Earnings season has been strong for most companies: Of the more than 400 S&P 500 constituents that have reported so far, roughly 85% have beaten estimates, showing resilience despite the war in Iran.

Buy BMW. It beat earnings while automotive EBIT margin (5.0%) came in above forecast (4.7%) despite a 25% profit slump, showing tariff/China pain is being absorbed better than feared. The stock is ...

Susan Dziubinski: Well, let’s go through some of the companies one by one, starting with Alphabet. Now, here was an example of pretty blowout results, right? David Sekera: Yeah. I mean, these were ...

You’re reading The Financial Page, John Cassidy’s weekly column on economics and politics. For those interested in the spectacle of rival billionaires fighting over money and power, I present to you ...

Management still expects margins to contract. *Stock prices used were the afternoon prices of April 29, 2026. The video was published on May 1, 2026. Before you buy stock in Taiwan Semiconductor ...

With a net profit margin of 88.2%, Stem, Inc. (NYSE:STEM) is among the 11 Most Profitable Renewable Energy Stocks Right Now. Stem, Inc. (NYSE:STEM) received a price target reduction on April 9 when ...

Seagate Technology Holdings (NASDAQ:STX) is surging higher this morning, last seen up 17.3% to trade at $679.37, earlier tapping a fresh record high of $687. Although yesterday's OpenAI setback left ...

Modine Manufacturing is undergoing a strategic transformation from automotive radiators to high-margin liquid cooling solutions for AI data centers. MOD's data center segment achieved 78% organic ...

Price hikes boost revenue, but ad trends and guidance for the current second quarter disappointed Wall Street. By Georg Szalai, Caitlin Huston Audio streaming giant Spotify posted a first-quarter ...

We do not have enough money coming into this market. The funds flow only to stocks tied to the data center buildout and a few others. Even the most tangential of the data center "stories," such as the ...

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Semiconductors are a runaway train — up 17 of the past 18 sessions — and options traders are buying increasingly expensive call options to chase the rally higher. The VanEck Semiconductor ETF (SMH) ...