Meta Platforms ( META ) delivered a commanding second-quarter performance. The earnings report sent its stock soaring nearly 12% and catapulting its market value by more than $300 billion in a single day. The Facebook parent reported earnings per share of $7.14, crushing Wall Street’s estimate of $5.89. Revenue surged to $47.5 billion, a 22% jump from a year ago, easily outpacing consensus expectations of $44.83 billion. Meta’s digital advertising business remains its core growth engine. Advertising revenue climbed to $46.5 billion, boosted by a 9% increase in average price per ad and an 11% rise in ad impressions across the company’s Family of Apps. User engagement held strong, with daily active users rising 6% year-over-year to 3.48 billion. Shares hit an intraday high of $778.43 on Thursday following the results—up from just $627.93 at the prior session’s close—marking a new record high for the company and reinforcing investor confidence in Meta’s transformation from social media p...

Microsoft ( MSFT ) ended its fiscal year with a resounding statement to Wall Street: the growth story isn’t slowing down.  In its fourth-quarter earnings report, the company delivered results that shattered analyst expectations, led by extraordinary performance in its cloud business, Azure. The software giant also became the second publicly traded company to reach a $4 trillion market valuation, trailing only Nvidia ( NVDA ). In the three months ending in June, Microsoft reported $76.4 billion in revenue—up 18% year-over-year and well above consensus estimates. It marked the first time the company crossed the $75 billion quarterly revenue mark. Earnings per share came in at $3.65, handily beating forecasts of $3.37 and marking Microsoft’s largest bottom-line beat in nearly two years. Azure Surges as Demand Outpaces Supply At the heart of Microsoft’s outperformance was Azure. The cloud platform saw revenue rise 39% year-over-year in constant currency terms, surpassing both internal ...

Robinhood Markets Inc. ( HOOD ) delivered an upbeat second-quarter earnings. The report sent its stock soaring nearly 6% in after-hours trading Wednesday, as the online brokerage beat Wall Street expectations on both earnings and revenue while raising its full-year guidance. The company posted net income of $157 million, or 18 cents per share—well ahead of the 2 cents per share forecast by analysts. Revenue for the quarter reached $645 million, exceeding consensus estimates of $628 million and marking a 22% year-over-year increase. The performance was underpinned by a significant jump in cryptocurrency-related revenue, rising 9% sequentially to $151 million, and a record 23.2 million monthly active users, up 23% from the prior year. Crypto and Margin Businesses Fuel Gains Robinhood’s crypto business continues to be a key growth engine. The company benefited from increased trading activity and wider adoption of its crypto wallet, with digital asset revenue now accounting for nearly one-...

Humana ( HUM ) delivered a dose of optimism to Wall Street this week, lifting its full-year forecast after reporting second-quarter results that beat expectations. The rebound comes as the company sees fewer Medicare Advantage departures than initially feared and continues to expand its CenterWell Primary Care network. Shares surged as investors welcomed signs of stabilization following months of turbulence. Revenue Climbs as Earnings Outpace Estimates In the second quarter, Humana posted revenue of $32.4 billion, marking a nearly 10% increase from the same period last year. Adjusted earnings per share came in at $6.27, beating the consensus forecast of $5.92. The company attributed the stronger-than-expected performance to growth in its CenterWell division and improved Medicare Advantage membership figures. Humana’s insurance segment recorded a medical-cost ratio of 89.9%, meaning about 90 cents of every premium dollar was paid out in medical claims—right in line with Wall Street exp...

Starbucks ( SBUX ) served up a mixed cup of quarterly results, with earnings per share missing Wall Street’s forecast but revenue coming in hot. While profits fell sharply, a better-than-feared sales report and signs of traction in the company’s turnaround plan helped send shares higher in early trading. U.S. Sales Stabilize as Turnaround Plan Takes Hold For its fiscal third quarter ending June 29, Starbucks reported adjusted earnings per share of $0.50—down nearly half from the same period last year, when it posted $0.93. Analysts had been expecting $0.64. Still, revenue rose to $9.5 billion, beating the consensus estimate of $9.29 billion and representing 4% growth from a year ago. The U.S. market, Starbucks’ largest, remains under pressure. Comparable store sales fell 2%, driven by a 4% decline in foot traffic. However, average ticket size grew 2%, indicating that those who did visit spent slightly more per order. The decline in U.S. traffic was marginally better than expected, and...

Apple ( AAPL ) is in advanced talks with JPMorgan Chase ( JPM ) to take over its credit card business, signaling a potential shift in one of the most high-profile tech-finance collaborations in recent years. The move would replace Goldman Sachs, Apple’s original partner for the Apple Card, as the bank steps back from consumer lending. For JPMorgan, the deal offers a gateway to deepen its consumer credit presence and forge closer ties with one of the world's most valuable companies. Apple Rethinks Credit Strategy as Goldman Exits Consumer Banking Launched in 2019, the Apple Card marked the tech giant’s ambitious push into financial services, offering no-fee credit, daily cashback, and a sleek user interface integrated with the iPhone. Backed by Goldman Sachs, the card amassed more than 12 million users and around $20 billion in balances by 2023. But as Goldman Sachs retreats from consumer lending—citing cost pressures and operational hurdles—Apple has been exploring new partners. Th...

