Updated September 10, 2026
Subscribe
REGULATORYRUM Group targets full Northern Data ownership with German squeeze-out noticeENERGYGlobal bond sell-off reignites with US Treasury auction in focusENERGYSiller family to retrace 9/11 hero's tunnel run as Tunnel to Towers marks 25 yearsWORLDTrump's $5,000 dividend promise is conditional on a midterm outcome Republicans aren't guaranteed to winREGULATORYHawthorn Bancshares loses board director Jonathan Holtaway, a specialist in community bank valuation and M&AREGULATORYPsychosis plea faces a premeditation problem in Illinois toddler murder caseREGULATORYRUM Group targets full Northern Data ownership with German squeeze-out noticeENERGYGlobal bond sell-off reignites with US Treasury auction in focusENERGYSiller family to retrace 9/11 hero's tunnel run as Tunnel to Towers marks 25 yearsWORLDTrump's $5,000 dividend promise is conditional on a midterm outcome Republicans aren't guaranteed to winREGULATORYHawthorn Bancshares loses board director Jonathan Holtaway, a specialist in community bank valuation and M&AREGULATORYPsychosis plea faces a premeditation problem in Illinois toddler murder case
Coverage

Earnings

86 stories on the Earnings beat — filed by the NewsNovo desk.

Earnings

Sorted by most recent
01
Earnings

1-800-Flowers.com posts wider Q4 loss and guides fiscal 2027 EBITDA well short of analyst expectations

The case for 1-800-Flowers.com (NASDAQ:FLWS) rests on a transformation story. What complicates it is that the unit economics behind that story deteriorated across every major segment in the fiscal fourth quarter…

Bianca Ferro · 2 min · September 10, 2026

Read story
02
Earnings

Intel retreats 6% after a 188% run as rising yields reprice the chip sector

Intel (NASDAQ: INTC) shed 6% to $99.67 in early Thursday trading, giving back part of a 188% year-to-date advance on no new company-specific catalyst. The tension worth watching: the unit economics behind that run…

Bianca Ferro · 2 min · September 10, 2026

Read story
03
Earnings

Vince Posts Revenue Gain but Net Income Falls as Tariff Refunds Inflate the Headline

Net sales at Vince climbed 11.7 percent to $81.8 million in the three months ended Aug. 1, and the company raised its full-year sales and earnings-per-share outlook. The headline adjusted operating income figure, $16.4…

Emmett Donovan · 2 min · September 10, 2026

Read story
04
Earnings

Ben Shelton beats Alcaraz to set up the American men's tennis semifinal 23 years in the making

Ben Shelton finished off Carlos Alcaraz at 3:33 a.m. Wednesday morning in the latest match in U.S. Open history, completing a draw already cleared of its heavyweights: Jannik Sinner had withdrawn pre-tournament with a…

Bianca Ferro · 2 min · September 9, 2026

Read story
05
Earnings

OpenAI's new board appointment comes with a warning the company may not want to hear

A governance move that reads as a credibility play carries an embedded contradiction. Paul Christiano, a top US official named to OpenAI's non-profit board, has warned that advanced artificial intelligence

Bianca Ferro · 2 min · September 9, 2026

Read story
06
Earnings

Naomi Osaka's US Open fashion rebuttal and the Iverson problem

The stated position is indifference to the critics. Naomi Osaka made that clear on Instagram Threads after losing to Elena Rybakina in the fourth round of the 2026 U.S. Open. What complicates the position: she was moved…

Emmett Donovan · 2 min · September 9, 2026

Read story
07
Earnings

Elly De La Cruz fires 105.3 mph relay throw to nail Hernández at home, second fastest in Statcast history

Elly De La Cruz delivered a 105.3 mph relay throw to cut down Teoscar Hernández at the plate Tuesday at Dodger Stadium, the second-fastest outfield throw resulting in an assist since Statcast began tracking in 2015. The…

