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The veteran tech investor says Microsoft’s long-term valuation will depend less on quarterly results and more on how it adapts to AI-driven software and pricing changes.
Robinhood Markets (Nasdaq: HOOD), the e-trading brokerage platform popular for its equity, crypto, and tokenized stock offerings, is set to report the earnings for Q2 2026 on July 29. Last quarter, the brokerage firm missed Wall Street estimates as it generated $0.38 in earnings per share ...
“Bitcoin has won. Now it must survive victory,” Strategy executive chairman Michael Saylor said on July 28. Strategy (Nasdaq: MSTR) is a business intelligence and software company that has also become the world’s largest corporate holder of Bitcoin. As of July 28, it holds 843,775 BTC, valued at ...
Skyworks Solutions (NASDAQ:SWKS) reported fiscal third-quarter revenue and non-GAAP earnings above the midpoint of its guidance, while outlining progress toward its proposed combination with Qorvo and a revised capital allocation strategy for the combined company. For the June quarter, Skyworks gen
Ribbon Communications (NASDAQ:RBBN) reported second-quarter 2026 revenue of $192 million, up 18% sequentially but down 13% from a year earlier, as stronger IP Optical demand and enterprise activity offset continued softness in its Cloud and Edge business tied largely to lower Verizon sales. Chief E
NXP Semiconductors (NASDAQ:NXPI) reported second-quarter 2026 revenue and earnings above the midpoint of its guidance, citing broad-based growth across end markets and continued momentum in software-defined vehicles, industrial edge processing and data center infrastructure. Revenue totaled a recor
Waste Management (WM) delivered earnings and revenue surprises of +1.51% and -0.42%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Teradyne (TER) delivered earnings and revenue surprises of +21.08% and +9.37%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Enphase Energy (ENPH) delivered earnings and revenue surprises of 0.00% and -0.11%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
While the top- and bottom-line numbers for Ford Motor (F) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Josh Lipton stock the market movers for Wednesday, July 29th, including the Federal Reserve's interest rate decision. After the closing bell, Microsoft (MSFT) and Meta (META) report second quarter earnings, with investors watching closely for signs that their massive AI investments are beginning to pay off.
Sensor manufacturer Sensata Technology (NYSE:ST) will be reporting earnings this Wednesday after the bell. Here’s what you need to know.
Visa shares were down less than 1% in post-market trading after the company tweaked its guidance for the year. For the full year, Visa expects revenue to grow in the "low-end of low teens" and per-share earnings to be up in "the low-end of mid-teens" Previous guidance was revenue growth in the low-double-digits to low teens, and low-teens EPS growth In 3Q, revenue and adjusted earnings both beat analysts' estimates.
The company's second-quarter performance raised investor concerns.
<body><p>STORY: :: Lisa Bernhard, Reuters</p><p>:: Nancy Tengler, CEO and Chief Investment Officer, Laffer Tengler Investments</p><p>Global markets have been volatile this month as investors worry that Alphabet, Microsoft, Amazon and other tech heavyweights may be overspending on data centers as they race to build out AI infrastructure.</p><p>"I actually think they are right to spend," Tengler said. "Make no mistake, we're in an AI arms race. I think you will continue to see spending."</p><p>Speaking with Reuters' Lisa Bernhard, Tengler also discussed this week's Federal Reserve policy meeting, the second under new Chair Kevin Warsh.</p><p>And though markets are pricing in rate hikes before the end of the year, Tengler said she believes Warsh will "persuade his colleagues that raising [rates] would be perilous in this environment."</p></body>
Elon Musk's social media company X, formerly known as Twitter, launched its own bank account-like product where users can send money to one another. X Money is using technology and banking services provided by Cross River Bank, and branding that backbone as X Money.
Seagate (STX) delivered earnings and revenue surprises of +11.96% and +3.85%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Visa (V) delivered earnings and revenue surprises of +2.79% and +2.28%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
KLA (KLAC) delivered earnings and revenue surprises of +5.00% and +1.32%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Find insight on HYPE tokens, Commvault , Corning and more in the latest Market Talks covering Technology, Media and Telecom.
XPLR Infrastructure (NYSE:XIFR) said it continued to simplify its capital structure and advance its repowering and energy-storage development plans during the second quarter of 2026, while reaffirming its full-year financial outlook. President and Chief Executive Officer Alan Liu said the company c
United Parcel Service (NYSE:UPS) raised its full-year 2026 outlook after reporting second-quarter revenue and operating-profit growth, citing the completion of its planned reduction of lower-yielding Amazon volume, network reconfiguration efforts and gains in higher-value shipping segments. UPS rep
Royal Caribbean Group (RCL) reports a robust second quarter with significant revenue growth, increased capital returns, and promising future outlook despite geopolitical challenges.
Corning Inc (GLW) reports a robust 17% revenue increase and 30% EPS growth, driven by significant gains in Optical Communications and Enterprise segments.
S&P Global Inc (SPGI) reports robust financial performance with significant revenue and EPS growth, while navigating market challenges and enhancing strategic focus.
UPS reports a 7.6% revenue increase and strategic advancements, despite challenges in international operations and fuel costs.
CommVault Systems Inc (CVLT) reports robust financial results with significant SaaS revenue growth and a strategic partnership with Microsoft enhancing cloud-native offerings.
Centene Corp (CNC) raises full-year EPS guidance amid robust performance, despite challenges in Medicaid membership and regulatory changes.
Hilton Worldwide Holdings Inc (HLT) reports robust Q2 results with significant RevPAR and EBITDA growth, despite regional challenges impacting performance.
Galaxy Digital acquired 500 acres in McGregor, McLennan County, Texas, under a development agreement with the city for a new AI/HPC campus — its first expansion beyond the CoreWeave-anchored Helios…
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