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AME's Q2 earnings rise 17%, and revenues climb 15%, as stronger EIG and EMG sales support a higher 2026 outlook.

RVLV's Q2 earnings top estimates as margin gains, customer growth and strong international demand help drive double-digit sales growth.

In this segment of the AI Investor Podcast from 24/7 Wall St., co-hosts Eric Bleeker and Austin Smith work through Intel's quarter and the whipsaw price action around it. Bleeker opens with the trading pattern as a microcosm of the month: Intel rose 10% after hours on the report, then fell roughly 30% over the following days, leaving it down 34% on the month at the end of last week. Yet, zoomed out, the stock is up 134% year to date and still more than double its post-February level, while most momentum names have given back their post-February gains entirely. He reads that as evidence Intel remains a structural winner. Bleeker credits two calls made earlier. The first was the rise of CPUs, which he says is playing out more forcefully than expected, with Intel's CPU prices up 48%. The second, and the one that matters more long term, is the foundry business. Intel guided 14A to volume production in 2028, which Bleeker takes as on track. Wall Street's disappointment centered on Intel declining to name customers, but Bleeker argues that silence is rational: a company shifting volume away from Taiwan Semiconductor has no interest in publicizing it and risking its existing allocation. What Intel needs, he notes, is wafer customers rather than packaging work, and he sees potential majors like Google drifting toward it. Smith agrees the non-disclosure is sensible and adds that these are not phantom customers. He points to reporting on xAI and the widely covered Apple arrangement as reasonably well established, meaning Intel gains little by confirming them publicly.

ImmunityBio beat Q2 earnings and revenue estimates as record Anktiva sales and continued adoption fuel growth, with more regulatory milestones ahead.

SEDG returns to adjusted operating profitability as stronger European demand, higher battery sales and expanding margins drive a second-quarter earnings beat.

LSCC posts record Q2 revenues and beats earnings estimates as AI data center demand and industrial recovery fuel growth, with upbeat Q3 guidance.

Cencora's fiscal Q3 EPS beats estimates as broad segment growth lifts profit, prompting a higher 2026 outlook despite a slight revenue miss.

FMS posts 28% EPS growth as Care Delivery profitability and margin gains offset a quarterly revenue miss and weaker US treatment volumes.

First Solar's earnings beat and reaffirmed outlook fuel a sharp stock rally, putting ETFs with major FSLR holdings in focus for diversified exposure.

AllianceBernstein global head of ETF strategy and partnerships, Julie Gunts, sits down with Yahoo Finance's Julie Hyman to discuss the dynamic between the tech sector, earnings, and ETF flows.

Rivian's Q2 loss narrows as software growth, regulatory credits and higher deliveries lift revenues, while R2 momentum drives a raised 2026 outlook.

PINS beats Q2 earnings estimates as AI-powered ads, stronger monetization and record user growth drive revenue higher and support a stronger outlook.

Walt Disney's (DIS) fiscal third-quarter earnings rose above Wall Street's estimates on Wednesday ev

CMI's Q2 revenues beat estimates. The company raises its 2026 outlook, but higher compensation, R&D, freight and coverage costs weigh on earnings and margins.

Red Cat heads into the Q2 earnings release with revenues seen soaring 592.7% y/y due to defense spending and a $700M Black Widow pipeline, even as losses widen.

Enterprise Products posts record Q2 volumes and earnings as export demand boosts results, while normalized differentials temper the outlook.

Palantir stock has struggled for months, but the company may have just given investors some hope again. Shares of Palantir surged 29.45% on Aug. 4, the trading day after Palantir reported second-quarter results that topped Wall Street's expectations. The company posted adjusted earnings of 41 cents ...

Par Pacific's Q2 earnings soared 555.8% and revenues jumped 56.8%, beating estimates as refining margins surged despite lower throughput and softer retail results.

Today's ADP private-sector payrolls came in below the +75K forecast and less than half the downwardly revised +95K from June.

PCTY tops fiscal Q4 earnings and revenue estimates as recurring revenues grow 12.4% year over year. See what fuels results and its fiscal 2027 outlook.

FLR's Q2 results may reflect softer revenues from project timing and Energy Solutions, while higher-margin awards and backlog quality could lift earnings.

VSAT's Q1 call spotlights record DAT awards, two ViaSat-3 satellites nearing service and stronger cash flow ahead of a stronger second half.

Brookfield (BAM) delivered earnings and revenue surprises of 0.00% and +1.51%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The analytics company posted 93% revenue growth last quarter, which was an acceleration from the previous period.

FCN beats second-quarter earnings estimates and reaffirms revenue guidance. Its rising costs squeeze margins and send shares lower.

CDW's second-quarter sales rose 10% as broad technology demand and international strength lifted adjusted EPS 12% despite margin pressure.

CVS beats Q2 earnings and revenue estimates as stronger segment performance lifts results and prompts raised 2026 guidance, sending shares higher.

Uber Technologies Inc (NYSE:UBER, XETRA:UT8) shares fell about 6% in early trading Wednesday after the ride-hailing company issued a third quarter outlook that fell short of some Wall Street expectations, overshadowing better-than-expected gross bookings and adjusted EBITDA in the second...

Advanced Micro Devices has had a stellar year so far. AMD shares were down around 5% on Wednesday following its earnings the previous day. The big question hangs over AMD’s ability to take market share from Nvidia’s graphics-processing units.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.51%. September E-mini S&P futures (ESU26 ) are up +0.50%, and September E-mini Nasdaq futures...