Stocks

Amid concerns about returns on AI investments, here’s what we’ll be looking for in Amazon earnings.

A slight revenue miss overshadowed an otherwise stellar quarter for wide-moat Schwab.

Why we think the satellite giant is buying wireless spectrum and what it could mean for the three major US telecoms.

At P&G’s upcoming investor event, we expect more details on its current supply chain initiatives.

We see regulatory risk from both the US and Chinese governments.

We believe high spending levels will be durable.

United has joined Delta in offering industry-leading travel segmentation, allowing it to outearn most of the industry.

We examine which firms look most vulnerable to AI disruption and which have the most to gain from the data center buildout.

The Fidelity Contrafund manager explains why hesitating after a strong earnings report cost him an opportunity, and what investors can learn from it.

With cloud growth expected to accelerate, here’s what we’ll be looking for in Microsoft earnings.

With weight-loss drugs driving growth, here’s what we’ll be looking for.

As Alphabet’s AI investments surge, here’s what we’ll be looking for.

Despite a looming patent cliff, a strong drug pipeline and 4.1% yield give investors reasons for optimism.

Our increased valuation comes from higher full self-driving adoption assumptions and a lower near- and medium-term capital expenditures forecast.

We see the company’s momentum in its core advertising business, as well as adoption of Muse, as early signals that the firm’s AI playbook is working.

Management cut capital spending plans for 2027 and 2028.

Stocks chosen for leveraged single-stock ETFs have crushed. There are lessons in that.

We maintain our fair value estimate for Netflix stock.

We still think SpaceX stock is significantly overvalued.

We think GM is showing confidence in its future performance.