Updated August 23, 2026
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DEALSBMMVF maintains CAD 0.07 monthly dividend as August 28 ex-dividend date approachesEARNINGSNvidia earnings, Kevin Warsh's Jackson Hole debut, and tariffs converge on a stock market rally that hasn't healedEARNINGSTarget's 3.8% comp gains look convincing. The valuation math is harder to argue.MACROWarsh's soothing act meets a credibility test as Jackson Hole approachesDEALSSK hynix's $28.7 billion buyback bets the stock hasn't caught up to the earningsCRYPTORosen Law Firm investigates securities class action claims on behalf of FLOW cryptocurrency investorsDEALSBMMVF maintains CAD 0.07 monthly dividend as August 28 ex-dividend date approachesEARNINGSNvidia earnings, Kevin Warsh's Jackson Hole debut, and tariffs converge on a stock market rally that hasn't healedEARNINGSTarget's 3.8% comp gains look convincing. The valuation math is harder to argue.MACROWarsh's soothing act meets a credibility test as Jackson Hole approachesDEALSSK hynix's $28.7 billion buyback bets the stock hasn't caught up to the earningsCRYPTORosen Law Firm investigates securities class action claims on behalf of FLOW cryptocurrency investors
Coverage

Earnings

46 stories on the Earnings beat — filed by the NewsNovo desk.

Earnings

Sorted by most recent
01
Earnings

Nvidia earnings, Kevin Warsh's Jackson Hole debut, and tariffs converge on a stock market rally that hasn't healed

The stock market rally took damage last week and recovered only partially by Friday, setting a fraught backdrop as Dow Jones futures, S&P 500 futures, and Nasdaq futures open Sunday evening into a week that stacks…

Cassandra Ilic · 2 min · August 23, 2026

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02
Earnings

Target's 3.8% comp gains look convincing. The valuation math is harder to argue.

Target (NYSE: TGT) posted same-store sales growth of 3.8% year-over-year and a 5.3% lift in total top-line revenue for the quarter ending in early August, its second consecutive strong print after a long string of…

Emmett Donovan · 2 min · August 23, 2026

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03
Earnings

Golar LNG orders a fourth FLNG unit as supply anxiety mounts over Qatar disruption

The case for Golar LNG (GLNG) as the default solution for stranded-gas monetization is harder to dismiss after Thursday's fourth-unit order announcement. The complication: a $2.45 billion capital commitment lands…

Emmett Donovan · 2 min · August 21, 2026

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04
Earnings

LSI Industries posts record fiscal 2026 sales as Royston margin drag sets up a tougher first half

LSI Industries (NASDAQ: LYTS) recorded full-year net sales of $689 million for fiscal 2026, a 20% gain from the prior year and a company record, while adjusted EBITDA climbed 28% to nearly $70 million. The complication…

Theo Sandoval · 3 min · August 21, 2026

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05
Earnings

Walmart drops on earnings miss as Merck's cancer vaccine divides analysts

Two stories are sitting on the tape Thursday, and neither resolves the way the surface read suggests. Walmart is selling off after reporting earnings that came in below expectations. Merck delivered what analysts are…

Farida Karam · 2 min · August 20, 2026

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06
Earnings

Alibaba shares volatile as AI spending triggers 75% net income collapse

Alibaba posted a 75% drop in net income for the June quarter, with AI spending as the stated driver. The company's U.S.-listed shares turned volatile in premarket trading on the news. The tension is straightforward…

Emmett Donovan · 2 min · August 20, 2026

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07
Earnings

California's billionaire tax push runs into a taxpayer exodus already in progress

California is heading toward a November ballot vote on a one-time 5% wealth tax targeting residents worth more than $1 billion, even as IRS data show the state is already losing taxpayers and income at significant…

Theo Sandoval · 2 min · August 16, 2026

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08
Earnings

Watson outperforms Sanders and Gabriel in Browns preseason return, but the competition sets a low floor

Deshaun Watson completed 11 of 15 passes in his first NFL appearance since suffering back-to-back Achilles tears in 2024 and early 2025, and Cleveland Browns head coach Todd Monken declared the performance high-level…

