Article Archive

AEP's Q2 adjusted EPS of $1.36 missed the $1.51 estimate, but a guidance raise and 69 GW of contracted load growth through 2030 define the real story.

AEE posted Q2 EPS of $1.13 vs. the $1.10 consensus, with net income up 14.2% YoY to $314M on infrastructure investment gains across all segments.

Rivian's Q2 EPS of -$0.47 beat the -$0.64 consensus as revenue jumped 27% YoY to $1.66B and gross profit hit $179M for the first time.

Revenue rose 6.9% YoY to $122.4M, but an $8.32B unrealized bitcoin loss flipped Q2 net income from +$10B to -$8.22B in one year.

Adjusted EPS of $5.04 topped the $4.91 consensus by 2.7%, while operating margin expanded 1.5 ppt to 60.2% as value-added services surged 20%.

AWS grew 37% to a $169B annualized run rate, its fastest pace in 18 quarters, as Amazon's Q2 operating income rose 43% to $27.5B.

Apple's Q3 EPS of $2.02 beat the $1.93 consensus by 4.7%, with iPhone revenue jumping 21.7% YoY to $54.3B. Here's what the numbers show.

Strategy spent $25M buying back preferred stock instead of Bitcoin, marking its longest pause in Bitcoin accumulation in nearly two years.

ADPT posted Q2 EPS of -$0.10 vs. -$0.14 consensus, with MRD revenue up 33% YoY. Full-year MRD guidance raised to $268M-$278M.

Adjusted EPS of $0.85 crushed the $0.67 consensus by 26.1%, and global same-store sales rose 7.9% as the Back to Starbucks plan gains traction.

Adjusted EPS of $2.21 missed the $2.27 consensus as handset chip revenue dropped 20% YoY, though automotive surged 61% to $1.59B.

Microsoft's Azure grew 43% in Q4 2026, its fastest pace since 2022, while adjusted EPS of $4.74 beat the $4.33 consensus by 9.5%.

Meta earned $6.18 GAAP EPS vs $7.36 consensus as a 55% cost spike and $2.4B in legal charges crushed margins despite 28% revenue growth.

EPS of $0.62 beat the $0.45 consensus by 38%, but a 38% crypto revenue drop and $129M one-time gain raised questions about earnings quality.

BSX posted adjusted EPS of $0.86 vs. the $0.84 consensus and $5.44B in revenue, up 7.5% YoY, while lifting its full-year adjusted EPS outlook to $3.28-$3.32.

ADP's Q4 adjusted EPS of $2.64 beat the $2.62 consensus, with full-year revenue hitting $21.9B and adjusted EBIT margin expanding 80 bps to 26.8%.

SOFI beat Q2 EPS estimates by 6.9%, posting $1.2B in GAAP revenue up 43% YoY, while raising full-year adjusted revenue guidance to $4.75B-$4.85B.

ACGL's adjusted EPS of $2.56 beat the $2.48 consensus, but $201M in catastrophe losses drove insurance underwriting income down 79.1% YoY.

T1 Energy reported a Q2 net loss of $34M-$37M on ~$250M in revenue, while hiking its Austin solar factory cost estimate by $85M to $510M.

CORZ doubled revenue to $164.2M in Q2 2026 while sealing a 15-year AMD partnership targeting $14B in contracted revenue across 530 MW.

Visa's Q3 adjusted EPS of $3.32 beat the $3.29 consensus, with revenue up 14% YoY to $11.6B on broad-based volume growth across payments and cross-border transactions.

Ford's adjusted EPS of $0.42 beat consensus by 16.7% as adjusted EBIT rose 19% to $2.5B, with full-year profit guidance lifted to $10B-$11B.

Record Q2 revenue of $1.065B marks 165.5% YoY growth, while GAAP operating income swung from a $3.5M loss to $182.2M as Bloom raises its full-year revenue guidance.

Corning beat Q2 adjusted EPS by $0.02, but Q3 core sales guidance of $4.9B-$5.0B fell short of Wall Street, sending shares down 19.78% on Tuesday.

Adjusted EPS of $2.09 rose 11% YoY as organic sales accelerated 5% and pricing improved to 4%, prompting Ecolab to lift its full-year EPS forecast to $8.05-$8.25.

CMS Energy's Q2 adjusted EPS of $0.37 matched the $0.36 estimate, but a 45% collapse in Other income drove pre-tax income down nearly 50% year over year.

Cincinnati Financial's non-GAAP EPS of $1.43 missed the $1.88 consensus by 23.9% as cat losses drove the combined ratio to 100.8%, erasing a year-ago underwriting profit.

