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5 Revealing Analyst Questions From Keysight’s Q2 Earnings Call
StockStory32d agoneutral
5 Revealing Analyst Questions From Keysight’s Q2 Earnings Call

Keysight’s second quarter results were met with a positive market reaction, as the company delivered revenue and adjusted earnings per share above Wall Street’s expectations. Management attributed this outperformance to broad-based demand across its key markets, highlighting the impact of accelerating investment in artificial intelligence (AI) infrastructure, next-generation semiconductors, and defense modernization. CEO Satish Dhanasekaran credited growth in both the Communications Solutions an

Nvidia shares set for $280 billion price swing after earnings, options show
Reuters32d agoneutral
Nvidia shares set for $280 billion price swing after earnings, options show

Options traders are pricing in a $280 billion swing in Nvidia's market value after the company reports second-quarter earnings on Wednesday afternoon, as investors seek fresh insight into the demand driving the technology sector. The ‌chipmaker's options are pricing in a 5.4% move in either direction on Thursday, a day after the company reports results, ‌which is below the 6.5% move implied ahead of its May earnings report. The implied move translates to about $280 billion in market capitalization — more than the individual market value of ​about 90% of S&P 500 constituents.

Q2 Earnings Season Winds Down: 3 Companies That Broke Records
Zacks32d agoneutral
Q2 Earnings Season Winds Down: 3 Companies That Broke Records

The 2026 Q2 earnings cycle continues to wind down, with the reporting docket starting to get quiet. The period has been another one of positivity, with several companies, including Apple, EMCOR Group, and Johnson & Johnson, all reporting record-breaking results in one way or another.

Apple (AAPL) Cut Its Europe App Store Fees. Its Own Earnings Show Why It Had To
Insider Monkey32d agoneutral
Apple (AAPL) Cut Its Europe App Store Fees. Its Own Earnings Show Why It Had To

Apple Inc. (NASDAQ:AAPL) announced on August 18, 2026, that alternative app stores in the European Union will be charged a 5% commission on in-app purchases. It is part of a new fee structure the company says will “resolve” its disagreements with EU regulators over the Digital Markets Act. Why This Matters Apple has fought regulators […]

Top Strategist Warns Nvidia’s Earnings on Wednesday Could Hit the Entire Market
24/7 Wall St.32d agoneutral
Top Strategist Warns Nvidia’s Earnings on Wednesday Could Hit the Entire Market

Seema Shah, chief global strategist at Principal Asset Management, told CNBC on Monday that NVIDIA (NASDAQ:NVDA) sits at the center of this week’s market setup, with its upcoming quarterly report positioned as the critical test of whether the AI capital-spending cycle can start showing profitable returns. Nvidia reports fiscal Q2 2027 results on Wednesday, August ... Top Strategist Warns Nvidia’s Earnings on Wednesday Could Hit the Entire Market

Lumentum Holdings (LITE) As AI Demand And Fresh Guidance Put Valuation In Focus
Simply Wall St.32d agoneutral
Lumentum Holdings (LITE) As AI Demand And Fresh Guidance Put Valuation In Focus

Lumentum Holdings (LITE) is back in focus after its August 11 earnings release, which paired sharply higher quarterly and full year sales with a swing to a sizeable net loss and fresh revenue guidance. See our latest analysis for Lumentum Holdings. The share price of Lumentum Holdings has pulled back 10.55% over the past week and 4.84% over the past three months. However, the year-to-date share price return of 124.47% and very large 1-year total shareholder return suggest momentum has been...

Nasdaq Drops as Market Bets Against AI Ahead of Nvidia Earnings
Barrons.com32d agobearish
Nasdaq Drops as Market Bets Against AI Ahead of Nvidia Earnings

Technology stocks tumbled again on Monday because Wall Street is worried about artificial intelligence shares ahead of another key earnings test. The Nasdaq Composite fell 0.8%. The Dow, which lacks the exposure to AI that the Nasdaq and S&P have, managed to claw its way higher despite the latest escalations between the U.S. and Canada on trade.