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Jul 23, 2026
  • Alphabet Inc Class C decreased 3.3% to $331.91 after the parent company of Google search lifted its 2026 estimate of artificial intelligence infrastructure spending. 

    Consolidated revenue in the second quarter increased 24% to $119.8 billion from $96.4 billion, net income soared to $112.1 billion from $28.2 billion, and diluted earnings per share jumped $9.11 from $2.31 a year ago. 

    Net income soared because of a massive $99 billion boost in the revaluation of investments in SpaceX and Anthropic and other investment holdings. 

    However, core operating earnings increased 30% to $40.8 billion, driven by an 82% surge in Google Cloud and steady advertising revenue.  

    Google search revenue jumped to $63.2 billion from $54.2 billion, YouTube ads increased to $11.1 billion from $9.8 billion, and Google cloud revenue advanced to $24.7 billion from $13.6 billion, and Google services, platforms, and devices revenue gained to $12.9 billion from $11.2 billion a year ago. 

    The company's long-term debt jumped to $98.2 billion from $46.5 billion, and operating lease liabilities advanced to $14.6 billion from $12.7 billion a year ago. 
  • Jul 22, 2026
    • Super Micro Computer surged 16% to $29.60 after the company confirmed $60 billion of new orders in its fiscal fourth quarter ending in June. 

      The company estimated fourth quarter revenue to be near the low end of its previous guidance between $11.0 billion and $12.5 billion, and gross margins are estimated to be in the range of 15% and 17%, significantly higher than the estimated range between 8.2% and 8.4%, primarily due to a favorable customer and product mix. 

      The server company announced its plan to release its fourth quarter results on August 11 at 5:00 ET. 
      • GE Vernova decreased 5% to $1,023.0 after the company's second quarter results fell short of market expectations. 

        Total revenues increased 22% to $11.1 billion from $9.1 billion, net income advanced to $649 million from $492 million, and diluted earnings per share rose 33% to $2.47 from $1.86 a year ago. 

        The company's order backlog at the end of the quarter increased to $176 billion, driven by $24 billion worth of new orders. 

        The company revised its 2026 estimated revenue range higher to between $45.50 billion and $46.50 billion, from the previous range between $44.50 billion and $45.50 billion. 

        GE Vernova estimated free cash flow to fall between $11.50 billion and $12.50 billion, compared to the previously estimated range between $6.50 billion and $7.50 billion, and reiterated the adjusted operating earnings margin range between 12% and 14%. 
      • GEV
        Jul 21, 2026
        • General Motors increased 1.8% to $77.19 after the vehicle maker reported better-than-expected results in the second quarter. 

          Revenue increased 1.9% to $48 billion from $47.1 billion, net income attributable to shareholders decreased 31% to $1.3 billion from $1.9 billion, and diluted earnings per share declined 26% to $1.41 from $1.91 a year ago. 

          The company revised its adjusted earnings per share estimate for 2026 to between $12.0 and $14.0 from the previous range between $11.50 and $13.50. 
          • 3M Company jumped 6% to $168.21 after the diversified industrial company reported better-than-expected second quarter results and lifted its full-year earnings guidance. 

            Revenue increased 2.4% to $6.5 billion, diluted earnings per share rose 33% to $1.78 from $1.34, cash flow from operations was $1.0 billion, and the company returned $1.4 billion via dividends and stock repurchases.   

            The company revised its full-year 2026 guidance and raised its total sales growth estimate to at least 4.5%, and adjusted the earnings per share range between $8.80 and $8.95.   
            • Novartis AG increased 3.1% to $154.26 after the Swiss pharmaceutical company's second quarter core earnings and revenue surpassed market expectations. 

              Novartis reported revenue of $144.41 billion and core earnings of $2.41, both surpassing market expectations. 

              The company said it is on track to achieve its full-year and mid-term estimates. 
            • Jul 16, 2026
              • United Airlines decreased 1.4% to $118.0 despite the international carrier reporting better-than-expected results in the second quarter. The airline's softer-than-estimated outlook dampened investor sentiment. 

                Total operating revenue increased 16% to $17.7 billion from $15.2 billion, net income decreased 17.3% to $805 million from $973 million, and diluted earnings per share fell to $2.46 from $2.97 a year ago. 

                Fuel costs in the quarter jumped 84% to $5.1 billion from $2.8 billion, and the company passed on approximately half to customers. 

                In the third quarter, United anticipates recovering between 80% and 90% of the increase in fuel costs and 100% by the fourth quarter. 

                The company guided adjusted diluted earnings per share to range between $2.50 and $3.50 in the third quarter and between $9.00 and $11.00 for the full year 2026. 
                • J.B. Hunt Transport Services soared 9.4% to $302.26 after the company released its second-quarter results. 

                  Total operating revenue increased to $3.5 billion from $2.9 billion, net income advanced to $181.0 million from $128.6 million, and diluted earnings per share rose to $1.91 from $1.31 a year ago. 

                  Fuel surcharge revenue soared to $641.5 million from $351.8 million, and fuel and fuel taxes cost jumped to $235.2 million from $135.7 million a year. 

                  In other words, the company passed on more than a 200% fuel price increase to customers, which supported the surge in income in the current quarter. 
                  • Taiwan Semiconductor decreased 4.6% to $400.24 after the company reported a sharp rise in revenue and earnings in the second quarter. 

                    Net sales increased 36% to NT 1.27 trillion from NT 933.8 billion, net income soared 77.4% to NT 706.5 billion from NT 398.3 billion, and diluted earnings per share advanced to NT 27.25 from NT 15.36 a year ago.   

                    In U.S. dollars, second quarter revenue increased 33.7% to $40.20 billion, and revenue advanced 12% from the first quarter. 

                    Gross margin for the quarter was 67.7%, operating margin was 60.3%, and net profit margin was 55.6%.

                    The company estimated third quarter revenue to range between $44.6 billion and $45.8 billion, gross margin to range between 65% and 67%, and operating profit margin to be between 56% and 58%. 

                    The company reported record quarterly revenue and a fifth consecutive quarter of profit. 

                    The company revised higher its full-year 2026 capital expenditure estimate from the high-end of the $52 billion to $56 billion range to a new range between $60 billion and $64 billion, indicating continued demand from core customers. 

                    Simultaneously, the company announced its plans for an additional investment of $100 billion in Arizona, deepening its investment in the U.S. 

                    The stock declined in New York's trading because investors worried that higher capital expenditure generally flags weaker cash flow in the near term and delays return on investment.  
                    • UnitedHealth Group advanced 4.9% to $443.0 after the health insurance company reported better-than-expected results in the second quarter. 

                      Total revenues increased to $112 billion from $111.6 billion, net earnings jumped to $5.7 billion from $3.6 billion, and diluted earnings per share increased to $6.04 from $3.74 a year ago. 

                      UnitedHealth's medical cost ratio was 86.7% compared to 89.4% a year ago as the company struggled to contain costs. 

                      The healthcare company revised upward its full-year 2026 adjusted earnings per share between $19.50 and $20.00 and diluted earnings per share between $18.45 and $18.95.