1 day ago
Argentina's massive shale oil and gas boom is going from strength to strength. The economically crisis-prone South American country yet again reported record monthly oil and natural gas production for May 2026. This couldn't come at a better time for Argentina and South America. Rising global geopolitical risks, notably due to war in the Middle East, and domestic economic hazards hold the potential to derail the significant economic gains Argentina has made over the last two years.
Ministry of Economy data shows May 2026 oil production hit an all-time high of 887,227 barrels per day. This represents a 0.6% increase month over month and is an impressive 19% greater than the same period a year earlier. Natural gas output also rose to 5.5 billion cubic feet per day, which was just shy of the record 5.7 billion cubic feet daily reported for July 2025. Indeed, May 2026 natural gas production was 5.4% greater than a month prior and a stunning 11% higher year over year.
It is the massive shale boom underway in the 8.6-million-acre Vaca Muerta formation that is responsible for this solid production growth. For May 2026, shale oil comprised 70.6% of Argentina's total oil production, while shale gas made up 69.8% of total output. Those ratios are at record highs for shale oil and gas as a proportion of Argentina's total hydrocarbon output. This is a game changer for Argentina, which recently overtook Colombia to cement its place as South America's fourth largest oil producer.
The Vaca Muerta shale formation, which is regularly compared to the Eagle Ford shale, is in the early stages of development. Drillers in the formation are still in that phase of deciding where the core producing areas are located. The Vaca Muerta is regarded as one of the most promising unconventional oil and gas plays globally, containing an estimated 16 billion barrels of recoverable oil and 308 trillion cubic feet of recoverable natural gas resources. This all points to tremendous future unconventional hydrocarbon production growth for Argentina.
Many of the Vaca Muerta shale formation's characteristics are superior to U.S. shales, even the prolific Permian, which is the largest oil-producing basin in the United States. The formation's shale is significantly thicker than the Permian, with it estimated to be at least double the width, allowing for more horizontal landings per pad and more frac stages per well. The Vaca Muerta's organic content exceeds that found in most U.S. shale plays, while its reservoir pressure is significantly higher.
#record
Ministry of Economy data shows May 2026 oil production hit an all-time high of 887,227 barrels per day. This represents a 0.6% increase month over month and is an impressive 19% greater than the same period a year earlier. Natural gas output also rose to 5.5 billion cubic feet per day, which was just shy of the record 5.7 billion cubic feet daily reported for July 2025. Indeed, May 2026 natural gas production was 5.4% greater than a month prior and a stunning 11% higher year over year.
It is the massive shale boom underway in the 8.6-million-acre Vaca Muerta formation that is responsible for this solid production growth. For May 2026, shale oil comprised 70.6% of Argentina's total oil production, while shale gas made up 69.8% of total output. Those ratios are at record highs for shale oil and gas as a proportion of Argentina's total hydrocarbon output. This is a game changer for Argentina, which recently overtook Colombia to cement its place as South America's fourth largest oil producer.
The Vaca Muerta shale formation, which is regularly compared to the Eagle Ford shale, is in the early stages of development. Drillers in the formation are still in that phase of deciding where the core producing areas are located. The Vaca Muerta is regarded as one of the most promising unconventional oil and gas plays globally, containing an estimated 16 billion barrels of recoverable oil and 308 trillion cubic feet of recoverable natural gas resources. This all points to tremendous future unconventional hydrocarbon production growth for Argentina.
Many of the Vaca Muerta shale formation's characteristics are superior to U.S. shales, even the prolific Permian, which is the largest oil-producing basin in the United States. The formation's shale is significantly thicker than the Permian, with it estimated to be at least double the width, allowing for more horizontal landings per pad and more frac stages per well. The Vaca Muerta's organic content exceeds that found in most U.S. shale plays, while its reservoir pressure is significantly higher.
#record
6 days ago
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If generative AI is a potential game-changer for finance, agentic AI, which acts proactively rather than reactively, is even more so. But most CFOs say they feel pressed to deploy agents more quickly than is practicable.
