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Coinbase Global, Inc. (COIN) came out with a quarterly loss of $0.39 per share versus the Zacks Consensus Estimate of $0.14. This compares to earnings of $0.12 per share a year ago. These figures

Alignment Healthcare (ALHC) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.07 per share a year ago

Rivian Automotive (RIVN) came out with a quarterly loss of $0.47 per share versus the Zacks Consensus Estimate of a loss of $0.65. This compares to a loss of $0.8 per share a year ago. These figures

Neurocrine Biosciences (NBIX) came out with quarterly earnings of $2.85 per share, beating the Zacks Consensus Estimate of $2.26 per share. This compares to earnings of $1.06 per share a year ago

First Solar (FSLR) came out with quarterly earnings of $3.92 per share, beating the Zacks Consensus Estimate of $2.74 per share. This compares to earnings of $3.18 per share a year ago. These

Amazon (AMZN) came out with quarterly earnings of $1.88 per share, beating the Zacks Consensus Estimate of $1.83 per share. This compares to earnings of $1.68 per share a year ago. These figures are

Thursday, July 30, 2026The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Applied

What is the current U.S. Macro Set-Up?

Our Chief Equity Strategist and Economist, John Blank, should be able to help us understand this.

He’s here with me now.

1. Is this referring to current U.S

Is this “AI” Cap-Ex boom bigger than the 1999 Internet boom?

U.S. macro data clearly says: YES!

Let’s dig into this now with our Chief Equity Strategist and Economist, John Blank.

1. You wrote

Pitney Bowes Inc. PBI used its second-quarter 2026 earnings call to highlight execution improvements, debt reduction and a more disciplined approach to growth. Management raised adjusted EBIT

Valero Energy Corporation VLO reported second-quarter 2026 adjusted earnings of $12.54 per share, up 450% from $2.28 a year ago. The figure surpassed the Zacks Consensus Estimate of $9.87 by 27.1%.

With August, a relatively volatile month for the stock market, approaching, investors should focus on companies that generate consistently strong returns after covering both operating and

The month of July was turbulent for investors, thanks to growing concerns over whether hyperscalers can sustain record AI infrastructure spending while delivering attractive returns, renewed trade

National Fuel Gas Company NFG reported third-quarter fiscal 2026 adjusted earnings of $1.54 per share, which beat the Zacks Consensus Estimate of $1.47 by 4.8%. However, earnings declined 6.1% from

Eni S.p.A. E reported second-quarter 2026 adjusted earnings of $1.76 per American Depository Receipt, missing the Zacks Consensus Estimate of $1.90 by 7.4%. The bottom line increased 122.8% from the

VICI Properties Inc. VICI reported second-quarter 2026 adjusted funds from operations (AFFO) per share of 62 cents, in line with the Zacks Consensus Estimate. The figure increased 4.6% year over

Equinix, Inc. EQIX reported second-quarter 2026 adjusted funds from operations (AFFO) per share of $11.78, up 18.9% year over year and above the Zacks Consensus Estimate of $11.25 by 4.71%.

Revenues

AI Selloff: A Product of Deleveraging

Thursday, investors finally got an answer as to why there was a cascade of selling in AI-related stocks. First, AI-related stocks became extremely overextended

Regency Centers Corporation REG reported second-quarter 2026 NAREIT funds from operations (FFO) per share of $1.21, beating the Zacks Consensus Estimate of $1.20 by 0.8%. The metric increased 4.3%

Ventas, Inc. VTR reported second-quarter 2026 normalized funds from operations (FFO) per share of 97 cents, beating the Zacks Consensus Estimate of 96 cents by 1.04%. The metric increased 9% from

Exelon Corporation EXC reported second-quarter 2026 adjusted operating earnings of 43 cents per share, in line with the Zacks Consensus Estimate. Earnings increased 10.3% from 39 cents in the

WEC Energy Group WEC reported second-quarter 2026 earnings of 91 cents per share, which surpassed the Zacks Consensus Estimate of 80 cents by 13.75%. The bottom line also increased 19.74% from the

Seagate Technology Holdings plc STX is benefiting from a shift in AI workloads from short-lived compute jobs to persistent data reuse.

Inference, agentic applications, robotics and autonomous

The Cigna Group CI reported second-quarter 2026 adjusted earnings per share (EPS) of $7.78, which beat the Zacks Consensus Estimate by 2.6%. The bottom line improved 8.1% year over year.

Adjusted

Seagate Technology Holdings plc STX has moved from a recovery story to a high-expectation growth stock. The question is whether earnings acceleration and a stronger fiscal 2027 outlook can support a