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Energy earnings: How Exxon, Chevron fare amid all-time high fuel prices
Yahoo Finance Video20d agobullishVIDEO
Energy earnings: How Exxon, Chevron fare amid all-time high fuel prices

Energy titans ExxonMobil (XOM) and Chevron (CVX) both released second quarter earnings results ahead of Friday's market open. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Trustless Media Founder Zack Guzman to help assess both companies' production outlook and how they are managing debt.

Discipline and Demand Are Why I’ll Keep Buying Microsoft After Its Blowout Quarter
24/7 Wall St.20d agobullish
Discipline and Demand Are Why I’ll Keep Buying Microsoft After Its Blowout Quarter

I bought more Microsoft (NASDAQ:MSFT) the morning after fiscal Q4 landed, and I would hit the button again tomorrow. This is a position I keep adding to, and the July 29, 2026 report is exactly why. Investors walked in braced for a capex figure that would blow the model up. CFO Amy Hood did the ... Discipline and Demand Are Why I’ll Keep Buying Microsoft After Its Blowout Quarter

Nvidia’s AMD Paradox is Exactly Why I Keep Buying
24/7 Wall St.20d agobullish
Nvidia’s AMD Paradox is Exactly Why I Keep Buying

Every time AMD gains ground on NVIDIA, one investor adds more NVDA shares instead of selling them. The reasoning behind that counterintuitive move reveals something most AMD bulls have completely missed about how this AI rivalry actually works.

TransDigm Group’s (TDG) Fair Value Estimate Climbs at Double-Digit Pace
Insider Monkey20d agobullish
TransDigm Group’s (TDG) Fair Value Estimate Climbs at Double-Digit Pace

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the […]

RBC Bearings (NYSE:RBC) Beats Q2 CY2026 Sales Expectations, Stock Soars
StockStory20d agobullish
RBC Bearings (NYSE:RBC) Beats Q2 CY2026 Sales Expectations, Stock Soars

Bearings manufacturer RBC Bearings (NYSE:RBC) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 19.2% year on year to $519.5 million. The company expects next quarter’s revenue to be around $510 million, close to analysts’ estimates. Its non-GAAP profit of $3.88 per share was 13.2% above analysts’ consensus estimates.

Is Sony (SONY) a Buy as Wall Street Analysts Look Optimistic?
Zacks20d agobullish
Is Sony (SONY) a Buy as Wall Street Analysts Look Optimistic?

According to the average brokerage recommendation (ABR), one should invest in Sony (SONY). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?