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The DOD tapped Lockheed Martin, Northrop Grumman to accelerate Patriot, THAAD production. Anduril looks to build unmanned boats.

China Renaissance, DZ Bank and Phillip Securities downgraded AAPL stock, citing a combination of rising component costs, supply constraints and uncertainty around the pace of returns from Apple Intelligence.

Tower Semiconductor (NASDAQ:TSEM) has reported second quarter results above Wall Street expectations, including record revenue and profitability as the chipmaker continues to benefit from demand across its key business units. The company reported adjusted earnings per share of $0.88 for the...

On this episode of Stock Movers: - Wayfair (W) shares jumped after the furniture retailer gave third-quarter guidance during its earnings call. The company said it expects high single-digit revenue growth in the current quarter. - McDonald's (MCD) is rising after the fast-food chain reported comparable sales for the second quarter that are slightly below the sell-side consensus estimate, while adjusted EPS was ahead. - Caterpillar (CAT) shares are surging after the company's second-quarter earnings blew past Wall Street's second-quarter expectations, easing concerns over the growth of power-generation equipment sales to data centers. - Palantir (PLTR) shares jumped after the company boosted full-year revenue and income forecasts and described commercial demand for its data analytics tools as "otherworldly." Palantir now expects $4.89 billion to $4.91 billion in adjusted income from operations this year.

Investing.com -- Mizuho highlighted an optical components maker in a note Tuesday, telling investors it would be a buyer of the company ahead of its fiscal fourth-quarter results on Aug. 11.

Volta Infra, a seven-month-old AI infrastructure startup, said it raised funds at a $2.4 billion valuation ‌and landed a $10 billion contract with an unnamed AI ‌company to provide cloud-computing services in Europe alongside Bitdeer Technologies. • Bloomberg News reported that the Nvidia-backed Volta's $10 billion ‌cloud contract is with ⁠Anthropic, citing people familiar with the matter. • The six-year agreement covers computing capacity at a data center operated by crypto mining firm Bitdeer in Norway with 133 ​megawatts of ​capacity powered by Nvidia's Vera ​Rubin chips, the report ‌said.

Aug 4 (Reuters) - New Jersey sued Amazon.com on Tuesday, accusing the online retailer of abusing its market power over independent delivery drivers, court records showed.

Citi has told clients that a large chunk of deal risk is already in AstraZeneca PLC's (LSE:AZN, NASDAQ:AZN) share price after Monday's sharp fall, while Deutsche Bank sees clear parallels with the drugmaker's Alexion acquisition five years ago. The two notes are the second-day response to a...

While the top- and bottom-line numbers for Timken (TKR) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Although the revenue and EPS for McDonald's (MCD) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

LDOS beats Q2 earnings and revenue estimates as defense, homeland and intelligence demand fuel growth, prompting higher 2026 guidance.

Revenue, margin and cash expenses missed KBW forecasts as Cipher expanded its Texas development pipeline. A state-ordered review now clouds the interconnection timeline for several proposed campuses.

Pfizer Inc (NYSE:PFE, XETRA:PFE) beat Wall Street expectations for its second-quarter 2026 results and raised the midpoint of its full-year revenue guidance, as growth from launched and acquired products helped offset declines in its COVID-19 portfolio. The pharmaceutical company reported...

Shares of one automation technology provider slipped after earnings, while another jumped. The new $13.15 midpoint implies fourth quarter earnings per share of about $3.60. Shares of automation technology provider Zebra Technologies were up 20% at $350 after it reported better-than-expected fiscal second-quarter numbers.

(Bloomberg) -- Blackstone Inc. has held early discussions with investors to gauge interest in a second mega debt package to finance Anthropic PBC’s use of chips from Alphabet Inc.’s Google.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advisi

Caterpillar shares jumped in early trading after the heavy-equipment provider raised its outlook for the year—giving the Dow industrials a big lift. As of right now, the stock has single-handedly added 313.

ADTN beats earnings and revenue estimates in Q2 2026 with optical networking sales growth and a growing innovation pipeline supporting its outlook.

Aptiv PLC (NYSE:APTV) reported second-quarter 2026 results that exceeded Wall Street earnings expectations, but its shares fell nearly 4% in pre-market trading after the company issued weaker-than-expected guidance for both the third quarter and the full year. While quarterly performance was solid, investors focused on the softer outlook.

(Bloomberg) -- Wayfair Inc. shares surged after the home furnishings retailer said sales in the US grew at their fastest clip since 2021, helped by a growing number of brick-and-mortar stores and demand for its higher-end brands.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamM

Following triple-digit gains on the major indexes yesterday, we're up another +559 points on the Dow, +221 on the Nasdaq and +6 on the S&P 500.

Caterpillar Inc. crushed Wall Street's second-quarter expectations as the company reported stronger sales across its businesses, posted a record equipment backlog and increased its forecast for 2026 sales. Matthew Griffin reports on Bloomberg Television.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.03%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.00%. September E-mini S&P futures (ESU26 ) are up +0.72%, and September E-mini Nasdaq futures...

Hims and Hers has 2.6 million subscribers, a battered stock price, and a CEO buying shares instead of signaling an exit. That combination puts a very specific list of giants on alert, and only one of them is a clean fit.

SpaceX will release its quarterly financial report after markets close today and its conference call starts at 4:30 p.m. ET. Similar to Tesla, SpaceX is letting investors submit questions ahead of the call.

Caterpillar said the artificial intelligence boom continues to drive demand for its engines and generators, while healthy construction spending is spurring sales of its dump trucks, bulldozers and excavators.

NRG Energy Inc. (NYSE:NRG) reported second-quarter 2026 results that featured stronger-than-expected revenue but earnings that fell short of Wall Street forecasts.

Shares of Wayfair soared Tuesday after the furniture retailer reported better-than-expected second-quarter earnings, with sequential revenue growth at its best level since 2020. The company posted adjusted earnings of 95 cents a share, up from 87 cents a year ago and above Wall Street expectations of 90 cents. Net revenue in the period grew nearly 8% from a year earlier to $3.52 billion, beating the analyst consensus call for $3.47 billion.

Compute margins and lower cash overhead lifted quarterly EBITDA above expectations, but a statewide interconnection audit adds uncertainty to the planned first-quarter 2027 energization of Hut 8’s contracted Texas campus.

BioNTech (NASDAQ:BNTX) reported second-quarter 2026 revenue of €106 million, down from €261 million a year earlier, as lower U.S. demand for its COVID-19 vaccine weighed on results. The prior-year quarter also benefited from a one-time compensation payment from Pfizer related to its decision to opt

AI data center demand drives 53% revenue growth and record earnings guidance.