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July 23, 2026 11:53 PM GMT

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…

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July 23, 2026 5:24 PM GMT

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.

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July 23, 2026 3:41 PM GMT

We're ready to move on from Dover after the industrial conglomerate's weak quarter

Footnotes have been removed from the HTML version of this report. For the footnoted version of this report, please download the report.

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July 23, 2026 12:23 AM GMT

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.

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July 22, 2026 5:38 PM GMT

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.

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July 22, 2026 4:00 PM GMT

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.

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July 20, 2026 9:05 AM GMT

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…

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July 15, 2026 7:30 PM GMT

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;…

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July 14, 2026 7:03 PM GMT

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…

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July 14, 2026 6:49 PM GMT

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 …

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July 13, 2026 5:05 PM GMT

Wells Fargo bounces off 52-week lows. What it must do to get out of the penalty box

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July 7, 2026 9:46 AM GMT

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.

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June 30, 2026 11:42 PM GMT

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

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June 30, 2026 10:07 PM GMT

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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June 30, 2026 8:05 PM GMT

AeroVironment skyrockets 19% as dronemaker capitalizes on defense spending surge

AeroVironment shares skyrocketed nearly 19% after the dronemaker easily blew past Wall Street's fiscal fourth-quarter estimates, benefiting from U.S. plans to modernize the military and secure space.

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June 30, 2026 1:05 PM GMT

AeroVironment soars 28% on earnings beat, backlog grows to $1.2 billion

AeroVironment stock ripped 28% higher on Tuesday during premarket trading as the dronemaker reported fourth-quarter earnings that beat on the top and bottom lines.

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June 25, 2026 11:04 PM GMT

FedEx Freight takes a step forward in its independent journey. Here's why we like the stock

FedEx Freight had plenty of encouraging things to say on its first earnings call as a standalone company.

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June 25, 2026 1:58 PM GMT

Darden Restaurants earnings beat estimates but Olive Garden growth weakens

Darden Restaurants on Thursday reported mixed quarterly results as same-store sales growth at the company's fine-dining restaurants and Olive Garden fell short of expectations.

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June 24, 2026 10:33 PM GMT

Micron is tech's new margin king as memory crisis pushes company past Nvidia and Meta

As Micron customers try and adjust to a new reality of constantly rising memory prices, investors in the company are enjoying historic profit margins.

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June 23, 2026 10:11 PM GMT

Cerebras falls 10% after chipmaker forecasts shrinking margin in first earnings report since IPO

Cerebras said revenue almost doubled in the AI chipmaker's first earnings report since its initial public offering last month. The stock fell 10% in extended trading as the company forecast a drop in its gross margin.

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June 23, 2026 9:58 PM GMT

FedEx posts strong earnings results in last quarter with freight business

FedEx on Tuesday reported earnings that beat Wall Street expectations on the top and bottom lines.

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June 16, 2026 10:25 PM GMT

Databricks sales growth tops 80%, but margin are shrinking from swarm of AI agents

Databricks has a unique role in the AI boom. Revenue continues to soar as businesses swarm to the company's data analytics tools. But as clients rely on more AI agents to clean up data and ask questions, Databricks is e…

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June 12, 2026 2:44 PM GMT

Oracle shares tumble 11% on increased capital raise, cash concerns

Oracle shares tumbled 8% after the software maker told investors to expect an additional $20 billion capital raise, while reporting negative free cash flow for the year.

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June 12, 2026 7:49 AM GMT

Jewelry giant Chow Tai Fook's shares rise 15% as higher gold price boosts profits

Shares of jewelry giant Chow Tai Fook surged 15% on Friday after it posted a record high performance in its financial year to the end of March.

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