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Coca-Cola and Boeing are surging together for the first time in years as investors abandon AI darlings, and the catalyst behind each stock tells a very different story about where the market is heading.
Cadence raised its annual revenue and earnings expectations as demand strengthened for AI-powered semiconductor-design software.
Great quarter, rough guidance, and a CEO quote that basically writes its own punchline
Shares of the State Street Financial Select Sector SPDR ETF (XLF) touched a fresh all-time high Tuesday. That gain is part of a broader shift in the market. Money has moved out of high-flying tech names and into more traditional corners of Wall Street. Key Takeaways: XLF hit an all-time high of $57.33 Tuesday, lifting [...]
D-Wave Quantum's deal with AT&T could be a sign of things to come for the quantum computing company.
Exxon Mobil heads into its July 31 earnings report carrying a streak most energy companies can only dream about, and Wall Street is pricing in a very high chance it gets even better before summer ends.
The space economy giant is slipping after its mega-IPO.
ICE's Q2 results are likely to benefit from strength in data services, exchange trading and mortgage technology despite higher expenses.
While heavy AI spending has been a point of contention, Meta's strong ad-targeting performance and low valuation make for a must-watch report.
AbbVie's two newest drugs are growing so fast they've rewritten the company's entire story, and Wall Street may not have fully priced in what happens when the July 31 earnings report confirms it.
Intel is back in focus after analysts lifted their fair value estimate from US$88.61 to US$115.65, a sharp reset that puts recent price target moves under a brighter spotlight. Many firms now cluster in the US$120 to US$200 range, reflecting optimism around Q2 results, AI driven server CPU demand and improving foundry traction, even as valuation and execution questions keep plenty of Neutral and Hold ratings in play. In the sections that follow, you will see how this evolving narrative might...
The Dow jumped 520 points while the Nasdaq went nowhere. A global semiconductor panic is creating the strangest market split in months.
Tesla (NASDAQ:TSLA) CEO Elon Musk has spent decades building electric cars, reusable rockets and artificial intelligence systems. But even he wonders whether all that hard work will still feel worthwhile if AI eventually becomes better than humans at nearly everything....
Berkshire’s equity portfolio is having a strong year to date performance, led by Apple—its largest holding—and Coca-Cola.
United Parcel Service beats Q2 earnings estimates as pricing, segment growth and network efficiencies lift revenues, margins and full-year guidance.
DELL's surging AI server demand, expanding backlog and lower valuation versus AAPL make it the stronger growth pick.
CEO Kelly Ortberg stated the company is “on track” to be free cash flow positive for the year.
MCHP's Hailo acquisition expands its edge AI portfolio across robotics, vision and embedded systems while boosting software reach and growth prospects.
AMZN heads into Q2 2026 earnings with AWS growth, Prime Day timing and ad momentum in focus as investors weigh AI spending against margins.
Gold just posted its worst quarterly loss in over a decade, but the buyers who drove it to record highs earlier this year operate on a completely different logic than the sellers who just crushed it.
Bank of Hawaii's Q2 results benefit from higher NII, margin expansion and loan growth. However, shares plunge 4.7% as fee income and deposit balances decline.
Boeing Co. generated better-than-expected cash flow in the second quarter on continued strong demand for its aircraft, extending the US manufacturer's turnaround efforts after years of crises. Bloomberg's George Ferguson joins to discuss Boeing as well as JetBlue's earnings.
ORCL's record cloud growth, massive AI backlog and expanding partnerships strengthen its investment case over BABA despite recent share price weakness.
Incyte tops Q2 earnings and revenue estimates as Jakafi and Opzelura sales surged, prompting the company to raise its 2026 revenue outlook.
JetBlue's Q2 loss narrows more than expected as revenues rise 14.5% and RASM jumps 10.9%, offsetting sharp fuel-cost pressure.
Apple just reclaimed the world's most valuable company crown while Nvidia posts triple-digit earnings growth, and for retirement investors only one of these mega-caps actually earns a place at the core of a 20-year portfolio.
Cathie Wood Makes Fresh Tesla and SpaceX Buy as AI Vision Stays Intact
The Bitcoin bounce looked promising. The charts now say it wasn't.
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