That's according to a June survey of 1,505 CFOs and other senior finance leaders in the United States, United Kingdom, Australia and India who had deployed, piloted or actively evaluated AI agents in the previous 12 months.
The research, performed by Censuswide, was commissioned by Avalara, an interested party because it's a provider of agentic tax and compliance software. However, the findings are eye-opening nonetheless.
An overwhelming majority of those polled, 92%, said they're under significant (50%) or moderate (42%) pressure to demonstrate ROI from AI agents, and 71% said the pressure is entirely or mostly around deployment speed.
#cfos #united
If generative AI is a potential game-changer for finance, agentic AI, which acts proactively rather than reactively, is even more so. But most CFOs say they feel pressed to deploy agents more quickly than is practicable.
That's according to a June survey of 1,505 CFOs and other senior finance leaders in the United States, United Kingdom, Australia and India who had deployed, piloted or actively evaluated AI agents in the previous 12 months.
The research, performed by Censuswide, was commissioned by Avalara, an interested party because it's a provider of agentic tax and compliance software. However, the findings are eye-opening nonetheless.
An overwhelming majority of those polled, 92%, said they're under significant (50%) or moderate (42%) pressure to demonstrate ROI from AI agents, and 71% said the pressure is entirely or mostly around deployment speed.
#cfos #united
7 days ago
Things have gone from bad to worse for Netflix (NFLX) stock over the last year. NFLX stock fell sharply on July 17 after markets gave a thumbs down to the company's second-quarter report. While earnings were broadly in line with estimates, Netflix's Q3 guidance spooked markets.
Notably, NFLX stock also plunged following the Q1 confessional earlier this year for pretty much the same reasons. That quarter, earnings easily beat estimates, but management still did not raise the annual guidance, which was seen as a sign of a slowdown in the coming quarters. In the Q2 release, management narrowed its annual revenue guidance to a range of $51 billion to $51.4 billion, increasing the lower end by $300 million while also cutting the top end of the range by a similar amount. Netflix's Q3 revenue guidance of $12.86 billion also fell short of Street estimates.
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#nflx
Notably, NFLX stock also plunged following the Q1 confessional earlier this year for pretty much the same reasons. That quarter, earnings easily beat estimates, but management still did not raise the annual guidance, which was seen as a sign of a slowdown in the coming quarters. In the Q2 release, management narrowed its annual revenue guidance to a range of $51 billion to $51.4 billion, increasing the lower end by $300 million while also cutting the top end of the range by a similar amount. Netflix's Q3 revenue guidance of $12.86 billion also fell short of Street estimates.
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#nflx
7 days ago
With a market cap of $169.6 billion, The Walt Disney Company (DIS) is a global entertainment leader with diversified operations across film, television, streaming, publishing, and theme parks. Headquartered in Burbank, California, Disney continues to evolve its business structure to align with the rapidly changing media landscape.
Walt Disney is slated to announce its fiscal Q3 2026 results before the market opens on Wednesday, Aug. 5. Ahead of this event, ***** ysts expect DIS to report adjusted earnings of $1.88 per share, a growth of 16.8% from $1.61 per share in the year‑ago quarter. It has exceeded Wall Street's earnings expectations in each of the past four quarters.
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#wednesday
Walt Disney is slated to announce its fiscal Q3 2026 results before the market opens on Wednesday, Aug. 5. Ahead of this event, ***** ysts expect DIS to report adjusted earnings of $1.88 per share, a growth of 16.8% from $1.61 per share in the year‑ago quarter. It has exceeded Wall Street's earnings expectations in each of the past four quarters.
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#wednesday
7 days ago
What if the biggest raise an employee ever received didn't show up in a paycheck?
That's the question billionaire entrepreneur Mark Cuban wants corporate America to consider. Instead of focusing solely on higher wages, Cuban argues the real path to narrowing the wealth gap is giving employees a stake in the companies they help build.
