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SummaryView Transcript Railroads are seeing a significant upturn in Q2 earnings, with most Class 1 carriers raising their guidance. But the big story is the revelation of strategic deals between Union Pacific and Canadian National, directly tied to the CPKC merger. Discover how these competitive shifts will redefine domestic and cross-border rail operations, bypassing congested […] The post Unpacking Rail Earnings: How Volume Growth Fuels Merger Talks appeared first on FreightWaves.

SummaryView Transcript Rail traffic is UP, but the biggest story in North American rail is the proposed CPKC-KCS merger. We unpack the latest AAR data and hear why Union Pacific and Norfolk Southern CEOs believe this merger will be *better* for consumers, improving service, lowering costs, and bringing trucks off highways. But competitors aren’t convinced. […] The post Rail Merger: UP CEO Says it’s BETTER for Consumers | FreightWaves Today appeared first on FreightWaves.

Every few years Apple does something that sounds like a minor product tweak but is actually a meaningful change to how it makes money. The shift from selling music to streaming it. The move from hardware warranties to AppleCare subscriptions. The build-out of Services into a business that now ...

The Federal Reserve held benchmark interest rates steady for a fifth consecutive session.

(Bloomberg) -- South Korea’s stock market is displaying what would appear to be clear dip‑buying signs: July’s record 33% plunge that has left the benchmark Kospi at its cheapest valuation ever.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapTrump Says US Will Strike Iran Hard as War Escalates AgainWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionUS Intercepts Iran Attack on Bases, Puncturing Days of CalmApple Set to Make Big Smart Home Push

AI stocks like Nvidia (NVDA) have taken haymakers for much of the year, with investors firmly in "show-me" mode. Circular financing, ballooning hyperscaler spending, and questions over risk-reward continue weighing down the market. Yet one overlooked name tied to that buildout emerged ...

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

Amphenol (NYSE:APH) reported record second-quarter 2026 sales of $8.8 billion, up 55% year over year in U.S. dollars and 30% organically, as demand for artificial-intelligence infrastructure and broad strength across most end markets lifted results above the company’s guidance range. Adjusted dilut

Coca-Cola Co (KO) reports 5% volume growth and raises 2026 guidance, driven by successful FIFA World Cup activation and margin expansion.

The Dow fell 1,153 points after the Fed held rates steady, as bond yields surged amid inflation fears following a tense FOMC.

Less than a year after announcing plans to end one of retail's highest-profile beauty partnerships, Ulta Beauty isn't stepping away from collaborations after all. Instead, the beauty retailer has joined forces with another major fashion brand as it looks to strengthen customer engagement and ...

Amphenol Corp (APH) posts record revenue of $8.8 billion and adjusted EPS of $1.35, driven by a 63% organic surge in IT datacom sales and a strong book-to-bill ratio of 1.23:1.

South Korean technology giant Samsung Electronics on Thursday reported a record operating profit of 89.5 trillion won ($62 billion) for the April-June period, a day after crosstown rival SK Hynix also reported record earnings, as the world’s two largest memory chipmakers continue to ride the global artificial intelligence boom. Despite their soaring profits, the companies’ shares have fallen sharply this week in South Korea’s volatile stock market, where retail investors often drive sharp swings in share prices, as concerns grow over their plans to spend massively on increasing manufacturing capacity and the prospects of intensifying competition from China. Samsung’s second-quarter operating profit was a more than 19-fold increase from a year earlier, and nearly all of it came from its semiconductor business, which benefited from rising chip prices driven by demand for AI servers and increased shipments of advanced high-bandwidth memory chips used to power AI applications.

The nation's No. 2 burger chain, Wendy's, is continuing its Project Fresh turnaround strategy, that it launched in 2025, which calls for the company to shutter underperforming locations. Wendy's in late July 2026 abruptly closed a restaurant at 4003 Wilmington Pike in Kettering, Ohio, with a sign ...

Retailers frequently use phrases such as “last chance” and “five days only” to encourage shoppers to act before a promotion disappears. But a recent lawsuit against Costco alleges that some of those deadlines may not be as final as company emails suggest. Costco Wholesale has agreed to pay $14 ...

Moby summary of IDEX Corporation's Q2 2026 earnings call

Hexcel (HXL) delivered earnings and revenue surprises of +17.86% and +1.47%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Endeavour Silver (EXK) delivered earnings and revenue surprises of 0.00% and +5.33%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Private equity backer Blackstone is betting on the sandwich chain, but high-profile listings have delivered mixed results for everyday investors this year.

Moby summary of General Dynamics Corporation's Q2 2026 earnings call

The headline numbers for Agnico (AEM) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Vanguard has increased its stake in Peter Thiel-backed Bitcoin treasury company Strive (Nasdaq: ASST), expanding its indirect exposure to Bitcoin through one of the fastest-growing corporate holders of the asset. The Vanguard Total Stock Market Index Fund (VTSAX) added 269,200 Strive shares, ...

The head of the Fed's choice of words when describing elevated inflation should rightly worry Wall Street and investors.

Starbucks (NASDAQ:SBUX) reported third-quarter fiscal 2026 results that management said reflected continued progress in its “Back to Starbucks” turnaround plan, including a fourth consecutive quarter of positive global comparable-sales growth and a second straight quarter of operating-margin expansi

Qualcomm (NASDAQ:QCOM) reported fiscal third-quarter revenue of $9.9 billion and non-GAAP earnings per share of $2.21, with revenue reaching the high end of the company’s guidance range. The company said record automotive sales and growth in Internet of Things products helped offset pressure in its

Microsoft (NASDAQ:MSFT) closed fiscal 2026 with record revenue and continued growth in cloud and artificial intelligence services, while outlining plans for further infrastructure investment and forecasting double-digit revenue and operating-income growth in fiscal 2027. For the fiscal fourth quart

Meta Platforms (NASDAQ:META) reported second-quarter 2026 revenue growth of 28% as the company said artificial intelligence initiatives improved content recommendations, advertising performance and product development, while it continued to accelerate spending on data centers and other AI infrastruc

Then Kevin Warsh started talking. The new Federal Reserve chairman did little to ease investor concerns about the central bank’s fight with inflation, so the S&P 500 closed down 1.5%. The Dow Jones Industrial Average sank 2.2% The Nasdaq Composite fell 1.7%.

(Bloomberg) -- The Pentagon is accelerating defense production with multiyear mega contracts as the Trump administration seeks to enhance the armed forces and the Iran war intensifies demands on a dwindling US weapons stockpile.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates AgainUS Intercepts Iran Attack on Bases, Puncturing Days of CalmAppl

(Bloomberg) -- Kevin Warsh’s bare-bones communication style has left investors doubting his commitment to curb inflation, putting more pressure on the new Federal Reserve chairman to back up his words with interest-rate hikes.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates AgainUS Intercepts Iran Attack on Bases, Puncturing Days of CalmApple