Market news
Crypto, stocks, forex and macro, aggregated for traders.
Texas Instruments Q2 2026 Beats Estimates, Revenue $5.46B
Texas Instruments reported Q2 2026 revenue of $5.46B and EPS of $2.14, both above consensus estimates. The company also provided a Q3 revenue outlook of $5.65B–$6.15B, above the $5.62B estimate.
Tesla misses Q2 earnings consensus, shares drop 2.5% after hours
Tesla reported second-quarter adjusted EPS of $0.33, falling short of analyst estimates. The stock slid over 2.5% in after-hours trading.
IBM Q2 Revenue Misses Estimates, Lowers FY Growth Guidance
IBM reported Q2 2026 revenue of $17.16B, missing the $17.52B estimate, while operating EPS came in at $2.93. The company lowered its full-year revenue growth guidance to +4%–+5% from prior above +5%.
Kinder Morgan Q2 Revenue Beats Estimates, Adj EPS Tops Forecasts
Kinder Morgan reported Q2 revenue of $4.48B vs. estimate $4.24B, adjusted EPS of $0.37 vs. $0.32 estimate. The company raised its 2026 outlook and expects over 5% favorable to budget on adjusted EBITDA and over 12% favorable on adjusted EPS.
Tesla Installs Optimus Production Lines, Robotaxi Now in 7 U.S. Metros
Tesla announced multiple operational milestones: first-gen Optimus production lines are being installed, Megafactory Texas is nearing completion, Robotaxi is live in seven major U.S. metros, and Tesla Semi and Megapack 3 are on schedule for 2026 production. Energy storage returns to growth and semiconductor fab is progressing.
Tesla Q2 2026 Revenue Beats Estimates, EPS Misses
Tesla reported Q2 2026 revenue of $28.24B, beating the $26.32B estimate, but adjusted EPS of $0.33 missed the $0.51 consensus. Gross margin came in at 16.8%, below the 19.4% forecast.
Alphabet Q2 2026 Beats Estimates: Revenue $119.80B vs $117.02B
Alphabet reported Q2 2026 earnings that exceeded consensus estimates on revenue, cloud, and operating income. Key beats include Google Cloud revenue of $24.77B versus the $22.46B estimate and total revenue ex-TAC of $103.62B vs $101.07B.
Texas Instruments Q2 Earnings Beat Estimates, Q3 Outlook Above Consensus
Texas Instruments reported Q2 2026 earnings per share of $2.14, exceeding the $1.93 estimate, with revenue of $5.46B vs $5.24B expected. The company also provided a Q3 outlook above consensus.
Dow Jones Rises Near 52,400 as Geopolitical Tensions Lift Equities
The Dow Jones Industrial Average rallied about 200 points on Wednesday, trading near 52,400 and set for a second consecutive gain, while the S&P 500 was flat and the Nasdaq slipped.
FTSE 100 Rises as Iran Threats Fail to Deter Markets
The FTSE 100 posted strong gains, with analyst Chris Beauchamp noting that threats to Iranian infrastructure no longer have the same market impact as in the past.
Dassault Aviation H1 2026 Earnings Beat Estimates; Sales Surpass, Guidance Unchanged
Dassault Aviation reported H1 2026 adjusted net sales of EUR4.16B vs est EUR3.33B, and adjusted net income of EUR496M vs est EUR443.3M. Order intake was EUR2.88B, backlog EUR45.359B, and 2026 guidance unchanged.
AT&T Q2 Net Adds and EPS Beat Estimates, Accelerates Buybacks
AT&T reported Q2 wireless postpaid phone net adds of 432,000, beating the estimate of 325,264. Adjusted EPS of $0.65 also topped the $0.59 consensus, while revenue came in slightly below at $31.6 billion. The company is accelerating share repurchases to about $10 billion this year.
Wall Street Rallies as Big-Tech Earnings, Rising Oil and Bond Yields in Focus
US stock indices posted broad gains Monday, with the Dow Jones rising 380 points, as investors shift attention to big-tech earnings amid rising oil prices and bond yields.
Volaris (VLRS) Posts Q2 Loss of $1.11 Per Share, Tops Revenue Estimates
Controladora Vuela (Volaris) reported a Q2 loss of $1.11 per share, wider than the $0.54 loss a year ago, but revenue beat analyst estimates.
Global Stocks Surge as Traders Rotate Back into AI and Semiconductors
World stocks rallied on renewed enthusiasm for AI and semiconductor stocks, shrugging off higher oil prices and rising bond yields.
Nvidia Ships Vera Data Center CPU, Competing with Intel and AMD
Nvidia has begun shipping its new Vera data center CPU, marking a move beyond GPUs into direct competition with Intel and AMD in the AI server market.
Brookfield Infrastructure Announces Simplification; BIP Units to Exchange for Shares
Brookfield Infrastructure Partners announced a corporate structure simplification, with BIP units to be exchanged one-for-one for BIP shares. Special meetings for BIP and BIPC holders are set for October 14, with completion expected in Q4 2026.
Super Micro Computer surges nearly 20% on $60B in new orders
Super Micro Computer (SMCI) shares jumped nearly 20% after the company reported receiving about $60 billion in new orders last quarter. Revenue is expected to grow roughly fivefold year-over-year.
EQT Corp Q2 2026 Adjusted EPS Misses Estimates, Provides Outlook
EQT Corp reported Q2 2026 adjusted EPS of $0.39, missing the $0.42 estimate, with sales volume of 634 Bcfe. The company provided Q3 and full-year sales volume outlooks and capex guidance.
Balchunas: Tech ETF Inflows Top $100B as AI-Fund Wave Looms
Bloomberg ETF analyst Eric Balchunas expects a surge in AI, semiconductor and memory-themed ETF launches, pushing tech ETFs past 500 and year-to-date inflows beyond $100 billion.
China State-Backed Funds Intervene to Stabilize A-Shares After Tech Selloff – BNY
BNY's Geoff Yu notes that Chinese regulators and state-backed funds have stepped in to support A-shares following global tech deleveraging.
KKR Real Estate Finance Trust Q2 EPS -$1.95, Posts Distributable Loss; Forms Strategic Review Committee
KKR Real Estate Finance Trust reported a Q2 EPS loss of $1.95 and a distributable loss of $0.58 per share. The board formed a strategic review committee to explore alternatives and repurchased 1.4 million shares in July.
Capital One Q2 2026: Revenue Jumps 27% to $15.9B, Adj. EPS $5.81
Capital One reported Q2 2026 net revenue of $15.9B (+27% Y/Y) and adjusted EPS of $5.81, above the prior quarter's $5.48. Net interest margin came in slightly below estimates at 8.01%.
Dow Jones Rebounds 340 Points on Earnings, Ends Three-Day Slide
The Dow Jones Industrial Average gained about 340 points (0.7%) on Tuesday, snapping a three-day losing streak, as earnings reports lifted sentiment amid geopolitical tensions.