News & research

Daily moves, business research, and the context that matters.

Earlier coverage

Coca-Cola turns stronger sales into stronger operating profit

The beverage network delivered better results against the same fiscal quarter of the prior year, while the sources of sales growth remain unclear.

Lam ResearchNASDAQ · LRCXResearch

Lam Research turns stronger sales into stronger operating profits

The June-ended fiscal fourth quarter showed the strength of Lam’s equipment business, but cash generation did not match the prior-year quarter.

Applied MaterialsNASDAQ · AMATResearch

Applied Materials turns stronger sales into stronger operating profit

The chipmaking equipment leader delivered better operating margins in its July-ended fiscal third quarter, while earnings per share fell from the preceding fiscal quarter.

Arm HoldingsNASDAQ · ARMResearch

Arm’s royalty engine funds a broader processor ambition

Revenue and operating cash improved in the latest reported fiscal year, while heavier research spending restrained operating profit growth.

HSBC HoldingsNYSE · HSBCResearch

HSBC puts digital efficiency to the test in wealth management

An international banking franchise is pushing deeper into digital services, but its planned adviser cuts make customer relationships a key test.

Bank of AmericaNYSE · BACResearch

Bank of America turns measured revenue growth into stronger profitability

The June-ended fiscal quarter showed a stronger reported operating margin and higher diluted earnings per share against the same fiscal quarter of the prior year.

ChevronNYSE · CVXResearch

Chevron’s stronger earnings put its energy platform to work

The June-ended quarter brought stronger revenue, operating profitability and cash generation, while the durability of those results remains the central business question.

OracleNYSE · ORCLResearch

Oracle’s cloud opportunity comes with a demanding investment bill

Enterprise software provides the foundation. Cloud infrastructure offers the opportunity, while cash investment and debt make execution especially important.

CiscoNASDAQ · CSCOResearch

Cisco’s networking franchise delivers stronger business results

Revenue, operating profitability and reported earnings improved against the same fiscal quarter of the prior year, while borrowing obligations remain important.

AbbVieNYSE · ABBVResearch

AbbVie’s portfolio delivers stronger profits, but cash deserves attention

The medicines business is growing, while debt and the gap between reported profit and quarterly cash generation remain important checks on its strength.

PalantirNASDAQ · PLTRResearch

Palantir turns software growth into operating strength

Revenue, operating profitability and cash generation support a strong business assessment, while the sources of customer demand remain less visible.

IntelNASDAQ · INTCResearch

Intel’s operating recovery meets a harder earnings test

Stronger sales and positive operating profit give Intel’s rebuilding effort substance, but the reported net loss keeps the recovery incomplete.

JPMorgan ChaseNYSE · JPMResearch

JPMorgan’s broad franchise delivers stronger reported profitability

The June quarter brought higher revenue, a wider operating margin and stronger earnings against the same fiscal quarter of the prior year. Bank cash movements require a separate reading.

AMDNASDAQ · AMDResearch

AMD turns stronger sales into operating profit

The processor designer has a compelling artificial-intelligence opportunity, but heavier equipment spending and non-operating income deserve attention alongside its stronger results.

Berkshire HathawayNYSE · BRK.BResearch

Berkshire’s operating businesses strengthen, but headline earnings need separating

Revenue and operating margin improved against the same fiscal quarter of the prior year. Substantial liquidity supports investment, while non-operating income complicates the earnings picture.

MicronNASDAQ · MUEarnings results

Micron’s strong quarter leaves room to keep building

Reported sales and profitability advanced against the same fiscal quarter of the prior year, while cash generation supported substantial equipment spending.