
Expedia Leans on AI and B2B Growth to Lift Outlook After Strong Q2
Expedia Group entered the summer travel season with more than just strong demand, according to its recent earnings call.
Latest financial and economic news and analysis

Expedia Group entered the summer travel season with more than just strong demand, according to its recent earnings call.

Fresnillo is undervalued, trading at discounted P/E and EV/EBITDA multiples despite strong financials and a robust resource base. I see the market is overly focused on near-term production declines, missing Fresnillo's strategic moves to extend asset duration and diversify geographically. Recent Probe Gold acquisition adds 10 million ounces of gold resources, reduces Mexico's concentration risk, and extends portfolio life without balance sheet strain.

APPS' AI-driven platform boosts advertiser returns, lifts publisher monetization and supports stronger growth with higher fiscal 2027 guidance.

GILT's Q2 earnings call spotlights a stronger second half for Defense, record IFC terminal deliveries and the Comtech deal's scale potential.

Joby Aviation (NYSE:JOBY | JOBY Price Prediction) stock is rallying Thursday, with shares up 9% to $8.47 by midday after the electric air taxi maker raised its full-year 2026 revenue outlook alongside Joby's Q2 FY2026 report released after Wednesday's close.

For the past few years, Ford Motor Company has been working on an affordable midsize electric truck—the automaker's answer to Tesla's sub-$40,000 EVs, the rising domination of ultra-affordable electric vehicles out of China, and Americans' general frustrations with sky-high car prices.

The Food and Drug Administration is still working to determine if the affected were sold directly to consumers at grocery stores.

Shares of Figma Inc (NYSE: FIG) are down more than 14% in premarket trading on Thursday as investors appear to be having doubts about its heavy investments in AI.

Nexstar Media Group, Inc. (NXST) Q2 2026 Earnings Call Transcript

Intel delivered its strongest revenue growth in over 15 years as AI demand, manufacturing yields, and pricing materially improved profitability. Management raised capital expenditures because of long-term customer commitments, suggesting capacity expansion is demand-driven rather than speculative spending. Intel Foundry losses narrowed by approximately $350 million sequentially while 18A yields improved and external customer engagement reached an important inflection point.

Amazon surpassed a $3 trillion market cap, driven by record Q2 2026 results and robust fundamentals, not just multiple expansion. Q2 revenue reached $200.61 billion (+20% YoY), AWS grew 36.7% YoY, and operating income soared 43% YoY to $27.5 billion with a 13.7% margin. CapEx guidance increased to $220 billion for 2026, but management emphasized demand is locked in, with a $496 billion AWS backlog growing triple digits YoY.

Quanta Services, Inc. PWR combines rapid earnings growth, rising cash generation and substantial infrastructure demand with a valuation well above relevant benchmarks. That creates a clear trade-off for investors.

DOX matches Q3 FY26 earnings estimates as managed services hit record sales and fiscal 2026 targets remain intact.

ABBV falls after cutting its 2026 EPS outlook to reflect the Apogee deal, despite strong Q2 results, higher revenue guidance and growth from key medicines.

Quanta Services, Inc. PWR raised its full-year revenue, earnings, adjusted EBITDA and free-cash-flow outlook after second-quarter results exceeded expectations. The revision changes the scale of the 2026 growth story.