Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Top computer chip equipment maker ASML said its capacity expansion plans in 2027 and 2028 unveiled on Wednesday along with second-quarter earnings take into account demand for its tools from Elon Musk's planned Terafab chip production facility in Texas. "We're in dialogue with all our customers and we know ... what their building plans are," Chief Financial Officer Roger Dassen said on a call.
The focus turns to Wednesday's release of the Producer Price Index and a wave of earnings.
ASML Holding's sales and margin forecasts for the current quarter are above expectations, Jefferies analysts wrote in a note to clients. The Dutch supplier of semiconductor-making equipment is projecting sales between 11 billion and 12 billion euros in the third quarter.
Recent data suggests the streaming giant is losing ground in the battle for screen time.
DaVita is entering earnings with strong momentum as investors look for another quarter of solid execution.
The stock has a lot riding on the company's second-quarter report.
Teradyne is expected to release its fiscal Q2 earnings this month, and analysts project solid EPS growth.
JPM raises its 2026 NII outlook as strong markets, resilient consumers and broad momentum lift the revenue view.
Citi says its strong Q2 reflects a stronger franchise and is using the momentum to accelerate investments aimed at supporting more durable returns.
ASML (NASDAQ:ASML) reported second-quarter 2026 net sales and gross margin above its own guidance, driven by stronger-than-expected demand from its installed base business and continued customer investment tied to artificial intelligence, memory and advanced logic production. Roger Dassen, ASML’s e
Despite a dip in full-year revenue, Aehr Test Systems (AEHR) projects significant growth in fiscal 2027, driven by robust demand and expanded manufacturing capacity.
Streaming video giant Netflix (NASDAQ: NFLX) will be reporting earnings this Thursday after the bell. Here’s what to look for.
Health insurance company UnitedHealth (NYSE:UNH) will be announcing earnings results this Thursday before market open. Here’s what you need to know.
Industrial conglomerate GE Aerospace (NYSE:GE) will be reporting earnings this Thursday before the bell. Here’s what investors should know.
Medical technology company Intuitive Surgical (NASDAQ:ISRG) will be reporting results this Thursday afternoon. Here’s what investors should know.
Morgan Stanley will release its second quarter earnings report before the opening bell on Wednesday, July 15. Analysts expect the bank to report quarterly earnings of $2.81 per share, up from $2.13 per share in the year-ago period. The consensus...
Arista Networks is poised to release its second-quarter results next month, and analysts project a double-digit earnings growth.
AI and data center revenue surged to 71% of annual sales.
APA stock has logged a 127.5% return over the past five years, and the current valuation checks still point to it screening cheap rather than stretched. That combination of a strong long run and a positive valuation read is drawing attention to whether the recent share price now fully reflects the risks and opportunities around the business. Over five years, APA has returned 127.5%, which puts the current share price in the spotlight as investors assess how much of the story is already...
Moby summary of Aehr Test Systems's Q4 2026 earnings call
Aehr Test Systems (NASDAQ:AEHR) said it entered fiscal 2027 with record backlog and expects revenue to more than double, citing accelerating demand tied to artificial intelligence processors, silicon photonics and data center infrastructure. President and Chief Executive Officer Gayn Erickson said
Citigroup Inc (C) reports a decade-high quarterly revenue of $24.8 billion, driven by robust performance across all segments and strategic investments for future growth.
IBM stock suffered its worst day ever on Tuesday after the company’s preliminary second-quarter earnings missed analysts’ targets. In a letter to shareholders, CEO Arvind Krishna explained the shortfall was largely driven by the company’s infrastructure business. “What played out was worse than our expectations,” Krishna wrote.
Goldman Sachs reports record $20.3 billion in revenue and a 25% dividend increase, while navigating market volatility and regulatory challenges.
Wells Fargo & Co (WFC) reports a 25% increase in earnings per share and 9% revenue growth, while navigating expense pressures and market uncertainties.
JPMorgan Chase & Co (JPM) reports robust financial performance with a net income of $16.9 billion and a 15% revenue increase, despite challenges from rising expenses and credit costs.
Bank of America Corp (BAC) reports strong financial performance with significant revenue and net income growth, while navigating economic challenges and leveraging AI for operational efficiency.
Netflix is set to release quarterly results after markets close Thursday, with a big move from the streamer’s stock expected to follow.
Moby summary of Citigroup Inc.'s Q2 2026 earnings call
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
