CEO Mark Zuckerberg signals potential monetization of excess AI data center capacity amid record capital expenditures. Meta plans to explore renting out excess data center capacity to generate returns on its $125 billion to $145 billion 2025 capital expenditure budget. The
Fintech firm SoFi reports 14.7 million members as of March 31, up from 5.2 million in late 2022, driven by digital innovation and customer experience. SoFi Technologies (NASDAQ: SOFI) saw its member base grow to 14.7 million by March 31, a 183% increase from 5.2 million at
FITB is expected to post $0.98 EPS and $3.25B revenue for Q2 2026, reflecting strong year-over-year growth. Fifth Third Bancorp (FITB) will release its Q2 2026 earnings before the market opens on July 17. Analysts anticipate earnings per share of $0.98, an 8.9% increase ye
Vertiv, Rocket Companies, and Energy Transfer ride AI, housing, and gas demand trends but differ in valuation and setup. Leon Cooperman’s Omega Advisors identifies three stocks leveraging distinct 2026 growth drivers: Vertiv (VRT) at $304.57, Rocket Companies (RKT) at $14.
Earnings Call Insights: GE Aerospace (GE) Q2 2026 Management View - "The second quarter marked another quarter of significant growth, driven by robust Commercial Services." (Chairman & CEO H. Culp) - "Overall, orders were up 17% Revenue increased 24%... Operating pr
Small-cap stocks surge 20% year-to-date, nearly doubling the S&P 500’s gains amid rotation from mega-cap tech. The Russell 2000 index has risen approximately 20% year-to-date, outperforming the S&P 500 by the widest margin since 2003. This marks a sharp reversal after year
Abbott Laboratories raised full-year adjusted EPS guidance to $5.45-$5.60 after Q2 earnings topped estimates. Abbott Laboratories shares climbed nearly 11% after reporting second-quarter adjusted earnings per share of $1.31, surpassing the $1.28 estimate. Revenue reached $
The Travelers Companies (TRV) is scheduled to announce Q2 earnings results on Friday, July 17th, before market open.. - The consensus EPS Estimate is $5.39 (-17.2% Y/Y) and the consensus Revenue Estimate is $10.99B (-4.8% Y/Y). - Over the last 2 years, TRV
The artificial intelligence data center build-out is grabbing all the attention. However, investors shouldn't ignore durable secular trends that have stood the test of time The ongoing decline in cash usage has been a powerful story. Visa (NYSE: V) sits atop this mo
Hahn’s appointment follows his role in Verona’s $10 billion Merck acquisition after FDA approval of Ohtuvayre in 2025. Slate Medicines, a private biotech focused on migraine treatments, has named Mark W. Hahn to its board of directors. Hahn previously served as CFO of Vero
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