Artificial intelligence-based cryptocurrencies were trading lower early Thursday, coinciding with AI powerhouse Nvidia Corp.'s (NASDAQ:NVDA) post-earnings decline.
This 2025 Q2 earnings cycle, several companies knocked it out of the park, with each also seeing favorable price action post-earnings. Let’s take a closer look at what drove the positivity.
Investor Kevin O'Leary believes the recent controversy surrounding Cracker Barrel Old Country Store Inc. (NASDAQ: CBRL) can shift the company's fortunes for the better.
While Q2 results from Nvidia highlight this week’s earnings lineup, a pair of consumer-centric stocks are also worthy of attention in Ollie’s Bargain Outlet and Ulta Beauty.
After a stunning break higher, a rare signal flashed that has a striking track record of predicting a big move by the stock market over the coming 12 months.
Commerce Secretary Howard Lutnick has criticized the H-1B visa system that displaces American workers. Lutnick has suggested a new 'Gold Card' program as an alternative.
Doug Sosnik cautioned Democrats about relying on Trump's low approval ratings for midterm victories, citing long-term political shifts favoring Republicans.
The Bank of Korea held policy rates at 2.5%, with a dissenting vote raising expectations for an October rate cut. The BoK’s cautious growth view also suggests more rate cuts may be on the way in 2026.
Microsoft CEO Satya Nadella showcased five ways he uses GPT-5 in Microsoft 365 Copilot to manage meetings, track projects, and flag risks, as the AI-powered tool rolls out globally with advanced reasoning and productivity features.
If Trump continues to browbeat the Fed into lowering the fed Funds rate, then the path of future nominal rates may be lowered, but higher expected inflation will tend to increase the term premium.
Jack Dorsey, co-founder and CEO of Block, reaffirmed on Wednesday his belief in Bitcoin’s (CRYPTO: BTC) use as a daily transactional currency rather than a store of value.
Phibro shares soared nearly 18% after strong Q4 results beat estimates, driven by growth from the Zoetis MFA acquisition and solid full-year performance.
The short-term Elliott Wave outlook for Gold indicates a sustained upward impulse from the July 31, 2025 low. The rally began with wave 1 peaking at 3409.4, followed by a wave 2 pullback concluding at 3311.26.
Workday’s second quarter performance aligned with Wall Street’s revenue expectations, while non-GAAP profitability came in above estimates. Despite this, the market reacted negatively, reflecting investor concerns about external pressures and the sustainability of recent momentum. Management highlighted strong customer adoption of AI-driven solutions, particularly the Workday Illuminate suite, as a key driver for the quarter. CEO Carl Eschenbach pointed to robust demand across verticals and emphasized that over 70% of customers have adopted AI features, with net new deals increasingly including these products. The quarter also saw notable traction in international markets and medium enterprise segments, as well as significant wins in the public sector and healthcare. However, management acknowledged that certain areas, such as state and local government and higher education, are facing funding headwinds, which tempered overall enthusiasm.
OSI Systems reported Q2 results that exceeded Wall Street expectations, but the market response was negative, reflecting investor concerns about future growth drivers. Management highlighted double-digit service revenue growth in the Security division and robust demand across aviation and international border markets as central to the quarter’s outcome. CEO Ajay Mehra noted, “Our Security division maintained strong momentum in core markets like ports, orders, aviation and critical infrastructure, with Optoelectronics achieved double-digit revenue growth.” The company also faced a decline in Healthcare segment performance, which management acknowledged as a drag on consolidated growth.
Intuit’s second quarter was marked by strong revenue growth and margin expansion, but the market reacted negatively to the results, reflecting concerns about the company’s forward outlook. Management attributed the solid performance to robust customer adoption of its AI-enabled business platform and new features in products like TurboTax Live and Credit Karma. CEO Sasan Goodarzi emphasized that “years of investments in data, data services, AI and human intelligence, coupled with strong execution against our AI-driven expert platform strategy fueled these outstanding results.” The company also highlighted successful expansion into mid-market business customers and increased engagement in its virtual team of AI agents.
Ross Stores’ second quarter results were well received by the market, reflecting broad-based improvements in sales trends across most product categories and regions. Management cited particular strength in cosmetics and noted that both the Ross and dd’s DISCOUNTS chains saw growth in both store traffic and basket size. CEO James Conroy emphasized, “We were pleased to see the improved trend at the end of the quarter, particularly with the early sales performance related to the back-to-school selling season.” While tariff-related costs weighed on operating margin, the company’s ability to mitigate these pressures through vendor negotiations and closeout buying contributed to the positive momentum heading into the second half of the year.
LSI’s second quarter results were met with a positive market reaction, driven by strong execution across both Lighting and Display Solutions segments and notable contributions from recent acquisitions. Management attributed the outperformance to robust demand in warehouse, automotive, and outdoor verticals, as well as an improved project environment in grocery and convenience store markets. CEO James Clark highlighted, “Product vitality and customer demand remained high, especially with the V-LOCITY launch not impacting existing sales.” The company’s ability to manage operational challenges and deliver stable margins was a key factor in exceeding Wall Street expectations.
