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Freeport-McMoRan executives reviewed third-quarter results and progress ramping up production at Grasberg. The call also covered production plans, growth projects and operational initiatives.
Lam Research reported record revenue and profitability for the September 2026 quarter, with operating margin topping 40% for the first time. The company’s preliminary 2027 wafer fabrication equipment outlook is for spending above $200 billion, with growth led by DRAM.
Workspace search string for individual stock moves: STXBZ The Day Ahead newsletter: The Morning News Call newsletter: (.) The S&P 500 and the Nasdaq tumbled on Wednesday as banks slid after quarterly results and hot inflation data boosted bets of interest rate hikes, pressuring beneficiaries of the AI buildout sensitiv
AZZ reported second-quarter sales of $486.9 million, up 16.7% year over year, and raised its fiscal 2027 outlook. It now expects sales of $1.825 billion to $1.875 billion, adjusted EBITDA of $380 million to $420 million, and adjusted EPS of $7.00 to $7.30.
Workspace search string for individual stock moves: STXBZ The Day Ahead newsletter: The Morning News Call newsletter: (Updates) Wall Street's main indexes edged lower on Wednesday after a hotter-than-expected inflation report boosted bets of an interest rate hike this month, while investors parsed more big bank earning
Twilio reported Q2 revenue of $1.5 billion, with organic revenue growth of 17% year over year. It raised its full-year organic revenue growth target to 13–13.5% and reported revenue growth target to 18–18.5%.
On Thursday, Molson Coors Canada (TSX: TPX ) 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. View the webcast at Summary Molson Coors Canada re
Kinetik Holdings (NYSE: KNTK ) 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. View the webcast at Summary Kinetik Holdings reported the strongest fi
Sotera Health (NASDAQ: SHC ) held its second-quarter earnings conference call on Thursday. 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 Full Transcript OPERATOR Good morn
StoneX Group (NASDAQ: SNEX ) reported third-quarter financial results on Thursday. The transcript from the company's third-quarter earnings call has been provided below. This content is powered APIs. For comprehensive financial data and transcripts, visit The full earnings call is available at Summary StoneX Group Inc.
Goldman Sachs raised Palantir to buy from neutral, citing its positioning in bespoke software, sovereign AI and broader enterprise demand for AI tools. The stock was up 1.6% after the note.
Analysts gave mixed reactions to Porsche’s investor event, with UBS calling the medium-term plan reassuring and Jefferies highlighting more modest guided margin expansion. Jefferies kept a hold rating and UBS reiterated buy with a 60 euro target.
J.P. Morgan says HSBC and Standard Chartered have continuing momentum heading into third-quarter results, supported by higher rates and growth in Asia. The bank raised HSBC's 2027 EPS estimate by 1% and kept a preference for Standard Chartered.
Goldman Sachs upgraded Palantir to buy from neutral, saying the company is positioned to benefit from growth in bespoke software and sovereign AI. The stock was up 1.6%.
Jefferies kept Porsche at hold with a 49 euro target after investor-event remarks on margins and cash returns. UBS raised Volvo to buy and Bernstein upgraded Continental to outperform, while shares in the sector were mixed.
Jefferies upgraded Royal Caribbean to Buy from Hold and raised its price target to $330 from $305. The firm cited stronger conviction that the company’s Sandals deal could support growth.
European semiconductor shares fell as investors sold tech stocks with artificial-intelligence exposure. E-mini Nasdaq 100 futures also pointed lower, indicating weaker U.S. tech sentiment.
Jefferies said Porsche’s investor event and lower-half mid-term margin guidance support a hold rating and 49-euro target. Shares fell 1% to 42.26 euros.
Bloomin Brands (NASDAQ: BLMN ) 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 Bloomin Brands reported a 1% in
Market Talk items say utilities remain well placed to benefit from AI-related electricity demand, while oil futures rose in early U.S. trading amid Middle East tensions and a storm watch for the U.S. Gulf coast.
Shell said it expects a record refining margin in the third quarter and continues to see strong performance from its oil and gas traders. Analysts said the update could support consensus upgrades and improve cash flow expectations.
The latest Market Talks covering Equities. Published exclusively on Dow Jones Newswires throughout the day. 0204 GMT - Malaysia's Budget 2027 is expected to offer policy support to favor domestic manufacturing and strengthen the automotive supply chain, says Affin Hwang IB analyst Afifah Ishak in a note. This should be
Molson Coors Beverage (NYSE: TAP ) released second-quarter financial results and hosted an earnings call on Thursday. 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. View the webcast at Summary Molson Coors Beverage
Iovance Biotherapeutics (NASDAQ: IOVA ) 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
Trex Co (NYSE: TREX ) released second-quarter financial results and hosted an earnings call on Tuesday. Read the complete transcript below. This content is powered APIs. For comprehensive financial data and transcripts, visit Access the full call at Summary Trex Co reported strong Q2 2026 financial results, with net sa
AutoZone (NYSE: AZO ) held its fourth-quarter earnings conference call on Tuesday. Below is the complete transcript from the call. This content is powered APIs. For comprehensive financial data and transcripts, visit Access the full call at Summary AutoZone reported a 5.6% increase in total sales for Q4 2026, with earn
Jefferies upgrades Energy Transfer stock rating due to natural gas strength, potentially boosting the stock's outlook