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#alibaba #Stock #changer
That's the question billionaire entrepreneur Mark Cuban wants corporate America to consider. Instead of focusing solely on higher wages, Cuban argues the real path to narrowing the wealth gap is giving employees a stake in the companies they help build.
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#alibaba #Stock #changer
7 days ago
Dallas, Texas-based Jacobs Solutions Inc. (J) engages in the infrastructure and advanced facilities and consulting businesses in the United States and internationally. The company has a market cap of $15.6 billion and provides consulting, planning, architecture, design, engineering, and infrastructure delivery services, including project, program, and construction management, as well as long-term facility operation.
J is expected to release its Q3 2026 earnings on Tuesday, Aug. 4, after the market closes. Ahead of the event, ******* ysts expect the company's EPS to be $1.84 on a diluted basis, up 13.6% from $1.62 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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#earnings #dallas
J is expected to release its Q3 2026 earnings on Tuesday, Aug. 4, after the market closes. Ahead of the event, ******* ysts expect the company's EPS to be $1.84 on a diluted basis, up 13.6% from $1.62 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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#earnings #dallas
7 days ago
Since Meta Platforms' (META) founding by Mark Zuckerberg and four of his Harvard classmates in 2004, the company has built a dominant social media ecosystem comprising Facebook, Instagram, WhatsApp, Messenger, and Threads, complemented by its Reality Labs hardware division. Moving beyond its origins in social networking, the enterprise has transformed into a comprehensive artificial intelligence leader, utilizing its massive data resources to fuel AI-driven advertising, advanced AI agents, and custom hardware initiatives via its growing Meta Superintelligence Labs.
META shares are currently trading significantly under their 52-week peak of $796.25 from Aug. 15, 2025, while holding above the 52-week low of $520.26 set on March 27, 2026. Year-to-date (YTD), the stock has declined by roughly 3%, bringing its market capitalization to about $1.6 trillion.
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#meta #Stock #zuckerberg
META shares are currently trading significantly under their 52-week peak of $796.25 from Aug. 15, 2025, while holding above the 52-week low of $520.26 set on March 27, 2026. Year-to-date (YTD), the stock has declined by roughly 3%, bringing its market capitalization to about $1.6 trillion.
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#meta #Stock #zuckerberg
7 days ago
BXP, Inc. (BXP) is a leading U.S. real estate investment trust (REIT) that develops, owns, and manages premier office and mixed-use properties across major gateway markets. Its operations center on leasing, property management, and redevelopment, with a focus on high-quality workplaces for corporate and professional tenants. The company is headquartered in Boston, Massachusetts and has a market capitalization of $12.46 billion.
BXP is expected to report its second-quarter results for fiscal 2026 on July 28, after the market closes. Ahead of the release, Wall Street ****** ysts have a mixed outlook about the company's bottom-line trajectory.
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#mixed #boston #ahead
BXP is expected to report its second-quarter results for fiscal 2026 on July 28, after the market closes. Ahead of the release, Wall Street ****** ysts have a mixed outlook about the company's bottom-line trajectory.
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#mixed #boston #ahead
7 days ago
Lake Success, New York-based Broadridge Financial Solutions, Inc. (BR) provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company has a market cap of $17.3 billion and handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients, and more.
BR is expected to release its Q4 2026 earnings soon. Ahead of the event, ***** ysts expect the company's EPS to be $3.75 on a diluted basis, up 5.6% from $3.55 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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#solutions #york #broadridge
BR is expected to release its Q4 2026 earnings soon. Ahead of the event, ***** ysts expect the company's EPS to be $3.75 on a diluted basis, up 5.6% from $3.55 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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#solutions #york #broadridge
7 days ago
Alphabet (GOOG) (GOOGL) will report its second-quarter earnings on July 22. Although GOOGL stock has retreated 12% from its recent highs, ***** ysts remain constructive on the long-term outlook owing to the resilience of Alphabet's advertising business and the growing contribution from Google Cloud.
