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Earnings

Intel Corporation (NASDAQ: INTC) Data Center and AI Revenue Growth Reshapes Semiconductor Strategy

Intel Corporation (NASDAQ: INTC) reported quarterly revenue of USD 16.128 billion, representing a 25% year-over-year increase as demand improved across key technology markets. The company’s Data Center and AI segment was the primary growth contributor, delivering a 59% year-over-year revenue increase. The performance marked …

Vinay Lochav | 24 July 2026

Intel Corporation (NASDAQ: INTC) GAAP Loss Versus Non-GAAP Profit Highlights Earnings Quality Debate

Intel Corporation (NASDAQ: INTC) delivered a notable divergence between its GAAP and non-GAAP financial results, creating renewed focus on the quality and sustainability of its earnings recovery. While the company reported a large GAAP net loss, its adjusted results showed a return to profitability, …

Vinay Lochav | 24 July 2026

Earnings Volatility Post-Mortem: Intel (NASDAQ: INTC) and Tesla (NASDAQ: TSLA) Highlight the Gap Between Implied and Realized Moves

The latest earnings cycle highlighted a key feature of equity markets: the difference between expected volatility before an announcement and the actual movement after results are released.

Vinay Lochav | 24 July 2026

Blackstone (NYSE: BX) Earnings Highlight Private Capital Resilience as Higher Yields Reshape Markets

Blackstone (NYSE: BX) delivered its latest quarterly results at a time when private capital markets are navigating a complex environment of higher interest rates, changing asset valuations and evolving investor preferences.

Vinay Lochav | 24 July 2026

HCA Healthcare (NYSE: HCA) Earnings Provide Healthcare Demand Read as Major Companies Report

HCA Healthcare (NYSE: HCA) reports its latest quarterly results as investors assess the current state of the US healthcare industry, with hospital demand, operating costs and patient trends remaining central themes.

Vinay Lochav | 24 July 2026

Intel Corporation (NASDAQ: INTC) 18A Foundry Reaches Operational Milestone as AI Partnerships Expand

Intel Corporation (NASDAQ: INTC) has reached a significant milestone in its semiconductor manufacturing strategy as its advanced 18A process technology moves closer to broader commercial deployment. The company has reported improvement in 18A yields, increasing from 65% to 85%, indicating progress in manufacturing efficiency …

Vinay Lochav | 24 July 2026

Comcast (NASDAQ: CMCSA) Reports First Peacock Quarterly Profit as Streaming Economics Improve

Comcast (NASDAQ: CMCSA) reached an important milestone as its Peacock streaming platform reported its first quarterly profit, marking a shift in the economics of the company’s digital media strategy.

Vinay Lochav | 24 July 2026

Honeywell Technologies (NASDAQ: HON) Raises 2026 Guidance After Split as Automation Strategy Takes Shape

Honeywell Technologies (NASDAQ: HON) entered a new phase after reporting its first quarterly results following the separation of Honeywell Aerospace. The company’s latest earnings report provided investors with an initial view of the standalone automation business, with management raising its 2026 outlook after stronger-than-expected …

Vinay Lochav | 24 July 2026

Intel Corporation (NASDAQ: INTC) Earnings Beat Tests Market Sentiment as AI Growth Meets Capital Spending Concerns

Intel Corporation (NASDAQ: INTC) delivered a stronger-than-expected second-quarter 2026 earnings report, creating a contrast between company-specific improvement and broader market weakness. The company’s results highlighted accelerating AI-related demand, stronger revenue momentum and improved operating performance, but investors continued to evaluate the impact of rising …

Vinay Lochav | 24 July 2026

Freeport-McMoRan (NYSE: FCX) Highlights Copper’s Role in AI Infrastructure Expansion

Freeport-McMoRan (NYSE: FCX) delivered a strong second-quarter 2026 earnings performance as copper markets remained central to discussions around global infrastructure investment. The company’s results arrived during a period when copper demand is increasingly linked not only to traditional industrial activity but also to artificial …

Vinay Lochav | 24 July 2026
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