Actualités

Solstice Advanced Mat (NASDAQ:SOLS) reported second-quarter results that exceeded its prior guidance range, supported by demand in refrigerants, nuclear energy, electronic materials and healthcare packaging. The company also raised its full-year outlook as it continues to invest in capacity expansio

Silicon Motion Technology (NASDAQ:SIMO) reported record second-quarter revenue of $451 million, up 32% sequentially and 127% from a year earlier, as growth in automotive storage, enterprise boot drives, embedded controllers and new enterprise SSD products exceeded the company’s expectations. Presid

Analysts favor Palantir ahead of earnings.

Exxon is expected to post its strongest earnings and free cash flow since 2022, leaving investors focused on how the oil giant deploys its windfall.

Leopold Aschenbrenner’s Situational Awareness dominated headlines today when reporting surfaced that the wunderkind’s AI hedge fund sold all of its public positions to Citadel.

Pilgrim's Pride (NASDAQ:PPC) reported second-quarter 2026 net revenue of $4.63 billion and adjusted EBITDA of $360 million, as higher chicken supply and lower commodity pricing weighed on results despite continued demand growth in retail and foodservice channels. Adjusted EBITDA margin was 7.8%, do

Aerospace Products revenue surges 78% YoY as FTAI raises 2026 module production guidance to 1,200 units and secures a $1.465 billion hyperscaler order for its Power segment.

Kinross Gold Corp (KGC) delivered a strong Q2 with 492,000 ounces of production and over $725 million in free cash flow, positioning it well for full-year guidance.

Besides this second quarter, I had the chance to cover Morgan Stanley's note on RTX in April after their impressive Q1. Morgan Stanley cut RTX's price target to $220 but maintained an Overweight rating, viewing the post-earnings dip as a "buying opportunity."Fast forward to this Q2 coverage: RTX ...

Colgate-Palmolive (NYSE:CL) reports second-quarter 2026 results on Friday. Let’s analyze where the stock stands heading into the print. Colgate has beaten EPS estimates in each of the last four quarters, with an average beat of about 3%. The setup from last quarter Colgate’s first quarter showed the split that defines this stock right now. Net […]

PepsiCo’s unusual options activity yesterday points to a $22 million bet on a ratio call diagonal spread with a breakeven near $155.50, targeting a rebound ahead of PepsiCo's Q3 earnings report.

Carvana reported record second-quarter figures on Wednesday, with revenue climbing 52% year-over-year to $7.38 billion.

Amazon stock was on the rise, up 4.8%, while Apple stock struggled, falling 1.8%, before both companies released quarterly results. The pair of Magnificent Seven companies are following Microsoft and Meta's earnings prints, which garnered very different stock reactions.

You pay less than the market for Adobe on earnings and cash flow, and what comes with the discount is a growth engine management is deliberately rebuilding.

Apple stock is just two days removed from an all-time closing high. Numerous price hikes across Apple products will likely boost revenue and earnings over the next six to 18 months, the firm argues, but these fundamentals appear baked in to the stock. "The tactical setup into earnings is neutral/tougher as it requires zero blemishes across the board," Erik Woodring, an analyst at Morgan Stanley, wrote in a research note last week.

CoreWeave (CRWV) is expected to report Q2 revenue at the "high end" of its $2.45 billion to $2.60 bi

The stock is one of the worst performers in the S&P 500 on Thursday, according to Dow Jones Market Data.

InterDigital (NASDAQ:IDCC) reported second-quarter 2026 results that exceeded its prior outlook, supported by growth in recurring licensing revenue and a new patent-license agreement with Amazon covering devices and services, including Prime Video. Revenue totaled $260.2 million for the quarter, ab

Moby summary of RPC, Inc.'s Q2 2026 earnings call

Knorr-Bremse AG (KNRRY) achieves highest quarterly operating EBIT margin in five and a half years, while launching a 'Growth Beyond' strategy targeting EUR10 billion in revenue by 2030.

Moby summary of FTI Consulting, Inc.'s Q2 2026 earnings call

Visa crossed $4 trillion in global payments volume the same quarter PayPal brought in a new CEO to salvage branded checkout, and the two earnings reports could not paint a more different picture of where fintech power is actually concentrating.

Moby summary of TriMas Corporation's Q2 2026 earnings call

Moby summary of Darling Ingredients Inc.'s Q2 2026 earnings call

Results from the tech giants will shift investor focus toward Nvidia

KLIC heads into Q3 earnings with expected revenue growth as AI packaging demand, TCB adoption and automotive strength support results despite margin risks.

Procter & Gamble's (PG) mostly upside fiscal 2027 earnings guidance reflects a prudent view of mark

Moby summary of Brookfield Infrastructure Partners L.P.'s Q2 2026 earnings call

NOV beats Q2 earnings and revenue estimates despite lower sales, as Energy Equipment strength, shareholder returns and upbeat Q3 guidance support momentum.

Apple isn't a particularly volatile stock, and that will likely hold true after Thursday's earnings report. The stock hasn't swung by more than four percentage points after earnings since May 2024, even after some stellar results. A year ago, Apple beat estimates for earnings per share by 9.1%, and shares slipped 2.5% in response.