Market narrative
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ZETA raises its 2026 outlook after Q2 as Athena adoption, AI-led revenue quality and partner selling strengthened growth and pipeline momentum.
Stocks
Araz Feyzi says SpaceX (SPCX) is experiencing a natural and normal repricing after its first public earnings report. Andrew Chanin wonders if the selling is driven more by the lock-up expiry on Thursday rather than the earnings report.
New York, New York--(Newsfile Corp. - August 5, 2026) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against The Ensign Group, Inc. ("Ensign" or the "Company") (NASDAQ: ENSG). CLICK HERE TO RECEIVE MORE INFORMATION ABOUT THIS INVESTIGATION If you are an Ensign investor and have suffered losses, or if you have information that could assist in the Ensign investigation, you may CLICK HERE to contact us.
The Donald Trump administration's push to ban China's role in the U.S.-AI supply chain may have an unintended consequence: making it more difficult and expensive to build the very AI infrastructure U.S. companies are racing to deploy.
Bed Bath & Beyond, Inc. reported mixed Q2 results. Sales seemed to stabilize organically, but the inclusion of TBHC's financials weakened profitability. BBBY is expanding very aggressively and quickly through a number of acquisitions. The earnings impact of the strategy seems messy. I estimate BBBY stock to have -20% base scenario downside to $4.0 based on current businesses. Recent acquisitions cloud the valuation.
Windsor, ON, Aug. 05, 2026 (GLOBE NEWSWIRE) -- Trans Canada Trail is proud to welcome the Gordie Howe International Bridge as the first-ever international border crossing to join its network. With the new bridge's multi-use path officially open to cyclists and pedestrians, trail users can cross the Canada-U.
NI beats Q2 earnings and revenue estimates as NIPSCO gains offset weaker Columbia results, while data center growth and guidance remain in focus.
SR posts a wider fiscal Q3 loss as higher operating and interest expenses offset utility gains, while revenues decline year over year.
Conagra's low valuation offers downside support, but falling sales, margins and earnings keep its fiscal 2027 reset-and buy case-under pressure.
On Holding's Q1 earnings beat, margin gains and strong DTC, Asia-Pacific and apparel growth supported a higher profitability outlook despite tariff pressure.
KHC beats second-quarter earnings and sales estimates despite lower organic sales, while updating its 2026 EPS guidance.
Best Buy (BBY) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Ralph Lauren (RL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Missing Medicare's enrollment window does not trigger a one-time fine you pay and move on from. It attaches a surcharge to your monthly premium that compounds with every future rate increase for the rest of your life.
trivago N.V. (TRVG) Q2 2026 Earnings Call Transcript
NNN REIT, Inc. (NNN) Q2 2026 Earnings Call Transcript
Dynatrace, Inc. (DT) Q1 2027 Earnings Call Transcript
The Walt Disney Company (DIS) Q3 2026 Earnings Call Transcript
Innospec Inc. (IOSP) Q2 2026 Earnings Call Transcript
Hut 8 maintains a 'Buy' rating after a 108% stock rise, driven by significant data center contract wins and robust sector momentum. HUT has secured 949 MW under 15-year triple-net contracts, totaling $26.6 billion in backlog and projected $1.75 billion average annual NOI. Recent $7.5 billion in non-convertible debt financing eliminates near-term dilution risk and supports ongoing data center buildout.
