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Companies Have Rarely Had Such Great Expectations
The Wall Street Journal1d agoneutral
Companies Have Rarely Had Such Great Expectations

Both earnings growth and the “surprise ratio,” the share of companies exceeding analyst expectations, are near historic highs. What’s more important is how many companies are upbeat about the future. Luckily, analysts at Bespoke Investment Group keep track of such things.

Reddit Shares Pop Before S&P 500 Inclusion
The Wall Street Journal1d agoneutral
Reddit Shares Pop Before S&P 500 Inclusion

Two years after going public, social-media platform Reddit is joining the S&P 500. It will replace AvalonBay Communities, a real-estate investment trust that is being bought by fellow S&P 500 member Equity Residential, creating a vacancy in the index. Reddit will take AvalonBay's spot before trading opens on Aug. 18, S&P Dow Jones Indices said after Thursday's close.

Alphabet's SpaceX bet grows 100-fold over a decade to $94 billion
Reuters1d agoneutral
Alphabet's SpaceX bet grows 100-fold over a decade to $94 billion

Alphabet's early bet on SpaceX has multiplied more than 100-fold, with the Google parent disclosing a stake worth about $94 billion at the end of June compared with the $900 million investment it said ‌it made in Elon Musk's rocket company in 2015. Alphabet has emerged as by far the largest single institutional holder of SpaceX ‌following its $86 billion IPO in June, according to a Reuters analysis of quarterly filings made public so far. The filings shed new light on the scale of positions acquired by ​SpaceX's backers as the company transitioned from a closely held startup to a publicly traded giant.

5 Insightful Analyst Questions From CDW’s Q2 Earnings Call
StockStory1d agoneutral
5 Insightful Analyst Questions From CDW’s Q2 Earnings Call

CDW delivered revenue and non-GAAP earnings per share above Wall Street expectations in Q2, supported by robust demand for AI infrastructure and modernization projects across its Commercial, Government, and International segments. However, the market reacted negatively following the results, with management pointing to a pronounced shift in customer spending towards large-scale hardware and cloud investments that exerted pressure on gross margins. CEO Christine Leahy noted, “Customers are still

Alithya Group Q1 Earnings Call Highlights
MarketBeat1d agoneutral
Alithya Group Q1 Earnings Call Highlights

Alithya Group (TSE:ALYA) reported lower first-quarter revenue and profitability as longer client decision-making and project conversion cycles reduced utilization, while management said its pipeline of late-stage opportunities continued to build. Revenue for the quarter totaled CAD 105.1 million, d

Applied Materials slips as investors seek faster growth after stellar run
Reuters1d agoneutral
Applied Materials slips as investors seek faster growth after stellar run

Applied Materials shares fell about 5% in premarket trading on Friday, as the ‌chip equipment maker's upbeat outlook failed to ‌soothe investors worried about the threat from intensifying competition. The muted reaction ​illustrates the high bar chip stocks have to clear and suggests that investors have little tolerance for any hint that a company may be falling behind peers. After a ‌sharp rally that ⁠has more than doubled Applied's shares this year, investors want clearer signals that the ⁠company's growth is outpacing rivals in the wafer-fab-equipment market.

S&P Closes at New Record — Thursday Recap
The Wall Street Journal1d agoneutral
S&P Closes at New Record — Thursday Recap

Stocks hit new highs. The S&P 500 gained 0.65% to a new all-time high. The Nasdaq ended up 0.8% and the Dow rose 69.7 points, or 0.1%. Another inflation reading came in cool. The producer-price index, which measures wholesale prices, was flat in July after falling by 0.

BUDA Q2 Earnings Call Highlights
MarketBeat1d agoneutral
BUDA Q2 Earnings Call Highlights

BUDA (NYSEAMERICAN:BUDA) reported second-quarter revenue growth of 26.4% as its core beverage business expanded organically and the company began selling products in 246 Walmart stores across nine states. The company also introduced its Ultra Fresh dressings line, although startup costs associated w

KULR Technology Group Q2 Earnings Call Highlights
MarketBeat1d agoneutral
KULR Technology Group Q2 Earnings Call Highlights

KULR Technology Group (NYSEAMERICAN:KULR) reported second-quarter 2026 revenue of $2.1 million, a significant decline from both the prior-year period and the first quarter, as supply-chain bottlenecks, execution constraints and delayed production capacity affected deliveries of its battery products.

JPMorgan Debanked Polymarket Last Year, Maintains Ties amid IPO Plans
CoinGape1d agoneutral
JPMorgan Debanked Polymarket Last Year, Maintains Ties amid IPO Plans

Wall Street banking giant JPMorgan ended its relationship with Polymarket last year, forcing the prediction market to find a new lender amid growing regulatory scrutiny. However, the bank has maintained other business ties amid a potential Polymarket IPO in the future. Ad Ad JPMorgan Terminated Banking Ties with Polymarket JPMorgan informed Polymarket in October last

5 Revealing Analyst Questions From eBay’s Q2 Earnings Call
StockStory1d agoneutral
5 Revealing Analyst Questions From eBay’s Q2 Earnings Call

eBay’s second quarter results were met with a negative market reaction despite surpassing Wall Street expectations for both revenue and non-GAAP profit. Management pointed to strong execution in focused categories, such as collectibles and fashion, as well as significant growth in the consumer-to-consumer (C2C) and recommerce segments. CEO Jamie Iannone highlighted that over 70% of gross merchandise volume (GMV) came from these strategic priorities, with each growing more than 20% year-over-year

Securitize Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Securitize Q2 Earnings Call Highlights

Securitize (NYSE:SECZ) reported second-quarter 2026 revenue of $14.4 million, down 5% from a year earlier, as lower tokenization revenue offset continued growth in asset-servicing revenue. The company, which recently became publicly traded, also reduced its full-year revenue outlook to $70 million t

Pershing Square Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Pershing Square Q2 Earnings Call Highlights

Pershing Square (NYSE:PS) held its first earnings call as a public company, with Chairman and CEO Bill Ackman emphasizing the firm’s strategy of generating growth through the compounding value of its existing investment portfolios while selectively launching new vehicles. Ackman said the firm’s per

Pan American Silver Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Pan American Silver Q2 Earnings Call Highlights

Pan American Silver (NYSE:PAAS) reported second-quarter 2026 attributable free cash flow of $344 million and returned a record $300 million to shareholders through share repurchases and dividends, while maintaining its full-year operating outlook for silver and gold production and costs. President

NU Q2 Earnings Call Highlights
MarketBeat1d agoneutral
NU Q2 Earnings Call Highlights

NU (NYSE:NU) reported second-quarter 2026 net income of $1.1 billion, its first quarter above the $1 billion mark, as customer growth, deeper engagement and expanding credit income supported profitability. Net income rose 49% year over year and 17% sequentially, while return on equity reached a reco