Notícias

Revenue growth is expected to accelerate.

Intel shares have surged over 350% in the past year on the promise that CPUs are becoming the backbone of AI infrastructure, but Thursday's earnings report will reveal whether that thesis has real legs or just hype propping up a lofty valuation.

Will the divergence in semis vs. Mag 7 end?

Super Micro Computer's gross margins are surging, Kraft Heinz turns to Mickey Mouse for help, and more news to start your day.

(Bloomberg) -- Investors who spent weeks watching US stocks go nowhere are pinning their hopes for a breakout on a key pillar of the four-year bull run: corporate earnings. 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 LiftTreasury Flags Concern Over ‘Potenti

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide

Alphabet will report second quarter earnings after the stock market closes Wednesday. Analysts expect capex for the quarter to be $45.1 billion, a 101% increase from a year earlier.

The Philadelphia Semiconductor Index jumped over 5%, its best single-day gain in a month, as bargain buyers piled onto semiconductor stocks.

Earnings are the most important thing, and expectations are high. But interest rates are rising, and energy tensions aren't easing.

Alphabet and Tesla Are Due to Report Results Wednesday Afternoon

Alphabet and Apple both crushed their last quarters, but they are running completely opposite playbooks heading into earnings season. One is burning through cash to own the AI future while the other hands it back to shareholders, and only one setup looks sharp right now.

July 30 is Tim Cook's last earnings call as Apple's CEO. He's been running the company since 2011, and when he gets off that call, John Ternus takes over. That alone makes this quarter worth paying attention to, beyond the usual revenue-and-margins conversation. Bank of America published its ...

Apple Inc.‘s (NASDAQ:AAPL) valuation has officially shattered records, trading at an unprecedented 11 times its sales revenue just as CEO Tim Cook prepares to oversee his final earnings report. The technology behemoth touched an intraday all-time high of $334.99 on Friday, July 17, reflecting surging investor optimism in artificial intelligence and pushing the company to its “highest valuation level in company history.” Artificial Intelligence Drives Sentiment Shift Apple’s recent stock surge on

Strong services growth may offset weaker product margins

Expectations are running high for Alphabet's Q2 results on Wednesday, July 22, but so is the company's earnings momentum.

The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.

Apple Drops Before Earnings Even as Bank of America Backs the Tech Giant

Apple nears a $5 trillion valuation ahead of July 30 earnings. Explore the latest AAPL forecast, catalysts and key price levels.

Apple shares hit an all-time high of $334.68 on July 16. The stock was up 23% on the year, the product pipeline was looking unusually stacked, and most of the analyst community already had a Buy on it. Then, on July 17, one of the banks that had been sitting on the sidelines decided it had seen ...

Semiconductor stocks came under renewed pressure as investors continued to digest Taiwan Semiconductor Manufacturing (TSM)’s higher 2026 capital expenditure guidance.

GOOGL heads into Q2 earnings with AI-fueled momentum in Search, Cloud and YouTube, even as heavy infrastructure spending pressures near-term margins.

With the stock out of favor, investors are focused on slowing sales growth, but they may be missing the more powerful story of how efficiently Netflix is compounding profit per share.

US equity markets were mostly tracking in the red before the opening bell Thursday as traders await

Investors were set to parse signals on the AI build-out, consumer spending, geopolitical uncertainty, and more in a packed Thursday session.

The world’s largest contract chip maker posted its fifth straight quarter of record earnings amid voracious global appetite for artificial-intelligence infrastructure.

With Q2 earnings closing in, Jefferies just named its top Magnificent 7 pick and the choice cuts across some of the most widely held retirement stocks in America. One of these three tech giants wins on valuation, one wins on income, and one barely shows up to the fight.

Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.

Apple shares rose 4% to $327.50, a new all-time closing high. The Cyberspace Administration of China on Wednesday included Apple’s generative artificial intelligence on a list of newly approved providers. Evercore ISI analyst Amit Daryanani wrote that the update clears the biggest regulatory hurdle for Apple Intelligence—the company’s AI software—in the world’s largest smartphone market.

JPMorgan (JPM), Citigroup (C), Bank of America (BAC), Goldman Sachs (GS), and Wells Fargo (WFC) all reported second quarter earnings results on Tuesday. Whalen Global Advisors chairman, Chris Whalen, shares his take on the recent results and his expectations for Morgan Stanley (MS) on Wednesday.

IBM stock collapsed 25% after the company preannounced its Q2 earnings results.