Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.
Starbucks reported a fiscal third-quarter adjusted earnings result above analyst expectations and said comparable sales increased, sending its stock higher and prompting management to lift its fiscal 2026 outlook.
THE APEX TIMES
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A report says NVIDIA plans a new shipbuilding investment with Kawasaki aimed at building a digital model of ship production, a bid to apply AI and high-performance computing beyond data centers.
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On July 30, the Dow rose despite broad weakness across its members, with Microsoft cited as one of the stocks doing the heavy lifting after its most recent earnings results.
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A market-focused analysis says the bigger near-term risk for Intel (INTC) shareholders is less about whether chips will be demanded and more about paying for foundry capacity long before the revenue stream it is meant to support becomes visible.
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In an earnings call focused on cloud and artificial intelligence, Microsoft pointed to faster momentum in Azure, rising adoption of Copilot tools, and continued investment in the hardware and services needed to deliver AI at scale.
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Mastercard reported results for the quarter ended June 2026, with a market-facing writeup focusing on the specific metrics investors watch most: payment activity, revenue, and the company’s spending and cost outlook. The full performance picture, including whether results beat or missed consensus, requires confirmation of the company’s filed figures.
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A preview ahead of ConocoPhillips’ next quarterly report argues the company may not have the ingredients that typically line up for an earnings beat.
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In an assessment of how ERCOT’s initial grid study classifications may shape power availability and economics, Morgan Stanley said early outcomes could improve the market positions for crypto miners Cipher Mining and Galaxy Digital, while also increasing downward pressure on electricity prices in Texas.
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Meta’s stock fell about 10% on July 30, after a widely cited market analysis pointed to roughly $31 billion in AI infrastructure spending in a single quarter and renewed questions about the timeline for returns.
