As Amazon.com, Inc. (NASDAQ:AMZN) reports Q2 with AWS, AI spending and Big Tech comparisons in focus, the company juggles a $2.5B FTC settlement, AI hiring cuts amid Nova and Bedrock advances, seller AI-tag rules, labor pacts, Business growth and Prime Video redesigns while pledging AI data center…
Ondas Inc. (NASDAQ:ONDS) has rapidly expanded its defense footprint in 2026—acquiring CyberHawk, Omnisys and World View Enterprises for AI-driven ISR and software capabilities while co-leading funding with RSE Ventures into FPF Defense to commercialize SmartFlak and Hammerhead counter‑UAS systems.P…
Array Technologies Inc (NASDAQ:ARRY) unveiled a 60° DuraTrack for hail-prone sites with SmarTrack, Hail Alert Response, wired AC motor and Wind XP stow—available to quote in 2026 with deliveries mid-2027—and will detail BOS strategy and innovation at an Aug 20, 2026 investor tech showcase.Previous…
CME Group Inc. Class A (NASDAQ:CME) posted strong Q2 results with record market-data revenue and robust ADV while expanding product lineup—Compute Futures, Single Stock futures settled to closing prices and a sorghum basis contract—amid litigation with the CFTC over crypto perpetuals and a raised B…
Quest Diagnostics Incorporated (NYSE:DGX) reported Q2 2026 revenue of $3.04B (+10.2%), net income $320M and adj. EPS $3.12 (+19.1%), lifted guidance to $11.95–12.05B revenue and $11.05–11.25 adj. EPS, while UBS kept NYSE:DGX at Neutral, calling the stock fairly valued.Previous Week RecapThis is an…
Wabash National Corporation (NYSE:WNC) raised $150M with 4.00% convertible notes due 2032—convertible to shares, callable from 2029 and backed by subsidiaries—while simultaneously expanding its dealer and service footprint in Oregon and Arizona through a partnership with Truck Source to boost fleet…
PayPal Holdings, Inc. (NASDAQ:PYPL) posted Q1 revenue growth and an EPS beat while management pushes Checkout, Venmo, Crypto and $1.5B AI savings as buyout interest from Stripe/Advent and Truist’s upgrade hinge on its turnaround milestones; PYPL also joined Sky Protocol’s BUIDL fund.Previous Week R…
Mobileye Global, Inc. Class A (NASDAQ:MBLY) reported modest Q2 revenue growth and improved margins with raised full‑year guidance as CEO/co‑founder Amnon Shashua transitions to chairman while a search for his successor begins, and the firm sealed a Stellantis REM ADAS supply deal expanding U.S./EU…
Flywire Corp. (NASDAQ:FLYW) will report Q2 2026 results after the close Aug. 4 and host a 5:00 PM ET call with CEO Mike Massaro, COO Rob Orgel and CFO Cosmin Pitigoi, as Truist Securities downgraded the stock to Hold and trimmed its price target to $17.00.Previous Week RecapThis is an AI-generated…
Workday, Inc. Class A (NASDAQ:WDAY) slid after Morgan Stanley downgraded it to Underweight amid a sector shift to infrastructure and cybersecurity, even as WDAY advances: its Adaptive Planning won FedRAMP Moderate for government cloud use and its AI tools promise much faster course creation.Previou…
Manulife Financial Corp (NYSE:MFC) said it will report Q2 2026 results after the close Aug. 5 with a live call Aug. 6, while analysts lifted price targets to C$65–C$70 amid a widened five‑year Microsoft deal to deploy Frontier Suite, Agent 365 and Copilot across 30,000+ employees.Previous Week Reca…
Capital One Financial Corp (NYSE:COF) beat Q2 forecasts as profit rose on lower loan-loss reserves and strong card volume aided by a partial-quarter Discover integration, drawing an unchanged overweight from Barclays despite a slight price-target cut while Johnson disclosed ties and will recuse.Pre…
JP Morgan today initiated coverage of Enpro Inc. (NYSE:NPO) with an Overweight rating and $420 price target, as the company prepares to report Q2 2026 results on Aug. 4 at 6:30 AM ET and host a conference call at 8:30 AM ET with results and slides to be posted on its website.Previous Week RecapThis…
Boyd Gaming Corporation (NYSE:BYD) saw Las Vegas Locals revenue slip to $225.9M from $229.0M amid Orleans weakness and Suncoast construction while Downtown activity held steady, as Stifel lifted its price target to $92 per share.Previous Week RecapThis is an AI-generated summary and may contain ina…
Baker Hughes Company Class A (NASDAQ:BKR) posted Q2 adjusted EPS $0.64 (GAAP $0.68), revenue $6.742B and free cash flow $1.109B with total orders $10.501B, and landed a five‑year services deal with GL Group to support its expansion outside Azerbaijan.Previous Week RecapThis is an AI-generated summa…
Netflix, Inc. (NASDAQ:NFLX) tapped $1.0B of 5.25% notes to refinance 2026 debt while repurchasing a record $4.7B in Q2, yet missed revenue and cut 2025 growth guidance amid a weak content slate, sending shares sharply lower and risking pressure on media/internet ETFs.Previous Week RecapThis is an A…
KeyBanc initiated coverage of Vertiv Holdings Co. Class A (NYSE:VRT) with an overweight rating and $360 target as the company strengthens its AI/HPC positioning by acquiring Strategic Thermal Labs to add cold‑plate design, server liquid‑cooling and high‑density thermal validation.Previous Week Reca…
EU regulators have opened a Foreign Subsidies probe into JD.com, Inc. Sponsored ADR Class A’s $2.5B bid for Ceconomy over possible subsidized financing or tax breaks, even as famed investor Michael Burry recently disclosed an increased stake in NASDAQ:JD without detailing size or timing.Previous We…
T-Mobile US, Inc. (NASDAQ:TMUS) posted Q2 2026 results with revenue about $22.8B, strong service and postpaid growth, $3.2B net income and $9.5B Core EBITDA while returning $3.3B and reaffirming guidance; analysts trimmed targets yet stayed bullish as the company rolls bold trade-in switcher deals…
AMC Entertainment Holdings, Inc. Class A (NYSE:AMC) reported Q2 strength with U.S. revenue $1,258.6M and international $338.1M, expanded premium seats and AMC Go Plan while refinancing $400M notes, and rode THE ODYSSEY to record openings and robust box office, prompting mixed upgrades and higher ta…
