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Lumentum shares fall after the optical networking giant reported fiscal third-quarter earnings, narrowly missing lofty revenue expectations.

Lucid reported a first-quarter loss of almost $1 billion. Wall Street was looking for a loss of about $864 million.

The Nasdaq hit new highs Tuesday. AI plays AMD, Astera Labs, Lumentum and Arista were earnings movers late.

Ariel Investments, an investment management company, released its “Ariel Focus Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported strong first-quarter performance for its Ariel Focus Fund, which gained 7.30%, significantly outperforming both the S&P 500’s -4.33% return and the Russell 1000 Value Index’s 2.10% gain amid […]

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported that the fund gained 1.14% during the quarter, underperforming both the Russell Midcap Value Index (+3.68%) and the Russell Midcap Index (+1.29%) amid a volatile, risk-off environment where […]

By Lawrence Delevingne and Amanda Cooper May 5 (Reuters) - Global stocks rose on Tuesday, taking some heart from a series of robust earnings, while simmering hostilities between the U.S. and Iran over

Tuesday, Cummins reported first-quarter earnings per share of $4.71 from sales of $8.4 billion. Wall Street was looking for earnings per share of $5.63 from sales of $8.4 billion.

Ferrari beat analysts’ earnings targets and stuck with its full-year guidance on Tuesday, even though the war in the Middle East disrupted deliveries over the first quarter. Ferrari shipped 3,436 cars over the first quarter, down 157 from the same period a year ago. Shipments for Europe, the Middle East, and Africa fell by 243 from a year ago to 1,458.

Eaton reported first-quarter earnings per share of $2.81 from sales of $7.5 billion, up 17% year over year. Wall Street was looking for earnings per share of $2.73 from sales of $7.1 billion.

US equity futures were trending higher on Tuesday as traders await a fresh batch of corporate earnin

The company reported first-quarter earnings per share of 55 cents from sales of $1.7 billion. Wall Street was looking for earnings per share of 48 cents from sales of $1.7 billion.

Futures tied to major U. S. indices edged higher on Tuesday, pointing to a potential rebound after the previous session was hit by renewed tensions around the Strait of Hormuz.

Stocks were set to edge higher on Tuesday as investors looked past rising tensions in the Middle East and took the opportunity to buy the dip in equities following another batch of solid earnings reports. S&P 500 futures added 0.3% and contracts tied to the tech-heavy Nasdaq 100 gained 0.5%. The three major indexes all dropped on Monday after the United Arab Emirates said Iran was attacking it with missiles, sparking fears that the Middle East conflict could escalate after weeks of relative calm.

Over the past six months, Champion Homes has been a great trade, beating the S&P 500 by 9.2%. Its stock price has climbed to $76.89, representing a healthy 15.6% increase. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Over the past six months, Dell has been a great trade, beating the S&P 500 by 30%. Its stock price has climbed to $211.05, representing a healthy 36.5% increase. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Over the past six months, STERIS’s stock price fell to $214.47. Shareholders have lost 11.3% of their capital, which is disappointing considering the S&P 500 has climbed by 6.4%. This may have investors wondering how to approach the situation.

Oil prices fell as wary markets monitored a fragile US-Iran ceasefire in the wait for the latest rush of earnings.

Major gauges traded close to flat as investors adjusted to news that ships in the Strait of Hormuz had been struck with missiles.

Monday, BWX Technologies reported first-quarter earnings per share of $1.12 from sales of $860.2. million.

Shares of Firefly Aerospace rocketed higher after the space technology company reported better-than-expected first-quarter earnings. Firefly is still a smaller, growing company. Wall Street was looking for sales of $77.1 million, according to FactSet.

HSBC downgrades Advanced Micro Devices stock to Hold from Buy in a research note ahead of the company’s earnings report Tuesday.

AI operator and military contractor Palantir Technologies (PLTR) is set to report first quarter earnings results after the bell on Monday. Morning Brief Host Julie Hyman Barron's Investor Circle Newsletter editor Josh Schafer look at Wall Street's expectations for the AI company, while also examining Palantir's release of a new chore coat.

Analysts project the company will report 28 cents in first-quarter adjusted EPS, more than double a year ago.

Investing.com -- First-quarter earnings have come in “exceptionally strong,” providing the primary fuel behind the U.S. stock market's recent rally even as elevated energy prices and geopolitical uncertainty cloud the outlook, according to Goldman Sachs.

(Bloomberg) -- Strong US corporate earnings led by a buoyant tech sector are overshadowing fears that the Middle East conflict could weigh on stocks, according to strategists at Morgan Stanley.Most Read from BloombergBeijing Tells China Firms to Ignore US Sanctions on RefinersSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzFormer NYC Mayor Giuliani in Critical Condition, Trump SaysPhilippines Says Thousands Evacuated as Mayon V

Stocks sit near all-time highs as earnings growth has fueled the best month for the S&P 500 since November 2020.

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

Among the best stocks in earnings performance, Comfort Systems has a pristine 99 EPS Rating, the highest in IBD's air conditioning and heating products industry group.