Cadence posted adjusted EPS of $2.11 vs a $2.10 estimate, with revenue up 24.2% YoY and a record $8.1B backlog driving a raised 2026 outlook.

Adjusted EPS of $0.86 topped the $0.83 consensus, but GAAP operating income fell 9% as input costs and mix pressures hit every segment.

Boeing beat revenue estimates at $24.6B and generated $631M in free cash flow, but a $280M Air Force One charge drove a wider-than-expected adjusted EPS loss of $0.76.

AMT beat Q2 estimates with $2.749B in revenue and AFFO of $2.71 per share, then raised full-year guidance for the second time in 2026.

AMKR earned $0.70 per share vs. a $0.49 consensus, but Q3 revenue guidance of $1.95B-$2.05B is what investors are actually watching.

Adjusted EPS of $1.38 beat the $1.30 consensus, yet non-GAAP operating margin fell 248bps to 17.4% as revenue growth outpaced transaction margin expansion.

Q2 revenue hit $10.5M, up 22% sequentially, with Q3 guidance of $13.5M implying 28% further sequential growth as AI data center demand builds.

Strategy sold 5.4M shares for $544.5M but made zero bitcoin purchases last week, leaving its 843,775 BTC holding unchanged at an average cost of $75,476.

Ensign Group lifted full-year EPS guidance to $7.75-$7.85 after Q2 GAAP EPS of $1.68 and revenue of $1.44B, up 17.3% year over year.

BKR's adjusted EPS of $0.64 crushed the $0.51 estimate by 25%, with IET orders doubling to $7.1B and free cash flow hitting $1.1B in Q2 2026.

Rocket Lab secured a $266 million multi-launch contract with the U.S. Space Force, its largest deal to date, covering 12 confirmed suborbital missile-defense launches with an option for six more. Here's what it means for RKLB investors.

Charter shed 172,000 internet customers in Q2 2026, worse than the 116,000 lost a year ago, even as mobile lines grew by 406,000 in the quarter.

Coinbase's Chief People Officer resigned weeks after overseeing 700 layoffs, with successor Dominique Baillet set to take over by August 17.

Adjusted EPS of $3.12 beat the $2.85 consensus by 9.5%, but margin compression is the number investors should watch closely.

AXP beat the $4.45 EPS consensus with $4.53, but raised full-year revenue guidance to 10% while holding its EPS outlook steady, sending shares lower.

Albemarle adds ex-Vale CEO Eduardo Bartolomeo to its board, bringing 30-plus years of global mining and logistics leadership to the lithium producer.

JPMorgan closed a $9B bond offering on July 23, spanning four tranches from floating-rate notes to 2041 subordinated debt.

Chubb's Q2 core operating EPS of $7.26 topped the $6.95 consensus as P&C underwriting income jumped 18.8% to $1.94B with an 83.8% combined ratio.

Adjusted EPS of $11.07 beat the $10.83 consensus as AUM hit a record $1.8T, but advisor departures and rising expenses are worth watching.

Adjusted EPS of $2.40 beat the $2.26 consensus by 6.4%, with Americas organic revenue up 8.9% driving a full-year guidance raise.

Adjusted EPS of $0.42 beat the $0.22 consensus by 91%, while Data Center and AI revenue climbed 59% , Intel's fastest revenue growth in more than 15 years.

Adjusted EPS of $2.93 missed the $3.01 consensus, but IBM's Software segment grew 5% and free cash flow hit $2.5B as full-year guidance was updated.

ServiceNow's AI ACV crossed $1B and subscription revenue rose 24.5%, but non-GAAP gross margin compressed 250bps to 80.5% on rising AI compute costs.

Adjusted EPS of $1.95 beat the prior year by 10%, but GAAP operating income dipped 0.6% as catalyst volumes weighed on Process Automation margins.

FCX adjusted EPS of $0.74 beat the $0.60 consensus, yet operating income fell 17.6% YoY as copper unit cash costs surged 74.3% and gold sales dropped 76.4%.

Dow beat Q2 adjusted EPS by $0.15, with net sales up 19.7% to $12.1B and Operating EBIT swinging from -$21M to $1.65B year-over-year.

Adjusted EPS of $1.04 beat the $1.00 consensus, but EBITDA fell 13.4% as residential margins compressed 160 bps. Peacock turned profitable for the first time.

Aon expanded its Data Center Lifecycle Insurance Program to $5B in capacity, targeting surging demand from AI and hyperscale infrastructure buildouts.