Ford Beats Q2, Raises 2026 Guide to $10-11B Adjusted EBIT
Ford reported Q2 2026 revenue of $48.3B and adjusted EPS of $0.42, then raised full-year adjusted EBIT guidance to $10-11B. Shares jumped 5% pre-market.
Earnings
Analysis of company earnings, guidance, margins, cash flow, and the market’s reaction. We separate reported results from estimates and explain the operating metrics behind headline numbers.
Amkor Tumbles 25% as Cautious Q3 Guide Overshadows Q2 Beat
Amkor Technology posted a record Q2 with $1.90B in sales, but a soft Q3 guide and heavy AI-packaging capex sent AMKR down nearly 25% on July 28.
Reddit Pops 14% on Higher AI Data-Licensing Fee Talk
Reddit surged 13.93% Tuesday as investors bid up shares on reports of higher AI data-licensing fees, spotlighting a maturing content-for-training market.
SanDisk Pops 21% as Micron’s Record Print Drives AI Memory
SanDisk surged 21% intraday after Micron’s record Q3 print, then gave back gains as profit-takers crowded the AI memory trade.
What Is the P/E Ratio and When Does It Mislead You?
P/E ratio formula, trailing vs forward, sector benchmarks, Shiller CAPE, and the five cases where price-to-earnings flat-out misleads investors.
Apple Hikes Mac and iPad Prices; Micron Soars 14% on Beat
Apple fell 5% after raising Mac and iPad prices on memory costs. Micron jumped 14% to $1,195 on Q3 FY26 beat — same AI memory squeeze, both sides.
Paychex Beats Q4, but FY27 Guide Cools PAYX Rally
Paychex Q4 EPS jumps 43% and FY26 revenue climbs 17%, but a 5–6% FY27 outlook drags PAYX 1.5% on the day.
Argan (AGX) Hits $790 on Record Q1 as AI Power Boom Builds
Argan posted record $291M Q1 revenue and $3.24 EPS as gas-fired power demand for AI data centers surges. AGX now trades above every published analyst target.
Whisper Numbers and PEAD: Why Beats Drift After Earnings
What earnings whisper numbers are, what post-earnings announcement drift (PEAD) is, and why a ‘beat’ sometimes sends a stock lower.
Memory Stocks Rip Ahead of Micron’s Wednesday Print
Chip stocks closed last week with double-digit pops in SNDK, INTC, and MU. Micron’s fiscal Q3 print Wednesday is the next test of the AI memory trade.