Danaher Corporation (DHR) Q2 2026 Earnings Call Transcript
Marsh & McLennan Companies, Inc. (MRSH) Q2 2026 Earnings Call Transcript
The Charles Schwab Corporation (SCHW) Q2 2026 Earnings Call Transcript
Raphael Zagury inherits a large Bitcoin balance sheet and a mandate to prove it can support a durable business.
Bitget has integrated Siebly.io software development kits covering two API systems and multiple trading products as the exchange seeks to reduce the work required to build crypto applications.
Russia has approved a landmark crypto law launching a licensed market on September 1, while XRP already trades through MOEX's regulated infrastructure, giving it an early institutional edge.
GPC's Q2 earnings beat reflects broad sales growth, led by industrial strength, while the company maintains its 2026 adjusted earnings view.
AVO's 12.5% YTD gain reflects improving margins, record Peru output and Calavo synergies, though valuation and execution risks remain.
While the top- and bottom-line numbers for Southern First (SFST) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Whales are accumulating ETH, but staking and DeFi flows tell a bigger story.
Shares of space stocks are catching a bid Tuesday as the sector rebounds from recent weakness.
Investors are watching GE Vernova (NYSE: GEV | GEV Price Prediction) ahead of its Q2 2026 results due Wednesday, July 22, before the open.
Aztec launched its v5 update in alpha, reducing proof times for private transactions by more than 2x and cutting costs by 50%. Version v5 enables ZK proof generation directly on users' devices, such as phones and laptops, without relying on centralized data centers.
CHEF is gaining margins through logistics, mix and regional expansion, but premium-demand cyclicality and competition keep the outlook balanced.
Weak SiC demand is pressuring ASYS' SFS business, but foundry expansion and recurring revenues support its recovery plan.
Applied Materials' AMAT large installed base has turned into a recurring revenue engine. Applied Global Services (AGS), under which the servicing of installed bases is reported, has generated $1.665 billion in revenues, up from $1.42 billion a year earlier, reflecting higher fab utilization.
AON boosts data center insurance capacity to $5B, expanding lifecycle coverage as AI and hyperscale investments drive demand for complex risk solutions.
SLB enters second-quarter earnings season with stronger oil price tailwinds, though lower earnings expectations may weigh on the upcoming report.
Shares of 3M (MMM) jumped Tuesday morning after the conglomerate reported better-than-expected results and raised its profit outlook.
SpaceX SPCX shares jumped more than 6% on Tuesday, snapping a seven-session losing streak after Macquarie reiterated its bullish stance on the stock, saying the recent correction offers investors an attractive entry point into what it describes as a long-term infrastructure and artificial intelligence leader. The rally lifted the stock to around $127, although it remains below its $135 initial public offering price after a gradual post-listing decline.
TTM Technologies (TTMI) is rated Buy, balancing AI-driven growth with a strong defense sector moat and production expertise. TTMI's high security clearance and status as a trusted defense supplier underpin a durable competitive advantage, especially in aerospace and unmanned AI applications. Capex expansion above $300M/year targets higher-margin, complex PCB production, with EBIT margins expected to rise from 10% toward 16% long term.
Jim Cramer's Lightning Round on CNBC's Mad Money delivered mixed verdicts on growth and speculative names, endorsing Lyft at current levels, calling for consolidation in fintech, and dismissing First Solar on technicals.
UnitedHealth Group remains a Buy after a strong Q2, with robust earnings, raised guidance, and a doubled buyback authorization. UNH benefits from the market rotation out of AI and into defensive healthcare, positioning it as a sector leader. AI investments at UNH focus on margin expansion through operational efficiency, not speculative growth, leveraging its vast data assets.
GM, MMM, NVS, NOC, HAS and DHI all outperformed expectations on their quarterly reports this morning.
Chefs' Warehouse pairs double-digit sales growth and regional expansion with geopolitical, demand and margin risks that keep its outlook balanced.
AGNC Investment's Q2 results benefit from higher NII, improved book value and portfolio growth. However, the stock declines as funding costs and prepayments rise.
TSLA-SPCX merger rumors highlight major AI, manufacturing and connectivity synergies, but governance, regulatory and capital risks remain.
ACAD wins FDA's Fast Track status for remlifanserin in Alzheimer's disease psychosis as its phase II data readout approaches and phase III enrollment advances.
GE HealthCare's MIM Anyware offers secure browser-based imaging access to streamline workflows, collaboration and clinical decision-making.
CHEF's sales, margin and cash-flow gains support the story, but a sharp rally and valuation near a five-year high raise the bar for further upside.