Buy GM or Ford Stock After Crushing Q1 EPS Expectations?
General Motors and Ford both delivered Q1 earnings that far exceeded Wall Street forecasts, with GM posting EPS of $3.70—42% above estimates—and Ford reporting $0.66, a 230% beat. Each company highlighted a sizable tariff refund ($500 million for GM, $1.3 billion pending for Ford) that helped offset higher EV‑related costs. Both automakers raised their FY26 outlooks, with GM lifting EPS guidance to $11.50‑$13.50 and adjusted EBIT to $13.5‑$15.5 billion, while Ford increased adjusted EBIT guidance to $8.5‑$10.5 billion. The stocks remain Zacks Rank #3 holds but trade at under 10× forward earnings, suggesting upside potential.
Apple Earnings, March PCE, Q1 GDP, Mortgage Rates: What to Watch
Apple reported fiscal Q2 results that topped analyst expectations, buoyed by stronger iPhone sales in China, double‑digit growth in services, and a surprise uptick in Mac shipments. The company also disclosed that CEO Tim Cook will step down in September,...
Google Search Revenue Grew 19% In Q1, Pichai Cites AI via @Sejournal, @MattGSouthern
Alphabet reported Q1 2026 revenue of $109.9 billion, with Google Search & Other climbing 19% YoY to $60.4 billion. CEO Sundar Pichai linked the growth to AI Mode, AI Overviews, and the broader Personal Intelligence rollout, noting an all‑time high in queries. While...
Here's How Much Apple Stock Is Expected to Move After Earnings
Apple will announce its fiscal Q2 results after Thursday’s market close, and options traders are pricing in a potential 4% swing in the stock by week’s end. The move could push shares up to roughly $281, near the recent high...
Meta Q1: Thanks For The Dip, I'm Buying More
Meta Platforms reported a 33% year‑over‑year revenue surge in Q1, driven by a 19% rise in ad impressions and a 12% increase in price‑per‑ad. Earnings per share were boosted by an $8 billion one‑time tax benefit, but underlying operating performance remains...
Everest Reports First Quarter 2026 Results
Everest Group posted a strong first‑quarter 2026, delivering $653 million net income, or $16.21 per share, more than triple the prior‑year figure. Gross written premium slipped 18.5% to $3.6 billion, yet the combined ratio improved to 91.2%, reflecting disciplined underwriting. Investment income...
Alphabet’s Q1 Profit Beats Expectations, with Google’s Big AI Bets Paying Off
Alphabet reported a stellar first‑quarter, posting $62.6 billion in earnings, or $5.11 per share, an 81% jump from a year ago. Revenue rose 22% to $109.9 billion, comfortably beating analyst forecasts. Google’s ad business grew 16% while its Cloud unit surged 63%...
Google Gains 25M Subscriptions in Q1, Driven by YouTube and Google One
Google added 25 million paid subscriptions in Q1, bringing its total to 350 million, driven primarily by YouTube Premium and Google One plans. The company bundled advanced Gemini AI features into Google One, reporting a 40% quarter‑over‑quarter rise in paid enterprise Gemini...
Meta Q1 2026 Earnings: AI Capex Raised to $145B
Meta reported Q1 2026 revenue of $56.31 billion, up 33% year‑over‑year, and net income of $26.77 billion, beating analyst forecasts. The company raised its full‑year capital‑expenditure outlook to a range of $125 billion‑$145 billion, citing higher component costs and additional data‑center spend for future...
AAPL Earnings Preview: Can Apple Keep Its Winning Streak Alive?
Apple is set to release its second‑quarter results after the bell on April 30, following a busy earnings week that includes Amazon, Meta, Microsoft and Alphabet. The report arrives amid a leadership change, with longtime CEO Tim Cook announcing his September departure...
Microsoft Reports Sinking Xbox Revenue as Its Cloud Business Climbs
Microsoft reported a 33% plunge in Xbox hardware revenue and a 5% dip in Xbox content and services, highlighting a sharp decline in its gaming hardware segment. At the same time, the company’s cloud and AI businesses surged, with Azure...
Covenant Asset Management LLC Boosts Position in ServiceNow, Inc. $NOW
Institutional investors are markedly increasing their stakes in ServiceNow (NYSE:NOW). Covenant Asset Management LLC boosted its holding by 169.2% to 20,863 shares worth about $3.2 million, while six other funds also raised positions, pushing overall institutional ownership to roughly 87% of...
