Earnings
Earnings from Meta and Microsoft revealed a split market reaction, as investors rewarded clearer links between AI spending and near-term profits while questioning paths with heavier capital intensity.
Earnings
Tesla reported its first annual revenue decline as earnings topped estimates and management outlined a sharper shift toward artificial intelligence, robotics, and large-scale investment beyond its core auto business.
Earnings
Caterpillar posted stronger-than-expected fourth-quarter earnings as demand tied to AI data center power needs drove sales, with investors weighing solid results against cautious 2026 margin guidance.
Earnings
Microsoft topped revenue and earnings estimates, but shares fell as investors focused on cloud growth moderation and the rising cost of artificial intelligence infrastructure.
Earnings
Meta shares jumped after strong earnings highlighted how artificial intelligence investments are driving advertising growth and near-term revenue momentum.
Earnings
Earnings from major defense contractors delivered mixed signals, with RTX and General Dynamics beating quarterly expectations, while Northrop Grumman’s forward outlook tempered enthusiasm despite strong results.
Earnings
Starbucks reported stronger-than-expected quarterly sales driven by higher customer traffic, but earnings fell short as labor costs, coffee prices, and tariffs continued to pressure profitability.
Earnings
ASML reported record orders and raised its outlook as AI-driven chip demand stayed strong, while Texas Instruments’ upbeat forecast reinforced signs of improving conditions across the semiconductor sector.
Price Action
Seagate Technology shares jumped Wednesday as a strong earnings beat and upbeat outlook drove buying interest, lifting related storage and memory names and highlighting how investors reacted to AI-driven demand signals
Earnings
UnitedHealth shares fell sharply after quarterly results and 2026 guidance disappointed investors, compounded by a proposed flat Medicare Advantage rate increase that pressured the entire managed-care sector.
Earnings
General Motors’ latest earnings report highlighted resilient profits, improving cash flow, and a more measured approach to electric vehicles, shaping how investors are interpreting the company’s 2026 outlook.
Innovation & Tech
Major technology companies are accelerating investments in custom AI chips and data center infrastructure, reshaping how computing power is built, deployed, and monetized across the innovation sector.