A key reason behind the bullish sentiment is Alphabet's rapid integration of artificial intelligence (AI) across its core businesses. In Google Search, AI-powered features are helping improve user engagement while making advertising more relevant and effective, supporting continued strength in the company's largest revenue segment.
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#Stock #alphabet
A key reason behind the bullish sentiment is Alphabet's rapid integration of artificial intelligence (AI) across its core businesses. In Google Search, AI-powered features are helping improve user engagement while making advertising more relevant and effective, supporting continued strength in the company's largest revenue segment.
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#Stock #alphabet
7 days ago
With a market cap of $23.9 billion, Corpay, Inc. (CPAY) is a global payments company that provides businesses and consumers with solutions to manage and pay expenses through services such as corporate payments, vehicle payments, lodging payments, and prepaid cards. It serves a wide range of customers by offering fuel and fleet solutions, cross-border and virtual payments, travel and lodging management, and workforce payment services.
The Atlanta, Georgia-based company is set to announce its fiscal Q2 2026 results soon. Ahead of this event, ***** ysts expect Corpay to report a profit of $6.17 per share, up 28.3% from $4.81 per share in the year-ago quarter. It has surpassed Wall Street's earnings estimates in each of the last four quarters.
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#corpay #earnings #company #solutions
The Atlanta, Georgia-based company is set to announce its fiscal Q2 2026 results soon. Ahead of this event, ***** ysts expect Corpay to report a profit of $6.17 per share, up 28.3% from $4.81 per share in the year-ago quarter. It has surpassed Wall Street's earnings estimates in each of the last four quarters.
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#corpay #earnings #company #solutions
7 days ago
The S&P 500 Index ($SPX) (SPY) today is up +0.46%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.14%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.86%. September E-mini S&P futures (ESU26) are up +0.43%, and September E-mini Nasdaq futures (NQU26) are up +0.78%.
Stock indexes are mostly higher today amid a rebound in chipmakers. Short covering emerged in chipmakers and AI-infrastructure stocks ahead of earnings results of megacap technology stocks this week, beginning with Alphabet on Wednesday. Stocks also found support after crude oil prices fell from their highs on signs that diplomatic efforts to end the US-Iran war were ongoing. Weakness in software stocks today is limiting the overall market's upside.
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#today #september #mini #futures
Stock indexes are mostly higher today amid a rebound in chipmakers. Short covering emerged in chipmakers and AI-infrastructure stocks ahead of earnings results of megacap technology stocks this week, beginning with Alphabet on Wednesday. Stocks also found support after crude oil prices fell from their highs on signs that diplomatic efforts to end the US-Iran war were ongoing. Weakness in software stocks today is limiting the overall market's upside.
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#today #september #mini #futures
8 days ago
Northbrook, Illinois-based CF Industries Holdings, Inc. (CF) manufactures and sells hydrogen and nitrogen products for energy, fertilizer, emissions abatement, and other industrial activities. Valued at $18.7 billion by market cap, the company provides clean energy to feed and fuel the world sustainably. The leading global manufacturer of hydrogen and nitrogen products is expected to announce its fiscal second-quarter earnings for 2026 after the market closes on Wednesday, Aug. 5.
Ahead of the event, ***** ysts expect CF to report a profit of $5.71 per share on a diluted basis, up 140.9% from $2.37 per share in the year-ago quarter. The company has consistently surpassed the consensus estimates in each of the last four quarters.
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#products
Ahead of the event, ***** ysts expect CF to report a profit of $5.71 per share on a diluted basis, up 140.9% from $2.37 per share in the year-ago quarter. The company has consistently surpassed the consensus estimates in each of the last four quarters.