Emmett Donovan · 2 min · September 9, 2026

Read story
08
Earnings

Memory's moment: the case for Micron in a $1.5 trillion chip cycle

The semiconductor industry is projected to reach $1.5 trillion in revenue this year, with memory chips supplying the majority of that growth. Micron is the company at the center of this trade. What the projection doe

Theo Sandoval · 2 min · September 8, 2026

Read story
09
Earnings

Nvidia's earnings test and the margin that matters

Nvidia is expected to report quarterly revenue of approximately $92 billion when it announces results Wednesday, roughly 100 percent above the same period a year ago, and above management's own guidance of $91 billion…

Farida Karam · 2 min · September 8, 2026

Read story
10
Earnings

International grocery stores are pulling in $55.8 billion a year. Savings depend on what's in your cart.

International supermarkets and small grocery stores took in $55.8 billion in 2024, according to IBISWorld data reported by the Associated Press in August 2025, and the sector has grown roughly 3% annually since 2019…

Cassandra Ilic · 2 min · September 8, 2026

Read story
11
Earnings

MiniMed posts 16% organic revenue growth in Q1 but margin optics cloud the read

The case for MiniMed (MMED) after its fiscal first-quarter print is straightforward: $843 million in revenue, 16% organic growth, and a product pipeline executing ahead of schedule. What complicates it is a 9.9%…

Bianca Ferro · 3 min · September 8, 2026

Read story
12
Earnings

Jacobs Solutions Backlog Hits $28.9B as Guidance Rises for Third Straight Quarter

Jacobs Solutions (NYSE: J) closed its fiscal third quarter with a record $28.9 billion backlog, gross revenue up 34.5% year over year to $4.1 billion, and a third consecutive full-year guidance

Emmett Donovan · 2 min · September 8, 2026

Read story
13
Earnings

Lamar Advertising raises full-year guidance as organic growth outpaces deal math

Lamar Advertising Company (NASDAQ: LAMR) posted second-quarter net revenues of $616.7 million on August 6, up 6.5% from $579.3 million a year earlier, and raised its full-year diluted adjusted funds from operations per…

Emmett Donovan · 2 min · September 8, 2026

Read story
14
Earnings

The longevity industry's biggest promise may be its weakest claim

The case for high-end longevity interventions, peptides, cold plunges, high-tech wearables, has a unit-economics problem. Dr. Annu Navani, chief medical officer at Le Reve Wellness in San Jose, California, and founder…

Bianca Ferro · 2 min · September 8, 2026

Read story
15
Earnings

Greg Abel's AI pivot puts Berkshire Hathaway's identity at stake

The case for Berkshire Hathaway (NYSE: BRKA, BRKB) under Greg Abel is simple: a CEO willing to treat artificial intelligence as a genuine growth opportunity could find value that Warren Buff

Emmett Donovan · 2 min · September 7, 2026

Read story
16
Earnings

SoFi raised revenue guidance and the stock sold off. The market may have missed the point.

The best quarter in SoFi Technologies' (NASDAQ: SOFI) history produced a nearly 10% stock decline. Management raised its full-year revenue guidance and the stock fell anyway, though it has

Farida Karam · 2 min · September 7, 2026

Read story
17
Earnings

Murphy USA second-quarter earnings jump on fuel margins, but guidance points to a softer second half

Murphy USA (NYSE: MUSA) earned $11.27 per diluted share in the second quarter, against $7.36 in the year-ago period, making the case that a network of gas stations and convenience stores can generate serious earnings…

Farida Karam · 2 min · September 6, 2026

Read story
18
Earnings

High coffee intake linked to lower bone density in older women, Flinders University study finds

A study of nearly 10,000 older women has linked heavy coffee consumption to lower bone mineral density, a finding complicated by one detail: moderate intake carries no such penalty, and the same researchers found that…

Emmett Donovan · 2 min · September 5, 2026

Read story
19
Earnings

Pentagon pulls testosterone screening guidance one day after publication, citing need for updates

