News

Microsoft is down big, capex is exploding, and critics are calling AI infrastructure the fastest-depreciating asset in tech history. So why does every dip feel like an invitation to buy more?

Nvidia-Backed Nebius Takes Early Lead in Race for Next-Generation AI Infrastructure

Super Micro's stock surged after the AI server maker nearly doubled its margin outlook and revealed a record $60 billion order backlog.

Alphabet's Q2 revenues rise 24% as Cloud surges 82% and Search grows 17%, while AI demand drives higher capital spending.

ServiceNow's Q2 earnings beat estimates as subscription revenues rise 24.5%, AI ACV tops $1 billion and 2026 subscription guidance increases.

Sezzle's subscriber growth, rising purchase frequency and strong margins give it the edge over Upstart despite a richer valuation.

Palantir has been crushed year to date while the S&P 500 climbs, yet a single performance metric shared by only three other companies in the world suggests the selloff may be creating a rare opportunity.

Lockheed Martin highlighted major contract wins to support long-term growth, helping lift its second-quarter backlog to a record $230 billion.

LMT beats Q2 earnings and sales estimates, delivers double-digit revenue growth and raises its 2026 sales and EPS outlook.

Comcast Corporation (NASDAQ:CMCSA, XETRA:CTP2) reported stronger-than-expected second quarter 2026 results on Thursday, with adjusted earnings per share and revenue topping Wall Street expectations, while the company highlighted growth across its connectivity businesses and the first quarterly...

Analysts are turning bullish after the wireless carrier beat the Street’s second-quarter earnings target.

Texas Instruments earnings event and why it matters Texas Instruments (TXN) has just reported second quarter 2026 results, with sales of US$5,463 million and net income of US$1,980 million, putting the stock firmly in focus for earnings driven investors. See our latest analysis for Texas Instruments. The earnings beat and higher guidance come after a strong run in Texas Instruments’ share price, with a year to date share price return of 65.72% and a 1 year total shareholder return of 62.38%...

The AI power stock has slumped after Q2 earnings. Is this a warning or an opportunity?

Shares of Cleveland-Cliffs are up about 16% after the steelmaker forecast profits in the back half of the year will be the strongest in five years. Cliffs is the largest producer of steel for the automotive industry. Goncalves said he would consider restarting an idle steel mill in Dearborn, Mich., if automakers commit to relocating more vehicle production to the U.S. from Mexico, Canada or South Korea.

Applied Materials (AMAT) moved into focus after its stock jumped 7.7% following Taiwan Semiconductor Manufacturing's planned chip price increases and a US$100b Arizona expansion, which underscored long-term equipment demand linked to AI infrastructure. See our latest analysis for Applied Materials. That jump sits against a strong run for Applied Materials, with the share price up 37.14% over the past 90 days and 106.02% year to date, contributing to a 1-year total shareholder return of...

The company delivered a staggering 997% average earnings surprise over the prior four quarters.

Databricks said on Thursday it would expand its partnership with Microsoft through the ‌2030s, a deal under which it will increase ‌its use of the Azure platform and Microsoft's custom chips. Databricks offers a ​platform that helps users ingest, analyze and build AI applications using complex data from various sources. One of the most valuable private companies, the San Francisco-based firm's move marks a ‌sizeable win for ⁠Microsoft's Azure cloud business and comes as enterprise AI adoption accelerates.

With its first drug on the market and a pipeline full of catalysts, the company asks investors to weigh a powerful growth story against an elevated valuation and a history of volatility.

Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors have not asked yet: what happens when a pick-and-shovel AI play trades at a discount to its own growth rate with 20 of 21 analysts already bullish?

AVB tops Q2 core FFO estimates, raises its same-store outlook and advances development plans as it moves closer to its proposed merger.

T's earnings beat, rising free cash flow and low valuation strengthen its value case, but debt, heavy spending and uneven growth temper the outlook.

Nasdaq (NASDAQ:NDAQ) reported stronger-than-expected second-quarter results on Thursday, driven by robust growth across its index, financial technology and market services businesses, sending its shares modestly higher in premarket trading. The exchange operator also highlighted record milestones during the quarter, including hosting the largest initial public offering in exchange history.

Blackstone reported strong second-quarter results.

A rejected buyout offer, an aggressive buyback program, and a valuation half that of its closest rival paint an unusual picture for PayPal heading into its July 28 earnings report.

After a strong run to the top of its range, this rail technology giant offers investors a large order book, but you'll pay a premium price just as some of its core businesses face challenges.

T-Mobile US Inc (NASDAQ:TMUS, XETRA:TM5) shares fell about 5% in early trade on Thursday after the wireless carrier reported second quarter results that topped Wall Street expectations on earnings but narrowly missed revenue estimates. The company reported adjusted earnings per share of $2.99...

While the broader market sank Thursday morning, two defense giants defied the selloff with blowout quarters and backlogs that shattered records, raising a pointed question about how much runway remains for investors who missed the initial pop.

Shares of freight railroads Union Pacific, CSX and Norfolk Southern jumped after they reported higher revenue, as more shippers moved their cargo from truck to rail. “I’m very bullish from where we sit on demand,” said Union Pacific Executive Vice President Kenny Rogers in an earnings call. Union Pacific reported a 12% increase in second-quarter operating revenue compared to the same period a year ago, CSX reported a 10% increase and Norfolk Southern, an 11% increase.

Dow's Q2 earnings beat estimates as higher pricing and self-help actions drove a sharp profit rebound and 19.7% sales growth.

HLT heads into Q2 earnings with resilient travel demand, expanding hotel openings and steady booking trends, but near-term regional headwinds remain in focus.