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#products
8 days ago
Realty Income Corporation (O), headquartered in San Diego, California, is real estate partner to the world's leading companies. With a market cap of $61.3 billion, the company owns and manages a portfolio of commercial properties located across the U.S. Realty Income focuses on acquiring single-tenant retail locations, leased to regional and national chains, and under long-term net lease agreements. The REIT giant is expected to announce its fiscal second-quarter earnings for 2026 after the market closes on Wednesday, Aug. 5.
Ahead of the event, ******* ysts expect O to report an FFO of $1.09 per share on a diluted basis, up 3.8% from $1.05 per share in the year-ago quarter. The company beat or matched the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
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#income #company #quarter #corporation
Ahead of the event, ******* ysts expect O to report an FFO of $1.09 per share on a diluted basis, up 3.8% from $1.05 per share in the year-ago quarter. The company beat or matched the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
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#income #company #quarter #corporation
8 days ago
New York-based MetLife, Inc. (MET) is a financial services company that provides insurance, annuities, employee benefits, and ******* et management services worldwide. Valued at $60.5 billion by market cap, the company also provides pension risk transfers, institutional income annuities, structured settlements, and capital markets investment products, as well as other products and services. The global provider of insurance, annuities, and employee benefit programs is expected to announce its fiscal second-quarter earnings for 2026 after the market closes on Wednesday, Aug. 5.
Ahead of the event, ******* ysts expect MET to report a profit of $2.36 per share on a diluted basis, up 16.8% from $2.02 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
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#annuities #products
Ahead of the event, ******* ysts expect MET to report a profit of $2.36 per share on a diluted basis, up 16.8% from $2.02 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
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#annuities #products
8 days ago
With a market cap of $27.2 billion, NRG Energy, Inc. (NRG) provides retail electricity, energy management, smart home solutions, and carbon management services across the United States and Canada. Through multiple segments, it serves residential, commercial, and industrial customers while operating a diversified portfolio of fossil fuel and renewable energy generation ******* ets and engaging in energy trading and related financial products.
The Houston, Texas-based company is expected to unveil its fiscal Q2 2026 results before the market opens on Tuesday, Aug. 4. Ahead of the event, ******* ysts anticipate NRG to report an EPS of $1.83, a rise of 8.9% from $1.68 in the year-ago quarter. It has exceeded Wall Street's bottom-line estimates in three of the past four quarters while missing on another occasion.
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#energy #market #united #ahead
The Houston, Texas-based company is expected to unveil its fiscal Q2 2026 results before the market opens on Tuesday, Aug. 4. Ahead of the event, ******* ysts anticipate NRG to report an EPS of $1.83, a rise of 8.9% from $1.68 in the year-ago quarter. It has exceeded Wall Street's bottom-line estimates in three of the past four quarters while missing on another occasion.
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#energy #market #united #ahead
8 days ago
Bellevue, Washington-based Expeditors International of Washington, Inc. (EXPD) provides logistics services in the Americas and internationally. The company has a market cap of $23.9 billion and offers air freight services, such as air freight consolidation and forwarding, and ocean freight services, including ocean freight consolidation, direct ocean forwarding, order management, and more.
EXPD is expected to release its Q2 2026 earnings on Tuesday, Aug. 4, before the market opens. Ahead of the event, **** ysts expect the company's EPS to be $1.64 on a diluted basis, up 22.4% from $1.34 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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#company #forwarding
EXPD is expected to release its Q2 2026 earnings on Tuesday, Aug. 4, before the market opens. Ahead of the event, **** ysts expect the company's EPS to be $1.64 on a diluted basis, up 22.4% from $1.34 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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#company #forwarding
8 days ago
Booking Holdings Inc. (BKNG) is the world's leading online travel services provider, operating a portfolio of travel brands across more than 220 countries and territories. Headquartered in Norwalk, Connecticut, the company simplifies global travel through technology, driving innovation, collaboration, and customer-focused solutions while supporting millions of travel experiences worldwide. It currently has a market capitalization of about $140.8 billion.
