shi
Wall Street futures pointed modestly higher pre-bell Friday, as the waning earnings season and the a
Target’s improving sales trends are giving investors more reason to believe the retailer’s turnaround is taking hold, but Bank of America still sees a difficult setup for the stock heading into second-quarter earnings. Target (TGT) is scheduled to report results on Aug. 19, and expectations have ...
Disney’s Q2 results were marked by a positive market reaction, despite missing Wall Street’s revenue and profit expectations. Management attributed the quarter’s momentum to strong performance from the Disney Experiences segment, which saw record revenue and operating income growth driven by increased attendance and higher per capita spending at domestic parks and cruise lines. CEO Josh D’Amaro emphasized that the company’s strategy of integrating creative content, technology, and fan engagement
CDW delivered revenue and non-GAAP earnings per share above Wall Street expectations in Q2, supported by robust demand for AI infrastructure and modernization projects across its Commercial, Government, and International segments. However, the market reacted negatively following the results, with management pointing to a pronounced shift in customer spending towards large-scale hardware and cloud investments that exerted pressure on gross margins. CEO Christine Leahy noted, “Customers are still
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