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Tension between Silicon Valley’s astronomical AI spending and Wall Street fears that it won’t pay off had been sending markets on a wild ride. The company’s stock surged 16% after its earnings quelled concerns that investments on data centers, chips and more would outpace the company’s ability to generate cash. Microsoft’s $450 billion one-day gain in market capitalization was the largest by any U.S. business, ever.

Moby summary of Cullen/Frost Bankers, Inc.'s Q2 2026 earnings call

Tony Wang, T. Rowe Price science and technology equity strategy portfolio manager, reacts to Apple's third-quarter earnings and outlook. He speaks on "Bloomberg The Close."

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

Alexa and Sparky provided information on sellers’ made-in-America claims after initially stating that they couldn’t access that information.

Moby summary of Valero Energy Corporation's Q2 2026 earnings call

The world’s largest corporate holder of Bitcoin says it is navigating a period of “muted Bitcoin sentiment and market skepticism.”

JPMorgan just pointed investors toward a fast-rising player in AI nuclear energy. On July 27, 2026, the bank started coverage of BWX Technologies (BWXT) with an overweightrating and a $230 price target. That target runs through December 2027 and sits about 30% above where the stock traded when the ...

Linda Bolton Weiser, Water Tower Research Managing Director explains how Procter & Gamble (PG), e.l.f. Beauty (ELF), and Estée Lauder (EL) leverage brand equity, product innovation, and the "lipstick effect" to maintain strong pricing power and stay inflation-proof.

Linda Bolton Weiser, Water Tower Research Managing Director explains how Procter & Gamble (PG), e.l.f. Beauty (ELF), and Estée Lauder (EL) leverage brand equity, product innovation, and the "lipstick effect" to maintain strong pricing power and stay inflation-proof.

Strategy, the bitcoin accumulation firm founded by Michael Saylor, reported an $8.2 billion loss in the second quarter, driven by a steep decline in the value of its bitcoin holdings. Strategy adopted a fair-value accounting standard last year that requires companies holding digital assets to show the fair value of their cryptocurrencies on their balance sheets at the end of each quarter. The change has driven wild swings in Strategy’s earnings, with the company posting a $12.54 billion loss for the first quarter of 2026.

Amazon (AMZN) delivered earnings and revenue surprises of +2.73% and +1.77%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Apple (AAPL) stock is stumbling in Thursday's after-hours since reporting fiscal third quarter earnings and revenue that topped estimates, carried by strong iPhone sales. New Street Research technology Infrastructure analyst Antoine Chkaiban explains the problem areas that could emerge down the line for Apple tied to the memory chip shortage.

Amazon (AMZN) reported second quarter earnings results that beat Wall Street's expectations. CFRA Research senior vice president of equity research, Arun Sundaram, chats with Yahoo Finance about his expectations for AWS.

Amazon (AMZN) reported second quarter earnings results that beat Wall Street's expectations. CFRA Research senior vice president of equity research, Arun Sundaram, chats with Yahoo Finance about his expectations for AWS.

The videogame company projects revenue for the current quarter to increase by 4% to 10%, slowing from recent double-digit growth, as it makes changes to its platform.

Moby summary of Trane Technologies plc's Q2 2026 earnings call

The startup automaker narrowed its losses in the second quarter and said it expects to sell more electric vehicles this year than it previously projected.

KKR posts record fee-related earnings of $1.32 per share, up 34% year-over-year, while raising $34 billion in new capital during the quarter.

Ferrari NV (RACE) reports Q2 2026 net revenues of $1.94 billion, up 11% at constant currency, and raises full-year guidance driven by robust demand and higher personalization trends.

Carpenter Technology Corp (CRS) posts record Q4 operating income of $206.9 million, up 37% year-over-year, while guiding for 21% to 25% growth in FY2027.

Hexcel Corp (HXL) reports 8% sales growth to $529 million and raises full-year guidance, while navigating defense declines and cost pressures.

Valero Energy Corp (VLO) posts a record-breaking quarter with net income surging to $3.7 billion, fueled by exceptional refining margins and robust renewable diesel results.

Xcel Energy Inc (XEL) reports Q2 2026 EPS of $0.93, up from $0.75 year-over-year, and updates EPS growth target to "9% plus" through 2030.

On Thursday, Reddit stock fell despite the social media company posting Q2 results ahead of earnings sand sales estimates.

Rivian improved full-year adjusted EBITDA guidance to a loss of $2 billion to $1.80 billion, from a prior $2.10 billion to $1.80 billion.

Is this your homework, Kevin?

Despite a solid Q2 with top-line growth and cost savings, NCLH faces a softer demand environment and lowered yield guidance as it executes a multi-year turnaround.

PBF Energy slashes net debt by over $1.4 billion and expects elevated refining margins to persist into 2027, while navigating geopolitical risks and operational challenges.

Xcel Energy (NASDAQ:XEL) reported second-quarter 2026 earnings of $0.93 per share, up from $0.75 per share a year earlier, as higher electric revenues, allowance for funds used during construction (AFUDC), and lower depreciation and amortization more than offset increased financing costs. The utili