Article Archive

Tara Bunch, who oversaw Airbnb operations across 220+ countries, joins Royal Caribbean's board, bringing three decades of tech-enabled service expertise.

BBWI is redeeming $250M of 7.500% Senior Notes at 101.250% of par on August 19, a debt reduction move that trims its $4.71B load.

Thras Moraitis, current Serra Verde CEO, takes the helm at USAR on Oct. 1 as the two companies near merger completion by end of August.

IREN just secured $2.8B in new multi-year AI cloud contracts, lifting its year-end ARR target from $3.7B to over $4B with 85% now under contract.

Adobe's board approved a retention deal for CLO Louise Pentland, including 12 months' salary and accelerated RSU vesting, tied to its CEO search.

Barclays raised its CAG target to $17 from $16, while three other firms also updated targets, with views ranging from $14 to $17 on the packaged food maker.

ASTS priced $1B in convertible notes Wednesday and pushed its BlueBird launch to early 2027, targeting roughly 45 satellites in the first campaign.

RF earned $0.68 adjusted EPS vs $0.65 consensus, but the real story is a $58M drop in credit loss provisions that drove profit growth despite a revenue miss.

A 58% gross margin and 2.3% EPS beat sent Abbott shares up nearly 12%, as management raised its full-year profit outlook on accelerating device sales.

A medical cost ratio drop to 86.7% drove UnitedHealth's 56% EPS beat and a 7% stock rally, as management raised full-year guidance across the board.

A penny EPS beat wasn't enough: Netflix missed on revenue and guided Q3 growth to just 11%, sending shares down 8.5% as the password-crackdown tailwind fades.

USB earned $1.35 per share in Q2 2026, topping the $1.29 consensus, as BTIG's breakout quarter added nearly $100M in capital markets revenue.

GE Aerospace beat Q2 estimates with $2.02 adjusted EPS and $13.35B in revenue, up 21% YoY, while raising full-year guidance. Here's what it means for GE investors.

CFG beat Q2 EPS estimates by 3.7% with $1.30 GAAP EPS, as net income hit $587M and record revenue of $2.28B lifted pre-provision profit 24% year over year.

Lucid's CEO issued a direct denial of bankruptcy and go-private rumors, calling the reports false. Shares gained 28.79% on Wednesday, July 15.

Conagra halved its dividend and flagged rising beef, oil, and logistics costs as it outlined a weak fiscal 2027 outlook after Q4 2026 earnings.

Oppenheimer downgraded IBM after a preliminary Q2 warning sent shares down 25% in a single session, the worst daily drop in company history.

UAL posted adjusted EPS of $1.99 vs. the $1.89 consensus, but a $6B fuel cost hit is the real test for the rest of 2026.

J&J posted $25.3B in Q2 revenue, up 6.6%, yet net income was essentially flat as SG&A surged 9.2% and the tax provision jumped 27.1%.

JBHT's Q2 EPS of $1.91 beat the $1.76 consensus by 8.5%, with intermodal operating income jumping 58% on 10% volume growth.

Q4 EPS of $1.29 beat the $1.26 consensus, and full-year revenue reached $11.26B as Cintas closed fiscal 2026 with record profitability metrics.

Morgan Stanley's Q2 diluted EPS of $3.46 beat the $3.03 consensus by 14.1%, as Institutional Securities revenue surged 44% and net income hit $5.58B.

Barclays moved HCA to Equal Weight from Overweight on July 8, slashing its target to $427 from $496 amid policy risk and a trimmed full-year profit forecast.

$24M from JPMorganChase targets Philadelphia shipbuilding: skills training, supply chains, and small business growth in a sector tied to U.S. defense.

M&T Bank's Q2 GAAP EPS of $5.35 topped the $4.71 consensus by 13.7%, with revenue up 5.5% YoY to $2.53B and net income hitting $818M.

Adjusted EPS of $7.45 beat the $6.27 consensus by 18.9%, yet collapsing Health Benefits margins sent ELV shares down sharply on Wednesday.

Citigroup posted Q2 EPS of $3.15, up 61% year over year and well above the $2.73 analyst consensus, as revenue climbed 14% to $24.8 billion on record Services division results.

Pentair's CFO resigned July 10 to join a private company. Former CFO Bob Fishman returns on a $125,000 monthly salary as the water company cuts its 2026 outlook.

PNC beat Q2 EPS estimates by 8.8%, with capital markets fees jumping 79.8% YoY to $577M and net interest income rising 15.5% to $4.1B.

Adjusted EPS of $13.91 beat the $12.70 consensus by 9.5%, as AUM crossed $15 trillion and performance fees surged 224% year-over-year.

Strong demand for high-bandwidth memory and advanced logic pushes ASML to raise FY26 guidance and fast-track EUV and DUV capacity targets through 2028, handily offsetting normalized China revenues.

Strategy raised $467M via common-stock issuance and built a $3B cash reserve, filing shows no Bitcoin bought or sold in the latest period.

WST just renewed its technology crosslicense and exclusive distribution deal with Daikyo Seiko, extending a partnership that covers pharma packaging know-how across all markets outside Japan.

Diodes is buying ElevATE Semiconductor for $250M cash, plus up to $50M in earnouts, targeting the automated test equipment chip market.

EPS of $0.33 matched Wall Street estimates, but double-digit daily sales growth and digital gains are the metrics investors are watching most closely.

A surprise preliminary Q2 earnings miss reveals that corporate buyers are abruptly redirecting their tech budgets to physical hardware, leaving IBM stranded with slipped enterprise deals and contracting margins.

Wells Fargo posted Q2 net income of $6.4B and diluted EPS of $2.00, up 25% from a year ago, as revenue climbed 9% to $22.6B and the bank flagged plans for an 11% dividend increase.

JPMorgan's Q2 net income hit $21.2B as equity trading revenue surged 86% to $6B, but the stock slipped in pre-market on one-time gain concerns.

Record equities trading revenue of $7.42B and a 39.5% revenue surge powered Goldman's best quarter ever, with GAAP EPS of $20.98 crushing consensus.

BAC posted $9.1B in net income, up 27% YoY, and diluted EPS of $1.21, up 34% YoY, as sales and trading revenue jumped 33% and investment banking fees surged 50%.

TransDigm pulled its takeover bid for Stellant Systems from Arlington Capital Partners, a deal exit that sent TDG shares down -4.36% on July 13.

TransDigm pulled its bid for Stellant Systems, citing regulatory uncertainty and opportunity cost. Shares fell 4.36% while the S&P 500 lost 0.77%.

Moderna added Michael McDonnell, former Biogen CFO with 35+ years of financial leadership, to its board. Shares fell -10.83% Friday while the S&P 500 gained 0.43%.

UBS lifted its INVH target from $32 to $35, while the company closed a $500M senior notes offering at 4.950% due 2032.

Citi trimmed its EOG target from $147 to $141, keeping a Neutral rating: here is what the revised call signals for oil investors.

MARA just agreed to acquire a Matagorda County, Texas site from HIF USA, adding up to 2 GW of power and potentially doubling its total capacity to 4.8 GW.

Delta's adjusted revenue rose 13.9% to a record $17.7 billion in Q2 2026, but adjusted EPS fell 26.4% to $1.56 as the highest quarterly fuel bill in company history absorbed the entire revenue gain -- here's what it means for DAL investors.