Rolls-Royce hikes guidance as it benefits from both the defense boom and AI data center buildout
Rolls-Royce is riding two of the biggest investment themes in global markets: the defense boom and the AI buildout.
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Microsoft's AI spending guide is music to our ears, quieting the bears — for now
Microsoft shares moved 8% higher in extended trading on Wednesday after the software maker disclosed strong fiscal fourth-quarter revenue and called for steady 2026 capital expenditures.
Read more →The market is overreacting to Meta's earnings and guidance. Here's our plan
In the opening months of 2026, shares of Meta Platforms (META -1.31%) have dropped sharply -- erasing roughly 14% of their value year to date and trading about 28% below all-time high prices near $780 in late 2025.
Read more →We're raising our price target on Starbucks after a home-run quarter
Cetera Investment Advisers grew its holdings in Starbucks Corporation (NASDAQ:SBUX - Free Report) by 4.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). Th…
Read more →Meta’s Reality Labs lost over $4.6 billion in second quarter
Meta's Reality Labs unit, which develops virtual reality devices and wearables powered by AI, lost $4.62 billion in the latest quarter.
Read more →Here's a closer look at our decision to change course on P&G
Can it really be true that most people in jail are legally innocent? How much of mass incarceration is a result of the war on drugs, or the profit motives of private prisons? Have popular reforms really triggered a crim…
Read more →Corning plunges despite strong quarterly results — here's our plan for the stock
IBM (IBM) CEO Arvind Krishna kicked off the company's earnings call by acknowledging the shock warning a week ago that upended what had been a successful tech turnaround story.
Read more →We're upgrading our rating on Boeing as CEO Ortberg's turnaround bears fruit
Boeing's second-quarter results leaped over Wall Street expectations on the financial metric that matters most.
Read more →Ford Motor is set to report earnings after the bell. Here's what Wall Street expects
DETROIT — Ford Motor is set to announce second-quarter results after the markets close Tuesday.
Read more →Corning tumbles 16% after earnings, leading rout in optical stocks
Shares of glassware maker Corning dove 16% on Tuesday after the company reported its second-quarter earnings, dragging down other optical component names in the artificial intelligence space.
Read more →Intel's turnaround under CEO Lip-Bu Tan gains steam with another strong quarter
Intel opens new tab shareholders are optimistic about the company’s results like they have not been for many quarters, betting the turnaround CEO Lip-Bu Tan promised was taking root and that rapid data center build outs…
Read more →We're raising our Honeywell Technologies price target, reflecting post-spinoff optimism
Honeywell Technologies bucked a broader market selloff after the industrial automation company delivered a strong quarter and raised guidance.
Read more →We're ready to move on from Dover after the industrial conglomerate's weak quarter
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Read more →Why we're sticking with Alphabet despite an imperfect quarter and more AI spending
The market isn't in a forgiving mood, but we're not in a hurry to leave this stock behind.
Read more →GE Vernova sellers blinded by an earnings miss should focus on strong demand instead
Using the EPS miss as a reason to knock the Club stock down more than 7% is short-sighted.
Read more →Tesla set to report second-quarter results after the bell
Tesla is set to announce second-quarter results after the bell on Wednesday, three weeks after reporting a 25% year-over-year increase in vehicle deliveries.
Read more →Ryanair stock slides 6% as higher fuel costs amid Iran war dent profit
Ryanair warned on Monday that struggling European airlines are facing a "difficult winter" ahead, as the budget carrier reported first-quarter profit that took a 34% hit due to consumers delaying bookings amid the Middl…
Read more →J&J falls despite a beat-and-raise quarter. Why we're raising our price target anyways
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the latest developments in the Iran war and what investors should be monitoring. The stock market hit new highs last week;…
Read more →Wells Fargo did enough to remain in our portfolio. What we liked about earnings
CEO pay continues to increase. Institutional Shareholder Services (ISS) ¹ reported that the median CEO pay increase last year was 6 percent among the S&P 500 companies. Given the methodology used to calculate CEO pay, t…
Read more →We're raising our price target on Goldman Sachs after a blowout quarter, upbeat outlook
Vertiv’s stock has soared in 2025, outpacing its peers and sector. After years of steady growth, the share price accelerated in the summer and early fall on booming AI/data-center demandts2.technasdaq.com. By Oct 9 the …
Read more →Wells Fargo bounces off 52-week lows. What it must do to get out of the penalty box
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Read more →Samsung posts 1,800% jump in profit, but AI spending concerns spook investors
Samsung Electronics shares fell as concerns about spending and demand overshadowed record second-quarter earnings.
Read more →After a soft Nike quarter, we have a big decision to make on the stock
After a soft Nike quarter, we have a big decision to make on the stock The results are unlikely to improve Nike's standing in the portfolio Read at source
Read more →Nike results top estimates even as China sales drop 12%; retailer expects $986 million tariff refund
Nike on Tuesday posted quarterly earnings and revenue that topped Wall Street expectations, despite another sales decline in its key China market.
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