
Analyst on hyperscalers' earnings potential
Moor Insights & Strategy's Patrick Moorhead says that while some investor sre jumping on the AI wave and making quick bets on hyperscalers, firms like Microsoft and Azure are actually generating profits.
آخرین اخبار مالی و اقتصادی، تحولات بازار، گزارشها و تحلیلهای بازارهای مالی را در PipVero دنبال کنید.

Moor Insights & Strategy's Patrick Moorhead says that while some investor sre jumping on the AI wave and making quick bets on hyperscalers, firms like Microsoft and Azure are actually generating profits.

The Dow Jones Industrial Average closed at another record high on Wednesday, outperforming the broader market as gains in Nvidia and strong corporate earnings offset weakness in several major technology stocks. The S&P 500 and Nasdaq Composite ended lower after pulling back from intraday highs, with investors digesting mixed earnings reports and fresh economic data while monitoring developments in the Middle East.

U.S. stocks finished mixed as optimism about the reopening of the Strait of Hormuz was offset by more volatility in artificial-intelligence wagers.

Oil and gas producer APA beat Wall Street estimates for second-quarter profit on Wednesday, helped by higher oil prices.

Brookfield Asset Management Ltd. (BAM:CA) Q2 2026 Earnings Call Transcript

Fed Governor Lisa Cook said Wednesday that inflation is still too high and she is "prepared to act" on an interest rate hike. Cook voted with the majority last week to hold rates steady but said that may no longer be possible unless there are sure signs ahead that inflation is easing.

Dexterra Group Inc. (DXT:CA) Q2 2026 Earnings Call Transcript

Toast has surged ~50% from YTD lows, prompting a downgrade to neutral as valuation now appears stretched. TOST's Q2 results were strong: 23% y/y revenue growth, 28% subscription growth, and improving gross margins via AI-driven efficiencies. Despite robust ARR and GPV growth, macro headwinds in the restaurant sector and intensifying competition temper forward expectations.

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Verano Holdings Corp. (VRNO:CA) Q2 2026 Earnings Call Transcript

'The Big Money Show' panel analyzes the stock market as Eli Lilly surges on raised guidance and the S&P 500 eyes a record close. The panel also debates SpaceX spending concerns and rising Treasury yields.

Sprott Inc. (SII:CA) Q2 2026 Earnings Call Transcript

Oil traders focus on negotiations between Iran and Oman.