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Stocks are rallying further this morning after a solid day on Thursday. Crude oil is higher along with the dollar, while gold and silver are pulling back. Treasuries are under modest pressure.
At $585.61, Meta Platforms (NASDAQ:META) sits at a crossroads. The stock just snapped a six-quarter EPS beat streak and reset investor expectations around AI spending, making conviction in either direction premature at this price. Meta owns the largest social advertising network on the planet, monetizing 3.60 billion daily active users across Facebook, Instagram, WhatsApp, and ... What Meta Now Has to Prove Following Its Earnings Release
There is a pattern that keeps repeating in this AI earnings cycle. A company spends heavily on infrastructure. Analysts get nervous about whether the spending will ever pay off. Targets get trimmed. Then the results come in and the conversation shifts. July 29 was Microsoft's turn to go through ...
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here. Spyglass Growth Strategy appreciated 24.63% in the second quarter, significantly outperforming the Bloomberg Midcap Growth Index’s 14.05% increase, the Bloomberg 2500 Growth Index’s 19.01% gain, and the Bloomberg 500 […]
Moderna (NASDAQ:MRNA) reported second-quarter revenue of $145 million, exceeding the high end of its prior guidance range, while continuing to reduce costs and advance programs spanning respiratory vaccines, oncology and rare diseases. The company posted a net loss of $782 million, or $1.97 per sha
McDonald's heads into Q2 earnings with value meals, menu innovation and digital campaigns in focus as investors watch for sales and profit growth.
BMY highlights growth portfolio momentum, raises 2026 outlook and advances pipeline priorities as newer medicines drive results.
American Electric Power highlights rising demand, a $78B capital plan and new generation capacity as it targets long-term infrastructure growth.
AEM posts record free cash flow in Q2, advances growth projects and manages Barnat challenges while maintaining 2026 guidance.
SIMO shifts toward AI infrastructure and enterprise storage as new products, strong demand and raised outlook drive growth.
Reddit highlights AI opportunities, ad growth and product upgrades as it targets stronger user engagement and long-term growth.
Monolithic Power highlights accelerating AI infrastructure demand, capacity expansion and broader solutions as data center growth drives momentum.
MO highlights on! PLUS expansion, smoke-free growth plans and shareholder returns as it narrows 2026 earnings outlook.
First Solar highlights record backlog, U.S. manufacturing expansion, technology investments and policy-driven opportunities as demand visibility strengthens through 2030.
Coinbase highlights its push beyond crypto trading, with stablecoins, derivatives, prediction markets and agent-driven finance shaping its platform strategy.
ASE Technology expands AI semiconductor capacity as demand rises, boosting advanced packaging, testing and LEAP growth with major investment plans.
Allegro sees AI data center demand surge, with expanding design wins, backlog growth and content opportunities in electrification and automation.
SpaceX stock whipsawed through a volatile week, swinging from an all-time low to a sharp rebound and closing at a new low, as investors braced for the newly public company's first earnings report and a major share unlock.
AEE tops earnings estimates as infrastructure investments and lower fuel costs lift profit, even as revenues decline and miss expectations.
Nuclear technology and services supplier Westinghouse Electric has confidentially filed a draft registration statement with the Securities and Exchange Commission for a proposed initial public offering of its common stock
The drugmaker beat second-quarter estimates on strong immunology sales but lowered its full-year adjusted earnings outlook by 14 cents a share
The stock-market selloff in July looks more like a stress test than a breaking point.
The EV maker delivered 12,194 vehicles in the second quarter and now expects to sell 65,000 to 70,000 EVs in 2026
Mastercard (NYSE:MA) reported second-quarter 2026 results that exceeded its expectations, supported by continued consumer and business spending, cross-border activity and demand for its value-added services. On a non-GAAP, currency-neutral basis, net revenue rose 12% year over year, adjusted net in
The bitcoin treasury company reported an $8.32 billion unrealized markdown on its holdings as bitcoin traded well below its average purchase price
Enbridge (ENB) delivered earnings and revenue surprises of +6.98% and +95.21%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Some Tesla executives have been told to prepare for a separation of the automaker's China business ahead of a potential merger with SpaceX, the Journal reports. The China business brought in $8.86 billion of sales in the first half of 2026, accounting for 17.
Ares Capital and Blue Owl Capital reported resilient second-quarter results this week, while Ares Management posted record fundraising, highlighting continued institutional demand for private credit despite rising defaults, retail redemptions and liquidity concerns. Ares Management, one of the industry's largest players, raised a record $36 billion in the second quarter, including $23.7 billion for its credit strategies. Assets under management rose 17% from a year earlier to $671.3 billion.
Roblox Stock Drops. Revenue Is Strong, But Users and Bookings Disappoint
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