The Pentagon published its clinical framework for mandatory testosterone screening on September 2 and withdrew it the following day, taking down an accompanying spokesperson statement with it. The official explanation…

Farida Karam · 2 min · September 5, 2026

Read story
20
Earnings

Zegna's Direct Channel Win Hides a Messier Profit Story

First-half 2026 revenues at Ermenegildo Zegna Group (NYSE: ZGN) reached €987.3 million, growing 9.3% organically, with direct-to-consumer now making up 86% of branded revenue. Headline profit slid to €28.4 million from…

Cassandra Ilic · 2 min · September 5, 2026

Read story
21
Earnings

USC's two-game attendance stretch hasn't answered the question it raised

USC football's crowd problem is real, and it isn't resolved yet. The No. 14-ranked Trojans drew another thin house for their Friday night home opener against the Fresno State Bulldogs at the Los Angeles Memorial…

Theo Sandoval · 2 min · September 5, 2026

Read story
22
Earnings

Trent Thornton's dugout meltdown raises the stakes in a Cubs-Brewers series the Cubs are losing

Trent Thornton looked like a reliever who knew his line wasn't going to hold. After walking Joey Ortiz and surrendering singles to Cooper Pratt and Jackson Chourio in the fifth inning Wednesday night at Wrigley Field…

Bianca Ferro · 2 min · September 4, 2026

Read story
23
Earnings

Lululemon falls 15% as earnings miss and sales slowdown deepen turnaround doubts

Lululemon's stock dropped 15% after the company reported another quarter of disappointing results alongside a weaker outlook. The headline number is bad enough. The harder question is whether the accompanying sales…

Farida Karam · 2 min · September 3, 2026

Read story
24
Earnings

ChargePoint CEO calls 50% stock surge 'the beginning of the momentum'

A 50% stock rally can mean two very different things: a turnaround confirmed, or a move that prices in optimism before the proof is in. ChargePoint's chief executive is making the first argument, describing the surge as…

Farida Karam · 2 min · September 3, 2026

Read story
25
Earnings

Campbell's shares drop 6% as fiscal 2027 guidance misses Wall Street by wide margin

Campbell's Company (NASDAQ: CPB) fell 6.2% on Thursday after the food manufacturer projected fiscal 2027 adjusted earnings per share of $1.65 to $1.80, a midpoint that sits 9% below the analyst consensus of $1.90. The…

Cassandra Ilic · 2 min · September 3, 2026

Read story
26
Earnings

Nvidia stock rally tests a broader demand thesis

Nvidia's stock is climbing, and the thesis investors are buying is that AI hardware demand is widening past the handful of hyperscalers that have driven the trade. What complicates it is that the most concrete evidence…

Cassandra Ilic · 2 min · September 3, 2026

Read story
27
Earnings

MiniMax's 280% Revenue Growth at Half the R&D Rate Puts AI Infrastructure Stocks on Defense

A private Chinese AI lab delivered numbers at a Goldman Sachs conference on Monday that complicate the most crowded trade in American equity markets. MiniMax co-founder Yeyi Yun said first-half revenue grew more than…

Bianca Ferro · 3 min · September 2, 2026

Read story
28
Earnings

GameStop's revenue drop obscures a more complicated earnings picture

The revenue line is falling at GameStop. The income story is not, and that gap is the real development ahead of full second-quarter results due 8 September 2026. The company has projected net sales of $780m to $800m for…

Farida Karam · 2 min · September 1, 2026

Read story
29
Earnings

Shopify Falls 4% as Profit Taking Follows 18% Monthly Run, eBay and Etsy Slip

Shopify (NASDAQ: SHOP) is down 4% to $147.24 in Monday midday trading, giving back gains after an 18% run over the past month. The tension in that setup: the August advance had genuine fundamentals behind it, and…

