In the first quarter of fiscal 2025, $Oracle (ORCL)$ demonstrated strong performance, with favorable growth rates in its cloud business, and announced partnerships with $Amazon (AMZN)$ and $Google A(GOOGL)$. $Google (GOOG)$ partnership, jumping 8% after hours.PerformanceOracle's revenue for the quarter totaled $13.3 billion, up 8% year-over-year and ahead of market expectations of $13.24 billion.Cloud services revenue reached $5.6 billion, up 22 percent year-over-year, slightly below market expectations of $5.61 billion.Infrastructure revenue increased 45 percent year-over-year to $2.2 billion, demonstrating strong market demand.Ap

$lululemon athletica (LULU)$, one of the worst-performing components of the $S&P 500 (.SPX)$ index this year, has rallied 4% after reporting Q2 results.Although it is not worth mentioning compared to its performance this year, but it is also a microcosm of the overall consumer sector.PerformanceTotal Revenue: $2.4 billion, up 7% year-over-year, and up 8% on a currency-neutral basis.Earnings per share: Adjusted earnings per share of $3.15, up 18 percent year-over-year.Gross Margin: Gross margin was 59.6%, up from 58.8% in the same period last year, primarily due to lower product costs and fewer discounts.Performance by business category:Women's apparel revenue growth of 6%Mens

$Trip.com Group Limited(TCOM)$ jumped 10% after announcing its Q2 2024 results, partly reflecting the recovery in the travel market, especially in the cross-border travel business. $TRIP.COM-S(09961)$ Financial PerformanceOverall Operating Revenue: Total operating revenue for the first half of 2024 amounted to RMB24.709 billion, a year-over-year increase of 20.7%.Of this, total revenue for the second quarter was RMB12.79 billion (approximately US$1.76 billion), up 14% year-over-year, exceeding analysts' expectations of RMB12.75 billion.Earnings per share (EPS): Adjusted EPS per ADS for the first half of the year was RMB13.24, up 61.5% year-over-year.EPS for the second quarter was 7.25, an increase of app

TSMC has fallen 16.11% to $160.28 from its all-time high of $191.05. However, the year-to-date return of 54% suggests that TSMC is likely experiencing an overdue temporary correction rather than a long-term downtrend. What You Need to Know About TSMC: 1) US Wants Tougher Trade Restrictions on China The recent panic sell-off is mostly due to renewed trade tensions between the US and China. According to Bloomberg, the Biden administration is considering more restrictive trade policies on advanced chip technology to China, which will negatively impact companies like TSMC. Trump recently commented that Taiwan should pay the US for protection and claimed Taiwan has taken "about 100%" of America’s semiconductor business. China now accounts for 16% of TSMC's total net sales in 2Q2024, markin

Uber jumped nearly 11% after reporting Q2 earnings and is one of the few consumer sector companies that can give investors confidence by outperforming expectations and passing guidance in the second quarter.Investment highlightsStrong performance.Gross Bookings increased 21% year-over-year (at constant currency), in line with trip growth.Revenue grew 15.9% year-over-year to $10.7 billion, well ahead of consensus market expectations;Consolidated revenue from Travel and Delivery grew 19% year-over-year to $9.4 billion, or 20% on a constant currency basis;Adjusted EBITDA increased 71% year-over-year to $1.57 billion, beating the market consensus estimate of $1.5 billion.Free cash flow improved to $1.72 billion from $1.14 billion last year.User Growth.Expanding its user base by 14% to 156 mill

Key Metrics • Earnings Scorecard: For Q2 2024 (with 91% of $S&P 500(.SPX)$ companies reporting actual results), 78% of S&P 500 companies have reported a positive EPS surprise and 59% of S&P 500 companies have reported a positive revenue surprise. • Earnings Growth: For Q2 2024, the blended (year-over-year) earnings growth rate for the S&P 500 is 10.8%. If 10.8% is the actual growth rate for the quarter, it will mark the highest year-over-year earnings growth rate reported by the index since Q4 2021 (31.4%). • Earnings Revisions: On June 30, the estimated (year-over-year) earnings growth rate for the S&P 500 for Q2 2024 was 8.9%. Nine sectors are reporting higher earnings today (compared to June 30) due to upward revisions to EP