Walmart Inc (NYSE:WMT, XETRA:WMT)'s upcoming second quarter earnings report could act as a positive catalyst for the stock despite expectations for slower comparable sales growth, according to UBS analysts, which argued that investors are focusing too heavily on a single metric rather than the...
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Chinese memory maker CXMT went public and gained nearly 500% on its opening day.
Falling energy prices may not solve the inflation problem
Technical progress still needs a credible path to revenue.
Falling inflation fears revived demand for non-yielding assets
Shopify's outlook signaled continued growth above 30% while free cash flow and operating income expanded sharply.
(Bloomberg) -- President Donald Trump is preparing to impose tariffs and minimum prices on imported polysilicon, a bid to boost domestic production of the material as well as the US semiconductors and solar panels made from it.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Be
Vaibhav Global Ltd (BOM:532156) reports a 37% EBITDA surge driven by one-time tariff refunds and digital expansion, while navigating a cautious consumer environment in key markets.
TAT Technologies (NASDAQ:TATT) reported record second-quarter results for 2026 as improving supply-chain conditions helped the aviation aftermarket company convert previously constrained demand into revenue. Management said the company ended June with a record $650 million backlog and long-term agre
Taboola.com (NASDAQ:TBLA) reported second-quarter results that exceeded its guidance for key profitability measures, despite revenue headwinds from a Google policy change and the company’s decision to remove lower-quality publishers from its network. Revenue rose 2% year over year to $476.8 million
SolarEdge Technologies (NASDAQ:SEDG) reported second-quarter results that marked a return to non-GAAP operating profitability, as higher revenue, improving margins and cost controls offset continued softness in the U.S. residential solar market. Revenue for the quarter ended June 30 was $346.2 mill
Recursion Pharmaceuticals (NASDAQ:RXRX) outlined progress across its clinical pipeline, drug-discovery partnerships and AI-enabled research platform, while lowering its 2026 cash operating expense guidance to $375 million and reaffirming expectations for an operating runway through early 2028. The
CVS Health Corp (CVS) delivered a 40% surge in adjusted EPS, raised its full-year outlook, and outlined a clear path to offset 2027 headwinds with strategic growth initiatives.
SpaceX Corp (NASDAQ:SPCX) shares remained under pressure on Wednesday, with shares falling about 13% to around $109, as analysts remained broadly positive following the company's first earnings report as a public company, arguing the results reinforced its long-term growth outlook despite...
Revenue up 20% year-over-year to $346 million, with gross margin expanding for the sixth consecutive quarter to 28.6%.
ViaSat beat earnings last night, but its stock still costs way too much.
Uber Technologies Inc (UBER) reports 22% gross bookings growth and surpasses $10 billion in trailing free cash flow, while navigating competitive pressures and scaling its AV strategy.
Royalty Pharma PLC (RPRX) reports 14% total receipts growth and raises full-year 2026 guidance for the second consecutive quarter.
Compass Pathways PLC (CMPS) reports $433 million in cash and advances rolling NDA submission for COMP360 in treatment-resistant depression, targeting a first-half 2027 launch.
Clear Secure Inc (YOU) surpasses IPO margin target with 36.4% adjusted EBITDA margin and raises full-year free cash flow guidance to at least $480 million.
TeraWulf Inc (WULF) reports strong operational progress with new gigawatt-scale projects and robust liquidity despite a non-cash loss from warrant valuation.
Toy Story 5 generated value across theaters, streaming, merchandise and parks as Disney's operating income jumped 21%.
At the top of today’s show, we cover Galaxy Digital and TeraWulf’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, TeraWulf CFO Patrick Fleury…
(Bloomberg) -- Microsoft Corp. generates most of its artificial intelligence revenue from OpenAI, according to new disclosures from the company. Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOIran Says Agreement on Hormuz Shipping Reached With OmanTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallThe software giant recorded $2
Goldman Sachs stock has doubled off its "Liberation Day" lows, powered by equity trading, M&A, and blockbuster IPOs.
One Stop Systems (NASDAQ:OSS) reported second-quarter 2026 revenue growth of 62.3% from continuing operations and raised its full-year revenue growth outlook, citing record bookings, expanding customer relationships and increased demand for ruggedized artificial intelligence and high-performance com
Zeta (ZETA) delivered earnings and revenue surprises of 5.00% and +5.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
(Bloomberg) -- Ares Management Corp. is leading a $2.2 billion direct loan to help finance a healthcare services acquisition, in one of the biggest deals since the private credit market was roiled by record redemptions this year.Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallBe
Catalyst's Q2 earnings per share are strained by merger costs and loan declines, but higher net interest income, improving credit quality and deposit growth support results.
Circle Stock Under Pressure After Q2 Beat as USDC Misses Expectations