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Apple crushed Q3 estimates but a soft Q4 guide sent shares down 7.35%. Morgan Stanley cut its target to $360 while TD Cowen raised to $400 — here's the bull-bear breakdown.
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Intel posted its strongest revenue growth in over 15 years, with Q2 sales hitting $16.1B and AI-driven data center revenue soaring 59%. The company also issued upbeat Q3 guidance, though shares were flat due to a U.S. market holiday.
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UnitedHealth beat Q2 profit and revenue estimates and raised full-year guidance, but rising commercial insurance costs and a federal probe keep the recovery story in question.
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Microsoft shares dipped nearly 2% in after-hours trading as the market shifts focus from quarterly results to the 2027 AI capex trajectory. A top analyst calls Microsoft the "weakest link" among hyperscalers.
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Analysts are raising targets and reiterating buy ratings on JPMorgan after a blowout Q2 beat. But the stock closed Friday at $341.10, down 0.6%, as the market digests the news and CEO Jamie Dimon’s broader warnings.
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Alphabet (GOOGL) jumped 3.5% on July 15, but analysts remain cautious on valuation and earnings visibility as Q2 reporting season kicks off. The AI trade is cooling, and the bar for big tech is set high.
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Big bank earnings kick off Tuesday, with investment banking fees from the SpaceX IPO expected to fuel a blockbuster quarter. Meanwhile, tech stocks are under pressure as the AI-bubble debate reignites.
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Nearly 28 S&P 500 companies, including JPMorgan, Goldman Sachs, and Netflix, report this week. All eyes are on AI monetization progress and the June CPI print, which drops the same day as big bank earnings.
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Wall Street faces a high-class problem: earnings expectations have been raised to historic highs, leaving no room for error. As Q2 reporting kicks off with big banks, the market’s focus has shifted from “can they grow” to “can they deliver.”
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Goldman Sachs reports next week, kicking off a Q2 earnings season where S&P 500 profit growth is expected to hit a four-year high. The bar is set high — and the market is watching to see if it clears.
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S&P 500 earnings growth is expected to hit a four-year high, led by energy and tech. JPMorgan kicks things off on July 14, but lofty expectations have some on edge.
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Bank of America (BAC) jumped over 2% after earnings, but a top investor warns the broader market is flashing "out of whack" signals on valuation and technicals, with the AI trade facing a monetization reality check.