Consumer discretionary and communication services indexes are having their worst day since April 2025. You can probably guess what two stocks are at fault. The S&P 500’s consumer discretionary sector ...

Meta’s next earnings report on July 29 will allow management to address how much it plans to spend on AI infrastructure in the second half of the year and whe ...

The earnings beat on revenue is overwhelmed by a capex surge (capex +142% YoY) and negative free cash flow, plus gross margin compression (16.8% vs 19.4% expected). Management is reaffirming >$25B AI ...

Tesla’s US sales dropped sharply in early 2026, but the broader electric vehicle market collapsed even faster—tightening the company’s hold on the sector. The shift marks a reversal from recent years, ...