Actualités

Sandisk and Micron are now generating around 80 cents of gross profit for every dollar of revenue. That compares to a wide range historically, from single digits to around 60 cents on the dollar. That seems unsustainably high for companies in the very expensive business of physically manufacturing chips, but AI demand is changing the game.

When CoreWeave reports Q1 earnings, analysts expect a bigger loss amid booming revenue growth. But other financial metrics may move CoreWeave stock.

Disney cleared Q2 estimates early Wednesday, driven by solid revenue growth and a spike in profits for Disney+, Hulu. Disney stock pops.

FEATURE Corning and Nvidia are forming a partnership to drastically expand U.S. fiber and optical connectivity production, the companies announced Wednesday. Shares of Corning, the glassmaker, jumped 15% in premarket trading.

Bruker (BRKR) delivered earnings and revenue surprises of +33.62% and +2.91%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com -- Kraft Heinz Company (NASDAQ:KHC) reported first-quarter results that exceeded analyst expectations, sending shares higher in pre-market trading.

First-quarter sales of the oral Wegovy pill hit $353 million, more than double analyst expectations, as the company lifted its full-year outlook

Uber stock jumped early Wednesday after the ride-hailing and food-delivery company reported mixed first-quarter results.

Nike stock has fallen far from its 2021 high, but has it hit the bottom yet?

(Bloomberg) -- Lucid Group Inc. shares slid after the electric-vehicle maker suspended full-year production guidance while its new chief executive officer works to align output with a challenging EV demand environment.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs

Investing.com -- Uber Technologies shares jumped in Wednesday premarket trading after the ride-hailing and delivery giant posted first-quarter earnings that beat analyst estimates.

Disney exceeded most expectations for the second quarter, driven by strength in streaming and its U.S. theme parks that offset fewer visits by international travelers. The Walt Disney Co. had cautioned in February that in the second quarter its Experiences division, which includes its theme parks, would likely see modest operating income growth due in part to a decline in visits from international tourists to the U.S. There’s been a drop in foreign visitors to the U.S. attributed to several factors, including President Donald Trump’s return to the White House, tariffs, an immigration crackdown and repeated jabs about the U.S. possibly trying to acquire Canada and Greenland.

Tesla stock rose early Wednesday as the electric-vehicle maker recalled 218,868 cars to correct a rearview camera issue. Tesla shares were up 0.4% at $390.80, while and futures were up 0.8% and 0.9%, respectively. Benchmark oil prices were down 8% at just over $101 per barrel in early trading.

In its latest earnings report, the Danish drugmaker said sales and profit should shrink less than the company originally anticipated thanks to strong prescription numbers for its new obesity pill.

The ride-hailing company reports better-than-expected earnings and gross bookings in the first quarter.

Kraft Heinz reported slightly higher first-quarter sales as it implements a strategy to turn around its business and return to growth before resuming a potential split into two separate companies.

Investing.com -- Walt Disney Co. (NYSE:DIS) reported second-quarter results that exceeded Wall Street expectations, driven by stronger-than-expected streaming revenue and solid performance at its theme parks.

Oscar Health (OSCR) delivered earnings and revenue surprises of +71.07% and -5.02%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Find insight on Wolters Kluwer, Infineon Technologies, ZZZ and more in the latest Market Talks covering Technology, Media and Telecom.

The fast-food parent posted adjusted EPS of 86 cents and revenue of $2.26 billion, both above Wall Street expectations

Burger King-owner Restaurant Brands International reported sharply higher profit and rising revenue in the first quarter.

Chipmakers are the most actively traded U.S. stocks ahead of the opening bell, setting the stage for another tech-led rally. In recent premarket action: Intel (INTC) is the most traded stock by volume, according to Dow Jones Market Data, and is up about 6%.

Investing.com -- Restaurant Brands International reported first-quarter earnings per share of $0.86, topping analyst estimates of $0.83. Revenue came in at $2.26 billion, against a consensus estimate of $2.24 billion.

Clear Secure (YOU) delivered earnings and revenue surprises of +7.56% and +3.38%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

EVE (NYSE:EVEX) executives on the company’s first-quarter 2026 earnings call highlighted progress in flight testing for its full-scale engineering prototype, ongoing certification work with regulators, and a strengthened liquidity position that management said should fund operations through 2028. E

Energy Transfer (NYSE:ET) reported higher first-quarter 2026 earnings as management pointed to strong operations and record volumes across multiple parts of its midstream system, while also raising full-year guidance on the back of what it described as broad-based outperformance. First-quarter resu

Eaton (NYSE:ETN) reported first-quarter 2026 results that management described as a solid start to the year, pointing to accelerating demand, record backlog levels, and raised full-year organic growth and earnings guidance. Chief Executive Officer Paulo Ruiz said rolling 12-month orders increased ac

Emerson Electric (NYSE:EMR) reported second-quarter fiscal 2026 results that executives said reflected resilient demand and strong profitability, even as operations in the Middle East were disrupted by a regional conflict that weighed on sales. Management also updated full-year guidance to incorpora

(Bloomberg) -- Uber Technologies Inc. provided a better-than-expected forecast for bookings, signaling that robust demand from US commuters and travelers will offset impact from geopolitical tensions in the Middle East. Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weigh

(Bloomberg) -- Companies are selling new debt in Europe at the busiest pace ever on Wednesday, storming into the market after earnings to lock in funding while borrowing costs remain low.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testing