markets

Claire Yubin Oh4/23/26

Texas Instruments soars after beating on Q1 revenue, with strong guidance to match

Texas Instruments surged more than 10% in premarket trading on Thursday after the chipmaker reported better-than-expected Q1 results and a surprisingly strong second-quarter forecast, driven by growing demand for its analog chips.

Per its press release, the company reported the following results for its fiscal first quarter:

Revenue of $4.83 billion, handily beating analyst estimates of $4.52 billion (compiled by Bloomberg).
Adjusted earnings per share of $1.68, up 31% year over year and topping Wall Street estimates of $1.37.

Texas Instruments specializes in making analog chips, which regulate power systems and convert signals like sound or light into digital data that semiconductors can process. Though far from the sexy chips that do AI compute work, like the heavily in-demand kind that Nvidia and others design, TI’s products still seem to be getting a lift from all this spending.

Noting a “continued acceleration in industrial and data center” verticals, the company’s top line seemed to get a big boost, with demand from industrial end markets up 30% and data center demand growing 90% year on year, too. CEO Haviv Ilan commented in the earnings call, “We remain well positioned with inventory and capacity that allows us to support our customers with competitive lead times through the cycle.”

While the company’s revenue is still short of its 2022 peak, Ilan also added that “there is a lot of room to grow,” and is optimistic that the run-up can continue. Indeed, for the coming second quarter, Texas Instruments expects revenue in the range of $5 billion to $5.4 billion, well ahead of current analyst expectations for $4.8 billion.

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General Fusion CEO Greg Twinney spoke with Sherwood News from the Nasdaq during the stock’s first day of trading.

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J. Edward Moreno7/7/26

SpaceX gets a wave of bullish ratings from Wall Street analysts

SpaceX received more than a dozen positive analyst calls on Tuesday — including from major Wall Street banks — as they initiate coverage on Elon Musk’s space and AI company.

SpaceX went public on June 12 at a $2.2 trillion valuation, the largest debut in history. While the company hasn’t yet posted a profit, it seems to have convinced Wall Street that it will get there and grow its valuation on the way.

Of the at least 17 analysts that gave a rating on Tuesday, all but one gave it a “buy” or “outperform” rating. MoffettNathanson was "neutral."

The ratings come as SpaceX joined the Nasdaq 100 index, a benchmark tech-heavy basket of companies that underpins millions of portfolios. The inclusion adds built-in demand for the stock from index funds and ETFs.

Still, SpaceX fell more than 5% on Tuesday amid a broader sell-off, and is currently effectively flat from its opening price of $150 a share.

US job growth falls far short of estimates in June; unemployment rate unexpectedly dips to 4.2%

Job growth was 57,000. Analysts foresaw job growth of 113,000; prediction markets were more optimistic, looking for job growth above 125,000 but below 150,000.

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Meta surges on report it’s starting a cloud business to sell excess AI compute

The story of the hyperscalers in 2026 has largely been “the beatings will continue until the cash flow outlook improves;” this could help change the story for Meta. Or not.

Meta CEO Mark Zuckerberg visits U.S. Capitol for Senate meetings

markets

Paige Oamek6/30/26

Nike sinks to lowest level since 2014 after warning of “challenged” sales environment in Q4 report

Did Nike do it?

Investors had a mixed reaction after the global sports apparel company reported its fourth quarter earnings on Tuesday after the bell. Shares initially rose 5% as Nike beat out Wall Street expectations amid a hefty tariff refund bonus. However, the stock then sank to its lowest level since August 2014 in postmarket trading.

Here are the Q4 numbers:

Revenue of $11.0 billion (estimate: $10.8 billion).
Adjusted earnings per share of $0.20 (estimate: $0.12).

Ahead of this report, Nike warned that results would be flattered by a one-time tariff refund (now estimated at roughly $0.52 per share for the bottom line). That gave the company an extra cushion in snapping its streak of seven quarters of year-over-year profit declines.

Over the past year, the company had been punished by tariffs on imported goods, stagnant consumer spending, and increasing competition from other footwear brands like New Balance, Adidas, and Hoka.

Outgoing CFO Matthew Friend deemed it an “increasingly challenging operating environment, where sell-through remains challenged.”

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