Emmett Donovan · 2 min · September 1, 2026

Read story
30
Earnings

Blue Voice raises $6M for legal AI pitched as a Harvey for law enforcement

The Harvard Law dropout behind Blue Voice has raised $6 million in seed funding to build what the company calls a Harvey for police officers, an app that provides real-time legal and policy guidance

Emmett Donovan · 2 min · September 1, 2026

Read story
31
Earnings

Blue Voice banks $6M to bring real-time legal guidance to police officers

A Harvard Law dropout has raised $6M for Blue Voice, an app that delivers real-time legal and policy guidance to police officers, with SignalFire and Las Olas VC leading the seed round. The case for the product is…

Bianca Ferro · 2 min · September 1, 2026

Read story
32
Earnings

Kelly Osbourne says grief left her too unwell to absorb the scrutiny that followed Ozzy's death

The claim is simple enough: public body-shaming directed at Kelly Osbourne intensified after her father Ozzy Osbourne died, and she endured months of it before pushing back. What complicates the picture is the account…

Farida Karam · 2 min · August 31, 2026

Read story
33
Earnings

Micron Technology's September Problem: Earnings Date Falls in the Market's Worst Month

Micron Technology (NASDAQ: MU) enters September with fiscal 2026 fourth-quarter results due on the 30th, and the month sets up as a contest between improving fundamentals and a seasonal pattern that has worked against…

Farida Karam · 2 min · August 31, 2026

Read story
34
Earnings

Jim Cramer says Nvidia and Salesforce earnings dismantled two bear narratives

The bear cases had momentum. Then the earnings arrived. CNBC's Jim Cramer said strong results from Nvidia and Salesforce shattered two distinct narratives that had been weighing on both stocks. The case Cramer is mak

Farida Karam · 2 min · August 30, 2026

Read story
35
Earnings

The AI earnings sweep that rebukes zero-sum thinking

The working assumption going into this earnings cycle was that the AI buildout would eventually start picking sides. Salesforce, CrowdStrike, and Nvidia each faced significant investor tests this week. All three crushed…

Farida Karam · 2 min · August 30, 2026

Read story
36
Earnings

AI threat spending lifts Okta 20% and CrowdStrike 15% as cybersecurity demand accelerates

Okta's stock surged 20% and CrowdStrike's climbed 15%, a paired print that makes a direct case for AI as a structural driver of enterprise security budgets. The complication is that earnings tailwinds of this magnitude…

Cassandra Ilic · 2 min · August 27, 2026

Read story
37
Earnings

Nvidia guides for 70% revenue growth, leads chip stock rally after earnings beat

Nvidia's premarket shares surged 7%, pulling chip stocks broadly higher after the company reported strong earnings and projected that revenue would rise 70% in the next fiscal year. The case for the rally writes itself…

Cassandra Ilic · 2 min · August 27, 2026

Read story
38
Earnings

Dick's Sporting Goods falls nearly 15% after second-quarter miss

Dick's Sporting Goods tumbled nearly 15% on Tuesday after the retailer reported second fiscal quarter results that fell short of Wall Street expectations. The company described the footwear market as challenging. A…

Bianca Ferro · 2 min · August 26, 2026

Read story
39
Earnings

Dick's Sporting Goods falls 30% after fiscal second-quarter miss

Dick's Sporting Goods stock fell 30% on Tuesday after the retailer reported fiscal second-quarter earnings that missed Wall Street expectations. The company pointed to what it called a "challenging" footwear market…

Farida Karam · 2 min · August 26, 2026

Read story
40
Earnings

Tadalafil raises glaucoma risk by 22%, British Ophthalmology study finds

The case for tadalafil has long been clear: proven efficacy for erectile dysfunction and enlarged prostate symptoms, backed by decades of clinical use. A study now published in the British Journal of Ophthalmology…

Farida Karam · 2 min · August 23, 2026

Read story
41
Earnings

Nvidia earnings, Kevin Warsh's Jackson Hole debut, and tariffs converge on a stock market rally that hasn't healed

The stock market rally took damage last week and recovered only partially by Friday, setting a fraught backdrop as Dow Jones futures, S&P 500 futures, and Nasdaq futures open Sunday evening into a week that stacks…

Cassandra Ilic · 2 min · August 23, 2026

Read story
42
Earnings

Target's 3.8% comp gains look convincing. The valuation math is harder to argue.

