Disney’s Fiscal Q3 Blowout: Streaming Profits Double, Parks Hold Strong, EPS Jumps 28%

The Walt Disney Company (NYSE: DIS) kicked off Wednesday's trading session with a fiscal third-quarter earnings report that beat Wall Street's profit expectations by a wide margin. Adjusted earnings per share rose 28% to $2.06, comfortably ahead of consensus estimates, as three of the company's most important business lines fired simultaneously: theme parks held firm despite tariff headwinds, streaming profitability more than doubled, and "Toy Story 5" delivered a theatrical blockbuster that crossed $1 billion at the global box office ...
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Shopify Posts 34% Revenue Growth in Monster Q2 — Stock Surges 28%

Shopify (NASDAQ: SHOP) had its best day in months on Wednesday, surging 28-29% after delivering a quarter that analysts couldn't help calling a "monster." Q2 2026 revenue came in at $3.58 billion, a 34% jump year-over-year that handily topped the Street's $3.45 billion estimate. Adjusted earnings per share of $0.42 also beat forecasts, while free cash flow hit $654 million — an 18% margin and a 55% improvement from the $422 million reported a year ago. For a company that ...
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AMD Beats Q2 Estimates With $11.5B Revenue — So Why Is the Stock Falling?

Advanced Micro Devices (NASDAQ: AMD) delivered one of its strongest quarters ever on Tuesday, reporting record Q2 2026 revenue of $11.54 billion — up 50% year-over-year and ahead of Wall Street's $11.28 billion consensus. Non-GAAP earnings per share came in at $1.66, edging past the $1.62 estimate. And yet AMD shares slid roughly 5-9% in the aftermath, leaving many investors scratching their heads. Welcome to the new reality for AI chip stocks: beating is no longer enough. The numbers themselves were ...
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Lithium Is Back — And Albemarle’s Q2 2026 Earnings Report Could Prove It

Albemarle Corporation, the world's largest lithium producer, is reporting Q2 2026 earnings after the market close on Wednesday, and the results carry far more weight than a single quarterly print. The report arrives at what many analysts believe is an inflection point for the lithium market — one where the three-year supply glut that crushed lithium prices and Albemarle's stock from 2022 through 2024 may finally be giving way to a structural deficit. UBS upgraded ALB to Buy with a ...
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The FDA’s Decision Day on Moderna’s mRNA Flu Shot Is Here — What Investors Need to Know

Wednesday, August 5, 2026 is a landmark moment for Moderna — and potentially for vaccine history. The FDA's PDUFA target action date for mFlusiva (mRNA-1010), Moderna's seasonal influenza vaccine candidate, falls today, meaning the agency is expected to issue a final approval decision by market close. If approved, mFlusiva will become the first mRNA-based seasonal flu vaccine ever licensed in the United States, extending Moderna's platform well beyond COVID-19 into a market that encompasses roughly 150 to 170 million flu ...
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SpaceX Posted $7.8 Billion in Revenue — But the Real Test Comes Thursday

SpaceX delivered its first earnings report as a public company Tuesday, posting second-quarter revenue of $7.8 billion — up 92% year over year and roughly $900 million ahead of Wall Street's consensus estimate of $6.9 billion. The blowout top-line result should have been cause for celebration. Instead, SPCX stock fell sharply in after-hours trading, and for good reason: the numbers were overshadowed by a $541 million net loss tied largely to a decline in the value of the company's bitcoin ...
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$700 Billion and Rising: How Big Tech’s AI Spending Spree Creates Opportunity Beyond Nvidia

Earnings season just delivered a data point that every investor needs to see: Amazon, Microsoft, Alphabet, and Meta — the four largest AI spenders on Earth — all raised their capital expenditure guidance after their most recent quarterly results, pushing their combined 2026 AI infrastructure spend above $700 billion. That figure is not an analyst projection. It is disclosed, confirmed guidance from four of the most profitable companies in history, all doubling down simultaneously on AI at a scale that ...
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S&P 500 Hits Its First Record Since June — What’s Behind the Rally and What Investors Should Do

The S&P 500 closed at a record high Tuesday for the first time since June, capping a powerful multi-day rally that added more than 700 points to the Dow Jones Industrial Average. The surge was powered by a one-two punch: blowout corporate earnings across Big Tech and AI software names, and growing optimism that the U.S. and Iran may be approaching a deal to reopen the Strait of Hormuz. That development, if confirmed, would meaningfully ease the oil supply crunch ...
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