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examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks ended the week mixed as a weaker-than-expected September jobs report eased concerns about another Federal Reserve rate hike, helping technology shares rebound. The S&P 500 fell 0.3% for
Alphabet (NASDAQ: GOOGL ) reported second-quarter financial results on Wednesday. The transcript from the company's second-quarter earnings call has been provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summary Alpha
Alphabet (NASDAQ: GOOG ) held its second-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summary Alphabet's second quarter 2026 revenue
Marvell Technology fell nearly 8% premarket after its Q2 results and raised outlook, as investors focused on valuation concerns. The company posted revenue of $2.74 billion and adjusted EPS of 94 cents, and lifted next-quarter guidance.
Marvell Technology shares tumbled nearly 8% in premarket trading after its second-quarter fiscal 2027 results, even as revenue and non-GAAP earnings topped Wall Street expectations.
Nvidia said it expects third-quarter revenue of $108 billion, above Wall Street’s $103.52 billion estimate, after reporting second-quarter revenue of $96.22 billion and adjusted EPS of $2.22.
Nvidia Corp. is set to report fiscal second-quarter results Wednesday after the bell, with Wall Street expecting $2.07 in adjusted EPS on $91.91 billion in revenue and the company guiding to $91 billion, plus or minus 2%.
Ross Stores reported second-quarter revenue of $6.27 billion and earnings of $2.66 per share, both above estimates, and lifted 2026 earnings guidance to $8.61-$8.77 per share.
Anthropic’s revenue increased 14x in Q2 from a year ago to $11.5B, while the piece also flags a Chinese AI system targeting Nvidia’s CUDA moat and mixed early money flows in major tech names.
Nebius said on its second-quarter earnings call that customer prepayments are becoming an increasingly important source of funding for its AI infrastructure expansion, with roughly 70% of Q2 deals including upfront prepayments.
S&P 500 may reach 9,000 driven by AI adoption boom
CoreWeave posts $2.58 billion in Q2 revenue, up 112% year-over-year, and raises full-year guidance
Nebius Group NV reports second-quarter earnings before the open Wednesday
Investor Gene Munster of Deepwater Asset Management has backed Space Exploration Technologies Corp. (NASDAQ: SPCX ), saying that the company’s revenue will grow in the coming year. SpaceX Revenue Up 17% In a post on X following SpaceX’s earnings call on Wednesday, Munster said that the company “only gave guidance for a
On CNBC’s “ Halftime Report Final Trades,” Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, said he is still long on Apple Inc. (NASDAQ: AAPL ) despite the recent decline in the stock following third-quarter earnings. On July 30, Apple reported better-than-expected financial results. Still, the iPhone ma
Investors spent much of the second quarter bracing for an energy shock and fretting over an AI bubble. Corporate earnings have delivered the opposite story so far, with a profit surge running roughly twice as strong as Wall Street expected. PLTR stock is climbing. See the chart and price action here. Oppenheimer report
On Monday, Palantir Technologies, Inc. (NASDAQ: PLTR ) shares surged nearly 15% in after-hours trading as Wall Street commentators praised the AI software company’s blowout second-quarter results and raised outlook. Jim Cramer, Analysts React to Palantir’s Blowout Quarter CNBC’s Jim Cramer took to X and reacted to Pala
U.S. equities opened August with a broad-based relief rally Monday as crude oil tumbled and Treasury yields retreated from 18-month highs, after President Donald Trump called off a planned military strike on Iran over the weekend and said negotiations would resume. West Texas Intermediate crude sank 5.9% to $79.69 a ba
U.S. equities clawed back Wednesday’s post-Fed losses by midday Thursday, with a blowout cloud print from Microsoft Corp. (NASDAQ: MSFT ) reviving the artificial intelligence trade and dragging beaten-down semiconductor names sharply higher. The Nasdaq 100 led with a 3.1% advance, though a 19-year high in long-dated Tr
While headline S&P 500 second-quarter earnings per share (EPS) growth surged to 37.9%, Alphabet Inc. (NASDAQ: GOOG ) (NASDAQ: GOOGL ) boosted that figure by 12 percentage points—and Carson Investment Research warns that the tech giant’s fine print tells a very different story. The 12-Point Market Distortion According t
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled. Top 5 Upgrades: Piper Sandler upgraded Rivian (RIVN) to Overweight from Neutral with a price target of $20, up from $18. The firm says AI-enabled busi
Mega-cap Tech weighed heavily on sentiment in Thursday's trading as elevated capex plans by Alphabet (GOOGL) and Tesla (TSLA) worried investors. Parent of Google fell 7% to trade at a 3-month lows, while Tesla shed 15%, falling to 2026 lows below $320. Every other member of the MAG-7 also traded lower on the day, as Co
Intel Corp. (NASDAQ: INTC ) has become one of 2026’s most dramatic turnaround trades. Shares have nearly tripled as investors bet on stronger execution, AI demand and foundry progress. Intel’s stock rally leaves little room for merely decent second quarter results. INTC stock is moving ahead of earnings. See the chart
Alphabet Inc. (NASDAQ: GOOG ) (NASDAQ: GOOGL ) shares fell Thursday despite reporting blockbuster second-quarter results, as investors and analysts zeroed in on the company’s rapidly expanding AI spending plans, with higher capital expenditure forecasts overshadowing strong growth in Search and Cloud. Here are some key
The major averages were sharply lower near noon as investors digest the first wave of megacap technology earnings, with concerns over accelerating artificial intelligence spending outweighing otherwise solid quarterly results. Meanwhile, Treasury yields and oil prices are climbing, adding pressure to equity markets. Oi
Alphabet Inc. (NASDAQ: GOOGL ) delivered the most profitable quarter in its history. It also delivered something it had never delivered before: negative free cash flow. Despite reporting record revenue and profit, Alphabet Inc. shares fell over 6% in early trading Thursday as investors focused on one metric that is inc
Alphabet Inc. (NASDAQ: GOOG ) (NASDAQ: GOOGL ) shares are trading lower Thursday after the company reported second-quarter financial results on Wednesday after the market closed. The company raised its fiscal-year 2026 CapEx guidance range. Alphabet stock is showing notable weakness. Why is GOOG stock falling? Alphabet
U.S. stock futures were lower this morning, with the Dow futures falling around 200 points on Thursday. Shares of Rollins Inc (NYSE: ROL ) fell sharply in pre-market trading after the company reported worse-than-expected second-quarter financial results. Rollins reported quarterly earnings of 32 cents per share which m
While International Business Machines Corp. (NYSE: IBM ) reported a second-quarter revenue shortfall due to delayed software agreements, market experts and company executives remain optimistic about the long-term outlook. Michael Lee, the Founder of Michael Lee Strategy, characterized the recent earnings miss as a mere
Despite the third consecutive session of gains by Semiconductors, Nasdaq Composite was the worst performing major index, ending the day near session lows below the 25,700 level. Losses among key software names as well as new low in SpaceX (SPCX), down another 7%, weighed on the tech-heavy index. In the benchmark S&P 50