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JPMorgan CEO cuts to the chase on stock market danger
TheStreet73d agobearish
JPMorgan CEO cuts to the chase on stock market danger

JPMorgan Chase just had the most profitable quarter in its history. Second-quarter net income came in at $21.2 billion, powered by a surge in trading revenue and a gain on its Visa stake. The S&P 500 is up close to 10% this year. Consumers are still spending. Inflation has moderated. By most ...

TE Connectivity Q3 Earnings Call Highlights
MarketBeat73d agoneutral
TE Connectivity Q3 Earnings Call Highlights

TE Connectivity (NYSE:TEL) reported record adjusted earnings per share and record orders in its fiscal 2026 third quarter, with executives pointing to accelerating demand tied to artificial intelligence infrastructure, power investment, electrification and automation. Chief Executive Officer Terren

Teledyne Technologies Q2 Earnings Call Highlights
MarketBeat73d agoneutral
Teledyne Technologies Q2 Earnings Call Highlights

Teledyne Technologies (NYSE:TDY) reported what Executive Chairman Robert Mehrabian called the strongest quarterly orders, sales and operating profit in the company’s history, driven by broad growth across defense and commercial markets and particular strength in its Digital Imaging segment. On the

AT&T Q2 Earnings Call Highlights
MarketBeat73d agoneutral
AT&T Q2 Earnings Call Highlights

AT&T (NYSE:T) reported faster growth in service revenue, adjusted EBITDA and adjusted earnings per share in the second quarter of 2026, with executives pointing to gains in fiber, fixed wireless and postpaid phone subscribers as the main drivers of the quarter’s performance. Chairman and CEO John S

Alaska Air Group Q2 Earnings Call Highlights
MarketBeat73d agoneutral
Alaska Air Group Q2 Earnings Call Highlights

Alaska Air Group (NYSE:ALK) reported a second-quarter loss but told analysts that improving revenue trends, completed integration work and easing fuel costs position the company for a stronger second half of 2026. Ryan St. John, vice president of finance, planning and investor relations, said Air G

AMD, Cerebras Strike AI Chip Deals
Investor's Business Daily73d agoneutral
AMD, Cerebras Strike AI Chip Deals

Advanced Micro Devices and Cerebras Systems on Wednesday separately announced partnerships related to their AI chips. AMD stock and Cerebras stock rose on the news as semiconductor stocks overall advanced.

Is TE Connectivity (TEL) A Bargain As Earnings, Guidance And Astrodyne TDI Lift Confidence?
Simply Wall St.73d agoneutral
Is TE Connectivity (TEL) A Bargain As Earnings, Guidance And Astrodyne TDI Lift Confidence?

TE Connectivity (TEL) is back in focus after reporting third quarter fiscal 2026 results, with higher sales, earnings and updated guidance that, together with the Astrodyne TDI acquisition, sharpen the picture for investors. See our latest analysis for TE Connectivity. TE Connectivity's share price has been under pressure in recent months, with a 30 day share price return of a 4% decline and a year to date share price return of a 10.38% decline, even as the 1 year total shareholder return of...

Analysts Fret About Nike's 'Strategic Misstep'
The Wall Street Journal73d agobearish
Analysts Fret About Nike's 'Strategic Misstep'

Analysts who follow Nike are expressing skepticism about its move to consolidate online sales in China. The company said Wednesday that it will cut off most of the third-party e-commerce vendors who sell its products, consolidating sales into about a dozen of the country’s top e-commerce platforms and Nike’s own Chinese-language website and app. “The decision to terminate this very important channel is a strategic misstep in our view,” said Laurent Vasilescu, an analyst at BNP Paribas.

Philip Morris International Q2 Earnings Call Highlights
MarketBeat73d agoneutral
Philip Morris International Q2 Earnings Call Highlights

Philip Morris International (NYSE:PM) reported what management described as a “very strong” second quarter, with growth led by its international smoke-free products business and a better-than-expected performance in combustibles. Emmanuel Babeau, the company’s group chief financial officer, said Ph

PulteGroup Q2 Earnings Call Highlights
MarketBeat73d agoneutral
PulteGroup Q2 Earnings Call Highlights

PulteGroup (NYSE:PHM) reported higher second-quarter orders and reaffirmed its full-year delivery and margin outlook, even as revenue and earnings declined from a year earlier amid fewer closings and a lower average sales price. On the company’s earnings call for the quarter ended June 30, 2026, Pr

Moody's Q2 Earnings Call Highlights
MarketBeat73d agoneutral
Moody's Q2 Earnings Call Highlights

Moody's (NYSE:MCO) reported what President and CEO Rob Fauber called a “standout second quarter,” with broad-based growth across its ratings and analytics businesses and higher select full-year guidance metrics. On the company’s second-quarter 2026 earnings call, Fauber said enterprise revenue rose

EQT Q2 Earnings Call Highlights
MarketBeat73d agoneutral
EQT Q2 Earnings Call Highlights

EQT (NYSE:EQT) executives said the company exceeded expectations across key operating and financial measures in the second quarter of 2026, citing stronger production, better price realizations, lower operating costs and reduced capital spending. Chief Financial Officer Jeremy Knop said EQT generat

Bloomberg73d agoneutral
Wall Street Won’t Give Up on Saylor’s Strategy, Sees 170% Upside

(Bloomberg) -- Michael Saylor’s Strategy Inc. is confronting a collapse of confidence almost everywhere — except among Wall Street analysts. Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Restrictions LiftOpenAI Models Hacked Another Company’s Systems by MistakeDespite cut

Tech Earnings Will Put a Fragile Stock Market to the Test
Barrons.com73d agoneutral
Tech Earnings Will Put a Fragile Stock Market to the Test

The stock market could face its sternest test since the Iran war recovery this week, as a key component of the tech-led rally reports second-quarter earnings. Google parent Alphabet the world’s third-largest stock, will update investors on its second quarter activity after the close of trading on Wednesday, likely a few minutes after Elon Musk’s Tesla posts results for the three months ending in June. The reports will kick off a long stretch of big-ticket earnings releases, including Microsoft Meta Platforms Amazon and Apple next week, as investors face the market’s weeks-long stall.