Intel’s ( INTC ) second-quarter earnings report offered a stark look at the chipmaker’s ongoing transformation under new CEO Lip-Bu Tan.  While revenue exceeded expectations, the company’s deteriorating profitability and widening losses in its manufacturing arm sent investors scrambling. Shares fell more than 9% Friday, reflecting skepticism around the turnaround plan and doubts about Intel’s future as a leading chip manufacturer. Foundry Woes Deepen Despite Revenue Beat Intel generated $12.9 billion in revenue in Q2, narrowly surpassing expectations. But that top-line beat couldn’t hide the pain underneath. Gross margin tumbled to 29.7%, a steep nine-point drop from a year ago, weighed down by an $800 million impairment charge, excess depreciation, and cost pressures from tariffs and outsourced production. The foundry business—the heart of Intel’s strategy to compete with Taiwan Semiconductor ( TSM )—continues to hemorrhage cash. Operating losses widened to $3.2 billion, up ...

Deckers Brands ( DECK ) kicked off fiscal 2026 with a powerful rebound, posting stronger-than-expected earnings and revenue for the first quarter.  Deckers Brands delivered a much-needed jolt of optimism with its first-quarter results for fiscal 2026, reporting strong top- and bottom-line beats. Shares surged more than 13% following the release, as the company’s flagship HOKA and UGG brands posted robust global growth. After a rocky start to the year marked by stock declines and cautious guidance, the footwear maker is back in stride. International Markets Power Explosive Growth for HOKA and UGG Deckers delivered $965 million in revenue in Q1, a 17% increase from the same period a year ago and far above its previous guidance range of $890 million to $910 million. Central to that surge were its two flagship brands—HOKA and UGG—which each delivered high double-digit growth. HOKA led the charge with a 20% revenue spike to $653 million, marking the largest quarterly performance in its ...

T-Mobile ( TMUS ) posted a standout second quarter, delivering all-time highs in both customer growth and profitability.  The wireless giant exceeded Wall Street forecasts across the board, raised its full-year guidance, and signaled strong momentum across core services. Investors took notice, sending shares up more than 5% in early trading. Postpaid Momentum and 5G Broadband Fuel Top-Line Growth T-Mobile added 1.7 million postpaid net customers last quarter, including 830,000 postpaid phone users—marking the best second-quarter performance in its history. These gains pushed service revenue up 6% to $17.4 billion, driven by strong demand for its value-laden wireless offerings. Postpaid service revenue alone surged 9% year over year to $14.1 billion. Growth wasn’t limited to mobile phones. The 5G broadband business added 454,000 customers, while the company’s premium-tier "Experience Beyond" plan saw sign-ups double in popularity over the past year. The strategy of offering b...

Alphabet ( GOOG ) delivered a robust second-quarter performance, surpassing Wall Street estimates on both earnings and revenue.  The Google parent posted $96.4 billion in revenue, a 14% year-over-year gain, and earned $2.31 per share—solidly ahead of expectations. The standout was Google Cloud, which grew more than 30% as enterprise demand for generative AI solutions continued to surge. But a sharp $10 billion increase in full-year capital expenditures has investors weighing the cost of staying competitive in the AI arms race. Google Cloud Surges 32% with Soaring Demand for Generative AI Alphabet’s cloud business posted $13.62 billion in revenue, up 32% from the same quarter last year. Operating income for the division jumped more than 140% to around $3.1 billion, with margins rising from 9.4% to nearly 23%. The leap reflects both scale and strategic execution, particularly through proprietary AI tools like Vertex AI and Google’s in-house Tensor Processing Units (TPUs). High-profil...

Tesla ( TSLA ) shares fell sharply Thursday after the electric vehicle maker delivered a disappointing second-quarter report and issued a cautionary outlook. CEO Elon Musk warned that the company could face “a few rough quarters,” citing regulatory changes and rising competition as significant challenges. The earnings miss—coupled with muted updates on key growth initiatives—triggered a 9% selloff, sending Tesla stock to $300. Revenue Slips, Margins Improve, But Market Focuses on Shrinking Sales Tesla reported second-quarter revenue of $22.5 billion, falling short of analyst expectations and marking a 12% decline from a year earlier. Automotive revenue dropped even more steeply—down 16% to $16.7 billion—as vehicle deliveries slid 13.5% year over year to 384,122 units. Regulatory credit sales, long a cushion for Tesla’s bottom line, were nearly cut in half to $439 million. Despite these setbacks, gross margins offered a glimmer of hope. Overall margin ticked up to 17.2%, with automotive...

GE Vernova ( GEV ) delivered a standout second-quarter performance, posting stronger-than-expected earnings and raising its full-year outlook across multiple financial metrics.  Fueled by surging demand for power infrastructure and grid modernization, the energy technology company saw its shares jump nearly 15% to an all-time high—continuing a meteoric rise that has seen the stock nearly triple since its 2024 spinoff from General Electric. Earnings Smash Expectations as Power and Grid Orders Surge GE Vernova reported adjusted earnings per share of $1.86 on $9.1 billion in revenue for the second quarter—well above Wall Street expectations of $1.51 EPS on $8.8 billion in sales. Revenue rose 11% year-over-year, or 12% organically, marking another quarter of accelerating growth. Orders were even stronger, totaling $12.4 billion, outpacing revenue and reflecting solid momentum across business segments. The Power segment led the charge, with orders up 44% organically to $7.1 billion, and...

Coca-Cola ( KO ) delivered a stronger-than-expected second-quarter profit on Tuesday, even as revenue fell slightly short of Wall Street projections.  While shares edged lower after the release, the company’s results reflect a solid operational performance in a challenging global environment. At the center of attention was not just its earnings, but the company’s announcement of a new U.S. soda made with cane sugar—a response to both consumer preferences and political pressure. Quarterly Earnings Top Forecasts, While Sales Come Up Short For the second quarter, Coca-Cola reported net income of $3.81 billion, up 58% from the year-ago period. Adjusted earnings per share came in at 87 cents, beating analyst expectations by four cents. Revenue grew 1% to $12.5 billion, a modest increase that nonetheless missed consensus estimates. The beverage giant also improved profitability, with gross margin expanding by 80 basis points and operating margin climbing nearly two full percentage point...