Earnings
Wayfair (NYSE:W) exceeded second-quarter expectations as stronger U.S. demand, improving profitability and accelerating customer growth highlighted continued market share gains despite a challenging home furnishings market.
Earnings
Caterpillar delivered its first quarter with more than $20 billion in sales as demand strengthened across construction, mining and power generation. AI data centers helped lift generator and turbine demand, while higher volumes, pricing and operating leverage expanded profitability.
Earnings
Exxon Mobil, Chevron, Shell, and TotalEnergies delivered strong quarterly results as higher oil prices, tight refining markets, and geopolitical supply disruptions supported earnings, while investors weighed political scrutiny and the sustainability of current market conditions.
Earnings
Marriott delivered stronger-than-expected earnings and raised its RevPAR outlook, but a revenue miss, softer second-half guidance, and continued Middle East weakness sent shares lower as investors looked beyond the quarterly beat.
Business Trends
Supernus Pharmaceuticals (SUPN) rose after announcing a merger with Indivior and raising its 2026 outlook. Investors looked beyond a non-cash impairment and earnings miss, focusing on stronger revenue growth, higher guidance, and the strategic expansion of its CNS business.
Earnings
This week's market action showed a consistent pattern across industries: investors rewarded companies demonstrating measurable returns on investment while penalizing uncertainty, weaker execution, and limited visibility—even when underlying demand remained strong.
Earnings
Roblox (RBLX) shares plunged after weaker bookings, disappointing third-quarter guidance and the withdrawal of full-year guidance raised concerns about near-term monetization as the company prioritizes retention, safety and AI-driven platform improvements.
Earnings
Coinbase (COIN) reported a wider-than-expected second-quarter loss as weaker crypto trading activity pressured transaction revenue, overshadowing record market share and continued expansion across stablecoins, derivatives and prediction markets.
Earnings
Apple shares fell sharply after stronger iPhone and Mac sales were overshadowed by worsening component shortages, higher memory costs and September-quarter revenue guidance below Wall Street expectations.
Earnings
Amazon’s AWS revenue accelerated 36.7% as cloud and AI demand strengthened, while operating income rose 43%. The company raised 2026 capital spending to about $220 billion as demand continues to exceed available capacity.
Earnings
Starbucks delivered stronger traffic, comparable sales and margins in fiscal Q3 as its turnaround gained traction. The company raised its full-year outlook while expanding store upgrades and targeting more growth beyond the morning rush.
Earnings
Meta shares fell about 9% after second-quarter earnings missed expectations and free cash flow dropped sharply, as rising AI infrastructure spending overshadowed record revenue and continued strength in advertising.