Notícias

Microsoft, Apple, Amazon and SK Hynix report this week as investors test Big Tech's AI spending against real returns.

Strategy has not bought Bitcoin in four weekly filings. Q2 earnings on July 30 will test whether the pause continues.

The multiple has come down while the growth rate has gone up. Wednesday decides whether that gap is an opportunity or a warning.

Citigroup (C) has drawn investor attention after its stock fell 7% following second quarter 2026 earnings, even though the bank reported higher net interest income, net income, and diluted earnings per share compared with a year earlier. See our latest analysis for Citigroup. That post earnings drop sits against a mixed price pattern for Citigroup, with a 1 week share price return of 2.2% and an 11.4% year to date share price return, alongside a 1 month share price decline of 6.8% but a 1...

The telecom already has a plan for every dollar of its massive free cash flow stream -- and investors should love it.

Microsoft stock has struggled this year.

The airline just posted the biggest quarter in its history and told investors it may lose money this year. Both are true.

Rising capital expenditures and tightening margins are not a good combination.

PBF Energy stock has delivered a very large 5 year return, yet on Simply Wall St’s checks it only scores as a low value opportunity, which suggests the recent strength may have already priced in much of the turnaround story. Over the past 5 years PBF Energy has returned roughly 6.5x an initial investment, which puts the focus squarely on whether that kind of gain leaves enough margin for error at today’s price. Recent commentary highlights PBF Energy as a higher risk turnaround refiner that...

A Senate investigation has created fresh uncertainty for Amazon just days before earnings, but Wall Street remains focused on AWS growth and AI investments.

Citigroup stock dropped 7% post-earnings.

RTX and Lockheed Martin topped Q2 earnings estimates and grew their backlogs to record levels, sending both defense stocks higher as the Iran conflict reignites investor interest.

Northrop Grumman, D.R. Horton, Capital One and Charles Schwab reported Q2 earnings beats on July 21, revealing diverging trends in defense, housing and financials sectors.

Cincinnati Financial has an impressive dividend history, but there's more to consider before you buy this insurance stock.

Bloom Energy's second-quarter financial results could prove to be a powerful catalyst for the stock.

The market keeps marking the stock down. The analysts covering it keep saying it belongs somewhere much higher.

Crocs recently saw its shares outperform both the Consumer Discretionary sector and the S&P 500, as investors reacted to optimism around its late-July 2026 earnings release, which has already taken place. Analysts had projected year-over-year earnings growth to US$4.32 per share, focusing attention on whether Crocs’ reported results would match these elevated expectations and validate confidence in its short-term business trends. With analysts previously expecting higher earnings per share,...

The memory chip boom isn't over.

Tutor Perini (TPC) is back on investor radars after being added to the S&P 600, S&P 1000, S&P Composite 1500, and S&P 600 Industrials, along with closely watched upcoming earnings. See our latest analysis for Tutor Perini. The recent index inclusions and earnings focus come on top of strong longer term total shareholder returns, with a 1 year figure of 81.56% and a very large 3 year gain, while shorter term share price momentum has been mixed despite a 7 day share price return of 10.37% and a...

The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day. Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. ...

Electronic design automation company Cadence Design Systems (NASDAQ:CDNS) will be reporting results this Monday afternoon. Here’s what you need to know.

Application security provider F5 (NASDAQ:FFIV) will be reporting earnings this Monday after market hours. Here’s what investors should know.

Digital infrastructure provider Applied Digital (NASDAQ:APLD) will be reporting earnings this Monday after market close. Here’s what to expect.

Procter & Gamble (PG) is back on dividend watch, with the Board declaring a quarterly cash payout of $1.0885 per share on both common and ESOP convertible preferred stock, centered around the July 24, 2026 record date. See our latest analysis for Procter & Gamble. Procter & Gamble’s share price has been relatively steady, with a 1-day share price return of 0.30% and a year to date share price return of 3.96%, while the 1-year total shareholder return declined 4.14%. This suggests momentum has...

If big bank earnings are any indication, consumers are doing fine despite the headwinds.

IDEX has risen 24.7% year to date, yet its valuation signals are split, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to upside while earnings based multiples lean the other way. The 24.7% year to date gain suggests investors have been willing to pay a richer price for IDEX shares in a relatively short period. The Discounted Cash Flow (DCF) intrinsic value estimate suggests the stock trades at about a 22.8% discount to projected cash flows, while market...

RBC Bearings (RBC) heads into its upcoming July 31 earnings release with expectations for higher quarterly earnings and revenue for the June 2026 period, putting fresh attention on the stock. See our latest analysis for RBC Bearings. At a share price of US$595.07, RBC Bearings has seen mixed short term momentum, with the 7 day share price return up 3.45% but the 30 day share price return down 6.87%. Longer term total shareholder returns of 53.22% over one year and more than doubling over...

RxSight’s latest valuation work has taken the modelled fair value from US$9.93 to US$8.43, which points to a refreshed view of what the stock may be worth under updated assumptions. Analysts are linking this reset to softer recent Q2 trends, revised guidance, and the timing of potential contributions from the new Alcon collaboration. As you read on, you will see how these moving parts are shaping the evolving RxSight story and what to watch next in the analyst narrative. Stay updated as the...

In recent weeks, Vertiv has expanded AI-focused manufacturing capacity, highlighted new integrated power and liquid-cooling deployments such as its work on the Naval Postgraduate School’s NVIDIA DGX GB300 system, and entered the Q2 2026 earnings season with raised full-year adjusted EPS guidance amid robust AI infrastructure demand. These developments underscore Vertiv’s growing role as an infrastructure backbone for high-density AI data centers, even as management flags margin pressures and...

Veeva Systems (VEEV) is back in focus after the company lifted its fiscal 2027 guidance and signaled higher expected revenue and adjusted EPS, putting upcoming Q2 2027 results firmly on investor radar. See our latest analysis for Veeva Systems. At a share price of US$186.24, Veeva Systems has seen short term momentum pick up, with a 1 month share price return of 15.43% and a 3 month share price return of 15.58%. However, the 1 year total shareholder return is down 35.87%, suggesting the...