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James Czerniawski joins Next Gen Investing with his takeaways on Walt Disney (DIS) as shares rally following earnings. He discusses the give-and-take mentality between ad-free and ad-supported offerings of its Disney+ subscribers as new CEO Josh D'Amaro now holds the reins at Disney.
Stocks
The Mosaic Company (MOS) Q2 2026 Earnings Call Transcript
Shares of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) are down 4% to $361 in Wednesday afternoon trading after the company announced a sweeping AI leadership overhaul.
UroGen Pharma Ltd. (URGN) Q2 2026 Earnings Call Transcript
New York, New York--(Newsfile Corp. - August 5, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Alibaba Group Holding Limited ("Alibaba" or the "Company") (NYSE: BABA) on behalf of investors that purchased or otherwise acquired Alibaba securities between June 26, 2025 and June 24, 2026 (the "Class Period"). CLICK HERE TO JOIN THE CASE If you are an investor in Alibaba and have suffered losses, you may CLICK HERE to contact us.
BENSALEM, Pa., Aug. 05, 2026 (GLOBE NEWSWIRE) -- Law Offices of Howard G.
Retail investors were doing what they do best on Wednesday: Buying the dip in SpaceX shares aggressively, even as the company's stock sank after it released its first earnings report.
SAN JOSE, Calif.--(BUSINESS WIRE)---- $CALX #calix--Today, Calix, Inc. (NYSE: CALX) announced that RTC Networks is leveraging the AI-native Calix One™ platform and Calix Agent Workforce™ Cloud to advance their five-year growth strategy, a blueprint for the future of their connected communities. With secure agentic workflows on Calix One, the North Dakota communications cooperative is accelerating transformation across marketing, support, and operations teams. Agentic capabilities are expected to help employees.
Rigel's Q2 beat big ($78.7M revenue, $0.88 EPS), driven by TAVALISSE, but GAVRETO's year-over-year decline is concerning. Guidance raise came from contract revenue, not accelerating core product sales; net product sales guidance unchanged. VEPPANU is strategically sound but adds only incremental value after upfront payments, milestones, and high royalties.
/PRNewswire/ -- BLR Aerospace, a company of Ducommun Incorporated, is excited to announce a new partnership with Boggi Aeronautics S.r.l. as the exclusive
Watsco, Inc. (WSO) is rated a buy after a post-earnings pullback, with normalization post-A2L transition expected to drive recovery. Watsco's gross margin contraction is seen as transient, with mix improvement and pricing initiatives targeting medium-term margin expansion. Digital ecosystem adoption and underpenetrated high-margin parts/supplies sales provide a runway for market share gains and margin upside.
Allegiant's Q2 earnings soar 78% and crush estimates, while record unit revenues and Sun Country gains offset a revenue miss and higher fuel costs.
Buffett followers in Spain are getting a rare payoff as value investing regains ground after years of being overshadowed by growth stocks. At the center of that
The Washington firm beat profit expectations and said it was revving up to raise a new round of funds.
H's fee growth and record pipeline support expansion, but a steep earnings multiple, project delays and debt make the stock a case for patience.
H's Q2 earnings beat, faster fee growth and higher RevPAR outlook highlight operating momentum as regional weakness tests the pace of future gains.
Berkshire Hathaway's diversified businesses, insurance float and disciplined capital allocation support resilient cash flows and long-term value creation.
This is the fifth straight year that Disney's stock price breaks $100, only to fall back to double digits. Blowout earnings in Wednesday morning's fiscal second quarter make a cheap stock even cheaper on a forward basis.
Amgen Inc. delivered a strong Q2 results, beating revenue and EPS estimates, and raised full-year guidance by $1 billion and $0.50, respectively. Despite $7 billion in LOE headwinds, Amgen's commercial portfolio—driven by Repatha, Uplizna, Evenity, Tezspire, and Imdelltra—continues to outperform expectations. Key pipeline catalysts, including MariTide and olpasiran phase 3 readouts, are expected in 2027–2028, with near-term pipeline news flow remaining light.
NVIDIA (NVDA) has triggered a bullish technical breakout, supporting a buy rating on the GraniteShares 2x Long NVDA Daily ETF (NVDL). NVDL offers leveraged exposure to NVDA, with a $6 trillion market cap target in play by year-end, driven by strong technicals and valuation. NVDA's PEG ratio is compelling at 0.6x, with a low 16.4x out-year P/E and long-term EPS growth rates above 25%.
