Actualités

TTWO prepares for Q1 results as GTA VI marketing, strong bookings and mobile growth shape expectations ahead of earnings.

Coca-Cola's raised 2026 outlook, stronger margins and broad volume growth support earnings momentum, though Africa sale timing and tougher comps add risk.

CEG stock heads into Q2 earnings with double-digit growth estimates, demand tailwinds but weaker margins remain a concern.

Hinge Health's Q2 revenues jump 53% as stronger member yield, margin gains and raised 2026 guidance reinforce business momentum.

BKNG's Q2 earnings and revenues beat estimates as travel demand drives higher room nights and gross bookings.

Wall Street expects Sandisk to continue benefiting from AI infrastructure spend, particularly demand for storage and memory products used in data centers.

SpaceX's first quarterly report since its IPO sent shockwaves through the AI chip trade, rewarding one ETF with a 21% single-session surge while punishing a chipmaker that just posted record revenue. The winner and loser share the same catalyst.

The main physical hurdle for the 2026 artificial intelligence boom has shifted from semiconductor supply to power infrastructure and grid capacity. Hyperscalers, utilities, and data center developers are investing unprecedented capital to build power-dense facilities with 1.5x to 2x the electrical and mechanical capacity of traditional data centers. With regional electric utility networks struggling to […]

MAT's Q2 sales rise 10% as Vehicles and games gain, but higher costs and margin pressure drive a sharp earnings decline.

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

ZETA raises its 2026 outlook after Q2 as Athena adoption, AI-led revenue quality and partner selling strengthened growth and pipeline momentum.

Rockwell Automation reported its fiscal third-quarter 2026 results, with sales rising to US$2,313 million and net income to US$408 million, and raised its full-year 2026 sales and diluted EPS guidance. The company’s improved margins, stronger outlook, and growing software-led wins such as the Plex MES deployment at Arriyadh Roaster highlight how higher-value digital solutions are becoming a more important earnings driver. Next, we’ll examine how Rockwell’s stronger guidance and margin...

Palantir Technologies (PLTR) has just posted a 93% year over year revenue increase in its second quarter, supported by especially strong U.S. commercial demand and higher full year and third quarter guidance. See our latest analysis for Palantir Technologies. Palantir Technologies’ shares jumped 29.45% on a 1 day basis after the Q2 release and the 7 day share price return of 32.24% points to strong short term momentum, even though the year to date share price return is still down 3.10% and...

CEO Stephen Yalof tells WWD that the "resilient" consumer, the World Cup, domestic tourism and blockbuster movies fueled sales and traffic.

Best Buy (BBY) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

KHC beats second-quarter earnings and sales estimates despite lower organic sales, while updating its 2026 EPS guidance.

LLY crushes Q2 earnings estimates and lifts its 2026 sales outlook as Mounjaro and Zepbound fuel strong revenue growth and newer drugs add momentum.

NI beats Q2 earnings and revenue estimates as NIPSCO gains offset weaker Columbia results, while data center growth and guidance remain in focus.

Innoviz Technologies (NASDAQ:INVZ) reported record second-quarter revenue of $18.1 million as higher recognition of non-recurring engineering, or NRE, revenue tied to customer milestones helped lift results. The lidar developer also said it is expanding into defense and homeland-security application

CLSK expects lower Q3 revenues and EPS as Bitcoin volatility, rising costs and network difficulty weigh on results.

Oshkosh tops Q2 estimates as sales rise 6.7% and Access orders hit $1.5B, but margin pressure and a slower fire truck ramp trim its 2026 outlook.

Carvana's Q2 revenues jump 52% on record retail volume and strong pricing, while EBITDA grows despite margin pressure from expansion investments.

Amgen beats Q2 earnings and revenue estimates and lifts its 2026 outlook. Key products witness strong growth despite biosimilar pressure on older drugs.

Shopify beat Wall Street expectations, raised its outlook, and argued that AI companies are becoming partners—not competitors—of its e-commerce platform.

CleanSpark mined 586 BTC in July and ended the month with 13,931 BTC in inventory and a 50 EH/s operational hashrate

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.

Q's Q2 earnings jump 53% as AI-driven demand lifts sales 22%, fueling segment growth and a higher 2026 outlook.

DIS' fiscal Q3 earnings top estimates as Experiences and Entertainment drive profit growth, while streaming improves despite Sports headwinds.

Phillips 66's Q2 earnings surge on wider refining margins, while record midstream volumes and stronger chemicals results boost profits.

Lucid slams the brakes on cash burn -- but is it too late?