Goldman Sachs Upgrades CoreWeave to Buy as Shares Jump 6%
Goldman Sachs upgraded CoreWeave from Neutral to Buy, and its shares rose 6% in premarket trading Monday. CoreWeave debt issued in June at a 9.675% yield traded near 15% last week.
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BlackRock Reports Q3 Revenue Growth of 19% to $7.8 Billion
BlackRock reported third-quarter 2026 revenue of $7.8 billion, up 19% year over year, and $205 billion in net inflows. Adjusted operating margin reached 47.8%, up 320 basis points year over year.
Investors can now see how Meta's big AI spending will pay off with Muse. Why I am buying now
Meta's push into consumer and enterprise AI could lead to new growth opportunities.
Barron's favors Netflix and Disney over Skydance
Barron's says Skydance faces high debt and integration challenges after the Paramount-Warner merger, while Netflix and Disney look better positioned. The piece also notes recent analyst views on Netflix and Disney and Skydance's own long-term financial targets.
Barron's says Skydance stock is a dicey bet
Barron's argues that the merged Skydance company faces heavy debt, ambitious targets and integration challenges after closing the Warner Bros. Discovery deal. The piece says Netflix and Disney look like better alternatives.
Skydance merger draws skeptical analyst views
Barron's says Skydance starts its post-merger life with heavy debt, ambitious financial targets and integration challenges. The piece argues Netflix and Disney look like better bets, while citing analyst views on Skydance, Netflix and Disney.
Streaming video price hikes pressure consumers
Survey data cited by Parks Associates show satisfaction with subscription streaming services is falling as repeated price increases push households toward churn, ad-supported tiers and bundling. Netflix remains the largest service, while Disney, Amazon, Apple and others have also lifted prices repeatedly.
Regal Rexnord Q2 2026 Earnings Call: Complete Transcript
Regal Rexnord (NYSE: RRX ) released second-quarter financial results and hosted an earnings call on Wednesday. Read the complete transcript below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary Regal Rexnord reported a s
Adient Q3 2026 Earnings Call Transcript
Adient (NYSE: ADNT ) released third-quarter financial results and hosted an earnings call on Wednesday. Read the complete transcript below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. Access the full call at Summary Adient plc reported Q3 2026 con
Angi Q2 2026 Earnings Call Transcript
Angi (NASDAQ: ANGI ) 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. The full earnings call is available at Summary Angi Inc. reported a 11%
1stdibs.com Q2 2026 Earnings Call Transcript
On Wednesday, 1stdibs.com (NASDAQ: DIBS ) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. Access the full call at Summary 1stdibs.com reported
GPGI Q2 2026 Earnings Call: Complete Transcript
GPGI (NYSE: GPGI ) reported second-quarter financial results on Thursday. 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. Access the full call at Summary GPGI repo
Gen Digital Q1 2027 Earnings Call: Complete Transcript
On Thursday, Gen Digital (NASDAQ: GEN ) discussed first-quarter financial results during its earnings call. The full transcript is provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. The full earnings call is available at Summary Gen Digit
Make Or Break for AI Trade—Micron Earnings Ahead; Consumers Spend More Even As Income Drops
Micron Earnings Ahead Please click here for an enlarged chart of Micron Technology Inc (NASDAQ: MU ). Note the following: This article is about the big picture, not an individual stock. The chart of MU stock is being used to illustrate the point. The chart shows that leading up to last quarter’s release, MU stock ran i
Full Transcript: Vail Resorts Q4 2026 Earnings Call
Vail Resorts (NYSE: MTN ) reported fourth-quarter financial results on Monday. The transcript from the company's fourth-quarter earnings call has been provided below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. View the webcast at Summary Vail Resorts reported a c
Pershing Square Reports Q2 2026 Results: Full Earnings Call Transcript
Pershing Square (NYSE: PS ) released second-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary Pershing Square Inc. antic
Worksport Reports Q2 2026 Results: Full Earnings Call Transcript
Worksport (NASDAQ: WKSP ) reported second-quarter financial results on Tuesday. 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. The full earnings call is available
Full Transcript: AppLovin Q2 2026 Earnings Call
AppLovin (NASDAQ: APP ) reported second-quarter financial results on Wednesday. The transcript from the company's second-quarter earnings call has been provided below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary AppLo
Full Transcript: Gerdau Q2 2026 Earnings Call
Gerdau (NYSE: GGB ) held its second-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary Gerdau reported a 7% increase in shipments
MP Materials Q2 2026 Earnings Call Transcript
MP Materials (NYSE: MP ) reported second-quarter financial results on Thursday. The transcript from the company's second-quarter earnings call has been provided below. This content is powered APIs. For comprehensive financial data and transcripts, visit View the webcast at Summary MP Materials reported strong Q2 2026 r
Full Transcript: Tesla Q2 2026 Earnings Call
Tesla (NASDAQ: TSLA ) 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. The full earnings call is available at Summary Tesla, Inc. achieved re
Braze Q2 2027 revenue rises 26%, raises guidance
Braze reported fiscal second-quarter revenue of $227 million, up 26% year over year, and said non-GAAP operating margin improved by more than 600 basis points. It raised third-quarter and full-year revenue guidance.
US Global Investors reports $3.1 million fiscal 2026 net income
US Global Investors reported fiscal 2026 net income of $3.1 million, or $0.24 a share, versus a loss a year earlier. Operating revenue rose 21% to $10.3 million.
U.S. personal income, PCE and durable orders top estimates
Personal income rose 0.4% versus 0.2% consensus, personal spending rose 0.2% versus 0.2% expected, and PCE came in at 0.2% versus 0.1% consensus, while Q2 GDP second estimate matched forecasts at 1.5%.
Tech Giants Leverage Debt
Tech giants are depleting reserves and leveraging debt in their ambitious data center buildouts. That's making the group much more exposed to the cost of borrowing and giving tech investors reason to pay attention to the Fed. "Tech investors are learning what it's like to be an investor in old-economy industrial busine
Godfather of AI blasts Musk's xAI as 'failure,' says labs are risking a 'big bubble explosion'
Yann LeCun, founder of AMI Labs, called Elon Musk's xAI a "failure," adding that he expects it won't be able to compete with OpenAI and Anthropic. LeCun, who was formerly Meta's AI chief, also said AI labs are risking a "big bubble explosion" if they don't cut costs and raise prices. LeCun's AMI Labs recently raised $1
Godfather of AI blasts Musk's xAI as 'failure,' says labs are risking a 'big bubble explosion'
Yann LeCun, founder of AMI Labs, called Elon Musk's xAI a "failure," adding that he expects it won't be able to compete with OpenAI and Anthropic. LeCun, who was formerly Meta's AI chief, also said AI labs are risking a "big bubble explosion" if they don't cut costs and raise prices. LeCun's AMI Labs recently raised $1
Godfather of AI blasts Musk's xAI as 'failure,' says labs are risking a 'big bubble explosion'
Yann LeCun, founder of AMI Labs, called Elon Musk's xAI a "failure," adding that he expects it won't be able to compete with OpenAI and Anthropic. LeCun, who was formerly Meta's AI chief, also said AI labs are risking a "big bubble explosion" if they don't cut costs and raise prices. LeCun's AMI Labs recently raised $1