News

Options imply a 6.6% move after earnings.

Investing.com -- Baird downgraded Caterpillar to Neutral from Outperform and cut its price target to $900 from $1,200, arguing that mounting U.S. state and local regulations targeting data center development could slow equipment demand from 2027 onward, even as the company's near-term order book remains strong.

Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. Amazon, Alphabet, Meta Platforms and Oracle issued about $194 ‌billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters analysis ‌of LSEG data. Goldman Sachs expects bond issuance by the five hyperscalers, including Microsoft Corp, to reach roughly $250 billion this year and $400 billion in 2027.

Record $1.2 billion quarter and 35% member growth, but EBITDA and EPS outlook left unchanged

Medicare beneficiaries may face higher premiums next year for their Part D drug plans, as the federal government plans to end subsidies that helped mitigate price increases in the program. The Trump administration will not continue the subsidies beyond 2026, The Wall Street Journal reported. About 25 million Medicare recipients are enrolled in a stand-alone Part D plan for their drug coverage.

Investing.com -- DoorDash (NYSE: DASH) is taking to the skies. The logistics leader announced today that it has received Part 135 air carrier certification from the Federal Aviation Administration (FAA), clearance that authorizes the company to commercially operate its own autonomous drone fleet. The new service, dubbed DoorDash Air, was engineered entirely in-house by DoorDash Labs, the company’s internal robotics and autonomy division. To earn the elite designation—held by only seven other ope

Watsco (WSO) delivered earnings and revenue surprises of -8.68% and -2.56%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Amphenol (APH) delivered earnings and revenue surprises of +13.45% and +5.51%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

July 29 (Reuters) - Wall Street's main stock indexes opened lower on Wednesday as investors awaited the Federal Reserve's monetary policy verdict against a backdrop of simmering Middle East tensions,

Although the revenue and EPS for P&G (PG) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Although the revenue and EPS for Lemonade (LMND) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Palantir Stock Faces Make-or-Break Earnings Test on Aug. 3

Lucid Stock Rallies After Prince Alwaleed Discloses a 5% Stake

Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.

Meta shares have fallen for nine straight sessions.

Biopharmaceutical company Bristol Myers Squibb (NYSE:BMY) will be reporting results this Thursday before market open. Here’s what to look for.

Ford surged past both Detroit and Silicon Valley rivals in a single session, driven by a confluence of factors that rarely align this cleanly for a legacy automaker carrying fresh EV write-downs and a bruising GAAP loss.

Investing.com -- Direxion on Wednesday launched a new family of exchange-traded funds designed to generate income by writing call options on individual high-volatility stocks, expanding beyond its traditional leveraged and inverse ETF offerings.

Investors are laser focused on capex heading to Meta' earnings report.

Bloom Energy posted blowout second-quarter results.

Investing.com -- Wall Street is hurtling toward one of the most unpredictable Federal Reserve rate decisions in years. With derivative markets pricing in a staggering 36 percent chance of a surprise rate increase, traders are bracing for a high-wire event that threatens to shatter the fragile summer market calm. While central bank decisions are usually well-choreographed affairs, Wednesday’s meeting presents an explosive, winner-take-all dynamic where billions of dollars hang in the balance. Mic

The CEOs of Union Pacific and Norfolk Southern are confident that their merger application addressing competition concerns provides a compelling case for regulatory approval. The post CEOs of UP, NS, say latest additions to rail merger application further enhance competitive aspects appeared first on FreightWaves.

CRGY's Q2 results may get a lift from stronger oil prices and revenues, though weaker natural gas realizations could temper earnings growth.

Qualcomm said on Wednesday it has signed a long-term deal to supply ‌chips for German luxury automaker BMW's future ‌digital cockpit and advanced driver-assistance systems through the next decade. The ​agreement comes as competition intensifies in the automated driving market, with Nvidia and Mobileye Global also aiming to supply chips and software platforms to automakers. • The ‌deal includes Qualcomm's ⁠Snapdragon Digital Chassis solutions, including cockpit processors, automated driving chips and AI accelerators, which ⁠the companies said would establish the hardware basis for BMW's AI-led platforms.

Eliyan, a startup that aims to ease the bottlenecks in transferring data between AI chips in data centers, ‌said on Wednesday it had raised $145 million in venture funding at a $1 billion ‌valuation. Cisco Systems, Lumentum and an early investor in networking pioneer Mellanox before its sale to Nvidia backed the raising, ​according to Santa Clara, California-based Eliyan. The startup is developing technology aimed at the growing list of companies that are developing their own custom AI computing chips to compete with graphics processing units from Nvidia and Advanced Micro Devices.

Lemonade (NYSE:LMND) reported second-quarter results marked by accelerating in-force premium growth, higher revenue and gross profit, and a narrower adjusted EBITDA loss, while reaffirming its expectation to reach positive adjusted EBITDA in the fourth quarter of 2026. Chief Executive Officer and C

Bandwidth (NASDAQ:BAND) reported second-quarter 2026 results that exceeded its expectations, citing demand for AI-enabled communications, enterprise modernization projects and operating leverage from its owned network. The company raised its full-year outlook after reporting 22% year-over-year reven

The medical device maker topped second-quarter expectations but now sees full-year adjusted EPS of $3.28 to $3.32, down from a prior range of $3.34 to $3.41

Investing.com -- Citi upgraded Ford Motor to Buy from Neutral and raised its price target to $20 from $19, saying improving F-Series pickup production, easing warranty costs and better aluminum supply are driving a positive shift in the automaker's earnings outlook.

Investing.com -- Capital Economics told clients in a note Wednesday that the recent selloff in AI-linked tech giants is being driven by fear rather than hard evidence, and it expects the rally to resume, at least for now.