Earnings

Unrealized gains from Anthropic and SpaceX stakes inflate current earnings metrics, making the tech giants appear cheaper than they are.

The fintech's 140 million customers and improving cost structure support bullish ratings, though consensus price targets suggest limited near-term upside.

NVDA trades at $214.72 with consensus expecting $93B–$94B revenue on Aug. 26; 14% gain reaches $6T market cap, 46% upside possible if multiple re-rates to 35x forward earnings

FCX surged 4.1 percent Aug. 21 after beating Q2 revenue and earnings estimates, with management guiding to 32 percent copper production growth by 2028 as global supply tightens.

Stanley Druckenmiller's Duquesne Family Office holds 16.6 percent of its portfolio in Natera, valued at $865 million, after the diagnostics stock surged on Japanese regulatory approval and strong earnings.

Deere & Co. raised its fiscal 2026 net income forecast to $4–$4.75 billion, but analyst consensus delays a meaningful sector rebound until 2027.

China's largest cloud provider posted 9% revenue growth to $40 billion as AI infrastructure spending crushed quarterly profit by more than 75%

Shares up 16.64% in a month as consensus models flat EPS growth; Watch for margin trajectory and guidance on AI-powered Workvivo adoption.

Q2 comparable sales of 3.8 percent trounced consensus by 160 basis points, but one-time tariff benefit inflated earnings; apparel and home remain structural drags.

Adjusted net profit fell 30 percent to RMB3.9 billion in Q2 as AI infrastructure spending outpaced revenue growth, though the Kling video product posted strong gains.

The beauty group expanded its cost-cutting program to eliminate up to 10,000 jobs and generate $1.2 billion in savings as merger talks with Puig advance and it shifts spending toward digital retail.

South Korean chip giant's $41.8 billion quarterly operating profit fell 5 percent short of expectations, triggering broad selloff in semiconductor and AI-linked stocks across Asia.

BAC hit $64.00 on Aug. 10 as 20 of 24 analysts rate it Buy or Strong Buy — yet retail investors have largely missed the 39 percent one-year run.

Brent crude settled at $87.72 Monday as Strait of Hormuz uncertainty returned, pulling the S&P 500 4.53 points below Friday's all-time high.

Net income dropped to 4.2 billion yuan, missing estimates by 300 million yuan, as a domestic price war eroded margins and government subsidies wound down.

A new bun, reformulated mayo and a president willing to eat on camera helped Burger King post its best quarter against McDonald's in over a decade.

Microsoft's fiscal Q4 results erased a year of losses in one week, with Azure's first $100B annual run rate and 31 percent net income growth driving the move.

Parent RBI called Burger King U.S. a standout performer as McDonald's posted just 0.8% growth and Wendy's sales fell 7 percent.

RDDT closed at $178.09 Friday after S&P Dow Jones Indices confirmed the Aug. 18 addition, replacing AvalonBay Communities, which Equity Residential is acquiring.

With 78 percent of ratings bullish, 171 deliveries in Q2 and FAA self-certification restored, Boeing's recovery case rests on harder evidence than it has in years.

Analyst Samik Chatterjee sees 29 percent upside from current levels, betting a core-business rebound in late fiscal 2027 will force a market re-rating.

Cisco shares fell 9.65 percent to $111.92 despite a fifth straight earnings beat, with Jim Cramer calling the selloff an overreaction to seasonal guidance conservatism.

Genasys Inc. expects its fiscal fourth quarter to be the strongest in company history after resolving supply chain constraints and receiving delayed customer payments.

The Chinese e-commerce giant beat revenue estimates in Q2 2026 despite a 5.4 percent drop in product sales, as service revenue growth and narrowing losses at JD Food Delivery lifted margins.

The Danish shipping giant's preliminary Q2 EBITDA of $3 billion beat analyst consensus by 47 percent, signaling resilient global trade demand.

The tokenization platform missed analyst revenue and earnings estimates by wide margins, sending shares down nearly 20 percent after hours.

Apple got $2.2B, Amazon $600M and Nike $300M from a $166B tariff refund pool, while Energy sector earnings revisions drive a stronger 2026 aggregate forecast.

The luxury home furnishings retailer holds a Zacks Sell rating ahead of earnings that analysts expect to show a 90.1 percent year-over-year EPS decline.

Securitize, the tokenization firm, reported a $21.7 million net loss and $14.4 million in revenue for Q2, missing analyst expectations in its first public earnings report.

Non-IFRS operating profit grew 9 percent in Q1 2026, half the rate it would have posted without AI investment, as capex is set to rise further.

SMCI shares rose 4 percent ahead of its Aug. 11 fiscal Q4 2026 report, as investors weigh a record $60 billion backlog and margin recovery against structural NVIDIA supply-chain risk.

Hello Kitty owner Sanrio Co. posted its largest single-day stock decline in more than 12 years after first-quarter operating income fell short of market expectations.

The components maker lifted its full-year earnings forecast 50 percent on AI data center demand, even as Q1 operating profit fell well short of consensus.

ADSK fell to $251.59, underperforming major indices, ahead of its Aug. 27 earnings report where analysts expect 19 percent EPS growth.

Shares posted their steepest decline in over a year after fourth-quarter results showed no progress curbing losses in the company's wireless division.

Super Micro beat Q4 estimates and issued strong Q1 guidance; CoreWeave posted 112% revenue growth and a $104 billion backlog; H&R Block surged on its FY27 forecast.

CAVA Group posted $438.3 million in Q1 revenue, up 32.2 percent year over year, with 9.7 percent same-restaurant sales growth driven by a 6.8 percent rise in guest traffic.

CoreWeave topped Q2 estimates on revenue, adjusted EBITDA and operating income, with a $104 billion backlog signaling durable AI infrastructure demand.

Micron posted fiscal Q3 revenue of $41.46B and EPS of $25.11, crushing estimates, with the Street's $158 forward EPS estimate cutting the forward P/E to 11.99.

Trump Media Technology Group reported a net loss of $238.1 million in its fiscal second quarter, driven by steep declines in its cryptocurrency holdings.

The self-custodial wallet reported a net loss reversing $37.7M in year-ago profit, as acquisition costs and expanded payment infrastructure weigh on results.

Q2 revenue of $753.2 million topped estimates by 7.8 percent, but a trimmed full-year adjusted EBITDA forecast sent shares down 9.7 percent.

The largest U.S. bank posted $21.2 billion in net income for Q2—the biggest quarterly profit ever recorded by a U.S. bank—fueling bullish analyst revisions.

Eli Lilly topped second-quarter estimates and Nvidia extended its lead in AI chips as broad indexes logged a fifth straight winning session.

Warner Bros. Discovery's second-quarter revenue fell to $8.7 billion, driven by a 22 percent decline in linear advertising revenue after losing NBA live broadcast rights.

The miner hit its highest quarterly Bitcoin production in over a year, but a 28 percent drop in average Bitcoin price drove a $611 million net loss.

Nintendo's April-June operating profit reached 142.6 billion yen, or $903.62 million, exceeding analyst estimates despite a 9.5 percent drop in net sales.

The Southeast Asian super-app reported Q2 revenue of $997 million, raised its full-year EBITDA forecast and credited AI with cutting 40,000 hours of sales inefficiencies.

Nissan Motor Co. earned ¥3.76 billion ($24 million) in the April-June quarter, its first net profit in two years, as asset sales and capacity cuts take hold.

The agriculture and construction equipment maker topped profit and revenue estimates and lifted its full-year guidance for both segments.