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Apple Falls 7% as Cook Warns of Memory Chip ‘100-Year Flood’

August 1, 2026 by Bruno

Apple stock slid 7.35% Friday after CEO Tim Cook called soaring memory chip prices a ‘100-year flood.’ Nvidia reclaimed the most-valuable-company crown.

Categories Earnings, Inflation, Technology Tags AAPL, Apple, memory chip shortage, Nvidia, stock market, tim cook Leave a comment

Roblox Plunges 27% as Q3 Guide Flags Bookings Decline

July 31, 2026 by Bruno

Roblox fell 26.85%, its worst day ever, after Q2 revenue grew 36% but Q3 bookings guidance implied a 14-18% YoY decline vs a viral 2025 comp.

Categories Earnings Tags bookings guidance, gaming stocks, RBLX stock, roblox, roblox earnings, stock market Leave a comment

Apple Q3 Beat: $109B Revenue, EPS +29%, Records Across iPhone/Mac/Services

July 31, 2026 by Bruno

Apple posted its strongest June quarter ever with $109.4B revenue and $2.02 EPS. Tariff refunds added ~2pp to gross margin and $0.11 to EPS.

Categories Earnings, Geopolitics Tags aapl q3 fy2026, apple earnings, iphone revenue, services revenue, stock market, tim cook Leave a comment

Amazon Beats Q2: AWS Grows 37%, Fastest Since 2021

July 30, 2026 by Bruno

Amazon posted $200.6B in Q2 revenue and $27.5B operating income. AWS grew 37% — the fastest in 18 quarters — as AI demand pulls capex forward.

Categories Artificial Intelligence, Earnings Tags amazon earnings, amzn stock, anthropic investment, aws growth, cloud computing, stock market Leave a comment

Microsoft Q4 Beat: Azure Crosses $100B, MSFT Jumps 9%

July 30, 2026 by Bruno

Microsoft’s Q4 FY2026 topped estimates: $90B revenue (+18%), $4.81 diluted EPS, and Azure crossed $100B annual. Shares jumped ~9% after hours on July 29.

Categories Artificial Intelligence, Earnings Tags ai capex, azure cloud, big tech earnings, microsoft earnings, MSFT, stock market Leave a comment

Manhattan Associates Pops 21% on Q2 Beat, Raises 2026 Guide

July 30, 2026July 30, 2026 by Bruno

Manhattan Associates jumped 21% July 29 after Q2 revenue of $297.8M, 26% cloud growth, and a raised 2026 outlook. Stifel lifted its target to $225.

Categories Earnings Tags cloud subscription growth, earnings beat, manh earnings, manhattan associates, stock market, supply chain software Leave a comment

Ford Beats Q2, Raises 2026 Guide to $10-11B Adjusted EBIT

July 30, 2026July 29, 2026 by Bruno

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.

Categories Automotive, Earnings, Market Education Tags auto industry earnings, ford model e, ford motor, ford q2 2026 earnings, guidance raise, stock market Leave a comment

Amkor Tumbles 25% as Cautious Q3 Guide Overshadows Q2 Beat

July 30, 2026July 29, 2026 by Bruno

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.

Categories Artificial Intelligence, Earnings, Technology Tags ai chip earnings, amkor technology, amkr stock, osat industry, semiconductor packaging, stock market Leave a comment

Preferred Stock vs Common Stock: What’s the Difference?

July 30, 2026July 28, 2026 by Bruno

Preferred stock vs common stock: voting rights, dividend priority, liquidation order, cumulative vs non-cumulative, and where preferreds fit.

Categories Market Education, Shareholder Actions Tags capital structure, common stock, dividend investing, investing basics, preferred stock, stock market Leave a comment

Meta, BlackRock Team on $14B El Paso AI Data Center

July 30, 2026July 28, 2026 by Bruno

Meta and BlackRock unveiled a $14 billion joint venture for a 1-gigawatt El Paso AI data center, financed by a $12B bond sale kept off Meta’s balance sheet.

Categories Artificial Intelligence Tags AI data center, BlackRock, capital expenditure, el paso texas, meta platforms, stock market Leave a comment
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