Opinion
Ferrari raises 2026 guidance after Q2 earnings beat
Ferrari is bumping up its 2026 guidance after beating Wall Street's second-quarter expectations amid healthy demand for the famed Italian sports car brand's products.
Opinion
Opinion
Rolls-Royce hikes guidance as it benefits from both the defense boom and AI data center buildout
Rolls-Royce is riding two of the biggest investment themes in global markets: the defense boom and the AI buildout.
Opinion
Microsoft's AI spending guide is music to our ears, quieting the bears — for now
Microsoft shares moved 8% higher in extended trading on Wednesday after the software maker disclosed strong fiscal fourth-quarter revenue and called for steady 2026 capital expenditures.
Opinion
We're raising our price target on Starbucks after a home-run quarter
Cetera Investment Advisers grew its holdings in Starbucks Corporation (NASDAQ:SBUX - Free Report) by 4.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). Th…
Opinion
Meta’s Reality Labs lost over $4.6 billion in second quarter
Meta's Reality Labs unit, which develops virtual reality devices and wearables powered by AI, lost $4.62 billion in the latest quarter.
Opinion
Here's a closer look at our decision to change course on P&G
Can it really be true that most people in jail are legally innocent? How much of mass incarceration is a result of the war on drugs, or the profit motives of private prisons? Have popular reforms really triggered a crim…
Opinion
We're upgrading our rating on Boeing as CEO Ortberg's turnaround bears fruit
Boeing's second-quarter results leaped over Wall Street expectations on the financial metric that matters most.
Opinion
Corning plunges despite strong quarterly results — here's our plan for the stock
IBM (IBM) CEO Arvind Krishna kicked off the company's earnings call by acknowledging the shock warning a week ago that upended what had been a successful tech turnaround story.
Opinion
Corning tumbles 16% after earnings, leading rout in optical stocks
Shares of glassware maker Corning dove 16% on Tuesday after the company reported its second-quarter earnings, dragging down other optical component names in the artificial intelligence space.
Opinion
Intel's turnaround under CEO Lip-Bu Tan gains steam with another strong quarter
Intel opens new tab shareholders are optimistic about the company’s results like they have not been for many quarters, betting the turnaround CEO Lip-Bu Tan promised was taking root and that rapid data center build outs…
Opinion
Why we're sticking with Alphabet despite an imperfect quarter and more AI spending
The market isn't in a forgiving mood, but we're not in a hurry to leave this stock behind.
Opinion
GE Vernova sellers blinded by an earnings miss should focus on strong demand instead
Using the EPS miss as a reason to knock the Club stock down more than 7% is short-sighted.
Opinion
Tesla set to report second-quarter results after the bell
Tesla is set to announce second-quarter results after the bell on Wednesday, three weeks after reporting a 25% year-over-year increase in vehicle deliveries.
Opinion
Ryanair stock slides 6% as higher fuel costs amid Iran war dent profit
Ryanair warned on Monday that struggling European airlines are facing a "difficult winter" ahead, as the budget carrier reported first-quarter profit that took a 34% hit due to consumers delaying bookings amid the Middl…
Opinion
J&J falls despite a beat-and-raise quarter. Why we're raising our price target anyways
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the latest developments in the Iran war and what investors should be monitoring. The stock market hit new highs last week;…
Opinion
Wells Fargo did enough to remain in our portfolio. What we liked about earnings
CEO pay continues to increase. Institutional Shareholder Services (ISS) ¹ reported that the median CEO pay increase last year was 6 percent among the S&P 500 companies. Given the methodology used to calculate CEO pay, t…
Opinion
Samsung posts 1,800% jump in profit, but AI spending concerns spook investors
Samsung Electronics shares fell as concerns about spending and demand overshadowed record second-quarter earnings.
Opinion
After a soft Nike quarter, we have a big decision to make on the stock
After a soft Nike quarter, we have a big decision to make on the stock The results are unlikely to improve Nike's standing in the portfolio Read at source
Opinion
Nike results top estimates even as China sales drop 12%; retailer expects $986 million tariff refund
Nike on Tuesday posted quarterly earnings and revenue that topped Wall Street expectations, despite another sales decline in its key China market.
Opinion
AeroVironment skyrockets 19% as dronemaker capitalizes on defense spending surge
AeroVironment shares skyrocketed nearly 19% after the dronemaker easily blew past Wall Street's fiscal fourth-quarter estimates, benefiting from U.S. plans to modernize the military and secure space.
Opinion
AeroVironment soars 28% on earnings beat, backlog grows to $1.2 billion
AeroVironment stock ripped 28% higher on Tuesday during premarket trading as the dronemaker reported fourth-quarter earnings that beat on the top and bottom lines.
Opinion
FedEx Freight takes a step forward in its independent journey. Here's why we like the stock
FedEx Freight had plenty of encouraging things to say on its first earnings call as a standalone company.
Opinion
Darden Restaurants earnings beat estimates but Olive Garden growth weakens
Darden Restaurants on Thursday reported mixed quarterly results as same-store sales growth at the company's fine-dining restaurants and Olive Garden fell short of expectations.
Opinion
Cerebras falls 10% after chipmaker forecasts shrinking margin in first earnings report since IPO
Cerebras said revenue almost doubled in the AI chipmaker's first earnings report since its initial public offering last month. The stock fell 10% in extended trading as the company forecast a drop in its gross margin.