Target (NYSE: TGT) posted same-store sales growth of 3.8% year-over-year and a 5.3% lift in total top-line revenue for the quarter ending in early August, its second consecutive strong print after a long string of…

Emmett Donovan · 2 min · August 23, 2026

Read story
43
Earnings

Golar LNG orders a fourth FLNG unit as supply anxiety mounts over Qatar disruption

The case for Golar LNG (GLNG) as the default solution for stranded-gas monetization is harder to dismiss after Thursday's fourth-unit order announcement. The complication: a $2.45 billion capital commitment lands…

Emmett Donovan · 2 min · August 21, 2026

Read story
44
Earnings

LSI Industries posts record fiscal 2026 sales as Royston margin drag sets up a tougher first half

LSI Industries (NASDAQ: LYTS) recorded full-year net sales of $689 million for fiscal 2026, a 20% gain from the prior year and a company record, while adjusted EBITDA climbed 28% to nearly $70 million. The complication…

Theo Sandoval · 3 min · August 21, 2026

Read story
45
Earnings

Walmart drops on earnings miss as Merck's cancer vaccine divides analysts

Two stories are sitting on the tape Thursday, and neither resolves the way the surface read suggests. Walmart is selling off after reporting earnings that came in below expectations. Merck delivered what analysts are…

Farida Karam · 2 min · August 20, 2026

Read story
46
Earnings

Alibaba shares volatile as AI spending triggers 75% net income collapse

Alibaba posted a 75% drop in net income for the June quarter, with AI spending as the stated driver. The company's U.S.-listed shares turned volatile in premarket trading on the news. The tension is straightforward…

Emmett Donovan · 2 min · August 20, 2026

Read story
47
Earnings

California's billionaire tax push runs into a taxpayer exodus already in progress

California is heading toward a November ballot vote on a one-time 5% wealth tax targeting residents worth more than $1 billion, even as IRS data show the state is already losing taxpayers and income at significant…

Theo Sandoval · 2 min · August 16, 2026

Read story
48
Earnings

Watson outperforms Sanders and Gabriel in Browns preseason return, but the competition sets a low floor

Deshaun Watson completed 11 of 15 passes in his first NFL appearance since suffering back-to-back Achilles tears in 2024 and early 2025, and Cleveland Browns head coach Todd Monken declared the performance high-level…

Bianca Ferro · 2 min · August 16, 2026

Read story
49
Earnings

Cisco beats estimates and still loses the market

Cisco's quarterly results cleared both the earnings and revenue bar. The stock fell anyway. When a company tops every published estimate and still trades lower, the read-through is that the market had priced in…

Cassandra Ilic · 2 min · August 12, 2026

Read story
50
Earnings

July CPI lands on target as CoreWeave signals booming Nvidia demand

The July Consumer Price Index came in line with forecasts, removing one source of uncertainty for markets. CoreWeave's earnings report added a different kind of signal on Wednesday: demand for Nvidia chips is booming…

Farida Karam · 2 min · August 12, 2026

Read story
51
Earnings

Sonos FCC filing points to Ace Ultra headphones coming this fall

An FCC filing from Sonos, Inc. shows a new pair of wireless headphones is in development, carrying the model number S52A. A diagram submitted as part of the filing depicts what appears to be an ear cup, labeled "Sonos…

Theo Sandoval · 2 min · August 12, 2026

Read story
52
Earnings

Indiana Fever claim Eastern Conference lead on Mitchell's 28 points as a third-quarter wobble raises the real question