BKNG is set to report its Q2 earnings on Tuesday, August 4, 2026, after the market closes. Ahead of the release, ****** ysts expect the company to report a diluted EPS of $2.46, up 10.8% from $2.22 in the year-ago quarter. BKNG has exceeded Wall Street's EPS estimates in all of the past four trailing quarters, which is impressive.
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#bkng #booking #holdings
BKNG is set to report its Q2 earnings on Tuesday, August 4, 2026, after the market closes. Ahead of the release, ****** ysts expect the company to report a diluted EPS of $2.46, up 10.8% from $2.22 in the year-ago quarter. BKNG has exceeded Wall Street's EPS estimates in all of the past four trailing quarters, which is impressive.
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#bkng #booking #holdings
8 days ago
Thousand Oaks, California-based Amgen Inc. (AMGN) is a leading independent biotechnology company that discovers, develops, manufactures, and delivers innovative biologic medicines for serious diseases. With a market capitalization of approximately $197.7 billion, the company focuses on oncology, inflammation, general medicine, and rare diseases, leveraging advanced human genetics and biologics manufacturing to improve patient outcomes globally.
AMGN is set to report its Q2 earnings on Wednesday, August 5, 2026, after the market closes. Ahead of the release, ***** ysts expect the company to report a diluted EPS of $5.57, down 7.5% from $6.02 in the year-ago quarter. AMGN has exceeded Wall Street's EPS estimates in each of the past four trailing quarters, which is impressive.
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#company
AMGN is set to report its Q2 earnings on Wednesday, August 5, 2026, after the market closes. Ahead of the release, ***** ysts expect the company to report a diluted EPS of $5.57, down 7.5% from $6.02 in the year-ago quarter. AMGN has exceeded Wall Street's EPS estimates in each of the past four trailing quarters, which is impressive.
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#company
8 days ago
Atlanta, Georgia-based United Parcel Service, Inc. (UPS) is a package delivery and logistics provider that offers transportation and delivery services. The company has a market cap of $100.1 billion and operates through two segments, U.S. Domestic Package and International Package. UPS is expected to release its Q2 2026 earnings on Tuesday, July 28, before the market opens.
Ahead of the event, ******* ysts expect the company's EPS to be $1.65 on a diluted basis, up 6.5% from $1.55 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in three of its last four quarters, while missing on one occasion.
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#atlanta #service
Ahead of the event, ******* ysts expect the company's EPS to be $1.65 on a diluted basis, up 6.5% from $1.55 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in three of its last four quarters, while missing on one occasion.
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#atlanta #service
8 days ago
My article from June 28 outlining the M-A-N-I-A trade was either a warning signal to heed or a case of that broken clock being right twice a day.
In this case, MANIA refers to these uber-popular stocks, all of which are among the biggest holdings of the iShares Semiconductor ETF (SOXX), which made quite a move earlier this year:
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In this case, MANIA refers to these uber-popular stocks, all of which are among the biggest holdings of the iShares Semiconductor ETF (SOXX), which made quite a move earlier this year:
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ******* eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
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8 days ago
Legacy tech giants like International Business Machines (IBM) rarely generate any dramatic market reactions. However, its preliminary Q2 results triggered a sharp selloff, with IBM shares down roughly 26% in the last five days and 28% year-to-date (YTD), underperforming the overall market.
IBM traces its roots back to 1911. As a tech dinosaur, IBM has spent decades not going extinct. The company has worked hard to reshape itself from a legacy hardware company into one driven by software, consulting, and AI-powered enterprise solutions. So, it is natural for investors to react negatively when software growth slows down, as reported in its preliminary Q2 results on July 14.
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IBM traces its roots back to 1911. As a tech dinosaur, IBM has spent decades not going extinct. The company has worked hard to reshape itself from a legacy hardware company into one driven by software, consulting, and AI-powered enterprise solutions. So, it is natural for investors to react negatively when software growth slows down, as reported in its preliminary Q2 results on July 14.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ***** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
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8 days ago
Markets face a potentially volatile week as AI bubble fears intensify amid concerns that technology sector repricing has not yet reached equilibrium, coinciding with earnings season ramping dramatically through late July.
