With earnings season progressing, some 86% of S&P 500 companies have reported a positive profit-per-share surprise for the quarter, which is above the five-year average of 78%, according to John Butters, a senior earnings analyst from FactSet. S&P 500 companies are exceeding their earning per share estimates for the second quarter by 29.2% in aggregate, which is above the five-year average of 7%, FactSet found. The blended earnings growth rate for the quarter, which includes actual earnings and estimates for the index constituents is 50.4%, the highest growth rate since the second quarter 2021's 91.6%.
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United Parcel Service, Inc. (NYSE:UPS) shares surged in premarket trading on July 28 after the package-delivery company reported a second-quarter beat and raised its 2026 outlook. Revenue reached $22.83 billion, above the $21.81 billion consensus estimate, while adjusted earnings of $1.76 per share exceeded the $1.66 estimate. UPS now expects full-year revenue of approximately $91.2 […]
Trustmark has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 8.4% to $48.43 per share while the index has gained 11.7%.
BofA, JPMorgan & Oppenheimer name their top 3 AI stocks. See the $255 Palantir target, $365 Amazon call and $400 Lam Research price target.
A fifth straight quarterly revenue record is the bar -- and the stock climbed 9% on Friday heading into the report.
Paychex’s 21% return over the past six months has outpaced the S&P 500 by 9.3%, and its stock price has climbed to $119.23 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Core Scientific, Inc. (NASDAQ:CORZ) announced a major infrastructure partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) on July 28, giving the chipmaker’s ecosystem access to more than 500 megawatts of U.S. data-center capacity beginning in 2027. The arrangement can expand to 2.5 gigawatts. Core Scientific shares rallied in premarket trading. The agreement is more substantial than […]
MongoDB has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 8.6% to $374 per share while the index has gained 11.7%.
AI spending worries spread like wildfire.
SpaceX’s exclusive commitment to Nvidia signals the chipmaker’s AI leadership is expanding into entirely new markets.
Electrovaya’s fair value estimate has shifted from CA$12.55 to CA$13.99, pointing to an updated price target framework that investors are now parsing more closely. Recent analyst work links this change to fresh attention on the Amazon commercial agreement and progress at the Jamestown, New York facility, which are feeding into revised assumptions around growth and capital deployment. Read on to see how these moving pieces are shaping the current analyst narrative and what to watch as it...
Over the past six months, BGC has been a great trade, beating the S&P 500 by 7.1%. Its stock price has climbed to $10.64, representing a healthy 18.7% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Unusual Machines (NYSEAMERICAN:UMAC) reported second-quarter 2026 operating revenue of more than $16.7 million, up 687% from the prior-year period and 107% sequentially, as enterprise customers accounted for approximately 95% of quarterly sales. The company recorded a GAAP net loss of about $7.8 mi
Taiwan Semiconductor is a fantastic stock pick.
Costco posted eight straight quarters of revenue growth while General Mills clawed back from contraction — a divergence that matters for comparing retail and food stocks.
More than 40% of it went into a single private placement, priced about 1% under what public buyers paid in the same deal.
The company is offering new ways to build audiences and grow follower counts, according to social media researcher Jonah Manzano.
On August 6, Comcast (NASDAQ:CMCSA) Business announced a private wireless deployment at the Annapolis headquarters of Smartlink, a national digital infrastructure firm, combining carrier-grade Neutral Host cellular coverage with a dedicated CBRS private network in one managed platform. It is a small deal in dollar terms, but it points to where Comcast wants growth to […]
CNBC's Jim Cramer just offered his views about how to approach an investment in SpaceX.
Management has revealed that Arc Mainnet will be launched next month.
Apple turned to CXMT for cheaper DRAM, only to discover that even its enormous order volumes no longer guarantee favorable pricing.
Arista has posted eight straight quarters of revenue gains while Arm battled volatility and federal scrutiny.
The movie industry is tracking a record summer at the theaters, trailing 2013’s record domestic ticket sales by just $770 million with more weeks left to catch up.
Zuckerberg’s confirmation of AI compute scarcity strengthens the case for Iren's strategy, positioning it for substantial long-term value.
You can't go anywhere today without hearing people talk about artificial intelligence. AI is seeping into every aspect of our daily lives, for better or worse. No matter what you think about this sea change, there's no denying its existence. It's being incorporated into everything from smartwatches ...
Google Cloud grew revenue 82% during the second quarter, with nearly 90% of the Fortune 100 using the platform.
ServiceNow (NYSE:NOW) has quietly built one of the fastest-growing cybersecurity businesses in the industry, and on August 4, it made that ambition explicit. The company rolled out six new Autonomous Security solutions built to catch and fix threats before they turn into breaches, tied together under what it calls Shift Zero. The timing lines up […]
Centrus Energy (NYSE:LEU) signed a definitive enrichment services contract with X-energy LLC to supply fuel for advanced small modular reactor deployments. The agreement covers both low-enriched uranium and high-assay, low-enriched uranium for an initial batch of X-energy SMRs. Prepayments under the contract support Centrus Energy's domestic commercial enrichment expansion and capital program. The deal underscores Centrus Energy's role in the growing market for reliable, carbon-free nuclear...
Tim Cook's 15-year tenure has proven to be one of the best in corporate history.
Procter & Gamble (NYSE:PG) is buying its way into wellness. On August 4, L Catterton announced it had signed a definitive agreement to sell Thorne, a science-backed health and wellness brand, to Procter & Gamble for $3.8 billion in cash. The deal lands a day after an August 3 analysis flagged a fiscal 2027 earnings […]