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Microsoft faces AI spending test in tonight's earnings
Proactive22d agoneutral
Microsoft faces AI spending test in tonight's earnings

Microsoft Corp (NASDAQ:MSFT) reports fiscal fourth-quarter results tonight, with analysts largely centering their attention on capital expenditures as the company continues its aggressive buildout of AI infrastructure. Bank of America analysts said "AI execution remains the central debate"...

Meta Earnings: What to Expect
The Wall Street Journal22d agoneutral
Meta Earnings: What to Expect

Here is what investors will be looking for when Meta Platforms reports its earnings after markets close today: One big question is whether Meta will increase its capital expenditure estimate for the year, like Alphabet did last week.

Treasury Yields Rise as Middle East Flare-Up Boosts Oil Prices
Barrons.com22d agoneutral
Treasury Yields Rise as Middle East Flare-Up Boosts Oil Prices

Renewed hostilities in the Middle East are pushing up Treasury yields as oil prices rally. The Iranian surprise attacks add uncertainty to U.S. monetary policy. Futures markets price in 64% odds of a hold by the Fed today, but bets on a hike rise to 36% from 31% yesterday, according to CME data.

AI Stocks’ Loss Is London’s Gain
The Wall Street Journal22d agoneutral
AI Stocks’ Loss Is London’s Gain

U.K. stocks have been out in the cold for much of 2026. Without a buzzy AI stock to its name, the FTSE 100 index lagged global peers. But a rout in chip stocks seems to have heralded a change in fortunes for London's premier index.

S&P 500 Stocks: GEHC Revives, Humana Fades On Earnings
Investor's Business Daily22d agoneutral
S&P 500 Stocks: GEHC Revives, Humana Fades On Earnings

GE HealthCare Technologies ran at the top of the S&P 500 Wednesday morning, while Humana was among major laggards after both companies posted better-than-expected Q2 earnings signaling a return to profit growth. GEHC broke above its recent trading range that followed its dive on Q1 results. Wednesday's stock action was pretty much the reversal of what we've seen this year for GEHC and HUM, with medical equipment stocks among the market's worst-performing industry groups and managed-care stocks ranked in the top tier.

Traders Pricing in Big Moves From Big Tech Earnings
Barrons.com22d agoneutral
Traders Pricing in Big Moves From Big Tech Earnings

Traders are expecting big swings from tech earnings on Wednesday, with options pricing in major after-market risks and short sellers lining up to bet against one of the market’s biggest stocks. Microsoft shares, which have fallen more than 15% from their early June peak and remain nearly 25% lower over the past year, are likely to move more than 6.6% in either direction after tonight’s June-quarter earnings, well ahead of its three-year average of around 4.8%. Short sellers, meanwhile, are crowding into the stock, with bets against the tech and cloud giant representing around 92 million shares, or 1.27% of its outstanding float, according to data from S3 Partners.

Investing.com22d agoneutral
Neostellar’s Willy Lee: waiting for the IPO isn’t the deal it used to be

Investing.com -- Retail investors have previously been locked out of the most significant wealth creation happening in private markets, but that dynamic is beginning to shift as public vehicles offering exposure to late-stage private companies gain traction, according to Willy Lee, a principal at Neostellar (NASDAQ: NSLR).

Verizon (VZ) After Earnings: Cheap Stock or Value Trap?
Insider Monkey22d agoneutral
Verizon (VZ) After Earnings: Cheap Stock or Value Trap?

Verizon Communications (NYSE:VZ) jumped recently after posting earnings. Profit beat estimates and rose year over year, but revenue missed estimates. The stock still trades at a discount to peers, under 9.5 times forward earnings versus roughly 13x for the group. The question is whether that discount is a gift or a warning sign. The Bull […]

P&G CFO on Q4 earnings: Consumers are 'responding to innovation'
Yahoo Finance Video22d agoneutralVIDEO
P&G CFO on Q4 earnings: Consumers are 'responding to innovation'

Procter & Gamble (PG) stock takes a dip on Wednesday after missing fourth quarter revenue expectations ($21.2 billion vs. estimates of $21.38 billion). P&G CFO Andre Schulten speaks with Yahoo Finance Executive Editor Brian Sozzi about the latest trends in consumer buying and whether North American shoppers reflect those trends.

Flex Q1 Earnings Call Highlights
MarketBeat22d agoneutral
Flex Q1 Earnings Call Highlights

Flex (NASDAQ:FLEX) reported first-quarter fiscal 2027 results that included 21% revenue growth, expanding margins and record adjusted earnings per share, while management said the company remains on track to separate its Cloud and Power Infrastructure business into an independent company in the firs

Biogen Q2 Earnings Call Highlights
MarketBeat22d agoneutral
Biogen Q2 Earnings Call Highlights

Biogen (NASDAQ:BIIB) reported second-quarter 2026 total revenue of $2.7 billion, up 3% from a year earlier, as growth products and the recently completed acquisition of Apellis contributed to results. Core pharmaceutical revenue rose 4% year over year to $1.8 billion, while the company’s growth port

Bloom Energy Soars 11% on Record $1.07B Q2 Revenue, Raised 2026 Guidance
24/7 Wall St.22d agoneutral
Bloom Energy Soars 11% on Record $1.07B Q2 Revenue, Raised 2026 Guidance

Shares of Bloom Energy (NYSE:BE) advanced 11% to $185.85 in early Wednesday trading after the fuel cell maker delivered a blowout Q2 2026 earnings beat and raised full-year guidance. The move flipped Tuesday’s pre-earnings selloff, when Bloom Energy shares fell 13% amid short-seller pressure from Hunterbrook. However, BE stock soon retreated to $173.29, up 4% ... Bloom Energy Soars 11% on Record $1.07B Q2 Revenue, Raised 2026 Guidance