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The 'Problem' With AMD's Guidance

Advanced Micro Devices, Inc. delivered robust Q2 results, with Data Center revenues accelerating 107% to $6.7B and gross margins expanding to 56%. Management projects server CPU revenue to grow over 80% y/y in H2 2026 and over 70% for 2027, with Data Center segment revenue expected to more than double in 2027. Despite market disappointment over conservative guidance, I see this as a buying opportunity given AMD's strong growth trajectory and margin expansion.

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Lumen Posts Narrower-Than-Expected Q2 Loss, Revenues Drop Y/Y

LUMN's Q2 loss came in narrower than expected as strategic revenues have risen 14.1% and free cash flow has turned positive despite a 9.3% revenue decline.

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منبع: Zacks Investment Research

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ONON Gains 11.2% in 3 Months: Can Growth Momentum Continue Longer Term

On Holding's 11.2% three-month gain reflects strong demand, margin expansion and global growth, but tariffs and valuation pose risks.

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منبع: Zacks Investment Research

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Celanese Q2 Earnings Beat Estimates on Pricing and Execution

CE beats Q2 earnings and sales estimates as strong pricing, commercial execution and medical and electronics momentum lift results.

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Roku Stock Nears 3-Year High Before Earnings

Roku Inc (NASDAQ:ROKU) is scheduled to report second-quarter earnings after the close on Thursday, Aug. 6.

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منبع: Schaeffers Research

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Icahn Enterprises L.P. (IEP) Q2 2026 Earnings Call Prepared Remarks Transcript

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Here's What Analysts Are Saying About SpaceX: Earnings Report Sends Stock Down 9%

Some brokerages appeared optimistic about SpaceX's quarterly earnings: JPMorgan analysts, who lifted their price target for shares to $240 from $225, wrote SpaceX is benefiting from “extreme vertical integration” while noting its “pace of change in AI is incredibly fast,” and that a step-up in AI infrastructure and higher monetization could push SpaceX's AI revenue to $100 billion in 2027. Wells Fargo analysts cut their price target for SpaceX shares to $215 from $230 amid broader caution about its AI spending, noting that SpaceX was “off to an ambitious start” and that revenue projections for 2027 and 2028 were higher than expected, but so were capital expenditure estimates.

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The Poor Are Spending Less At McDonald's

McDonald's (NYSE: MCD | MCD Price Prediction) said its quarterly results were less than acceptable for several reasons.

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منبع: 24/7 Wall Street

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CVS Health Q2 Earnings and Revenues Top Estimates, Stock Climbs

CVS beats Q2 earnings and revenue estimates as stronger segment performance lifts results and prompts raised 2026 guidance, sending shares higher.

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Circle Wants AI Payments to Create an Entirely New Stablecoin Market

Circle's latest earnings suggest USDC is beginning to separate from the crypto cycle just as autonomous software agents create a potentially new market for digital payments. But the company's second quarter 2026 earnings call Wednesday (Aug.

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First Phosphate secures federal backing for infrastructure development at Quebec phosphate project

First Phosphate Corp. (CSE:PHOS, OTCQX:FRSPF, FRA:KD0, OTC:FPHOY) announced that it has finalized agreements for $4.84 million in non-repayable funding from the Government of Canada through Natural Resources Canada's First and Last Mile Fund to support infrastructure development for its Bégin-Lamarche phosphate deposit in Quebec. The funding includes approximately $3.07 million for a study focused on clean energy infrastructure, including the site selection, connection corridors, feasibility work and design of a 161-kilovolt transmission line and substations in the Saguenay-Lac-Saint-Jean region.

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