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This Is Why ASML Is a No-Brainer Buy Before July 15 Earnings
24/7 Wall St.40d agobullish
This Is Why ASML Is a No-Brainer Buy Before July 15 Earnings

Own ASML Holding (NASDAQ:ASML) before the opening bell on July 15 when the company reports Q2 results and almost certainly reiterates a raised full-year outlook the market is still underpricing. The thesis rests on the fact that ASML is the only company on earth that sells EUV lithography, at a moment when its own CFO ... This Is Why ASML Is a No-Brainer Buy Before July 15 Earnings

Option Volatility And Earnings Report For July 13 - 17
Barchart40d agoneutral
Option Volatility And Earnings Report For July 13 - 17

Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Morgan Stanley, Goldman Sachs and Netflix all reporting in what shapes as a busy and pivotal week for stocks.

TSMC's June sales drive revenue surge of 68% ahead of earnings report
Euronews40d agobullish
TSMC's June sales drive revenue surge of 68% ahead of earnings report

Taiwan Semiconductor Manufacturing Company (TSMC) reported a 35.6% increase in revenue during the first-half of 2026, and of 68% in June, highlighting continued strong demand for AI chips ahead of the firm's full second-quarter earnings report later this week.View on euronews

Markets Face Fresh Volatility as Oil Rises, Chip Stocks Retreat and Earnings Season Begins: Dow Jones, S&P, Nasdaq, Wall Street Futures
InvestorsHub40d agoneutral
Markets Face Fresh Volatility as Oil Rises, Chip Stocks Retreat and Earnings Season Begins: Dow Jones, S&P, Nasdaq, Wall Street Futures

Financial markets started the week on an uncertain note as renewed military tensions between the United States and Iran pushed oil prices sharply higher, pressured equity futures and shifted investor attention toward a crucial week of corporate earnings. At the same time, weakness across Asian semiconductor stocks has prompted questions about near-term sentiment toward artificial intelligence investments, despite continued strong demand for advanced chips.

Meta’s Potential AI Cloud Push Could Boost Earnings, Wolfe Research Says
Insider Monkey40d agoneutral
Meta’s Potential AI Cloud Push Could Boost Earnings, Wolfe Research Says

Meta Platforms Inc (NASDAQ:META) is one of billionaire David Abrams’ top stock picks with upside potential. Analysts project more than 40% upside for Meta stock from the current level. This social media stock is popular with elite investors, as some 262 hedge funds own Meta shares. On July 2, Wolfe Research reaffirmed its Outperform rating […]

Elevance and UnitedHealth Earnings Are Next Test for Hot Health Insurer Stocks
Barrons.com40d agoneutral
Elevance and UnitedHealth Earnings Are Next Test for Hot Health Insurer Stocks

After a rocky start to the year, health insurer stocks have roared back. The insurers are trying to end a difficult cycle that began about three years ago, when healthcare use, and the costs to cover it, accelerated postpandemic. The fund’s top 10 holdings encompass six health insurers, three of which— UnitedHealth Group Aetna parent CVS Health and Elevance Health —comprise more than 40% of the fund.

SK Hynix plunges after Nasdaq debut amid diminishing earnings optimism
Reuters40d agobearish
SK Hynix plunges after Nasdaq debut amid diminishing earnings optimism

SK Hynix shares fell more than 15% in Seoul on Monday, its biggest one-day decline in nearly two decades, as investors in Seoul cashed out of a scorching share price rally following its Nasdaq debut last week. The company's U.S.-listed shares dropped ‌9.2% to $152.50 in premarket trading on Monday after jumping more than 12% in its Nasdaq debut on Friday. Korean stocks extended losses after trading resumed after President Lee Jae Myung on Monday reiterated that the government would help speed up ​projects to build chip fabs in investments worth hundreds of billions of dollars, as outlined by Samsung and SK Hynix.

