
Moby summary of ZKH Group Limited's Q2 2026 earnings call
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Moby summary of ZKH Group Limited's Q2 2026 earnings call

Moby summary of BJ's Wholesale Club Holdings, Inc.'s Q2 2026 earnings call

Retail giants Target (TGT) and Walmart (WMT) both topped Q2 earnings expectations this week and raised their full-year outlooks, but investors reacted very differently.

The corporate earnings foundation remains exceptionally strong, as S&P 500 profits have now grown for 12 consecutive quarters. Continued positivity in the revisions trend sets up a powerful backdrop as we finalize the Q2 earnings season and turn our attention to Q3.
Wall Street may still be underestimating Nvidia's AI momentum

The stock market still looks basically healthy, but the bond market is starting to show signs of stress.
The market is demanding proof that AMD can convert enormous customer agreements into profitable accelerator deployments.

Nvidia stock has been on an odyssey since reaching an all-time high in mid-May. Will its fiscal Q2 report be a positive catalyst?

Nvidia (NVDA) is set to report second quarter earnings results on Wednesday, Aug. 26, after markets close. Yahoo Finance Technology Editor Dan Howley discusses his expectations for the earnings print, highlighting what investors will be keeping an eye on.

ConocoPhillips (NYSE:COP) picked a good week to hand over the keys. On August 6, the company said that CEO Ryan Lance will retire after 14 years, with CFO Andy O’Brien stepping in on September 1, right when ConocoPhillips had its best quarterly results since 2022. Adjusted profit came in at $3.24 a share, well ahead […]

Since February 2026, Wells Fargo has been in a holding pattern, posting a small loss of 1.5% while floating around $83.87. The stock also fell short of the S&P 500’s 12.7% gain during that period.

NVIDIA's strong AI demand, 91B revenue outlook and attractive valuation point to potential upside ahead of fiscal Q2 earnings.

Biogen (BIIB) is back in focus after management raised non GAAP EPS guidance, citing expected launch growth and five upcoming Phase 3 readouts in lupus, transplant and rare diseases. See our latest analysis for Biogen. Biogen's recent guidance upgrade comes after a period of renewed momentum, with the share price at US$214.35 and a 30 day share price return of about 8%, while the 1 year total shareholder return of around 54% contrasts with weaker 3 and 5 year total shareholder returns. This...

Here’s what could be next for Marvell stock.

MO's Q2 earnings grow despite a miss, while a higher 2026 guidance floor puts more weight on pricing, margins and second-half execution.

CL raised its 2026 profit outlook after a Q2 earnings beat and 140-basis-point margin gain, while higher costs and North America remain risks.

ROST delivered Q2 earnings and sales beats as strong traffic, comparable sales growth and improved margins fuel momentum.

Even at its lowest in 12 years, NKE stock has still not hit rock bottom.
One earnings report could reset a soaring semiconductor stock
Investors are betting AI demand can support another strong quarter.

Super Micro Computer (SMCI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

EL posts strong Q4 results as margin improvement, organic sales growth and broad regional gains support continued momentum into fiscal 2027.

Salesforce, Workday, Intuit are also on deck along with DollarTree, Williams-Sonoma, Zoom Communications, Rubrik and Heico.

HEI's acquisitions and strong aerospace, defense and electronics demand set the stage for Q3 growth and an expected earnings beat.

OSI Systems beats fiscal Q4 earnings estimates as margins expand, while Middle East delays weigh on revenues despite a record $1.90B backlog.

Walmart stock keeps falling Friday but some on Wall Street believe it’s an opportunity to buy shares on the cheap.

Zoom is scheduled to report its fiscal Q2 earnings on Aug. 25. Options traders and Wall Street analysts are bullish on ZM shares heading into the quarterly release.

XMAX's new AI services lift second-quarter 2026 revenues as furniture demand weakens, while an unrealized investment gain drives the sharp improvement in earnings.

Texas Instruments (TXN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
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