Covenant Asset Management LLC Reduces Stock Position in Starbucks Corporation $SBUX
Covenant Asset Management LLC slashed its Starbucks position by 60% in Q4, selling 12,339 shares and leaving a holding of 8,243 shares worth roughly $694,000. Several other hedge funds quietly built modest stakes in the coffee chain during Q3, collectively...
Chip Gear Supplier KLA Posts Beat-And-Raise Fiscal Q3, But Stock Falls Late
KLA Corp. posted fiscal Q3 earnings of $9.40 per share on $3.42 billion revenue, topping FactSet expectations. Year‑over‑year results rose 12% in earnings and 11% in sales, and the company lifted its FY2026 outlook to $9.87 EPS and $3.58 billion sales. It...
Meta Stock Slides Despite Posting Fastest Revenue Growth Since 2021. AI Costs Keep Rising.
Meta Platforms reported first‑quarter earnings that topped expectations, posting $10.44 earnings per share—a 62% year‑over‑year increase—thanks in part to an $8 billion tax benefit. Revenue surged 33% to $56.3 billion, marking the fastest growth since 2021 and beating the $55.6 billion consensus. The...
Why Visa Stock Popped Today
Visa shares surged 8.26% after the credit‑card giant posted a Q1 beat, with net revenue climbing 17% to $11.2 billion and adjusted earnings per share reaching $3.31 versus the $3.10 consensus. Adjusted net income rose 17% to $6.3 billion, while total payment...
US Stocks Today: Microsoft Cloud Revenue Accelerates as Spending Growth Cools
Microsoft reported Azure cloud revenue surged 40% year‑over‑year in the March quarter, matching analyst forecasts and outpacing the prior 39% growth rate. Capital spending rose 49% to $31.9 billion, still below Wall Street’s $34.9 billion estimate, signaling tighter cost discipline. The company...
Microsoft Beats Fiscal Q3 Views On Cloud Computing, AI Strength
Microsoft reported fiscal Q3 earnings of $4.27 per share on $82.9 billion revenue, surpassing analysts' expectations of $4.05 and $81.4 billion. Cloud revenue jumped 29% to $54.5 billion, while Azure grew 39% year‑over‑year in constant currency. AI services reached a $37 billion annual run...
All Eyes on Big Tech: Meta, Alphabet, Microsoft, Amazon Report Earnings
Yahoo Finance’s tech editors preview the upcoming earnings reports of Meta, Alphabet, Microsoft and Amazon, zeroing in on AI‑driven growth and capital spending. Microsoft is expected to show Azure revenue at 38% year‑over‑year, just shy of its 40% guidance, while...
Bing Ads Revenue Up 12% - New Growth
Microsoft reported third‑quarter 2026 results showing Bing Ads revenue climbing 12% year‑over‑year, signaling a rebound in its search advertising segment. Overall Q3 revenue hit $82.9 billion, up 18% YoY, while operating income rose 20% to $38.4 billion. The company highlighted AI‑driven services...
Microsoft Q3 Beats on Revenue, EPS and Cloud as Capex Comes in $3.4bn Below Estimates
Microsoft reported fiscal Q3 2026 revenue of $82.89 billion, an 18% year‑on‑year rise that topped the $81.46 billion consensus, and earnings per share of $4.27 versus the $4.03 estimate. Azure and other cloud services surged 39% in constant currency, beating the 37‑38% guidance...
Microsoft Vs. Amazon: Comparing Consistent Revenue Growth in Tech Giants
Microsoft and Amazon continue to outpace most peers, but their growth stories differ. Amazon’s total revenue remains roughly three times Microsoft’s, driven by its massive e‑commerce and AWS businesses, while Microsoft’s top‑line is expanding faster, especially in Azure cloud services....
Meta Beats on Revenue at $56.3 vs $55.6 Billion Consnsus. Boosts Capex Further
Meta reported first‑quarter revenue of $56.3 billion, topping the $55.6 billion consensus. The company projected second‑quarter revenue of $58‑61 billion, slightly below analysts' $59 billion estimate. Capital‑expenditure guidance rose to $125‑145 billion, up from the prior $115‑135 billion range, reflecting a push on data‑center capacity. Shares...
Large-Cap Bank Stock Pays Warren Buffett $23M in Annual Dividends
Berkshire Hathaway's latest 13‑F shows it owns 7.15 million shares of Capital One Financial, a stake valued at roughly $1.37 billion. At Capital One’s current $192 price, the holding generates about $22.9 million in annual dividend income, equivalent to a 1.66% yield. The...