Some major technology giants are reporting results that will test whether artificial intelligence investments can justify astronomical valuations.
The week arrives against a backdrop of escalating geopolitical tensions following an Iranian attack that killed two U.S. service members, raising risks that the fragile diplomatic framework maintaining Strait of Hormuz access could collapse and trigger renewed energy price spikes.
Tech earnings dominate the calendar with Tesla (TSLA), Google (GOOGL), Intel (INTC), and International Business Machines (IBM) reporting across the week, providing critical **** sments of whether the sector's fundamental businesses can sustain current market expectations despite the technology rotation and valuation repricing that has dominated recent weeks.
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A $1.7 Billion Reason to Buy Bloom Energy Stock Now
Some major technology giants are reporting results that will test whether artificial intelligence investments can justify astronomical valuations.
The week arrives against a backdrop of escalating geopolitical tensions following an Iranian attack that killed two U.S. service members, raising risks that the fragile diplomatic framework maintaining Strait of Hormuz access could collapse and trigger renewed energy price spikes.
Tech earnings dominate the calendar with Tesla (TSLA), Google (GOOGL), Intel (INTC), and International Business Machines (IBM) reporting across the week, providing critical **** sments of whether the sector's fundamental businesses can sustain current market expectations despite the technology rotation and valuation repricing that has dominated recent weeks.
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Elon Musk Says If **** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
A $1.7 Billion Reason to Buy Bloom Energy Stock Now
8 days ago
International Business Machines (IBM) just had the kind of trading day that makes people look at the stock twice. The shares dropped 25.2% in a single session, wiping out tens of billions of market value and marking the worst one‑day fall in the company's recent history.
That kind of move didn't just hurt anyone who bought near the highs. It also forced the market to rethink what IBM is really worth. Then the tone got even tougher.
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That kind of move didn't just hurt anyone who bought near the highs. It also forced the market to rethink what IBM is really worth. Then the tone got even tougher.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ***** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
8 days ago
Taiwan Semiconductor Manufacturing (TSM) reported second-quarter earnings Thursday. And while the market seemed to shrug off a very solid earnings report, the company announced its plan to invest another $100 billion in its foundries in Arizona.
The declaration, made during the company's earnings call with ***** ysts, brings TSMC's total investment in Arizona to $265 billion in up to 12 separate facilities.
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The declaration, made during the company's earnings call with ***** ysts, brings TSMC's total investment in Arizona to $265 billion in up to 12 separate facilities.
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8 days ago
Synopsys (SNPS) sits in a rare spot in the chip world. The company makes the software that engineers use to design semiconductors, and you cannot build a modern chip without it. So it doesn't matter which company wins the AI race. Whether it's Nvidia (NVDA), Apple (AAPL), or any other chipmaker, they all need these design tools to get there. Synopsys is the largest supplier of them.
That is a strong position to be in. The company's tools are difficult to replace, which is why most of its revenue is recurring and reliable. Companies have built their entire design process around them over many years. This makes switching to a rival firm slow, costly, and risky.
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That is a strong position to be in. The company's tools are difficult to replace, which is why most of its revenue is recurring and reliable. Companies have built their entire design process around them over many years. This makes switching to a rival firm slow, costly, and risky.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
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8 days ago
GameStop (GME) is taking another step to make its products more accessible to consumers. Through a new partnership with Uber Eats, announced on July 15, customers across the U.S. can now order video games, consoles, accessories, collectibles, and other electronics for on-demand or scheduled delivery directly from participating GameStop stores. The agreement expands GameStop's digital reach beyond its own stores and website, giving the retailer access to Uber Eats' growing retail marketplace as it looks to drive convenience and capture incremental sales.
