Actualités

Investors await results as engagement concerns, competition and outlook remain key focus ahead of earnings.

UnitedHealth shares jumped to their highest level in more than a year Thursday after the health care and insurance giant reported better-than-expected quarterly results.

IBM launched its new Power S1112 on-premise server for local AI inferencing shortly after reporting preliminary Q2 2026 revenue of $17.2 billion and adjusted EPS of $2.93, both missing estimates and triggering a 25%+ single-day stock plunge. How do investors feel about this?

United Airlines Holdings has delivered a very strong 151.5% total return over the past 5 years, and the current valuation picture now sits in a middle ground where the Discounted Cash Flow (DCF) intrinsic value estimate points to fair value while market multiples still lean inexpensive. Over 5 years, United Airlines Holdings has returned 151.5%, which puts recent price action in focus when judging whether the stock is still attractive at current levels. Recent commentary around pricing...

GE Aerospace (GE) reports a robust 24% revenue increase and raises full-year guidance, despite facing margin pressures and supply chain challenges.

UnitedHealth Group Inc (UNH) reports a significant rise in adjusted EPS and operating earnings, while navigating cost pressures and strategic investments in AI.

Cintas Corporation (NASDAQ:CTAS) was upgraded to ‘Buy’ from Neutral by Bank of America, which also raised its price objective to $230 from $200 after the company's better-than-expected fourth-quarter fiscal 2026 results and fiscal 2027 guidance came in above Wall Street expectations. The...

Micron Technology has become a key artificial-intelligence trade bellwether. Now analysts are trying to game out what peak earnings will look like for Micron if the AI cycle continues. A Trivariate Research analyst team, led by Adam Parker, on Thursday called Micron “the most important stock in the market,” writing that shares of the memory-chip maker have become a “proxy for the AI cycle and risk-taking.”

Reddit Inc (NYSE:RDDT) is expected to beat Wall Street's second-quarter revenue and EBITDA targets, according to Jefferies, which pointed to strong ad checks and improving user growth heading into the print. The brokerage said investor conversations point to expectations for revenue and...

US benchmark equity indexes were lower intraday amid a sell-off in certain chip-related stocks as in

JPMorgan Chase just reported blowout second-quarter results.

ASML's strong Q2 growth, expanding margins and AI-driven demand support its outlook, but a premium valuation and muted estimates cloud its appeal.

FirstEnergy's $36B grid plan targets 10% annual rate base growth and 6-8% EPS growth through 2030 while strengthening reliability.

Capital Southwest has been treading water for the past six months, recording a small return of 1.4% while holding steady at $24.02. The stock also fell short of the S&P 500’s 8.7% gain during that period.

Norfolk Southern heads into Q2 results with higher earnings expectations, stronger freight demand and cost cuts, even as revenues are forecast to decline.

WRB is expected to post higher Q2 revenue and earnings as premium growth, investment income and underwriting discipline support results ahead of earnings.

In recent weeks, GE Vernova has attracted heightened attention as analysts and investors focus on its pending July 22 earnings report, backed by a very large backlog and raised revenue and free cash flow guidance. At the same time, the company is committing US$11.00 billion to capex and R&D through 2028 and highlighting strong AI data center–driven demand, underscoring how power infrastructure and grid reliability are becoming central to its long-term story. Next, we’ll examine how this...

Moby summary of GE Aerospace's Q2 2026 earnings call

United Airlines' Q2 earnings beat estimates as strong yields and broad revenue gains offset soaring fuel costs and margin pressure.

Community Health heads into Q2 earnings with mixed operating trends as stronger occupancy meets lower admissions and a smaller hospital portfolio.

NOC heads into Q2 earnings backed by a strong defense backlog, but investors will watch Sentinel program updates for margin impact.

Big Tech's earnings are coming fast, and it'll be all about AI spending.

J.B. Hunt's Q2 earnings beat estimates as intermodal growth, pricing and cost discipline lift revenues, operating income and margins.

Helios has had an impressive run over the past six months as its shares have beaten the S&P 500 by 16.8%. The stock now trades at $80.44, marking a 25.5% gain. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Trex has been treading water for the past six months, recording a small return of 0.6% while holding steady at $44.00. The stock also fell short of the S&P 500’s 8.7% gain during that period.

The banking giant just showed off its profit engine, but now it has to prove this new power is permanent.

Abbott Laboratories (NYSE:ABT) shares rose nearly 11% on Thursday after the healthcare company reported second quarter 2026 results that topped Wall Street expectations and raised its full-year adjusted earnings guidance. The company posted adjusted diluted earnings per share of $1.31 for the...

UNH beats Q2 earnings estimates on lower medical costs and stronger Optum Insight, then raises its 2026 EPS and cash flow outlook.

After a very strong 5 year run, Applied Materials now sits in a valuation grey area where the share price strength contrasts with a relatively low overall value score and an earnings multiple picture that looks closer to about right than clearly cheap. Applied Materials has returned about 3.4x over 5 years, which means new buyers are being asked to pay up compared with where the stock traded earlier in the AI build out. Long term AI related equipment demand and recent multi year partnerships...

Q2 earnings are off to a strong start. Tech, Energy, Materials, Finance and Aerospace ETFs could shine as profit growth broadens across sectors.