Nvidia Could Generate More Cash Than Apple, Microsoft Combined — BofA Says It's Time To Pay Shareholders
Bank of America reaffirmed its Buy rating on Nvidia, setting a $300 price target that implies about 43% upside from the current $210 share price. The firm highlighted that Nvidia’s valuation is roughly half that of its Magnificent 7 peers, trading...
Valero Energy Earnings To Skyrocket As Crack Spreads Soar Amid Iran War
Valero Energy is set to report Q1 earnings of $3.16 per share, a 255% year‑over‑year jump, despite only a 3.7% rise in sales to $31.38 billion. The surge is driven by a 73% increase in U.S. crack spreads, the strongest margin...
As Discounts Proliferate, Adidas Must ‘Defend Newness’
Adidas reported a 7% rise in Q1 revenue to €6.6 bn ($7.7 bn), or 14% on a currency‑neutral basis. Growth was broad‑based, with Europe up 5%, Greater China up 10% and North America modestly higher. Direct‑to‑consumer (DTC) sales accelerated 15% and now...
Dual Commencement: The Russell Index Shift to Semi-Annual Rebalancing
The Russell 2000 and 1000 indexes will transition from an annual to a semi‑annual rebalancing schedule, with updates in June and December. After 37 years of yearly adjustments, the change aims to reduce style drift and keep the indexes aligned...
AbbVie Tops Q1 Estimates, Raises Outlook and Discontinues Cancer Candidate
AbbVie reported $15 billion in first‑quarter revenue, a 12.4% year‑over‑year increase, driven by strong immunology and a 26% surge in neuroscience sales. Immunology products Skyrizi and Rinvoq generated $7.29 billion, while the migraine drug Qulipta boosted neuroscience revenue to $2.87 billion. The company...
Hope Beneath the Headlines
RiverFront’s April 2026 Chart Pack highlights that the Iran‑driven oil shock pushed Brent crude above $100 per barrel, prompting a modest pullback in the S&P 500 while the Fed kept rates steady. Despite the geopolitical turbulence, the United States’ deepening energy independence...
AAPL's Services Growth Rides on Strong Content & Games: What's Ahead?
Apple’s Services segment posted a 14% year‑over‑year increase to $30.01 billion in Q1 FY2026, representing 20.9% of total net sales. Growth was driven by a 36% jump in Apple TV+ viewership and an expanding Apple Arcade catalog now exceeding 200 family‑friendly games. The...
Apple to Report Q2 Earnings, First Since Announcing Ternus as Cook's Replacement
Apple will report its second‑quarter results Thursday after the bell, marking the first earnings release since the company announced senior vice president John Ternus will replace Tim Cook as CEO. Analysts expect revenue of $109.66 billion and earnings per share of $1.96,...
Vedanta Q4 Net Profit up 89% on Rally in Metal Prices, Cost Efficiency
Vedanta posted an 89% jump in Q4 net profit to about ₹9,352 crore ($1.13 bn), propelled by higher aluminium and zinc prices and a 59% rise in EBITDA to ₹18,447 crore ($2.2 bn). Revenue surged 29% to ₹51,524 crore ($6.2 bn), helped by strong metal realisations...
Bajaj Finance Reports 23% Increase in Standalone Net Profit at ₹4,839.5 Cr
Indian NBFC Bajaj Finance posted a 23% jump in standalone net profit to ₹4,839.5 crore (≈$583 million) in Q4 FY26, driven by a 20% rise in net interest income and a 21% expansion of its loan portfolio. Provisions for impairments fell 9%,...
Starbucks Is Winning Customers Back After Investing $500 Million in Workers and Stores
Starbucks reported a 7.1% rise in U.S. comparable sales for the quarter, far exceeding analysts’ 4.5% forecast, while total revenue grew 9% to $9.5 billion. The boost follows a $500 million investment in additional staffing, higher wages, expanded benefits and store upgrades...
Is Dow Inc. (DOW) One of the Best Performing S&P 500 Stocks So Far in 2026
Dow Inc. reported Q1 2026 results showing a 6% year‑on‑year decline in net sales to $9.8 billion, driven by lower local prices and volume. The company posted a GAAP net loss of $445 million and an operating loss per share of $0.14, with...
Beat-and-Raise, Bull Notes Energize Starbucks Stock
Starbucks reported fiscal Q2 earnings and revenue that beat expectations, lifting the stock about 8% to $105.10. The company also raised its full‑year outlook, prompting at least 12 analysts to increase price targets, with Deutsche Bank moving its target to...
