Oppenheimer Backs Microsoft Stock Ahead of Earnings Despite AI Capex Overhang
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Revenue surged 24% as commercial services and defense backlogs hit record highs.
The Home Depot is set to report Q2 earnings next month, with analysts expecting marginal year-over-year EPS growth.
US carmaker Ford and China's Geely will create a joint venture at Ford's troubled Valencia plant in eastern Spain, where they plan to produce four new models for the European market, the companies said on Thursday.Ford will hold a 66 percent stake in the venture and Geely the remaining 34 percent, the two companies said in a statement about the project which was presented at the plant in Valencia.
American Airlines said it is cutting full-year guidance as fuel costs rise once more on the escalations in the Middle East.
Moderna is likely to announce its fiscal second-quarter earnings by the end of this month, and analysts expect its losses to narrow.
Investing.com -- American Airlines Group Inc. (NASDAQ: AAL) reported its second-quarter results on Thursday, sending its shares over 5% lower in premarket trading.
The new findings position Lilly to file an application for the highly anticipated medicine, but also leave some questions about the additive benefits a “triple-G” drug has on heart health.
Micron and SK Hynix stock were rising ahead of the open Thursday after earnings from Alphabet and signs of continued spending on memory helped ease fears that have hung over chip makers. SK Hynix was outdoing its U.S. rival, though the Korean memory giant has been susceptible to bigger swings recently, since it made its debut in the U.S. stock market earlier this month. Micron stock gained 3.5% in premarket trading on Thursday with SK Hynix’s American Depositary Receipts (ADRs) up 6.7%.
T-Mobile US stock was sliding on Thursday after the wireless carrier reported softer-than-expected second-quarter revenue, overshadowing an earnings beat. T-Mobile reported adjusted earnings of $2.99, as revenue climbed 7.9% from a year ago to $22.8 billion. T-Mobile also said it now expects full-year adjusted free cash flow of between $18.4 billion and $18.8 billion, up from prior guidance of $18.1 billion to $18.7 billion.
Ives said that while higher AI infrastructure spending may weigh on margins in the near term, accelerating adoption of AI by both enterprises and consumers will be a key theme of second-quarter earnings.
Southwest Airlines made sweeping changes to its business model to bring in more revenue and catch up with its more profitable competitors. Its executives’ verdict? It’s working. “I think we’ve got our mojo back,” Chief Financial Officer Tom Doxey said in an interview.
(Bloomberg) -- BitMEX, the exchange that was first to offer the highly leveraged Bitcoin derivatives that have become a mainstay of crypto trading, is shuttering as a prolonged downturn roils the industry.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyAlphabet’s $205 Billion Sp
Comcast (CMCSA) delivered earnings and revenue surprises of +7.22% and +2.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
RTX (RTX) delivered earnings and revenue surprises of +13.86% and +8.21%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
The carrier's holiday surcharges, which apply across various shipping services, will be higher than they were last year.
Tesla (TSLA) shares fell early Thursday after the electric vehicle manufacturer reported an unexpect
STMicroelectronics beat analyst estimates for the second quarter but disappointed with its Q3 sales guidance.
West Pharmaceutical Services (WST) reported Q2 adjusted earnings Thursday of $2.37 per diluted share
Mobileye Global said on Thursday that founder Amnon Shashua plans to step down as chief executive officer once a successor is appointed, as the autonomous driving technology maker launched a search for its next leader. The board will hire an executive search firm to select a new CEO, Mobileye said. Mobileye also reported second-quarter revenue of $508 million, beating LSEG estimates of $481.24 million, helped by what CEO Amnon Shashua described as "strong momentum" in the company's core business as it prepares for a number of advanced product launches in late 2026 and throughout 2027.
Eli Lilly is preparing application materials for its next-generation weight-loss drug, retatrutide, following data from two Phase 3 trials showing the treatment delivered substantial results.
Eli Lilly is preparing application materials for its next-generation weight-loss drug, retatrutide, following data from two Phase 3 trials showing the treatment delivered substantial results.
SAN FRANCISCO, July 23 (Reuters) - Advanced Micro Devices is set to launch a raft of AI hardware that will rival Nvidia on Thursday at an event at a downtown convention center in San Francisco. AMD is attempting to capture market share from Nvidia in the fast-growing data center chip sector, especially for so-called inference computing, which is the data crunching that occurs when a user queries a chatbot such as OpenAI's ChatGPT.
T-Mobile US’s profit and revenue grew in the latest quarter boosted by growth in its postpaid business.
The deal is the latest move by a Western automaker to open its factory gates to Chinese competitors as they look to fill capacity and secure the future of their production sites.
European semiconductor stocks moved sharply on Thursday after earnings updates, with Soitec surging on strong photonics demand linked to artificial intelligence applications, while STMicroelectronics and BE Semiconductor Industries (Besi) fell as investors reacted to weaker near-term performance and elevated growth expectations. Soitec shares jumped around 23% after the French semiconductor materials supplier beat sales expectations by a wide margin and pointed to accelerating demand for photonics wafers used in artificial intelligence applications.
Molina Healthcare (NYSE:MOH) shares dropped more than 9% in premarket trading on Thursday after the health insurer issued a full-year revenue outlook that disappointed investors, despite reporting second-quarter earnings ahead of market expectations. While profitability exceeded forecasts, concerns over slowing revenue growth and ongoing Medicaid headwinds weighed heavily on market sentiment.