Bianca Ferro · 2 min · August 16, 2026

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09
Earnings

Cisco beats estimates and still loses the market

Cisco's quarterly results cleared both the earnings and revenue bar. The stock fell anyway. When a company tops every published estimate and still trades lower, the read-through is that the market had priced in…

Cassandra Ilic · 2 min · August 12, 2026

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10
Earnings

July CPI lands on target as CoreWeave signals booming Nvidia demand

The July Consumer Price Index came in line with forecasts, removing one source of uncertainty for markets. CoreWeave's earnings report added a different kind of signal on Wednesday: demand for Nvidia chips is booming…

Farida Karam · 2 min · August 12, 2026

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11
Earnings

Sonos FCC filing points to Ace Ultra headphones coming this fall

An FCC filing from Sonos, Inc. shows a new pair of wireless headphones is in development, carrying the model number S52A. A diagram submitted as part of the filing depicts what appears to be an ear cup, labeled "Sonos…

Theo Sandoval · 2 min · August 12, 2026

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12
Earnings

Indiana Fever claim Eastern Conference lead on Mitchell's 28 points as a third-quarter wobble raises the real question

Indiana Fever moved to the top of the WNBA Eastern Conference on Tuesday, beating the New York Liberty 106-92 for their seventh win in nine games. The case for Indiana as the conference's front-runner is now in the…

Farida Karam · 2 min · August 12, 2026

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13
Earnings

Treasury guidance opens Trump Accounts to pretax payroll contributions and employer matches

Pretax payroll contributions to a child's Trump Account are now within reach for parents, after the U.S. Department of the Treasury issued guidance that could also allow employers to match those contributions. The case…

Bianca Ferro · 2 min · August 11, 2026

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14
Earnings

DSA's wealth-tax vagueness hands critics a clean line of attack

Taxing the hell out of millionaires is the Democratic Socialists of America's stated goal. The movement's co-chair, Megan Romer, could not say at what rate when pressed on "The New Yorker Radio Hour" Friday, a gap that…

Farida Karam · 2 min · August 10, 2026

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15
Earnings

Airbnb credits AI for growth revival as earnings beat sends stock up 15%

Airbnb shares jumped 15% after an earnings beat, and CEO Brian Chesky pointed to artificial intelligence as the engine behind the improvement. The case for that reading is more interesting for the admission buried…

Bianca Ferro · 2 min · August 9, 2026

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16
Earnings

Prediction markets get their earnings moment

Earnings season has started producing something new for the buy-side: a recurring, company-reported lens on prediction markets. DraftKings and Flutter Entertainment are among the operators whose most recent quarterly…

Bianca Ferro · 2 min · August 9, 2026

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17
Earnings

Orion's Specialty Segment Posts Best Quarter Since 2022. Rubber Is the Problem.

The headline number from Orion's second quarter looks like progress. Adjusted EBITDA of $58 million was up 26% sequentially. The complication: that same figure is down 15% from a year earlier, and the business carrying…

Theo Sandoval · 2 min · August 9, 2026

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18
Earnings

RGC Resources narrows its 2026 earnings range as rate settlement falls short and LNG damage lingers

A rate case that settled $450,000 short of the ask and a 54-year-old liquefied natural gas tank with structural damage still awaiting repair assessment are the two facts that complicate an otherwise respectable…

Bianca Ferro · 3 min · August 7, 2026

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19
Earnings

Haynes King gives Carolina a 33-30 win and a legitimate quarterback storyline entering training camp

Haynes King scored on a 5-yard run on the final snap of the Hall of Fame Game to deliver the Carolina Panthers a 33-30 win over the Arizona Cardinals on Thursday night. The Georgia Tech product finished with 180 passing…

Emmett Donovan · 2 min · August 7, 2026

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20
Earnings

Natural GLP-1 alternatives are gaining traction. Efficacy is the harder question.