The partnership is about strengthening its omnichannel strategy. Faster delivery could help the company capitalize on launch-day game releases, last-minute purchases, and impulse buying while enhancing customer engagement without significant capital investment. Although the deal looks unlikely to materially change GameStop's near-term earnings on its own, it demonstrates management's continued effort to modernize the business and diversify sales channels as the video game retail industry increasingly shifts toward convenience and digital commerce.
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The partnership is about strengthening its omnichannel strategy. Faster delivery could help the company capitalize on launch-day game releases, last-minute purchases, and impulse buying while enhancing customer engagement without significant capital investment. Although the deal looks unlikely to materially change GameStop's near-term earnings on its own, it demonstrates management's continued effort to modernize the business and diversify sales channels as the video game retail industry increasingly shifts toward convenience and digital commerce.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
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8 days ago
Apple (AAPL) has cleared one of the biggest obstacles to its artificial intelligence (AI) strategy. After months of regulatory delays, China's cyberspace regulator has approved Apple Intelligence for launch in the country, allowing Apple to bring its AI features to the world's largest smartphone market through a partnership with Alibaba Group Holding Limited (BABA). The Chinese version of Apple Intelligence will integrate Alibaba's Qwen large language model, while Baidu (BIDU) will also support certain localized AI capabilities to comply with China's strict AI regulations.
The approval could be far more significant than a routine product rollout. China remains one of Apple's most important markets, but intensifying competition from domestic smartphone makers offering advanced AI features has weighed on iPhone demand in recent years.
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The approval could be far more significant than a routine product rollout. China remains one of Apple's most important markets, but intensifying competition from domestic smartphone makers offering advanced AI features has weighed on iPhone demand in recent years.
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9 days ago
Over the past year, artificial intelligence news has dominated the entertainment sector. However, traditional media ***** ets are now attracting increasing interest among strategic acquirers. This can be seen Friday after the rumors emerged that Lionsgate Studios (LION) had attracted takeover interests from numerous parties, causing its stock prices to shoot up.
As per reports, Bolloré Group of France showed an interest in acquiring the studio. Moreover, Banijay Group is also exploring the possibility of making an offer. LIONSgate reportedly has an investment bank advising it on the possibilities of strategic alternatives, but it is not yet sure whether there will be a deal as Lionsgate might end up staying independent. These rumors come just a few weeks after Lionsgate posted its best profit in over a decade, meaning that improved performance might now attract strategic buyers.
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As per reports, Bolloré Group of France showed an interest in acquiring the studio. Moreover, Banijay Group is also exploring the possibility of making an offer. LIONSgate reportedly has an investment bank advising it on the possibilities of strategic alternatives, but it is not yet sure whether there will be a deal as Lionsgate might end up staying independent. These rumors come just a few weeks after Lionsgate posted its best profit in over a decade, meaning that improved performance might now attract strategic buyers.
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9 days ago
Solid oxide fuel cell systems provider Bloom Energy Corporation (BE) recently landed a $1.70 billion deal for fuel cell technology to power artificial intelligence (AI) cloud infrastructure. IDF and Oaktree Capital are committing the sum to Bloom to the meter power solutions for the AI operations of Nebius Group N.V. (NBIS). For investors optimistic about clean energy powering AI data centers, this deal, linking fuel cell energy with AI infrastructure, seems like a huge positive development.
However, investors did not react positively to the news. The stock dropped 13.64% intraday on July 16, as the market reacted to some other news surrounding Bloom Energy. The company's stock has come under pressure after a short report questioned its sourcing of Chinese scandium. The Hunterbrook report alleges that Bloom secretly relies on China for scandium, thereby putting its supply chain at risk. Investors have also noted some insider selling activity in the company's stock.
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However, investors did not react positively to the news. The stock dropped 13.64% intraday on July 16, as the market reacted to some other news surrounding Bloom Energy. The company's stock has come under pressure after a short report questioned its sourcing of Chinese scandium. The Hunterbrook report alleges that Bloom secretly relies on China for scandium, thereby putting its supply chain at risk. Investors have also noted some insider selling activity in the company's stock.
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