Google, Alphabet to Meta: 4 Tech Mega-Caps Among ~270 US Companies Set to Post March Quarter Results Today
Four of the Magnificent 7—Alphabet, Microsoft, Amazon and Meta—are slated to release March‑quarter earnings, representing over $1.1 trillion in market value. Their results will test whether the recent rally can endure amid heightened AI spending and a pending Federal Reserve decision. Analysts...
Broker’s Call: Maruti Suzuki (Buy)
Maruti Suzuki reported a solid Q4 with revenue up 28% YoY and volume rising 12% YoY, while average selling prices grew 4% QoQ. EBITDAM slipped to 11.7% due to a 70‑basis‑point margin contraction, and PAT missed forecasts after a one‑off...
Visa Should Win Big on FIFA World Cup Windfall, Wolfe Research Says
Visa is poised to capture a sizable revenue boost from the 2026 FIFA World Cup, prompting Wolfe Research to lift its price target to $395, a 28% upside from the current price. The payments giant posted better‑than‑expected fiscal Q2 results,...
Broker’s Call: IndiGo (Buy)
Ambit Capital maintains a Buy rating on IndiGo (Interglobe Aviation) with a 1‑year DCF target of about $64, up from the current market price of $52. The airline sits on roughly $6.2 bn in cash, supporting a shift toward a 40%...
Cosco’s Profit Drops by Half as Lower Freight Rates Bite
Cosco Shipping Holdings reported a 50% plunge in first‑quarter profit, with net income falling to 5.9 bn yuan ($863 m) from 11.7 bn yuan a year earlier. Revenue slipped 11% to 51.8 bn yuan (about $7.6 bn), driven by weaker transpacific freight rates. Average container...
Niccol Effect Has Starbucks Stock Barreling Toward Fresh Highs
Starbucks (SBUX) posted its strongest quarter in years, with FY 2026 Q2 revenue climbing 9% to $9.53 billion and adjusted earnings per share hitting $0.50, far above expectations. The surge reflects the “Niccol Effect,” a digital‑first strategy pioneered by CEO Brian Niccol...
Domino's Pizza: Outlook for the Berkshire Holding After Q1 Drop
Buffett’s Berkshire Hathaway has more than doubled its Domino’s Pizza stake to 3.4 million shares despite the stock’s recent slump. Domino’s reported Q1 2026 revenue of $1.15 billion and adjusted EPS of $4.13, both missing forecasts, while same‑store sales rose only 0.9% in...
Is Meta's AI Spending Blitz Working? The Stock's Next Move Depends on the Answer
Meta Platforms is allocating up to $169 billion in 2026 for AI and related infrastructure, highlighted by a $21 billion commitment to CoreWeave, a $27 billion deal with Nebius, and a multibillion‑dollar partnership with AWS for Graviton chips. The debut of its multimodal...
Mercedes’ Car Division Earnings Lag Behind the Group
Mercedes‑Benz Group’s automotive division reported a near‑5% revenue decline in Q1 2026, falling to €31.6 bn (≈$34.5 bn). The dip was driven by a 27% plunge in Chinese sales, cutting volume by 29,500 units year‑over‑year. Europe and North America posted 7% and 16%...
Spotify’s Ad Slump Raises a Bigger Question Than You Think
Spotify’s shares tumbled about 13% after the company issued cautious Q1 2026 guidance, highlighting a second‑quarter decline in ad revenue. While premium subscriber numbers rose 9% year‑over‑year to 293 million, growth is decelerating, raising concerns about future revenue mix. The stock now...
HUL Q4 Preview: Margins in Focus Amid Rising Raw Material Costs
Hindustan Unilever Ltd (HUL) is set to report Q4 FY26 results on Thursday, with analysts forecasting a profit after tax of about ₹2,612 crore (≈$315 million) on revenue of ₹16,270 crore (≈$1.96 billion). The quarter follows a tough March where the US‑Iran war triggered...
Adidas Profits Surge Despite ‘Volatile’ Trading Environment
Adidas reported a 14% year‑on‑year revenue increase to €6.6 bn (about $7.2 bn), driven by double‑digit growth in North America, Greater China, Japan, South Korea and Latin America. Fashion sales surged 31%, while footwear rose 4% and accessories 13%. The direct‑to‑consumer channel...
Lloyds Shares Drop After Income Upgrade on Higher Interest Rates
Lloyds Banking Group raised its net interest income outlook to above £14.9bn ($18.6bn) as elevated interest rates persist amid geopolitical tension. The bank reported a 33% jump in pre‑tax profit to £2bn ($2.5bn), driven by a higher net interest margin...