Indiana Fever moved to the top of the WNBA Eastern Conference on Tuesday, beating the New York Liberty 106-92 for their seventh win in nine games. The case for Indiana as the conference's front-runner is now in the…

Farida Karam · 2 min · August 12, 2026

Read story
53
Earnings

Treasury guidance opens Trump Accounts to pretax payroll contributions and employer matches

Pretax payroll contributions to a child's Trump Account are now within reach for parents, after the U.S. Department of the Treasury issued guidance that could also allow employers to match those contributions. The case…

Bianca Ferro · 2 min · August 11, 2026

Read story
54
Earnings

DSA's wealth-tax vagueness hands critics a clean line of attack

Taxing the hell out of millionaires is the Democratic Socialists of America's stated goal. The movement's co-chair, Megan Romer, could not say at what rate when pressed on "The New Yorker Radio Hour" Friday, a gap that…

Farida Karam · 2 min · August 10, 2026

Read story
55
Earnings

Airbnb credits AI for growth revival as earnings beat sends stock up 15%

Airbnb shares jumped 15% after an earnings beat, and CEO Brian Chesky pointed to artificial intelligence as the engine behind the improvement. The case for that reading is more interesting for the admission buried…

Bianca Ferro · 2 min · August 9, 2026

Read story
56
Earnings

Prediction markets get their earnings moment

Earnings season has started producing something new for the buy-side: a recurring, company-reported lens on prediction markets. DraftKings and Flutter Entertainment are among the operators whose most recent quarterly…

Bianca Ferro · 2 min · August 9, 2026

Read story
57
Earnings

Orion's Specialty Segment Posts Best Quarter Since 2022. Rubber Is the Problem.

The headline number from Orion's second quarter looks like progress. Adjusted EBITDA of $58 million was up 26% sequentially. The complication: that same figure is down 15% from a year earlier, and the business carrying…

Theo Sandoval · 2 min · August 9, 2026

Read story
58
Earnings

RGC Resources narrows its 2026 earnings range as rate settlement falls short and LNG damage lingers

A rate case that settled $450,000 short of the ask and a 54-year-old liquefied natural gas tank with structural damage still awaiting repair assessment are the two facts that complicate an otherwise respectable…

Bianca Ferro · 3 min · August 7, 2026

Read story
59
Earnings

Haynes King gives Carolina a 33-30 win and a legitimate quarterback storyline entering training camp

Haynes King scored on a 5-yard run on the final snap of the Hall of Fame Game to deliver the Carolina Panthers a 33-30 win over the Arizona Cardinals on Thursday night. The Georgia Tech product finished with 180 passing…

Emmett Donovan · 2 min · August 7, 2026

Read story
60
Earnings

Natural GLP-1 alternatives are gaining traction. Efficacy is the harder question.

Alternatives to weight-loss drugs are attracting consumer interest at a pace that has moved the category from niche to mainstream-adjacent. That is the traction part. What stays unsettled is whether these products…

Theo Sandoval · 2 min · August 6, 2026

Read story
61
Earnings

SpaceX makes the case that quarterly earnings miss the point

Quarterly reporting is, in theory, how capital markets stay honest. SpaceX, Elon Musk's rocket maker, is making the argument that the mechanism fails companies whose decisions play out over years. The complication: this…

Theo Sandoval · 2 min · August 6, 2026

Read story
62
Earnings

Disney tops estimates as parks and streaming grow, but consumer uncertainty hangs over the beat

Disney topped Wall Street estimates in its latest earnings report, with domestic theme parks, cruises, and streaming each contributing to the result. The headline looks clean. What complicates it is the consumer…

Farida Karam · 2 min · August 5, 2026

Read story
63
Earnings

Pfizer beats estimates and lifts guidance, but the Covid cut is the number that matters

Pfizer topped analyst estimates and raised the low end of its full-year revenue guidance, with Eliquis and the broader drug portfolio carrying the lift. The catch: the company simultaneousl

