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Clearfield (CLFD) Beats Q3 Earnings Estimates
Zacks10d agobullish
Clearfield (CLFD) Beats Q3 Earnings Estimates

Clearfield (CLFD) delivered earnings and revenue surprises of +10.00% and -0.31%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AppLovin (APP) Tops Q2 Earnings Estimates
Zacks10d agobullish
AppLovin (APP) Tops Q2 Earnings Estimates

AppLovin (APP) delivered earnings and revenue surprises of +1.08% and -0.75%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

eBay Raises Outlook After Second-Quarter Earnings Beat
Barrons.com10d agobullish
eBay Raises Outlook After Second-Quarter Earnings Beat

Global e-commerce and auction site eBay reported better-than-expected second-quarter earnings and revenue, and raised its full-year forecast on Wednesday afternoon. For the second quarter ended June 30, eBay reported adjusted earnings of $1.60 a share, up 14%, on revenue of $3.13 billion, up $404 million or 15%. Gross merchandise volume of $22.4 billion rose 15%, marking the ninth straight quarter of GMV growth, and surpassed the $21.6 billion analysts expected.

Albemarle Earnings Jump 3,300%. Commodity Prices Helped.
Barrons.com10d agobullish
Albemarle Earnings Jump 3,300%. Commodity Prices Helped.

Wall Street was looking for earnings per share of $3.20 from sales of $1.6 billion, up from a comparable EPS of 11 cents and sales of $1.3 billion in the second quarter of 2025. Things are a lot better year over year because commodity prices are up. Through Wednesday trading, Albemarle stock was down 16% year to date and up 74% over the past 12 months.

Investing.com10d agobullish
MercadoLibre beats estimates but shares dip on margin concerns

Investing.com -- MercadoLibre Inc (NASDAQ:MELI) reported second quarter earnings that exceeded analyst expectations, but shares slipped 3% in after-hours trading Wednesday as investors weighed margin compression against strong revenue growth.

Western Digital Stock Slumps After Earnings. Here Are The Numbers To Know.
Investor's Business Daily10d agobullish
Western Digital Stock Slumps After Earnings. Here Are The Numbers To Know.

Western Digital stock slid late Wednesday despite the hard-disk drive maker reporting fiscal fourth-quarter results ahead of estimates. Western Digital said its earnings climbed 109%, to $3.56 per share, for the June quarter. Western Digital and its rival Seagate Technology dominate the hard-disk drive market.

How 'Toy Story 5's $1 billion haul powered Disney's earnings beat
Reuters Videos10d agobullishVIDEO
How 'Toy Story 5's $1 billion haul powered Disney's earnings beat

<body><p>STORY: :: Disney's sales and profit rise, boosted by the success of ‘Toy Story 5’</p><p>:: $1 Billion</p><p>"Toy story five was another monumental blockbuster for Disney."// "The movie has brought in more than $1 billion in box office this year. This lifts the franchise to total franchise value just in the box office alone to over $4 billion, which is what makes it a significant, franchise for Disney."</p><p>:: Dawn Chmielewski/Entertainment business correspondent</p><p>"And Disney is unique in the world of entertainment in that it can take characters and stories that are really resonating with audiences and find a way to, to, to monetize that fan affection in a variety of ways. Disney in its its quarterly earnings results, which were reported on on Wednesday morning, noted that the arrival of Toy Story five in theaters fueled interest in the earlier films, so there's been more than 2,000,000,000 hours worth of streaming on Disney Plus.&nbsp;It spurred toy sales through Disney's consumer products. Line. So consumer product sales were reached a high a five year high during the quarter. So that, too is spurred by Toy Story. And it also brought people to the theme parks and onto cruise ships where where kids have a chance to interact with Buzz and Woody and Jessie."//</p><p>:: Disney and TikTok have reached a short-form video-sharing deal</p><p>"Disney and TikTok announced a content sharing deal just before Disney reported its earnings early Wednesday morning. The deal is novel in this respect. Disney will allow TikTokers who are fans of Disney to begin using its its characters and video in their TikTok videos, which will be distributed not just on TikTok but also on Disney Plus, which has a new, a new category of, vertical video clips called verts."//</p><p>"So these TikTok videos, which will come to the service in the coming months, will be kind of a celebration of Disney's various, characters and stories."&nbsp;</p><p>CEO Josh D'Amaro, who took over in March, highlighted his strategy to invest in franchises like Toy Story to reach audiences outside the box office in a lengthy earnings letter to shareholders on Wednesday.</p><p>Separately, Disney and TikTok announced a deal on Wednesday that will allow TikTok creators to use characters and scenes from Disney movies and TV shows in short-form videos, the first agreement of its kind between the social media platform and a traditional media company.</p><p>The company reported revenue of $25.2 billion in the quarter, up 7% from last year, but shy of Wall Street's forecasts of $25.4 billion, according to analysts surveyed by LSEG.</p><p>Disney's per-share earnings rose 28% from a year ago to an adjusted $2.06, beating forecasts of $1.86 a share.</p></body>

Lam Research Soars After Earnings. Are they the Top Semiconductor Equipment Buy?
24/7 Wall St.10d agobullishVIDEO
Lam Research Soars After Earnings. Are they the Top Semiconductor Equipment Buy?

In this segment of the AI Investor Podcast from 24/7 Wall St., Eric Bleeker reviews Lam Research, a semiconductor equipment holding originally recommended to the million dollar AI portfolio he manages as part of a collection of memory-adjacent stocks. The quarter itself was solid: $1.82 in EPS against $1.70 expected, with the standout being guidance of $2.15 for next quarter versus a street estimate of $1.84. The stock jumped about 20% the next morning, though Bleeker attributes most of that to how far it had fallen during July's selloff rather than to the results, which he characterizes as good but not spectacular. His hesitation is valuation. Against a full-year estimate of $9.40, the shares trade a bit above 30 times forward earnings, which he considers the upper end of the historical range. He is not planning to add more with other opportunities across the market after a steep July sell-off. The broader read on semiconductor equipment is more bullish. Taiwan Semiconductor raised capex, Intel sounded optimistic on capex needs, and Bleeker guesses 2028 equipment spending could come in roughly 25% above where Wall Street currently models it. He is particularly interested in advanced packaging and testing, sub-verticals growing faster than the overall space. Lam remains a core long-term holding and, in his view, among the best operators in semi equipment.