CEO Bill Ackman outlines plans for investment-grade debt, a new venture vehicle, and potential upside from Fannie Mae and Freddie Mac to drive long-term shareholder value.
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When a stock costs more on next year's earnings than on last year's, profits are usually about to fall. What it means here is stranger.

Gains on investments in companies like Anthropic are inflating earnings at some of the biggest technology companies.

Sequential revenue growth returns as platform migrations complete and profitability improves.

FitLife Brands (NASDAQ:FTLF) reported second-quarter 2026 revenue of $26.5 million, up 65% from a year earlier, as the company’s acquisition of Irwin Naturals more than offset declines in its Legacy FitLife business. Net income rose to $2.0 million from $1.7 million in the prior-year quarter, while
AutoStore Holdings Ltd (FRA:1IG) reports record Q2 revenue of $192 million, up 43% year-over-year, and announces a global framework agreement with Amazon.

BETA Technologies (NYSE:BETA) reported second-quarter revenue of $14.7 million, exceeding its prior guidance range of $8 million to $11 million and representing 146% year-over-year growth. The company said results were driven primarily by revenue recognized from its Electrified Powertrain Flight Dem

The cost of Amazon's AI pivot may be weighing on the stock.

Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era.
Owlet Inc (OWLT) posts 29.9% revenue growth and record subscription income, while navigating aggressive competitor discounting and planning AI-driven product enhancements.

Moby summary of Electrovaya Inc.'s Q3 2026 earnings call
Electrovaya (NASDAQ:ELVA) reported third-quarter fiscal 2026 revenue of $17.7 million, up from $17.1 million a year earlier, while highlighting a recently announced commercial agreement with Amazon, the launch of its ElvaPulse stationary energy-storage system and progress toward opening its Jamestow
Amazon's recent earnings breakout is likely just beginning as AWS experiences renewed growth and AI demand soars.
Embraer-Empresa Brasileira de Aeronautica (NYSE:EMBJ) said its second-quarter 2026 revenue was the highest for a second quarter in the company’s history, supported by higher aircraft deliveries, growth across its business units and continued expansion of its backlog. President and CEO Francisco Gom
Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon.com, Inc. (NASDAQ:AMZN) are responsible for a large share of the S&P 500’s second-quarter earnings growth, a concentration highlighted by investor Ross Gerber using FactSet (NYSE:FDS) data. Alphabet, Amazon Drive 71% of Earnings Increase Gerber highlighted FactSet data cited by the Wall Street Journal showing that Alphabet and Amazon account for about 71% of the dollar increase in S&P 500 blended earnings since July. ‘Alphabet and Amazon alon
SK Telecom (NYSE:SKM) reported second-quarter 2026 consolidated revenue of KRW 4.36 trillion, up 0.5% from a year earlier, as continued data-center growth supported its top line. Consolidated operating income rose 67.3% year over year to KRW 566 billion, reflecting a comparison against cybersecurity
NiSource (NYSE:NI) reported second-quarter 2026 adjusted earnings of $0.16 per share, compared with $0.22 per share a year earlier, while reaffirming its full-year earnings outlook and long-term growth targets. Year-to-date adjusted earnings rose to $1.22 per share, up $0.03 from the same period in
AWS revenue surged 36.7% as AI demand and custom chips drove triple-digit growth.
Utility companies are increasingly benefiting from the AI data center boom, and here is my favorite way to gain exposure to this investment theme.
Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as
Pattern Group (NASDAQ:PTRN) reported record second-quarter results, with revenue rising 47% year over year to $877 million and adjusted EBITDA increasing 54% to $54 million. Chief Executive Officer Dave Wright said the company’s adjusted EBITDA growth exceeded revenue growth for the fourth consecuti
NiSource Inc (NI) navigates regulatory changes while securing $1.4 billion in customer bill relief from major data center agreements.
North America, Asia-Pacific, and South America drive 4% organic sales growth, offsetting Middle East and Eastern Europe declines.
Kraft Heinz (NASDAQ:KHC) said second-quarter results came in ahead of its expectations, prompting the food company to raise its full-year outlook for organic net sales while increasing planned 2026 investments by $100 million to approximately $700 million. Chief Executive Officer Steve Cahillane sa
Short sellers piled into Microsoft and Amazon at historically stretched levels before earnings, and the beats that followed set off a covering scramble that has powered both stocks for weeks. Now the question is whether the rally has legs or whether the easiest gains are already gone.
Next year, sales are expected to grow by 59% to $80 billion with earnings surging by more than 80% to $13.87.