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Big Tech's Earnings Growth Largely Reflects Investment Gains
The Wall Street Journal1d agoneutral
Big Tech's Earnings Growth Largely Reflects Investment Gains

71% That's the share of Alphabet’s quarterly profits that came from "other income" last quarter. The gains came from revaluing equity holdings, which include SpaceX and Anthropic. Other income made up 66% of Amazon’s earnings, primarily due to its stake in Anthropic.

AT&T (T) Stock Still Looks A Bargain On Earnings But Weaker On Growth
Simply Wall St.2d agoneutral
AT&T (T) Stock Still Looks A Bargain On Earnings But Weaker On Growth

AT&T stock has more than doubled over the past three years, yet recent weakness over the last year and a mixed shorter term picture leave investors asking whether the current price around US$24.25 still represents value or if the easy gains are behind it. The broader valuation checks lean cheap, so the recent pullback now sits against a relatively supportive set of metrics. AT&T has returned about 101.4% over the past three years, which puts recent share price softness into the context of a...

NextNav Q2 Earnings Call Highlights
MarketBeat3d agoneutral
NextNav Q2 Earnings Call Highlights

NextNav (NASDAQ:NN) said its second-quarter actions strengthened its balance sheet, expanded liquidity and advanced partnerships and technical validation efforts as the company continues to pursue regulatory approval for its proposed 900 MHz terrestrial positioning, navigation and timing network. C

KLA (KLAC) Is Up 5.5% After Strong Earnings, AI-Driven Outlook And Dividend Hike - What's Changed
Simply Wall St.4d agoneutral
KLA (KLAC) Is Up 5.5% After Strong Earnings, AI-Driven Outlook And Dividend Hike - What's Changed

KLA Corporation recently declared a quarterly cash dividend of US$0.23 per share, payable on September 1, 2026, to shareholders of record as of August 17, 2026, alongside reporting higher quarterly and full-year revenue and earnings through June 30, 2026, and issuing guidance for the September 2026 quarter. These results and guidance arrive as semiconductor equipment demand is being reinforced by large AI chip manufacturing projects like Tesla and SpaceX’s Terafab complex and by industry...

SpaceX Stock Is Falling After Regaining Offer Price. AST Earnings Is Just One Reason.
Barrons.com4d agobearish
SpaceX Stock Is Falling After Regaining Offer Price. AST Earnings Is Just One Reason.

SpaceX stock was falling in Tuesday’s premarket after a 3-day winning streak that pushed it back above its offer price pre-IPO. The satellite telecommunications company’s figures missed expectations, but it maintained guidance—which seemed enough for Cantor to raise its price target on the stock. It is the major competitor to SpaceX’s Starlink in Direct-to-Cell (D2C) space broadband and reported revenue of $31.5 million—below the $35.18 million consensus, according to FactSet—while posting an adjusted loss per share of $0.77 versus the expected $0.26 loss.

Bloomberg4d agobearish
CoreWeave’s Forecast Is Key to Stopping Another Earnings Selloff

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U

Cannae Q2 Earnings Call Highlights
MarketBeat4d agoneutral
Cannae Q2 Earnings Call Highlights

Cannae (NYSE:CNNE) outlined plans to continue repurchasing shares, monetize non-core assets and expand its sports and entertainment portfolio during its second-quarter 2026 earnings call, as the company reported lower operating revenue and significant impairment charges related to its restaurant gro