Earnings recaps, sector trends, valuation and index analysis for US stocks, built on company filings and DataPorium market data.
Amazon's $25 billion debt raise in July 2026 drew 2.5 times coverage and helps fund a capex plan of about $220 billion as AWS sales grew 37%.
Free cash flow yield ranks Coca-Cola, ExxonMobil and Meta highest among large caps as of July 8, 2026, while Alphabet and Microsoft score low as capex surges.
The S&P 500 first half 2026 return was 9.6% in price terms and 10.2% with dividends, led by semiconductors, industrials and energy after a 4.6% first-quarter drop.
Nike fiscal Q4 2026 earnings: revenue of $11.0 billion fell 1%, EPS of $0.72 included a $0.52 tariff refund benefit, and NKE rose 4.9% the next day to $43.06.
P/E ratio vs PEG ratio in 2026: Nvidia and Microsoft screen cheapest on PEG, Meta cheapest on P/E, and Alphabet shows how one-time gains distort growth.
The S&P 500 forward P/E stands at 20.1 as of June 26, 2026, above its 10-year average of 19.0 but well below the 23.1 reached in October 2025.
Micron fiscal Q3 2026 earnings: revenue of $41.46 billion, non-GAAP EPS of $25.11, fiscal Q4 guidance of $50 billion, and a stock that jumped 15.7% before easing.
Adobe's freemium AI strategy helped lift Q3 fiscal 2026 revenue 13% to $6.76 billion, yet ADBE is down 32.7% in 2026 as investors wait for proof of conversion.