AT&T says fiber, wireless convergence and copper shutdowns are driving growth, margin gains and faster buybacks while 2026 targets remain intact.
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QuantumScape is widening its commercialization path with Honda, AI data centers and defense while keeping its PowerCo automotive goals intact.
Kinder Morgan raises its 2026 outlook as LNG, power and data center demand expands a gas project pipeline above $10 billion.
IBM cuts its 2026 revenue growth outlook after delayed software deals, while early Q3 closures and infrastructure strength support a second-half rebound.
GEV Q2 earnings call highlights a $176B backlog, higher guidance and a push to expand gas and electrification capacity.
EQT raised 2026 production guidance, advanced demand-linked deals and highlighted buybacks as it targets growth from Appalachian opportunities.
The market has spent the past two years rewarding companies tied to artificial intelligence, robotics, and next-generation infrastructure. Investors are increasingly looking beyond a company’s original business and looking more closely at which ecosystem is building it. That shift is key because some of today’s biggest winners no longer fit neatly into a single industry. ... Historic Tesla and SpaceX Merger Looks More Likely. Is This Sell-Off Your Best Buying Opportunity Yet?
Elon Musk came the closest he has yet to addressing long-running speculation that he intends to combine Tesla and SpaceX on Tesla's Q2 earnings call, but stopped short of confirming anything.
Union Pacific struck a deal with Canadian National to secure that rival's support for its proposed $85 billion acquisition of Norfolk Southern railroad. The deal to create the nation's first transcontinental railroad has been divisive within the industry because it would concentrate so much market power in the hands of one company that would control more than 40% of all rail traffic and reduce the number of major freight railroads in the United States down to five. BNSF, CPKC and CSX railroads all strongly oppose the merger, but now Canadian National said it will support it after winning concessions from Union Pacific.
The different price action between artificial-intelligence hyperscalers and chip and infrastructure stocks is a throwback to a setup in the late 1990s, argues JPMorgan.
Southwest Airlines Co (NYSE:LUV) shares fell about 5% in early trading Thursday after the airline reported stronger-than-expected second-quarter results but issued a third-quarter earnings outlook that fell below Wall Street expectations. The company reported adjusted earnings per share of...
American Airlines Group (NASDAQ:AAL) reported better-than-expected second-quarter earnings on Thursday, but its shares fell more than 5% in premarket trading after the carrier issued a weaker-than-anticipated profit outlook for the third quarter and the full year. While record revenue reflected continued demand for travel, higher fuel costs weighed on the company’s earnings forecast.
AGYS' Q1 hinges on subscription growth, Marriott deployment progress and early updates on its new AI-driven modules.
The headline numbers for RTX (RTX) 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.
Although the revenue and EPS for Comcast (CMCSA) 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.
Comcast's streaming service earned $189 million in adjusted EBITDA and added 2 million paid subscribers in the second quarter
RTX beats Q2 estimates as commercial aftermarket and defense demand drive revenue growth, lift backlog to $289B and prompt a higher 2026 outlook.
The railroad's revenue rose 11% year-over-year to $3.5 billion, topping Wall Street expectations for the second quarter
NEW DELHI, July 23 (Reuters) - India's government on Thursday eased foreign investment rules to allow e-commerce companies to buy products directly from Indian sellers and then sell them to overseas
Cisco Systems is set to post its fourth-quarter results soon, and analysts predict a double-digit growth in the company’s bottom-line figure.
Infosys (NYSE:INFY) announced a planned CEO transition alongside first-quarter results that showed modest constant-currency revenue growth, strong large-deal bookings and accelerating artificial intelligence-related revenue, while management lowered the top end of its full-year revenue growth outloo
RTX (NYSE:RTX) raised its full-year outlook after reporting stronger second-quarter 2026 sales, profit and cash flow, citing broad demand across its commercial aerospace and defense businesses and continued progress on operational execution. Chairman and Chief Executive Officer Chris Calio said the
T-Mobile US (NASDAQ:TMUS) executives said the company delivered another strong quarter in the second quarter of 2026, citing postpaid account growth, higher service revenue, broadband momentum and improving customer satisfaction as key drivers of the business. President and CEO Srini Gopalan descri
WASHINGTON—Merging companies will get a shortcut to ending antitrust investigations under a Justice Department change meant to make the government review process less burdensome for businesses. The department’s antitrust division plans to announce on Thursday a new model for streamlining merger reviews that would quickly focus on the most apparent ways a deal might diminish competition, according to department officials. Antitrust enforcers won’t use the targeted approach in every case, but the process will allow some deals to clear federal scrutiny earlier, the officials said.
Amid war and rising oil prices, RTX delivered the kind of quarters investors craved: A beat-and-raise. Financial guidance was raised, too. For 2026, RTX now expects sales of about $95.5 billion, up from prior guidance of $93 billion.
The European Commission fined Google the equivalent of about $1 billion Thursday for manipulating its search results to hurt competitors and blocking app developers from directing customers to cheaper deals outside its Play store.
Several Indian digital payments firms have opposed a proposal that would allow merchants to store customers' preferred Unified Payments Interface option for one-click checkouts, arguing it could entrench the dominance of the bigger payment apps. In a July 23 letter reviewed by Reuters, the companies told the National Payments Corporation of India (NPCI), which oversees the UPI network, that the proposal could "adversely impact" competition. NPCI and the companies did not immediately reply to Reuters' requests for comments.
RTX (NYSE:RTX) shares surged nearly 6% in premarket trading on Thursday after the aerospace and defence company reported second-quarter earnings and revenue ahead of Wall Street expectations while increasing its financial guidance for the full year. The stronger outlook reflected robust demand across both its commercial aerospace and defence businesses, supported by a record order backlog.
Stripping out one-time costs, such as expenses related to its tie-up with Union Pacific and continued costs from its freight-train derailment in Ohio, earnings were $3.52 a share in the second quarter.