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. Total revenue for the quarter came in at $25.25 billion, u...

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 had investors worried earlier this year about slowing growth, this was a powerful rebuttal. The details behind the headline...

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 formidable. AMD's Data Center segment — the engine powering the entire thesis — grew 107% yea...

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 $185 price target, citing a projected lithium market deficit in the second half of 2026. MarketWatch flagged this ...

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 shots administered each year in the U.S. alone.The regulatory pathway her...

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 holdings, and by a massive insider share unlock arriving on August 6.Breaking down the revenue, Starlink c...

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 rivals the annual GDP of entire nations. For retail investors weighing whether the AI trade s...

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 that has weighed on inflation and consumer sentiment all summer. Crude oil prices fell sharply on the news, giving markets an add...

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 little room for skepticism. U.S. commercial revenue — the metric Wall Street uses to gauge ...

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 EPS came in at $7.77, compared with $4.62 in Q2 2025. The company raised its full-year revenue growth target followin...