Blackstone (BX) Stock Looks Reasonable On Fair Value Yet Rich On Earnings
Simply Wall St.41d agoneutral
Blackstone (BX) Stock Looks Reasonable On Fair Value Yet Rich On Earnings

Blackstone’s share price has delivered a 42.8% gain over the past 5 years. At around US$123, the stock screens as expensive on several checks, while the intrinsic value estimate from the Excess Returns model points to pricing that is close to fair rather than clearly cheap. Over 5 years, Blackstone has returned 42.8%, which is a solid outcome that can make today’s entry point more sensitive to what investors are willing to pay next. Recent deals in energy transition and data centers can...

BlackRock (BLK) Stock Looks Fair On Value But Pricey On Earnings
Simply Wall St.41d agoneutral
BlackRock (BLK) Stock Looks Fair On Value But Pricey On Earnings

BlackRock stock sits near US$1,036 a share after a mixed spell in recent months. The key tension for investors is that its Excess Returns intrinsic value estimate points to a price close to fair, while the earnings multiple view suggests the shares are on the expensive side. Over the past 3 years BlackRock has returned about 52.5%, which sets a high bar for any further upside from today’s valuation. New products and mandates in areas like ETFs and digital assets can support long term fee...

Will Fresh Bond Issuance and Higher Estimates Shift Morgan Stanley's (MS) Earnings Power Narrative?
Simply Wall St.41d agoneutral
Will Fresh Bond Issuance and Higher Estimates Shift Morgan Stanley's (MS) Earnings Power Narrative?

In early July 2026, Morgan Stanley issued a series of fixed-rate, unsecured global medium-term notes across maturities from 2027 to 2033, while also completing a US$50.6 million 4.450% senior note due 2027. At the same time, analysts raised earnings and revenue estimates for Morgan Stanley ahead of its upcoming results, with growing attention on how its capital-raising in bonds and complex structured products aligns with expectations for expanding Institutional Securities and Wealth...

Bank Of America (BAC) Flags Strong June Spending And Wage Gains Before Earnings
Simply Wall St.41d agoneutral
Bank Of America (BAC) Flags Strong June Spending And Wage Gains Before Earnings

Bank of America’s consumer data for June shows robust credit and debit card spending across its customer base. Wage growth for lower-income customers nearly matched higher-income earners, highlighting shifting consumer dynamics. The Bank of America Institute points to resilient U.S. consumer activity ahead of the upcoming Q2 bank earnings season. Bank of America, NYSE:BAC, is entering Q2 earnings season with fresh consumer insights that speak directly to its core retail banking franchise...

Toyota (TSE:7203) Stock Looks Above Fair Value While Earnings Sit Below Fair Value
Simply Wall St.41d agoneutral
Toyota (TSE:7203) Stock Looks Above Fair Value While Earnings Sit Below Fair Value

Toyota Motor stock has delivered a 64.8% gain over the past five years, yet the current valuation signals are pulling in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares are trading at a premium while market multiples screen as cheaper. The 64.8% return over five years highlights that long term holders in Toyota Motor have already captured a substantial re-rating, which can reduce the margin of safety for new buyers. Recent commitments...

Does Honeywell’s Post-Spin Guidance and Reverse Split Clarify Its Core Story for Investors (HON)?
Simply Wall St.41d agoneutral
Does Honeywell’s Post-Spin Guidance and Reverse Split Clarify Its Core Story for Investors (HON)?

Honeywell International recently reaffirmed its second-half and full-year 2026 guidance, keeping expected sales at US$19.90 billion to US$20.20 billion and detailing the earnings impact of its aerospace spin-off alongside a completed 2-for-1 reverse stock split. By separating out the spin-off’s effect on earnings per share and reshaping its capital structure, Honeywell has given investors a clearer view of the performance of its ongoing automation, building controls and energy-focused...

Lowe's Companies (LOW) Could Be 20% Below Fair Value On Its Earnings Update
Simply Wall St.42d agoneutral
Lowe's Companies (LOW) Could Be 20% Below Fair Value On Its Earnings Update

Lowe's Companies (LOW) has been back in focus after its latest earnings report, where revenue came in above expectations, but full year EPS guidance came in slightly below analyst estimates. See our latest analysis for Lowe's Companies. Lowe's Companies shares have retreated recently, with the 7 day share price return down 6.98% and the 90 day share price return down 13.34%. The 5 year total shareholder return of 18.63% points to more moderate long term progress. If Lowe's latest earnings...