Section
Earnings
Heritage Financial lifts dividend as margin improves in Q2
Heritage Financial Q2 2026 results showed a 3.99 per cent margin, a $0.25 dividend and a tighter read on regional bank funding costs.
STMicro revenue outlook shows AI chip demand spreading
STMicro revenue outlook shows faster second-half growth, but AI data-centre demand still has to outweigh weak auto and industrial markets.
U.S. Bancorp's BTIG quarter shows how regionals are growing
U.S. Bancorp Q2 earnings showed record revenue, a 2.79 per cent margin and new BTIG fees, offering a cleaner read on regional-bank growth.
Morgan Stanley Q2 earnings: equities revenue jumps 69%
Morgan Stanley Q2 earnings delivered record revenue and a 69 per cent equities-trading surge, extending Wall Street's capital-markets boom.
Bank of America Q2 earnings beat, but stock slips 1%
Bank of America Q2 earnings topped expectations with EPS of $1.21 and revenue of $31.6 billion, but shares slipped 1% before the open.
JPMorgan (JPM) Q2 earnings beat as trading revenue surges
JPMorgan Q2 earnings showed EPS of $7.70 on $57.35 billion of revenue, a higher NII outlook and a 1.9 per cent premarket share drop.
TSMC’s June revenue surge sets the tone for AI chip earnings
TSMC June revenue rose 67.9 per cent to NT$442.68 billion, giving investors an early read on AI chip demand and packaging constraints.
Delta’s beat shows airfare pricing is still cushioning the fuel shock
Delta Air Lines topped Q2 estimates and held its 2026 profit target as premium fares and a refinery hedge helped absorb near-record fuel costs.
Gulf earnings will show the war’s winners and losers more clearly than oil prices alone
Second‑quarter Gulf earnings will reveal who profited and who suffered from the Iran war, with oil firms gaining and banks, real‑estate and tourism feeling the strain.
SpaceX's IPO gives Wall Street banks an earnings tailwind
Bank earnings on July 14 may get a lift from 15 per cent market-revenue growth, stronger trading and fees tied to SpaceX's IPO.
Samsung's record quarter tests faith in the AI memory boom
Samsung Q2 profit hit a record on AI memory demand, but the share sell-off showed investors are already testing how long pricing power can last.
Micron’s $22bn commitments show AI memory is still tight
AI memory demand is still outrunning supply as Micron pairs a blowout fourth-quarter outlook with $22 billion of customer commitments.
Cerebras’ revenue surge cannot hide AI-chip margin math
Cerebras earnings showed 94% revenue growth, but a 36%-38% margin guide explained why investors sold the stock after its IPO debut.
CarMax beat on sales, but margin pressure still sank the stock
CarMax stock falls after the earnings beat because shrinking unit margins, high costs and a multi-year turnaround left investors wanting proof.
GameStop (GME) Q1 profit jumps on $2B buyback plan
GameStop (GME) Q1 profit and a $2B buyback shift attention to capital returns, but eBay-linked gains complicate earnings.
India earnings rebound becomes a commodity-cost stress test
India earnings outlook is darkening as oil, steel and food costs rise, threatening margins, valuations and foreign investor confidence.
Pick n Pay break-even target moves to 2029 as costs bite
Pick n Pay break-even target now slips to 2029 as labour costs force a deeper reset of the grocer’s core chain while Boxer carries growth.
SharkNinja lifts 2026 outlook after Q1 earnings beat
SharkNinja beat first-quarter estimates, lifted its 2026 sales and EPS outlook, and said tariffs still weighed on margins.
Nvidia earnings: Q1 revenue $81.6bn, Q2 guide $91bn
Nvidia reported $81.6 billion in Q1 revenue and guided to $91 billion for Q2, extending its run as the AI infrastructure trade's anchor stock even as investors weigh how long the buildout can last.
Target (TGT) earnings: 4% sales outlook tests rebound
Target earnings showed 5.6 per cent comparable-sales growth and a 4 per cent sales outlook, sharpening the market's read on shoppers and the turnaround.
Lowe's beat estimates, but housing still set the verdict
Lowe's earnings beat on sales and profit, but muted shares and steady guidance showed mortgage rates and weak housing turnover still matter more.
Xanadu (XNDU) reports 4x revenue growth, wider first-quarter loss
Xanadu's first quarterly report offered public investors an early test of whether quantum-computing revenue can scale fast enough to offset rising losses and heavy commercialisation spending.
Nvidia (NVDA) Q1 earnings seen at $78.75bn as AI demand lifts chip stocks
Nvidia is set to report first-quarter results after the bell on 20 May, with Wall Street expecting $78.75bn in revenue driven by insatiable AI demand. Here is what to watch.
Green Dot net income jumps 109% to $53.8M ahead of Smith Ventures sale
Green Dot Q1 net income more than doubled to $53.8 million as the fintech bank holding company posted a 17 per cent revenue gain and its widest EPS beat in six quarters ahead of a planned sale to Smith Ventures and CommerceOne.
Lattice Semi Q1 EPS beats by $0.04, revenue up 42%
Lattice Semiconductor Q1 2026 earnings beat consensus as data-centre and AI server demand drove a 42 per cent revenue jump. The company also announced a $1.65bn acquisition of AMI, a firmware and platform management provider.
