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Scarce supply is transforming an overlooked AI infrastructure trade

By Arathy Somasekhar HOUSTON, July 29 (Reuters) - A cargo of Canadian crude was headed to Japan, ship tracking data showed on Wednesday, the first Canadian crude shipment to the country since early

Policy debate is shifting away from cuts toward tightening

Moby summary of The Procter & Gamble Company's Q4 2026 earnings call

Meta Platforms (META) delivered earnings and revenue surprises of -12.96% and +0.98%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Starbucks shares soared Wednesday after the coffee giant reported better-than-expected quarterly revenue and profit and raised its financial outlook for the year. The Seattle company said global same-store sales in its fiscal third quarter rose 7.9%, which was well above the 5.7% increase Wall Street was expecting, according to analysts polled by FactSet. Starbucks said it now expects global same-store sales to grow 6% for its full fiscal year.

ProPetro Holding Corp (PUMP) reports a 15% revenue increase, driven by higher demand and operational efficiencies, despite facing supply chain and competitive pressures.

Old Dominion Freight Line Inc (ODFL) reports a 10.4% revenue increase and a 450 basis point improvement in operating ratio, despite facing economic headwinds and a decrease in LTL tons per day.

Waste Management Inc (WM) reports robust earnings growth and strategic advancements despite facing volume and revenue headwinds.

Generac Holdings Inc (GNRC) reports robust net sales growth and strategic investments in capacity, despite challenges in the residential segment.

Entergy (NYSE:ETR) reported second-quarter adjusted earnings of $1.03 per share and said it remains on track to meet its 2026 adjusted earnings guidance and longer-term outlook through 2030. Chair and CEO Drew Marsh said the utility’s growth outlook continues to be supported by demand from technolo

ENI (NYSE:E) reported sharply higher second-quarter and first-half results, citing upstream production growth, favorable market conditions and stronger contributions from its gas, low-carbon and refining-related businesses. Chief Executive Officer Claudio Descalzi said second-quarter pro forma EBIT

Crane (NYSE:CR) reported record second-quarter results for 2026, citing core sales growth, margin expansion, rising backlog and stronger-than-expected contributions from its January acquisitions. The company raised its full-year adjusted earnings outlook to $6.85 to $7.05 per share, an increase of $

Teradyne Inc (TER) reports over 100% revenue growth, driven by strong AI demand and strategic investments, despite challenges in margin variability and market competition.

Biogen Inc (BIIB) reports a 3% revenue increase, driven by a robust growth portfolio and strategic acquisitions, despite facing market challenges.

Despite challenges in profitability, Procter & Gamble Co (PG) reports strong e-commerce growth and significant shareholder returns.

Johnson Controls International PLC (JCI) reports impressive financial performance with a 10% revenue increase and strategic advancements, despite facing supply chain and regional challenges.

Asking for a Trend Host Josh Lipton eyes several stocks making moves in after-hours trading, including Robinhood Markets (HOOD), Arm Holdings (ARM), and Carvana (CVNA) after reporting their latest earnings results.

IDEX Corp (IEX) reports robust Q2 performance with significant order growth and raises full-year financial outlook.

General Dynamics Corp (GD) reports a robust quarter with significant backlog growth and cash generation, despite facing supply chain and margin pressures.

The fast-casual chain’s revenue rose 9.3% to $3.35 billion as it opened 100 restaurants in its second quarter.

Fortinet reported Q2 earnings, revenue and billings that handily beat estimates while guidance came in above views.

(Bloomberg) -- Binance.US is planning to apply for a license with the Commodity Futures Trading Commission that would help it start its own prediction market, the company’s chief executive officer said at a conference on Wednesday.Most Read from BloombergWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionUS Intercepts Iran Attack on Bases, Puncturing Days of CalmStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapTrump Says US Will Strike Iran Hard as War Escalates AgainA

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

Stocks fell sharply after the Federal Reserve held rates steady, while investors worried that rate hikes were coming later this year as the war in Iran escalated.

The Fed held rates steady, over the objections of three bank presidents that voted for a quarter-point rate hike. It was the first time since 2016 where three officials dissented in the same direction, reflecting growing pressure within the Fed to act on inflation. In a press conference, Chairman Kevin Warsh said that interest rates have already gone up in recent months because Treasury yields have risen.

Moby summary of Cognizant Technology Solutions Corporation's Q2 2026 earnings call

The semiconductor company gave a soft outlook for the current quarter and warned of price increases.

The company reported a higher first-quarter profit of $270 million as demand for its chip designs exceeded expectations.

The defense contractor said it now expects full-year earnings between $11.80 and $12.00 a share, up 40 cents from the company’s previous guidance.