Alternatives to weight-loss drugs are attracting consumer interest at a pace that has moved the category from niche to mainstream-adjacent. That is the traction part. What stays unsettled is whether these products…

Theo Sandoval · 2 min · August 6, 2026

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21
Earnings

SpaceX makes the case that quarterly earnings miss the point

Quarterly reporting is, in theory, how capital markets stay honest. SpaceX, Elon Musk's rocket maker, is making the argument that the mechanism fails companies whose decisions play out over years. The complication: this…

Theo Sandoval · 2 min · August 6, 2026

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22
Earnings

Disney tops estimates as parks and streaming grow, but consumer uncertainty hangs over the beat

Disney topped Wall Street estimates in its latest earnings report, with domestic theme parks, cruises, and streaming each contributing to the result. The headline looks clean. What complicates it is the consumer…

Farida Karam · 2 min · August 5, 2026

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23
Earnings

Pfizer beats estimates and lifts guidance, but the Covid cut is the number that matters

Pfizer topped analyst estimates and raised the low end of its full-year revenue guidance, with Eliquis and the broader drug portfolio carrying the lift. The catch: the company simultaneousl

Bianca Ferro · 2 min · August 5, 2026

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24
Earnings

Polymarket seeks valuation above $20 billion in new fundraising talks

A prediction-market platform is in talks for a fundraising round at a valuation of more than $20 billion. That figure arrives with a single revenue data point behind it: Polymarket told CNBC in June that its annualized…

Farida Karam · 2 min · August 5, 2026

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25
Earnings

Wayfair stock surges more than 20% on strongest U.S. growth since 2020

A home-goods retailer that rode the pandemic wave and then spent years giving back those gains has posted its strongest U.S. growth since 2020. Wayfair shares surged more than 20% after the second-quarter results…

Farida Karam · 2 min · August 4, 2026

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26
Earnings

Palantir shares surge 27% as enterprise customers reject AI model dependency

A 27% single-session gain in Palantir shares followed second-quarter earnings the company described as "otherworldly" on the commercial side. The case for the move is specific: enterprise cus

Emmett Donovan · 2 min · August 4, 2026

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27
Earnings

Non-Covid products lift Pfizer above estimates, but Covid revenue forecast drops to $4 billion

Pfizer topped its quarterly earnings estimates and raised the low end of its full-year revenue guidance, with the l

Farida Karam · 2 min · August 4, 2026

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28
Earnings

Dombrowski's signal to Bryce Harper sets up the Phillies at the trade deadline

Philadelphia Phillies president Dave Dombrowski made an overt gesture of support to franchise slugger Bryce Harper immediately following a brutal loss, with the trade deadline approaching. That the gesture came after a…

Theo Sandoval · 2 min · August 3, 2026

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29
Earnings

Kevin Owens wins No. 1 contendership at SummerSlam, CM Punk title shot now in play

Kevin Owens returned to WWE after nearly 16 months out with a serious neck injury and immediately seized the No. 1 contendership for the Undisputed WWE Championship at SummerSlam Night 2 in Minneapolis. The case for his…

Emmett Donovan · 2 min · August 3, 2026

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30
Earnings

Jim Cramer names Amazon his top hyperscaler pick after second-quarter earnings

Jim Cramer's Sunday column placed Amazon first among the big four hyperscalers, a ranking he published after second-quarter earnings season concluded. The call is opinion-led and explicit: Amazon is his favorite of the…

Theo Sandoval · 2 min · August 2, 2026

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31
Earnings

Sony presses ahead with PlayStation disc phase-out despite consumer backlash

PlayStation discs will stop rolling off Sony's production lines as of January 2028, a decision the company is pressing ahead with despite openly acknowledging a consumer backlash. CFO Lin Tao, speaking through an…

Farida Karam · 2 min · August 1, 2026

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32
Earnings

AI stocks may have found a floor. Microsoft earnings and a hedge fund fire sale are building the case.

The case that AI stocks have bottomed is plausible, not proven. Microsoft's earnings moved the sector, and trading activity around a hedge fund's fire sale provided a second data point pointing the same direction. Both…

Emmett Donovan · 2 min · August 1, 2026

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33
Earnings

Microsoft's post-earnings surge ends the binary risk. Mike Khouw says the trade has not closed.