SoFi Technologies ( SOFI ) delivered a blockbuster second quarter, defying Wall Street expectations with strong top-line growth, expanding margins, and a surge in user adoption. The digital-first financial platform raised its full-year guidance for the second time this year, propelling its stock higher in early trading. Investors responded with enthusiasm to both the results and CEO Anthony Noto’s bold assertion that the company is just getting started.   Revenue Jumps 44% as SoFi Delivers Record Growth Across All Segments In the second quarter of 2025, SoFi posted adjusted earnings of $0.08 per share, beating analyst expectations by a third. Revenue surged to $858 million—a 44% year-over-year gain and the company’s fastest growth rate in more than two years. Adjusted EBITDA leapt 81% to $249 million, representing a healthy 29% margin, while net income hit $97 million for the quarter. The company’s three core business segments each posted robust performance. Lending brought in $447...

Spotify's ( SPOT ) second-quarter results told a story of strong user growth overshadowed by financial headwinds. While the streaming giant added millions of new premium subscribers and grew its user base by double digits, missed revenue targets, a surprise earnings loss, and weaker-than-expected guidance sent shares tumbling. Investors, it seems, were looking for more than scale—they wanted margins. Revenue and Profit Miss Despite 12% Jump in Premium Subscribers Spotify reported second-quarter revenue of €4.19 billion (about $4.86 billion), up 10% from the year before but falling short of the €4.26 billion expected by analysts. More jarring was the swing to a net loss of €86 million, or €0.42 per share, compared to a profit of €1.33 per share in the same quarter last year. Wall Street had been looking for a healthy profit of roughly €1.90 per share. The miss wasn’t due to a lack of momentum on the user side. Premium subscribers climbed to 276 million, a 12% increase year over year...

PayPal Holdings ( PYPL ) delivered a stronger-than-expected second quarter, raising its full-year earnings guidance and reporting healthy profit gains. But despite the upbeat numbers, shares fell sharply as investors turned their focus to sluggish transaction growth and competitive pressure in PayPal’s core branded checkout business. Solid Q2 Results Undermined by Branded Business Slowdown PayPal’s Q2 FY25 earnings report exceeded Wall Street expectations on both revenue and profits. Adjusted earnings per share rose to $1.40, an 18% increase year over year, handily beating the $1.30 consensus. Revenue climbed to $8.3 billion, up 5% from the prior year and above the expected $8.08 billion. The company also raised its full-year EPS forecast to a range of $5.15 to $5.30, up from previous guidance of $4.95 to $5.10—marking a confident step forward in its profitability campaign. Operating metrics were solid across the board: GAAP operating income rose 14% to $1.5 billion, while non-GAAP ope...

Tesla ( TSLA ) is accelerating its shift from electric vehicles to artificial intelligence-powered automation with a massive $16.5 billion deal to source next-generation AI chips from Samsung.  The strategic partnership is a bold step toward CEO Elon Musk’s vision of a robot-driven future—and it’s already sending ripples through global markets.   Samsung Lands Critical Role in Tesla’s AI6 Chip Production Samsung has secured a multiyear contract with Tesla to manufacture its AI6 chip, a custom-designed processor that will power the automaker’s self-driving systems and humanoid robots. The chips will be produced at Samsung’s state-of-the-art semiconductor plant in Texas, a facility Musk lauded for its proximity and production potential. “This is hard to overstate,” Musk declared on social media Sunday, adding that he would personally oversee parts of the production process. The partnership extends through 2033 and represents roughly 8% of Samsung’s annual revenue—a financial win...

Nike ( NKE ) shares surged Monday after JPMorgan upgraded the sportswear giant to "Overweight," citing renewed momentum in its turnaround plan and a clearer path to long-term profitability.  The endorsement from a top-tier Wall Street firm highlights growing confidence in Nike’s multiyear strategy to reclaim its footing after a challenging period marked by excess inventory, sluggish sales, and global economic pressures. JPMorgan Upgrade Fuels Investor Confidence in Nike’s Comeback JPMorgan’s analyst team, led by Matthew Boss, lifted its rating on Nike from Neutral to Overweight and boosted its price target to $93, implying nearly 20% upside from Monday’s open. The bank’s note pointed to stronger holiday order books, leaner inventory levels, and a revitalized product pipeline as key signals that the "Win Now" strategy is starting to pay off. Shares responded immediately, rising over 4% in early trading to hit their highest level in five months. The momentum comes on ...