Bianca Ferro · 2 min · August 5, 2026

Read story
64
Earnings

Polymarket seeks valuation above $20 billion in new fundraising talks

A prediction-market platform is in talks for a fundraising round at a valuation of more than $20 billion. That figure arrives with a single revenue data point behind it: Polymarket told CNBC in June that its annualized…

Farida Karam · 2 min · August 5, 2026

Read story
65
Earnings

Wayfair stock surges more than 20% on strongest U.S. growth since 2020

A home-goods retailer that rode the pandemic wave and then spent years giving back those gains has posted its strongest U.S. growth since 2020. Wayfair shares surged more than 20% after the second-quarter results…

Farida Karam · 2 min · August 4, 2026

Read story
66
Earnings

Palantir shares surge 27% as enterprise customers reject AI model dependency

A 27% single-session gain in Palantir shares followed second-quarter earnings the company described as "otherworldly" on the commercial side. The case for the move is specific: enterprise cus

Emmett Donovan · 2 min · August 4, 2026

Read story
67
Earnings

Non-Covid products lift Pfizer above estimates, but Covid revenue forecast drops to $4 billion

Pfizer topped its quarterly earnings estimates and raised the low end of its full-year revenue guidance, with the l

Farida Karam · 2 min · August 4, 2026

Read story
68
Earnings

Dombrowski's signal to Bryce Harper sets up the Phillies at the trade deadline

Philadelphia Phillies president Dave Dombrowski made an overt gesture of support to franchise slugger Bryce Harper immediately following a brutal loss, with the trade deadline approaching. That the gesture came after a…

Theo Sandoval · 2 min · August 3, 2026

Read story
69
Earnings

Kevin Owens wins No. 1 contendership at SummerSlam, CM Punk title shot now in play

Kevin Owens returned to WWE after nearly 16 months out with a serious neck injury and immediately seized the No. 1 contendership for the Undisputed WWE Championship at SummerSlam Night 2 in Minneapolis. The case for his…

Emmett Donovan · 2 min · August 3, 2026

Read story
70
Earnings

Jim Cramer names Amazon his top hyperscaler pick after second-quarter earnings

Jim Cramer's Sunday column placed Amazon first among the big four hyperscalers, a ranking he published after second-quarter earnings season concluded. The call is opinion-led and explicit: Amazon is his favorite of the…

Theo Sandoval · 2 min · August 2, 2026

Read story
71
Earnings

Sony presses ahead with PlayStation disc phase-out despite consumer backlash

PlayStation discs will stop rolling off Sony's production lines as of January 2028, a decision the company is pressing ahead with despite openly acknowledging a consumer backlash. CFO Lin Tao, speaking through an…

Farida Karam · 2 min · August 1, 2026

Read story
72
Earnings

AI stocks may have found a floor. Microsoft earnings and a hedge fund fire sale are building the case.

The case that AI stocks have bottomed is plausible, not proven. Microsoft's earnings moved the sector, and trading activity around a hedge fund's fire sale provided a second data point pointing the same direction. Both…

Emmett Donovan · 2 min · August 1, 2026

Read story
73
Earnings

Microsoft's post-earnings surge ends the binary risk. Mike Khouw says the trade has not closed.

Microsoft (MSFT) shares surged following the company's fourth-quarter earnings, with record-setting appreciation wiping out the immediate binary event risk that had defined the stock's setup into results. Commentator…

Theo Sandoval · 2 min · July 31, 2026

Read story
74
Earnings

Apple price target raised as analyst sees plenty of good despite memory crunch

A price target increase on Apple arrived alongside a frank admission: the quarter was good, but it was not great. Memory supply constraints hit both reported results and forward guidance

Bianca Ferro · 2 min · July 31, 2026

Read story
75
Earnings

Jim Cramer reverses on Microsoft after a surprisingly good quarter

Jim Cramer has reversed his position on Microsoft following the company's Wednesday evening earnings report. The CNBC commentator had previously cooled on the stock, making Wednesday's shift more significant than a…