Microsoft (MSFT) shares surged following the company's fourth-quarter earnings, with record-setting appreciation wiping out the immediate binary event risk that had defined the stock's setup into results. Commentator…

Theo Sandoval · 2 min · July 31, 2026

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34
Earnings

Apple price target raised as analyst sees plenty of good despite memory crunch

A price target increase on Apple arrived alongside a frank admission: the quarter was good, but it was not great. Memory supply constraints hit both reported results and forward guidance

Bianca Ferro · 2 min · July 31, 2026

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35
Earnings

Jim Cramer reverses on Microsoft after a surprisingly good quarter

Jim Cramer has reversed his position on Microsoft following the company's Wednesday evening earnings report. The CNBC commentator had previously cooled on the stock, making Wednesday's shift more significant than a…

Theo Sandoval · 2 min · July 31, 2026

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36
Earnings

Reddit beats on earnings and guidance, shares drop 7% as search referrals turn choppy

The numbers were good. Reddit's second-quarter results beat on both revenue and earnings, and the company's forward revenue forecast came in above analyst expectations. The shares fell 7% anyway, as investors focused on…

Theo Sandoval · 2 min · July 31, 2026

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37
Earnings

The AI trade splits Big Tech: Microsoft gains as Meta's cash flow plunges

The premise that AI investment would lift all of Big Tech equally is getting its first real stress test. Microsoft's stock climbed around 8% after the company reported strong growth in Azure and its Copilot products…

Farida Karam · 2 min · July 30, 2026

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38
Earnings

Rolls-Royce raises guidance as defense and data center demand converge

Orders in Rolls-Royce's data center power business grew more than 50% in the first half of the year, prompting the British engineer to lift its financial guidance. The company now sits at the intersection of two of the…

Theo Sandoval · 2 min · July 30, 2026

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39
Earnings

OpenAI's July revenue run rate outpaces its entire second quarter, CFO tells staff

OpenAI's annualized revenue in July exceeded the company's total revenue for the whole of the second quarter, CFO Sarah Friar told employees. That is the kind of number that ordinarily gets put in a press release. The…

Bianca Ferro · 2 min · July 29, 2026

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40
Earnings

Meta shares tumble nearly 10% as guidance disappoints and cash generation falters

Meta's stock declined nearly 10% after the company issued a revenue forecast that missed expectations alongside reports of thinning free cash flow. The case against the stock writes itself from those two datapo

Bianca Ferro · 2 min · July 29, 2026

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41
Earnings

Seagate's June-quarter beat offers relief to the battered AI trade

The AI trade has been battered. A single storage maker's quarterly result will not change that. What Seagate's June-quarter earnings do, coming in ahead of Wall Street's expectations with the stock rallying after hours…

Farida Karam · 2 min · July 29, 2026

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42
Earnings

Ford lifts full-year guidance after Q2 beat, but the F-Series recovery still needs warehouse confirmation

Ford's raised guidance and second-quarter earnings beat make the surface case: better operations, resilient vehicle pricing, a product mix weighted toward its higher-margin vehicles. The F-Series, Ford says, is…

Emmett Donovan · 2 min · July 28, 2026

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43
Earnings

Coca-Cola stock has gained 19% this year, beating the S&P 500 ahead of earnings

Coca-Cola is heading into an earnings report under pressure of its own making. The stock has gained 19% year-to-date, outpacing the S&P 500, and that gap between a defensive consumer name and the index is exactly what…

Emmett Donovan · 2 min · July 28, 2026

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44
Earnings

UPS beats Q2 earnings and raises full-year outlook, complicating the slowdown case

Tuesday's second-quarter earnings report from UPS delivered a beat against Wall Street expectations and a raised full-year outlook, a combination that is harder to dismiss than a quarterly result alone. The claim is…

Theo Sandoval · 2 min · July 28, 2026

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45
Earnings

Vita Vea's trade request puts Tampa Bay's defensive identity at stake

A trade request filed the day before training camp is either leverage or a genuine rupture. For the Tampa Bay Buccaneers, Vita Vea's demand to be moved suggests it may be both: the two-time Pro Bowl nose tackle has told…

Bianca Ferro · 2 min · July 27, 2026

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46
Earnings

Jonquel Jones wins WNBA All-Star MVP as record crowd of 19,783 fills the United Center

Team Spoon's 129-122 win over Team Coop on Saturday gave the WNBA's 30th-season celebration its clearest headline: a record All-Star crowd of 19,783 at the United Center in Chicago. The complication is that the game's…

Theo Sandoval · 2 min · July 26, 2026

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