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Fortinet (NASDAQ:FTNT) reported second-quarter 2026 results that exceeded the high end of its guidance, with billings rising 33% year over year to $2.37 billion and total revenue increasing 26% to $2.05 billion. Product revenue grew 52% to $773 million, while service revenue rose 14% to $1.27 billi
ARM (NASDAQ:ARM) reported record first-quarter fiscal 2027 results, with revenue rising 22% year over year to $1.29 billion as demand for its computing platform expanded across cloud AI infrastructure, edge devices and physical AI applications. Chief Executive Officer Rene Haas said the company del
U.S. equity futures were little changed on Wednesday as investors digested Microsoft, Meta and Qualcomm earnings and the Federal Reserve’s decision.
While the top- and bottom-line numbers for Microsoft (MSFT) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
What is the best mix of power generation to build and use in the years ahead? For U.S. integrated electric utilities balancing reliability, affordability, and state and federal policy, resource plans are the answer. But like with any model, these plans are only as robust as the information that is fed into them. Investors are […]
Moby summary of OneMain Holdings, Inc.'s Q2 2026 earnings call
<body><p>STORY: Wall Street ended sharply lower on Wednesday, with the Dow tumbling more than two percent, the S&P 500 shedding one-and-a-half percent and the Nasdaq falling one-and-three-quarters percent.</p><p>:: Archive</p><p>The Fed's widely expected decision to leave interest rates unchanged drew dissents from three of the 12 members of the central bank's policy-setting committee, who would have "preferred" a quarter-percentage-point hike at Wednesday's meeting.</p><p>Eric Diton is president and managing director of The Wealth Alliance.</p><p>"That's telling you the Fed here is not in agreement. Three dissenters is a lot. And it's clear that we are getting closer and closer to a rate hike. And the markets are handicapping that. So, I think going forward I would expect a rate hike probably in September, certainly by December. I think that’s where we are heading.”</p><p>Meanwhile, investors continued to worry about Big Tech companies funneling billions of dollars into AI at the expense of free cash flow.</p><p>Case in point: shares of Meta fell more than 9% in extended trading after the social media company hiked its forecast for 2026 capital expenditure.</p><p>But shares of another Magnificent 7 tech giant climbed in extending trading. Microsoft rose about 2% after topping Wall Street estimates for quarterly cloud revenue growth, a sign its massive spending on AI infrastructure was paying off.</p><p>:: Microsoft</p><p>:: Archive</p><p>AI-related chipmakers added to recent losses after a sixfold jump in SK Hynix's quarterly profit fell short of lofty investor expectations. </p></body>
The chipmaker topped revenue estimates, but cautious guidance, supply constraints, and Apple headwinds weighed on investor sentiment.
(Bloomberg) -- A bipartisan group of US senators urged Apple Inc. to abandon any efforts to buy chips from blacklisted Chinese semiconductor suppliers CXMT Corp. and Yangtze Memory Technologies Co., warning that the iPhone maker risked becoming reliant on a US adversary for crucial components.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates Ag
Moby summary of SoFi Technologies, Inc.'s Q2 2026 earnings call
Equinix shares fell 3% on Wednesday as soft third-quarter forecast overshadowed a raised full-year and long-term outlook. Here are some details: • For the third quarter, Equinix expects revenue of $2.53 billion to $2.58 billion, the midpoint of which is below analysts' estimate of $2.58 billion. Equinix raised its forecast for 2026 revenue to a range of $10.21 to $10.29 billion, from $10.14 billion to $10.24 billion.
Every investor has felt this jolt. A stock is sliding, and then an executive’s name shows up in a regulatory filing next to a stock sale. The instinct is to assume leadership knows something the market does not. Micron Technology CEO Sanjay Mehrotra just handed shareholders that exact moment. He ...
Despite record quarter, the used-car retailer missed Wall Street expectations; shares slumped as much as 15%.
Moby summary of Mechanics Bank's Q2 2026 earnings call
Teladoc (TDOC) delivered earnings and revenue surprises of +12.50% and -1.26%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Sensata (ST) delivered earnings and revenue surprises of +5.38% and +2.76%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Modine (MOD) delivered earnings and revenue surprises of +20.47% and -0.17%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Kinross Gold (KGC) delivered earnings and revenue surprises of +7.58% and -1.98%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
FTAI Aviation (FTAI) delivered earnings and revenue surprises of -14.39% and +10.91%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Ethan Allen (ETD) delivered earnings and revenue surprises of +5.88% and +0.04%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
CVR (CVI) delivered earnings and revenue surprises of +88.89% and +26.33%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
DMC Global (BOOM) delivered earnings and revenue surprises of +126.67% and +5.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Agnico (AEM) delivered earnings and revenue surprises of +5.54% and -1.56%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
The Fed monetary policy decision today kept interest rates steady once again, with turbulence to follow during Fed Chair Warsh's presser.
Microsoft reported that revenue from its Azure cloud business surpassed $100 billion for the first time in fiscal year 2026, which ended in June. The disclosure was notable because Microsoft historically doesn’t break out revenue for that business, making it difficult to compare it with rivals Amazon Web Services and Google Cloud.
Some stock drops look like bad news on the surface. Some are, yes, but some also tell a completely different story underneath. And I think American Express (AXP) investors have been handed the latter. The payments giant beat earnings expectations, raised its full-year revenue guidance, and reported ...
Under the agreement, Johnson & Johnson would make total initial payments of $785 million, and has the exclusive option to acquire Sail for $2.58 billion.
Moby summary of Old Dominion Freight Line, Inc.'s Q2 2026 earnings call
An update on the company’s AI spending plans and the shrinking of free cash flow to less than $1 billion heightened scrutiny on the cost of its infrastructure build-out.
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