Notícias

Elon Musk said on Tuesday SpaceX will build its AI infrastructure exclusively on Nvidia chips going forward.

Zeta (ZETA) delivered earnings and revenue surprises of -10.00% and +5.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

On the latest episode of the AI Investor Podcast, 24/7 Wall St. Analyst Austin Smith opens with a puzzle: two companies are being treated in opposite ways for the same underlying behavior. Microsoft is up roughly 16% after Azure growth accelerated from 38% to 43%, with guidance pointing to 45–46%, vindicating a capex program the market had criticized. Meta, meanwhile, is down about 10% at roughly 20x earnings despite 28% top-line growth — and is being punished for the same infrastructure spending, even after Zuckerberg argued that Meta rents out compute at a markup over its cost. Co-host Eric Bleeker's answer is that both moves are likely overreactions, and that the real variable is what each company said versus what Wall Street wanted to hear. Microsoft delivered on message: Azure at a $124 billion run rate, 90% of cloud demand coming from outside the frontier labs, and no capex increase. He frames Microsoft's position as a prisoner's dilemma, since compute routed to Azure is compute unavailable for its own AI products, and argues Microsoft CEO Satya Nadella relented under pressure from prior quarters. He compares the market's discomfort with capex growth to Apple's mid-decade smartphone choppiness versus Google's steadier trajectory. Meta hit every wrong note: an EPS miss on one-time costs, decelerating guidance, Zuckerberg walking back the cloud-capacity revenue opportunity, and incremental compute directed toward Meta Superintelligence rather than the core ad business. Eric estimates the justified moves were only a few percent in either direction, with the rest attributable to PR and positioning. He credits Microsoft's software exposure as valuable diversification, but concludes the share-price gap doesn't reflect any real difference in business trajectory.

AMD earnings beat on revenue, profit, and margin, and guidance hit $13 billion. The stock still fell 8% after hours.

Novo now expects underlying sales and operating profit in the range of 0% to –6% for the year.

Investing.com -- Jefferies downgraded Cigna to Hold from Buy, arguing that a growing list of earnings headwinds and limited catalysts outweigh the stock's discounted valuation, while cutting its price target to $307 from $336.

Fuelled by blockbusters such as Eliquis, Pfizer is cementing its post-Covid revenue legacy.

Pinterest is scheduled to report second-quarter financial results after the stock market closes on Tuesday.

POWL's fiscal Q3 earnings and revenues miss estimates, even as record orders and a $2.4 billion backlog strengthen its outlook.

PHIN misses Q2 earnings estimates despite higher sales as employee costs and product mix weigh on margins.

Avis Budget's Q2 earnings miss exposed soft rental demand, while fleet cuts, record utilization and reaffirmed 2026 EBITDA guidance supported margins.

Walmart (NYSE:WMT) shares moved lower in U. S.

Spotify stock dropped following the company's miss on its monthly active users forecast for the current quarter.

NRG (NRG) delivered earnings and revenue surprises of -10.24% and +27.02%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Hut 8’s revenue rose 81% but fell short of consensus, while cryptocurrency valuation losses drove a wider-than-expected GAAP loss.

Spotify Technology SA (NYSE:SPOT) shares fell around 6% in pre-market trading after the music streaming platform reported second-quarter 2026 results that missed Wall Street expectations, despite continued growth in subscribers and record gross margins. While the company delivered solid user growth and issued stronger-than-expected revenue guidance for the current quarter, weaker earnings weighed on investor sentiment.

SpaceX Heads Into Earnings With Shorts Surging and a Massive $330 Options Bet

Spotify (SPOT) delivered earnings and revenue surprises of -7.34% and +0.01%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Streaming music leader Spotify beat estimates for paying subscribers in Q2 but missed views on earnings. Spotify stock fell.

Oppenheimer believes WMT stock’s “peakish valuation” could be at risk of a re-rating lower if the company’s U.S. comp growth slows.

Investing.com -- Spotify Technology SA (NYSE: SPOT) reported second-quarter results that fell short of analyst expectations, sending shares 6% lower in premarket trading.

The drugmaker posts a narrower-than-expected quarterly loss fueled by growth in its oncology segment.

The audio streamer hits a milestone, but that isn’t enough to make its earnings a hit with investors.

(Bloomberg) -- SpaceX’s first earnings report following its blockbuster initial public offering is one of the most anticipated events of the summer on Wall Street. Whether it’ll give investors a reason to buy the sinking stock is another matter.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’

Palantir Technologies Inc. (NASDAQ:PLTR) reported unrealized gains from its investment in Space Exploration Technologies Corp. (NASDAQ:SPCX), boosting its second-quarter earnings, making it the latest major technology company to benefit from the Elon Musk-led company’s blockbuster public debut. SpaceX Stake Added to Quarterly Earnings During the company’s second-quarter earnings call on Monday, CFO David Glazer said unrealized gains from the company’s SpaceX investment contributed $0.03 to GAAP

Amazon.com, Inc. (NASDAQ:AMZN) founder and executive chairman Jeff Bezos is planning to sell up to 15 million Amazon shares worth approximately $4.07 billion. Bezos’ Amazon Stock Sale Is Tied to a Prearranged Trading Plan A Form 144 filing submitted to the Securities and Exchange Commission on Monday showed that Bezos intends to sell 15 million shares of Amazon common stock through Morgan Stanley Smith Barney LLC. The proposed transaction was valued at approximately $4.07 billion based on the ma

EBITDA surged to $2.1 billion as Middle East disruptions boosted margins.

Snap (SNAP) delivered earnings and revenue surprises of -14.29% and +4.31%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Rivian surprised the market by slashing capital expenditure guidance.

For investors who expect continued weakness or sideways trading in Meta Platforms, a bear call spread in Meta Platforms stock offers a way to express that view with defined risk. Last week's Magnificent Seven companies' earnings produced some clear winners and losers.