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 ...
Read More About This
|

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 ...
Read More About This
|

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 ...
Read More About This
|

$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 ...
Read More About This
|

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 ...
Read More About This
|

Palantir’s Revenue Nearly Doubled in Q2 — Here’s What the 93% Surge Means for Investors

Palantir Technologies (NASDAQ: PLTR) delivered one of the most stunning earnings reports of the 2026 season on Monday, posting second-quarter revenue of $1.94 billion — up 93% year over year — and blowing past analyst expectations across every key metric. The stock surged more than 15% in pre-market trading Tuesday, marking its best post-earnings reaction in over a year and signaling a dramatic reversal for a name that had fallen nearly 30% year-to-date heading into the print. The headline numbers left ...
Read More About This
|

Caterpillar Just Topped $20 Billion in One Quarter — AI Data Centers Are Driving the Boom

Caterpillar (NYSE: CAT) made history on Tuesday morning, August 4, reporting second-quarter 2026 results that crossed $20 billion in sales and revenues for the first time in the company's 100-year history. CEO Joe Creed called the milestone out directly in the earnings press release: "This is the first time in company history that we have generated over $20 billion in sales and revenues in a single quarter." GAAP net income rose 65% year over year to $3.593 billion, and diluted ...
Read More About This
|

SanDisk Stock Is Down 50% From Its High — Can August 5 Earnings Turn It Around?

SanDisk (NASDAQ: SNDK) enters its fiscal fourth-quarter earnings report — due Tuesday, August 5, after the market close — as one of 2026's most dramatic reversal stories. The memory and storage company's stock had surged roughly 439% year-to-date at its peak, riding the AI memory supercycle as demand for high-bandwidth memory chips hit unprecedented levels. Then came the crash: SNDK has plunged more than 50% from its 2026 high, touching the critical $1,000 support level in recent days, before staging ...
Read More About This
|