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Meta's AI Spending Faces Wall Street Test
Bloomberg22d agoneutralVIDEO
Meta's AI Spending Faces Wall Street Test

Meta's AI spending is under intense scrutiny after a softer outlook. MoffettNathanson analyst Michael Nathanson explains why investors no longer want promises they want proof. Michael Nathanson joins Bloomberg Open Interest to break down Meta's unclear AI infrastructure strategy, the risk of massive capex, and why the company's metaverse history is making Wall Street far less patient this time. Correction: This video has been edited to update a graphic with correct analyst disclosures.

Microsoft's Post-Earnings Pop Offsets Dow Laggards
Barrons.com22d agoneutral
Microsoft's Post-Earnings Pop Offsets Dow Laggards

The Dow is up on the day despite 21 of its components trading lower. The nine components in the green were doing the heavy lifting, driving the blue chip index's 0.3%, or 151 point, rise. One of the Dow's heaviest-weighted components saw gains that helped offset the majority of underlying stocks falling.

Starbucks Q3 profit beats on US turnaround, lifts full-year guidance
Proactive22d agobullish
Starbucks Q3 profit beats on US turnaround, lifts full-year guidance

Starbucks Corp (NASDAQ:SBUX, XETRA:SRB) beat Wall Street estimates for fiscal third-quarter revenue and profit as its turnaround plan drove stronger-than-expected US sales growth. Adjusted earnings per share came in at $0.85, above the $0.66 analyst estimate and up 70% year-over-year. Revenue...

Climb Global Solutions Q2 Earnings Call Highlights
MarketBeat22d agoneutral
Climb Global Solutions Q2 Earnings Call Highlights

Climb Global Solutions (NASDAQ:CLMB) reported second-quarter results marked by higher gross billings, sales and gross profit, while net income and adjusted EBITDA declined as the company absorbed acquisition-related costs and increased investments in technology infrastructure. For the quarter ended

American Electric Power Q2 Earnings Call Highlights
MarketBeat22d agoneutral
American Electric Power Q2 Earnings Call Highlights

American Electric Power (NASDAQ:AEP) raised its 2026 operating earnings guidance after reporting second-quarter operating earnings of $1.36 per share, or $742 million, as the utility highlighted rising contracted large-load demand, regulatory progress and an expanding pipeline of generation and tran

Scale AI taps former Google Cloud executive as CEO
Reuters22d agoneutral
Scale AI taps former Google Cloud executive as CEO

Scale AI said on Thursday it had named former Google Cloud executive Francis DeSouza as ‌chief executive officer, effective August 10, as the ‌AI company looks to expand its data and applications businesses. DeSouza will succeed Jason ​Droege, who has served as interim CEO since June last year. Droege will work with deSouza in the coming months to support the transition, Scale said.

GuruFocus.com22d agoneutral
Banco Bilbao Vizcaya Argentaria SA (BBVA) (Q2 2026) Earnings Call Highlights: Record Profit and ...

For the complete transcript of the earnings call, please refer to the full earnings call transcript. Banco Bilbao Vizcaya Argentaria SA (NYSE:BBVA) delivered record net attributable profit of 3.062 billion in Q2 2026, up 11.4% year-over-year, driven by strong core revenue growth. Loan growth remained robust at 17.7% year-over-year in constant euros, with strong performance in key markets like Spain (7.4%) and Mexico (close to 10%), supported by profitable segments like consumer and credit cards.

⚡Flash Heard: AI Splurge Worries Investors—But Drives Chip Stock Rebound
The Wall Street Journal22d agoneutral
⚡Flash Heard: AI Splurge Worries Investors—But Drives Chip Stock Rebound

The picks and shovels of the AI boom are still hard at work. Alphabet last week and Meta Platforms yesterday raised their capital-spending plans for this year and suggested more was to come in 2027. Microsoft also painted a picture of lavish AI spending ahead last night, although an accounting change resulted in a reduction to its nominal total for the year.

Microsoft (MSFT) Soars, Meta (META) Sinks After Earnings—Here’s Why
Insider Monkey22d agobullish
Microsoft (MSFT) Soars, Meta (META) Sinks After Earnings—Here’s Why

Microsoft Corporation (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) are both spending aggressively to secure leadership in artificial intelligence, yet their latest earnings reports have produced starkly different reactions. Microsoft Corporation (NASDAQ:MSFT) jumped 15% on Thursday after the tech giant reported better-than-expected fiscal fourth-quarter results and issued a better-than-expected outlook for the first quarter of 2027. Meanwhile, Meta […]

Apple Earnings: What to Expect Today
The Wall Street Journal22d agoneutral
Apple Earnings: What to Expect Today

Here are some themes investors will be looking at when Apple reports earnings this afternoon: Will memory costs take a bite out of profits? Analysts are projecting Apple’s product gross margins will come in at 36.

Carvana Sinks on Forecast; Chipotle Raises Guidance | Stock Movers
Bloomberg22d agoneutralVIDEO
Carvana Sinks on Forecast; Chipotle Raises Guidance | Stock Movers

On this episode of Stock Movers: - Carvana (CVNA) is sinking after the online car retailer gave an annual adjusted Ebitda forecast with a midpoint below analyst estimates. - Chipotle (CMG) and Starbucks (SBUX) raised their guidance after stronger-than-expected quarters, with sales bolstered by new menu items and revamped loyalty programs. - Crocs (CROX) shares are sinking after a soft outlook for this quarter pointed to a weak second half, pushing some investors to sell following a big rally in the company's shares this year.

💬Money Quote: Railway Merger Diss
The Wall Street Journal22d agoneutral
💬Money Quote: Railway Merger Diss

📣 "That does not resonate with the customer when you tell them they have fewer options...they have the memories and the trauma of the prior consolidations in this industry. And some of the worst trauma, I'm sorry, [Union Pacific], you caused it.

ICE Reports Strong Second Quarter as Earnings Top Expectations
InvestorsHub22d agoneutral
ICE Reports Strong Second Quarter as Earnings Top Expectations

Intercontinental Exchange Inc. (NYSE:ICE) delivered second-quarter results that exceeded Wall Street’s earnings expectations while matching revenue forecasts, supported by continued growth across each of its three operating divisions.