Latest coverage
Q2 Scorecard: S&P 500 Beat Rates Hit Unusual Highs as Earnings Surprise Sets a Record
With 88% of the S&P 500 reporting, companies are topping profit estimates at the highest rate in years, and the aggregate earnings surprise is the largest FactSet has ever recorded.
Week Ahead: CoreWeave, Cisco and Applied Materials Headline the Earnings Calendar
The AI trade faces a three-part test this week as CoreWeave reports Tuesday night, followed by Cisco on Wednesday and Applied Materials on Thursday.
Beats Get No Mercy: AMD and SpaceX Slide Even as Indexes Set Records
Last week's session on August 5 showed how unforgiving this earnings season has become, with AMD and SpaceX falling on solid results while Wynn and Charles River were rewarded.
Insulet's Modest Guidance Trim Triggers an Outsized Selloff
The Omnipod maker beat on every headline number, but a small cut to its full-year revenue outlook was enough to send shares sharply lower in a season with little tolerance for caution.
Cardinal Health Caps Fiscal 2026 With a 20% Earnings Beat and a $5 Billion Buyback
The drug distributor earned $2.91 per share against a $2.42 consensus and guided fiscal 2027 profit above expectations, sending shares up about 7% even as revenue fell short.
Monday.com Grows 22% and Doubles AI Revenue, but Guidance Keeps the Stock Under Pressure
The work-management software maker posted $365 million in second-quarter revenue and rapid enterprise gains, yet a forecast for slowing growth sent shares down nearly 8% to $85.84.
Simon Property Raises Full-Year FFO Guidance as Mall Metrics Stay Hot
The mall REIT lifted its 2026 funds-from-operations outlook to $13.20 to $13.30 per share on the strength of 13.9% retailer sales growth, and the market's calm response shows what a raise buys this season.
Next Test for the Consumer: Home Depot and Walmart Anchor Retail Earnings Week
Home Depot reports August 18 and Walmart follows August 20, giving the market its broadest read yet on household spending after a season dominated by AI infrastructure.
Earnings
Cardinal Health Caps Fiscal 2026 With a 20% Earnings Beat and a $5 Billion Buyback
The drug distributor earned $2.91 per share against a $2.42 consensus and guided fiscal 2027 profit above expectations, sending shares up about 7% even as revenue fell short.
Monday.com Grows 22% and Doubles AI Revenue, but Guidance Keeps the Stock Under Pressure
The work-management software maker posted $365 million in second-quarter revenue and rapid enterprise gains, yet a forecast for slowing growth sent shares down nearly 8% to $85.84.
Previews
Week Ahead: CoreWeave, Cisco and Applied Materials Headline the Earnings Calendar
The AI trade faces a three-part test this week as CoreWeave reports Tuesday night, followed by Cisco on Wednesday and Applied Materials on Thursday.
Next Test for the Consumer: Home Depot and Walmart Anchor Retail Earnings Week
Home Depot reports August 18 and Walmart follows August 20, giving the market its broadest read yet on household spending after a season dominated by AI infrastructure.
Reactions
Beats Get No Mercy: AMD and SpaceX Slide Even as Indexes Set Records
Last week's session on August 5 showed how unforgiving this earnings season has become, with AMD and SpaceX falling on solid results while Wynn and Charles River were rewarded.
On Holding Craters 22% as Tuesday's Tape Splits Earnings Winners From Losers
The Swiss running-shoe maker fell to a two-year low after trimming its sales outlook, while Sea Limited, Cardinal Health and Plug Power rallied on their own reports in an otherwise flat pre-CPI session.
Guidance
Insulet's Modest Guidance Trim Triggers an Outsized Selloff
The Omnipod maker beat on every headline number, but a small cut to its full-year revenue outlook was enough to send shares sharply lower in a season with little tolerance for caution.
Simon Property Raises Full-Year FFO Guidance as Mall Metrics Stay Hot
The mall REIT lifted its 2026 funds-from-operations outlook to $13.20 to $13.30 per share on the strength of 13.9% retailer sales growth, and the market's calm response shows what a raise buys this season.