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Every quarter, Wall Street fixates on whether hyperscalers will blink and cut their AI budgets, and every quarter the order books tell a completely different story. Here is the basic economic principle that keeps one investor hitting buy on NVDA ahead of August earnings.
The Dow rose on Friday, but the blue-chip index couldn’t stave off its third-consecutive weekly decline. The Nasdaq dropped 0.6%. Stocks traded sideways all day, as another slide in chip stocks dragged down the S&P 500 and Nasdaq.
After years of decline, the stock rallied by almost 50% in the first half of 2026.
Coca-Cola (KO) is expected to report "strong" second-quarter results amid robust North America trend
The company late Thursday posted adjusted earnings of 35 cents a share, from 2 cents a year ago and above Wall Street’s 33 cents expectation. Revenue grew 55% to $168.8 million, beating the analyst consensus view of $164.6 million, according to FactSet. The earnings and revenue growth were due to strong momentum in the company’s optical artificial-intelligence date center business, and management expects that demand to continue.
Amazon created Prime Day to reward its most loyal shoppers. More than a decade later, the event has grown far beyond Amazon. Walmart, Target, Best Buy, Kohl’s, and other major retailers now routinely launch competing promotions around Prime Day, turning a once Amazon-centric sale into one of the ...
PYPL heads into Q2 earnings with TPV growth and platform expansion in focus but faces margin pressure, competition and macroeconomic uncertainty.
Verizon Communications (NYSE:VZ) raised its full-year 2026 outlook for mobility and broadband service revenue, adjusted earnings per share and free cash flow after reporting improved subscriber trends, lower churn and stronger operating leverage in the second quarter. Chief Executive Officer Dan Sc
Investors rotate out of AI chipmakers while software stocks show greater resilience during earnings season.
NextEra Energy beats second-quarter earnings estimates as FPL growth and record renewables bookings offset a revenue miss.
South-Korea memory-chip maker SK Hynix stock offers its first buy point ahead of the firm's debut earnings report next week.
Investors aren’t buying the earnings story this summer, in contrast to the spring rally that powered stocks to a record high in early June, suggesting a tough climb for markets over the back half of the year. Nearly 85% of companies are beating estimates, compared with the recent average of around 80% and the historic reading of around 68%, and LSEG figures suggest overall second-quarter profit growth of 27%. Earnings growth forecasts for the year remain robust, with analysts penciling in a 29.6% advance from 2025 levels, next year’s pace tailing off to around 17%.
Intel strong earnings weren’t enough to keep the stock’s gains going on Friday. Late Thursday, Intel reported per-share earnings that were almost double what analysts had forecast for the second quarter, while revenue jumped ahead of estimates. Intel management said on Thursday’s earnings call that they were raising their 2026 capital expenditure estimates to more than $20 billion, up from around $18 billion, as the company works to meet the rising demand of its products.
SLB (NYSE:SLB) reported second-quarter revenue of $9 billion, up 3% sequentially, as growth in Latin America, Europe and Africa, U.S. land and Asia more than offset disruptions in the Middle East. Adjusted earnings per share were $0.55, up $0.03 from the prior quarter but down $0.19 from a year earl
Orchid Island Capital (NYSE:ORC) reported second-quarter 2026 earnings of $0.44 per share, compared with a loss of $0.11 per share in the first quarter, as book value and total return improved during the period. Controller Jerry Sintes said book value rose to $7.22 per share at June 30 from $7.08 a
HUM enters Q2 earnings with strong premium and membership growth expectations, but rising medical costs and expenses could test its bottom line.
Free cash flow rose 24.4% as adjusted EBITDA margin reached a record 40.1%
Sensata (ST) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
TSMC just committed another $100 billion to U.S. chipmaking on the same day it posted record profit. Behind both moves is an AI chip demand it still can’t fully meet.
INFY's Q1 fiscal 2027 earnings and revenues miss estimates as soft volumes and a client exit offset growth and rising AI sales.
NextEra Energy (NYSE:NEE) reported second-quarter 2026 adjusted earnings per share of $1.15, while adjusted EPS for the first six months of the year rose 9.8% from a year earlier. Chairman, President and CEO John Ketchum said the results reflected continued execution at Florida Power & Light Co.
Comfort Systems USA (NYSE:FIX) reported second-quarter 2026 revenue above $3 billion for the first time, as demand from technology and industrial customers helped drive higher bookings, record backlog and sharply improved profitability. Chief Executive Officer Brian Lane said the company generated
GNRC heads into Q2 with C&I growth, strong data center backlog and improving margins offset by softer residential demand.
Verizon Communications (VZ) raised its full-year earnings outlook on Friday amid phone subscriber ga
Intel's Q2 2026 revenue and EPS beat estimates, with data center demand and margins improving, though Foundry's external revenue and tougher comps ahead warrant a cautious, hold-rather-than-chase stance.
7.4 % That is the expected swing, higher or lower, expected by options traders in Meta Platforms' stock for the session after the company reports earnings next week, according to data from Option Research & Technology Services.
NXP Semiconductors heads into second-quarter earnings with automotive, Industrial & IoT growth against supply chain pressures and macroeconomic headwinds.
KLAC heads into fiscal Q4 earnings with AI-driven demand and advanced packaging growth, while higher DRAM costs pressure margins.
CMG's Q2 results are likely to reflect menu innovation, rewards growth and restaurant expansion, while higher food and labor costs likely pressure margins.
HOG beats Q2 earnings estimates as motorcycle demand lifts HDMC, while HDFS revenues plunge and LiveWire narrows losses.
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