Earnings & Operations
Results Deep Dive - Intel's Big Quarter: Real Comeback, or Just Better Timing?
Intel’s Q2 numbers support the case that inference and agentic AI are broadening the CPU growth cycle. The harder question is whether Intel is winning it.
Results Review - RTX, another strong defense player, another 2Q2026 beat
Following a similar pattern RTX's 2Q2026 results, like its peer Lockheed Martin, beat market expectations. Geopolitical uncertainties raise demand, while international orderbook build up is a tailwind. Engines/products issue are reported to be turning for better. Full-year outlook is raised.
Results Review - Lockheed Martin registered solid outcomes; raised outlook
Geopolitical demand shock, strategic positioning towards technology, and increased operating efficiency drove up Lockheed Martin 2Q2026 results; outlook also uplifted.
Results Review - Intel 2Q2026 significantly beat expectations
Intel’s stock jumps as chipmaker rides AI boom to fastest revenue growth in almost 15 years.
Result Deep Dive - Alphabet’s Earnings Beat Overshadowed by Record AI Spending
Alphabet reported Q2 revenue of $119.8 billion on Wednesday, up 24% year over year, as accelerating Google Cloud growth and a large investment gain lifted earnings. Net income reached $9.11 a share, well above Wall Street forecasts. All while reporting negative free cash flow.
Financial Forecasts - Robinhood Prediction Market Revenue to Top Crypto (July 2026)
Trading platform Robinhood Markets Inc.’s revenue from prediction market is set to overshadow that from cryptocurrency trading, starting as soon as the second quarter, analysts at Bernstein and Piper Sandler said this week.
Results Review - TSMC 2Q2026 Profit Jumps as AI Boom Funds Costly Shift to N2
TSMC delivered a notably strong second quarter in 2026, combining rapid revenue growth, record-level profitability and the first meaningful contribution from its 2-nanometer, or N2, technology.
Results Deep Dive - ASML Raises Full-Year Outlook as AI spending grows, 2Q2026
ASML delivered a strong set of results for the second quarter of 2026, showing that the AI investment cycle is creating demand across several parts of the semiconductor industry.
Results Review - IBM, what does the 25% stock price drop tell?
On May 14, 2026, IBM (International Business Machines) shares plummeted 25% on Tuesday after the hardware, software and consulting provider released preliminary second-quarter results that fell short of expectations.
Operational Updates - Orient Overseas International (OOCL) posts solid 2Q2026 operating results
OOCL's 2Q2026 operating results suggest strong global trade demand despite concerns over geopolitical risks and trade frictions. The strength was led by all trade regions. Looking ahead, what would the tone be for 3Q2026?
Results Deep Dive - Samsung’s Record Profit Wasn’t Enough? Is the AI Memory Boom Nearing Its Peak?
Samsung Electronics has just announced its earnings guidance for the second quarter of 2026. Normally it will push its stock higher. Instead, investors sold. Samsung’s second quarter revenue reached approximately KRW 171 trillion, while operating profit hit about KRW 89.4 trillion — its third consecutive record quarter. Profit is