Theo Sandoval · 2 min · July 31, 2026

Read story
76
Earnings

Reddit beats on earnings and guidance, shares drop 7% as search referrals turn choppy

The numbers were good. Reddit's second-quarter results beat on both revenue and earnings, and the company's forward revenue forecast came in above analyst expectations. The shares fell 7% anyway, as investors focused on…

Theo Sandoval · 2 min · July 31, 2026

Read story
77
Earnings

The AI trade splits Big Tech: Microsoft gains as Meta's cash flow plunges

The premise that AI investment would lift all of Big Tech equally is getting its first real stress test. Microsoft's stock climbed around 8% after the company reported strong growth in Azure and its Copilot products…

Farida Karam · 2 min · July 30, 2026

Read story
78
Earnings

Rolls-Royce raises guidance as defense and data center demand converge

Orders in Rolls-Royce's data center power business grew more than 50% in the first half of the year, prompting the British engineer to lift its financial guidance. The company now sits at the intersection of two of the…

Theo Sandoval · 2 min · July 30, 2026

Read story
79
Earnings

OpenAI's July revenue run rate outpaces its entire second quarter, CFO tells staff

OpenAI's annualized revenue in July exceeded the company's total revenue for the whole of the second quarter, CFO Sarah Friar told employees. That is the kind of number that ordinarily gets put in a press release. The…

Bianca Ferro · 2 min · July 29, 2026

Read story
80
Earnings

Meta shares tumble nearly 10% as guidance disappoints and cash generation falters

Meta's stock declined nearly 10% after the company issued a revenue forecast that missed expectations alongside reports of thinning free cash flow. The case against the stock writes itself from those two datapo

Bianca Ferro · 2 min · July 29, 2026

Read story
81
Earnings

Seagate's June-quarter beat offers relief to the battered AI trade

The AI trade has been battered. A single storage maker's quarterly result will not change that. What Seagate's June-quarter earnings do, coming in ahead of Wall Street's expectations with the stock rallying after hours…

Farida Karam · 2 min · July 29, 2026

Read story
82
Earnings

Ford lifts full-year guidance after Q2 beat, but the F-Series recovery still needs warehouse confirmation

Ford's raised guidance and second-quarter earnings beat make the surface case: better operations, resilient vehicle pricing, a product mix weighted toward its higher-margin vehicles. The F-Series, Ford says, is…

Emmett Donovan · 2 min · July 28, 2026

Read story
83
Earnings

Coca-Cola stock has gained 19% this year, beating the S&P 500 ahead of earnings

Coca-Cola is heading into an earnings report under pressure of its own making. The stock has gained 19% year-to-date, outpacing the S&P 500, and that gap between a defensive consumer name and the index is exactly what…

Emmett Donovan · 2 min · July 28, 2026

Read story
84
Earnings

UPS beats Q2 earnings and raises full-year outlook, complicating the slowdown case

Tuesday's second-quarter earnings report from UPS delivered a beat against Wall Street expectations and a raised full-year outlook, a combination that is harder to dismiss than a quarterly result alone. The claim is…

Theo Sandoval · 2 min · July 28, 2026

Read story
85
Earnings

Vita Vea's trade request puts Tampa Bay's defensive identity at stake

A trade request filed the day before training camp is either leverage or a genuine rupture. For the Tampa Bay Buccaneers, Vita Vea's demand to be moved suggests it may be both: the two-time Pro Bowl nose tackle has told…

Bianca Ferro · 2 min · July 27, 2026

Read story
86
Earnings

Jonquel Jones wins WNBA All-Star MVP as record crowd of 19,783 fills the United Center

Team Spoon's 129-122 win over Team Coop on Saturday gave the WNBA's 30th-season celebration its clearest headline: a record All-Star crowd of 19,783 at the United Center in Chicago. The complication is that the game's…

Theo Sandoval · 2 min · July 26, 2026

Read story