Notícias

(Bloomberg) -- SpaceX’s first earnings report following its blockbuster initial public offering is one of the most anticipated events of the summer on Wall Street. Whether it’ll give investors a reason to buy the sinking stock is another matter.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’

GEN heads into fiscal first-quarter earnings with AI-driven cyber safety demand supporting growth despite macroeconomic and consumer spending risks.

TTD enters Q2 earnings with CTV, retail media, international and AI momentum offset by macro pressure, rising costs and fierce competition.

LASR heads into second-quarter earnings with strong defense laser demand supporting growth despite near-term margin pressure from its business exit.

CDW heads into Q2 2026 earnings with expectations for high single-digit EPS growth, AI-driven demand and a strong backlog amid ongoing supply chain uncertainty.

It is another big week on the earnings front with a lots of big name companies reporting. This week could make or break the market. This week we have SpaceX, Advanced Micro Devices, Palantir Technologies, Sandisk, Uber Technologies, McDonald’s, Caterpillar, Merck & Company, Disney, Shopify and Arista Networks all reporting in what shapes as a busy and pivotal week for stocks.

Markets enter an earnings-dominated week with a huge concentration of corporate results spanning technology, industrials, healthcare, consumer discretionary, and entertainment sectors. This will provide a critical assessment of economic health and corporate fundamentals amid persistent uncertainty about technology sector valuations and AI infrastructure spending.

Cisco has quietly transformed from a slow-growth networking dinosaur into one of 2026's biggest mega-cap winners, but the real question is whether the catalyst behind this rally signals a durable shift or a setup ripe for disappointment.

If you hold shares in this AI networking leader, the options market says you're already signed up for a remarkably wide range of outcomes over the next year.

One company just doubled its revenue; the other boasts a 39% net margin and robust free cash flow.

PLTR's second-quarter revenues are expected to jump 80% as AI-driven demand lifts its government and commercial businesses.

Arista Networks recently reported a strong first quarter of fiscal 2026 and raised its full-year revenue guidance, while preparing to release its second-quarter results on August 4, supported by growing demand for AI-focused data center networking solutions and new platforms such as the 7060XE7 Series. Institutional buying interest and Arista’s expanding role as an AI infrastructure supplier suggest that investors are closely watching how its AI-centric products and partnerships translate...

Unusual Machines heads into Q2 results with surging revenue expectations as defense demand, new capacity and strategic investments shape the outlook.

GDDY tops Q2 earnings and revenue estimates as growth across both segments, rising ARPU, and accelerating Airo adoption support results and guidance.

RDDT tops Q2 earnings and revenue estimates as ad demand, pricing and user growth fuel monetization, with Q3 guidance pointing to continued momentum.

FRSH heads into Q2 earnings with estimated revenue growth of 14.1%, backed by EX momentum and cost discipline as CX growth stays muted

SATL heads into Q2 earnings with revenue seen more than doubling as defense deals, recurring imagery sales and cash-flow risks shape the outlook.

BR heads into fiscal Q4 results with growth expected from recurring revenues, AI investment and digital demand.

ENTG heads into second-quarter earnings with AI-driven semiconductor demand, improving wafer fab spending and expectations for another earnings beat.

Universal Display beats Q2 earnings estimates as royalty growth offsets weaker material sales, while revenue misses and demand softness push guidance toward the low end.

IDCC tops Q2 2026 estimates as a new Amazon licensing agreement boosts streaming revenues, even as smartphone licensing sales and earnings decline.

Arista is a profitable AI infrastructure supplier, while BigBear.ai is positioning to win more government contracts.

MPWR topped Q2 estimates as Enterprise Data revenue surged 164.3% and margins widened. Q3 sales are projected to be $1.14-$1.16 billion.

Networking firm Arista Networks, Inc. (ANET) gains 3,330% since 2015’s first institutional outlier inflow.

KLIC heads into Q3 earnings with expected revenue growth as AI packaging demand, TCB adoption and automotive strength support results despite margin risks.

GlobalFoundries heads into Q2 results with expected revenue growth fueled by AI infrastructure and data centers, but can it offset weaker smartphone demand?

VRT beats second-quarter earnings on stronger margins and operating execution, even as sales miss estimates, while raising its 2026 outlook.

FICO beats Q3 earnings estimates as Scores demand fuels 26% revenue growth, margin expansion and a higher fiscal 2026 outlook despite softer software growth.

HUBS heads into Q2 2026 results with AI adoption, enterprise demand and pricing initiatives expected to drive revenue growth and strengthen recurring subscriptions.

Ichor Holdings heads into second-quarter earnings with strong AI-driven semiconductor demand and manufacturing expansion supporting growth.