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(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

So many lessons from earnings season, so little time

Amazon just posted what may be its best quarter ever. Revenue beat. Earnings nearly doubled the estimate. AWS hit its fastest growth rate in 15 quarters. And operating margins reached a level the company had never seen before. Wall Street responded quickly. Five major firms raised their Amazon ...

Except for historical information contained in this call, matters discussed on this call, including any statements regarding current and planned products, current and potential customers, potential market opportunities, expected events and announcements, and our capacity expansion, as well as management’s expectations for sales growth, spending, and profitability, are forward-looking statements involving risks and uncertainties. In light of these risks and uncertainties, we can offer no assurance that any forward-looking statement will in fact prove to be correct. Vicor Corporation undertakes no obligation to update any statements, including forward-looking statements, made during this call, and you should not rely upon such statements after the conclusion of this call.

Amazon (AMZN) gave Wall Street a lot to like, and BofA analysts have responded in kind. The bank kept its buy rating on Amazon stock, while raising its price target to $310 from $298, implying roughy 18% upside from its recent $263 level. Three primary drivers anchoring the call include a robust ...

Nvidia's shareholders should be celebrating.

Zeta Global (NYSE:ZETA) executives highlighted another quarter of above-guidance results and a higher full-year outlook, pointing to strong demand for AI-driven marketing tools and early traction from its new Athena product. Q1 results extend “beat and raise” streak Co-founder, Chairman and CEO Dav

Waste Management (NYSE:WM) reported first-quarter 2026 results that management said met internal expectations, highlighting margin expansion, strong free cash flow generation, and continued progress across the company’s strategic priorities despite softer volumes tied to winter weather and the absen

Wayfair (NYSE:W) reported first-quarter 2026 results showing year-over-year revenue growth and improved profitability, while executives emphasized continued market share gains in a home furnishings category they described as still under pressure. Management also highlighted progress in international

Vale (NYSE:VALE) reported first-quarter 2026 results marked by higher iron ore volumes, stronger price realization and a sharp step-up in earnings from its Base Metals business, while executives emphasized ongoing cost discipline, shareholder returns and continued progress on safety and decarbonizat

Trane Technologies (NYSE:TT) reported what Chair and CEO Dave Regnery called “another strong quarter,” highlighted by a surge in bookings and a record backlog that management said provides visibility into faster growth later in 2026. On the company’s Q1 2026 earnings call, executives also raised ful

The headlines blame the spending plan. But I think there's an even bigger concern.

Teladoc Health (NYSE:TDOC) reported first-quarter 2026 results that Chief Executive Officer Chuck Divita said came in above the midpoint of the company’s guidance for both revenue and Adjusted EBITDA, driven by solid performance in Integrated Care and continued progress scaling BetterHelp’s insuranc

USA Today (NYSE:TDAY) reported what management described as its strongest start to the year in several years, citing improving revenue trends, rising digital contribution, and sharply higher profitability in the first quarter of 2026. Chairman and CEO Mike Reed said the company is “nearing” several

(Bloomberg) -- First-quarter earnings season is delivering Wall Street better-than-expected results, propelling US equities’ run from one record to the next.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and Storage Strain to Resist US BlockadeAs earnings wind dow

Moby summary of Magna International Inc.'s Q1 2026 earnings call

Chipotle Mexican Grill, Inc. ( NYSE:CMG ) shareholders are probably feeling a little disappointed, since its shares...

Roblox (NYSE:RBLX) reported strong first-quarter results driven by rapid growth in bookings, revenue, and cash flow, while executives also emphasized that recent safety initiatives—particularly global age checks for chat—created near-term friction that is expected to weigh on user acquisition and fu

Reddit (NYSE:RDDT) opened 2026 with what executives repeatedly characterized as a standout quarter, highlighting rapid revenue growth alongside expanding profitability and cash generation. Management pointed to continued momentum in advertising, early traction from new performance products like Redd

Phillips 66 (NYSE:PSX) reported first-quarter 2026 earnings as management emphasized operational execution and commercial flexibility amid what it called unprecedented commodity price volatility tied to geopolitical events in the Middle East. Chairman and CEO Mark Lashier said the quarter featured e

Quanta Services (NYSE:PWR) opened 2026 with what management characterized as a strong first quarter, citing double-digit growth in revenue, adjusted EBITDA, and adjusted earnings per share, alongside record backlog and a higher full-year outlook. First-quarter results and raised 2026 outlook Chief

Pearson (NYSE:PSO) reported a “good start to 2026,” posting 4% revenue growth in its first-quarter trading update, as management reiterated confidence in achieving full-year guidance and reconfirmed its medium-term outlook. Chief Executive Officer Omar Abbosh said the performance reflected “continu

Advanced Micro Devices is set to report earnings after markets close Tuesday, with the chipmaker's stock seen potentially climbing to new highs following the results.

POSCO (NYSE:PKX) executives said first-quarter 2026 results improved from the prior quarter despite heightened volatility tied to geopolitical tensions, while the company advanced major steel decarbonization projects and outlined a new performance-linked shareholder return framework. Quarterly resu

Hudbay Minerals Inc (HBM) reports record financial performance and outlines strategic initiatives amid external challenges.

LyondellBasell Industries NV (LYB) reports a nearly 50% EBITDA improvement, driven by strategic asset sales and operational excellence, despite geopolitical disruptions.

Dominion Energy Inc (D) reports robust Q1 2026 results, driven by significant progress in renewable projects and strategic growth initiatives.

nVent Electric PLC (NVT) reports robust first-quarter performance with significant gains in data center and infrastructure sectors, raising full-year guidance.

Magna International Inc (MGA) reports robust financial performance with significant increases in adjusted EBIT and EPS, despite facing global production declines and market uncertainties.

PBF Energy (NYSE:PBF) reported a first-quarter 2026 adjusted net loss of $0.88 per share and adjusted EBITDA of $68.7 million as the company worked through a delayed restart at its Martinez, California refinery and navigated sharp volatility tied to the conflict in the Middle East. Martinez restart