Honeywell Aerospace shares plunged 11% after reporting weak second-quarter results and cutting its full-year outlook due to supply chain constraints, marking a difficult start as a standalone company.
SpaceX reported a smaller-than-expected loss of $541 million and a 90% jump in quarterly revenue to $7.8 billion in its first results as a public company, driven by soaring Starlink subscribers and increased AI spending.
Disney reported mixed fiscal third-quarter results, surpassing Wall Street earnings expectations at $2.06 per share while slightly missing revenue estimates at $25.25 billion, driven by growth in its parks and streaming segments.
Jeff Bezos filed plans to sell roughly 15 million Amazon shares valued at about $4.1 billion following record stock highs driven by strong quarterly earnings and cloud growth.
Palantir Technologies reported 'otherworldly' quarterly results with revenue up 93% year-over-year, driving shares up over 14%. The company raised its annual forecast, citing strong demand from commercial and government clients, despite ongoing criticism over its links to the US and Israeli governments and its role in AI and warfare.
Lufthansa reports a 56% drop in second-quarter profits due to fuel costs and geopolitical instability. Separately, police in Mühlheim am Main discovered a hedgehog caused a supermarket burglary alarm, ending the incident without criminal charges.
Carvana's stock dropped over 20% in after-hours trading after its full-year guidance of $2.7B-$3B in earnings fell short of analyst expectations, despite beating Q2 EPS and revenue estimates.
President Trump's endorsement of Dell Technologies during a stock market bell-ringing event led to a nearly 9% intraday surge in Dell shares. While analysts attribute the rally primarily to the company's strong AI server business, ethics concerns were raised regarding potential conflicts of interest and insider knowledge.
PepsiCo reported mixed second-quarter results, with strong international demand offset by struggles in its North American food and beverage divisions. CEO Ramon Laguarta cited tightening consumer budgets due to inflation and rising gas prices as key factors impacting domestic performance.
PepsiCo reported mixed second-quarter results, with strong international demand offsetting struggles in its North American food and beverage divisions. CEO Ramon Laguarta cited tightening consumer budgets due to inflation as a key factor impacting domestic performance.
Nike's Q4 FY26 revenue fell 1% to $10.97B, beating expectations. EPS rose 42% to 20 cents. Despite positive results, shares dropped 2% after hours due to concerns over the slow turnaround, China's performance, and competitive pressures.
Darden Restaurants reported mixed fiscal Q4 results, with same-store sales growth at fine-dining and Olive Garden missing expectations. The company's fiscal 2027 forecast also landed on the lower end of Wall Street's projections, causing shares to fall.
Micron's chief business officer acknowledged the growing capabilities and market share of Chinese chipmakers CXMT and YMTC, noting their output is primarily sold domestically. This validation comes as AI infrastructure spending reshapes the memory chip market, with Micron reporting record results and a strong outlook.
Broadcom reported strong quarterly results with significant AI semiconductor revenue growth, but its guidance fell short of market expectations, causing its stock to dip after hours. The company reiterated its AI revenue targets and announced new deals with major tech firms.
Home Depot reported Q1 revenue of $41.77B, beating estimates, but EPS declined slightly. Same-store sales missed expectations amid rising interest rates, leading to a price target cut. The company reaffirmed its 2026 forecast.
Bernstein analysts believe Figure Technology Solutions is becoming a unique blockchain marketplace, with its Q1 earnings beating estimates. They see its stock reflecting real-time blockchain loan volumes and anticipate strong Q2 growth.
Bernard Arnault, CEO of LVMH, emphasizes patience and long-term orientation over short-term quarterly gains, focusing on trust, quality, and brand-building.
Morgan Stanley maintained overweight on Bajaj Finance (target Rs 1,120) with Q4FY26 adjusted PBT up 26% YoY; Jefferies set buy on Navin Fluorine (target Rs 8,385) citing 19% EBITDA and 30% PAT growth; HSBC upgraded IIFL Finance (target Rs 550) with 18% RoE; JP Morgan neutral on Federal Bank (target Rs 305) with 11% profit growth; Nomura buy on Waaree Engineering (target Rs 3,750) despite margin pressures.
The four major tech hyperscalers—Amazon, Alphabet, Meta, and Microsoft—are reporting quarterly earnings this week as OpenAI, valued at over $850 billion, has become a critical market mover. OpenAI faces a legal battle with Elon Musk while dealing with a Wall Street Journal report of missed revenue projections. Microsoft has invested $13 billion in OpenAI, while Amazon recently committed $50 billion and announced OpenAI models will be available on AWS.
