RH margin gains lean on tariff refunds as growth plans face a test
RH posted modest sales growth, but tariff refunds lifted margins as higher costs and expansion bets test whether luxury-home demand can hold.
Corporate Earnings
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Oracle’s AI Boom Brings Record Cloud Growth, Heavier Cash Burden
Oracle’s cloud growth and $664 billion backlog surged, but $28.5 billion in capital spending drove negative free cash flow and a $20 billion stock sale.
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Marvell shares fall as investors question timing of Google AI deal
Marvell reported record revenue and raised its forecasts, but shares fell as investors focused on when its expanded Google custom-chip deal may add revenue.
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Nvidia revenue more than doubles as AI demand drives record quarter
Nvidia posted $96.2 billion in fiscal second-quarter revenue, beat Wall Street expectations and forecast about $108 billion next quarter.
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Berkshire Hathaway reports $13 billion in second-quarter operating profit as Greg Abel deploys cash
Berkshire Hathaway posted stronger second-quarter operating results and invested about $10 billion in Alphabet as CEO Greg Abel began deploying cash.
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Hasbro raises 2026 adjusted EBITDA outlook after second-quarter results despite unauthorized-access costs
Hasbro raised its 2026 adjusted EBITDA guidance to approximately $1.45 billion to $1.50 billion while reporting $11 million in direct costs and an estimated $25 million revenue impact tied to unauthorized access to company systems.
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Darden’s fiscal 2026 results reflect closures, Chuy’s integration and Olive Garden Canada sale
Darden Restaurants reported fiscal 2026 results showing adjusted diluted earnings per share of $10.64, while restaurant closures, impairments, the Chuy’s integration and the sale of Olive Garden Canada shaped the company’s results.
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AppLovin shares fall 19.7% after quarterly report
AppLovin shares dropped 19.7% after the digital-advertising and software company reported mixed quarterly results on Aug. 6, adding a sharp investor reaction to an otherwise strong but volatile U.S. earnings season.
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AppLovin shares fall 19.7% after mixed second-quarter results
AppLovin shares fell 19.7% after the AI and digital-advertising company reported mixed second-quarter results and a revenue shortfall relative to expectations.
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Thomson Reuters’ Aug. 5 earnings disclosure follows KKR global-print joint venture announcement
Thomson Reuters’ second-quarter 2026 earnings disclosure was scheduled for Aug. 5, weeks after the company announced a joint venture with KKR involving its global print business.
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AppLovin shares fall nearly 20% after mixed quarterly results
AppLovin shares dropped 19.6% on Aug. 6 after the digital-advertising company reported mixed quarterly results, even as aggregate S&P 500 earnings growth remained unusually strong.
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SpaceX reports $7.81 billion in second-quarter revenue as AI spending surges
SpaceX’s first quarterly report as a public company showed a 92% year-over-year revenue increase, a smaller-than-expected loss and $15.8 billion in AI capital spending during the quarter.
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Apollo’s Aug. 4 Earnings Will Test Private-Credit Growth
Apollo’s Aug. 4 report will give investors a fuller view of earnings, private-credit flows and liquidity pressure after a preliminary filing.
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UPS raises 2026 outlook as delivery demand and fuel costs come into focus
UPS raised its 2026 outlook after stronger second-quarter revenue, but restructuring costs and workforce reductions remain central to the company’s plans.
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Carrier raises 2026 outlook as data-center orders surge
Carrier raised its 2026 outlook after global commercial HVAC and data-center orders surged, but lower margins show the costs and execution risks behind the growth.
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SpaceX prepares for first earnings report as a public company
SpaceX will report second-quarter results after the August 4 close, giving investors a first public look at Starlink, launches, AI spending and cash use.