2026 is shaping a clear trend: the largest public companies are increasing investments in AI infrastructure, optimizing costs, expanding cloud and fintech services, and the market is increasingly scrutinizing earnings quality and demand sustainability. Below are key results and strategic signals from companies that are driving the dynamics of the US stock market.
Amazon delivered one of the strongest quarters in the Big Tech sector: revenue reached $200.6 billion, AWS $42.2 billion. AWS remains the main source of margin growth, and updates to Amazon's price targets reflect expectations of further cloud business expansion. The company is strengthening its position as the infrastructure foundation for enterprise AI.
Robinhood showed impressive growth: EPS $0.62, revenue $1.31 billion (+32%). Drivers include trading activity, growth in client assets, and explosive growth in revenue from event contracts. However, shares fell: investors reacted cautiously to one-time revenues and price target cuts from Goldman Sachs, Barclays, and Jefferies. This is a classic example of how the market in 2026 prefers structural growth over short-term spikes.
Visa reported a strong quarter: revenue growth of +14%, improved profit and EPS. The company emphasizes no signs of weakening US consumer spending—an important macroeconomic signal. Concurrently, Visa announced a reduction of 2,600 jobs, increased focus on AI, stablecoins, multi-chain payments, and strategic integration of the acquired Pismo platform. Visa is effectively confirming the transition of global payments to a hybrid Web2+Web3 model.
Intel beat expectations: revenue $16.1 billion, non-GAAP EPS $0.42. Growth in Data Center and AI segments shows the company is regaining positions in the corporate segment. A key signal is the increase in the 2026 capex plan to over $20 billion and the expansion of its campus in Ireland. Intel is demonstrating an aggressive manufacturing scaling strategy, aiming to compete in the AI chip race.
Rezolve AI improved its 2026 forecast and signed a new agreement in the rewards loyalty space. Despite this, shares fell 7.4%—the market is not yet ready to price in long-term growth without confirmation of operational sustainability.
Walmart confirmed its annual forecast: net sales growth of 3.5%–4.5%, EPS $2.75–$2.85, with Q2 EPS expected at $0.72–$0.74. Mizuho lowered its price target to $130 but maintained an Outperform rating. Walmart remains a benchmark for resilient retail in a moderate consumer growth environment.
Ford beat expectations and raised its 2026 adjusted EBIT forecast to $10–11 billion. Despite a GAAP loss due to a large non-cash charge, the market focused on improved operational stability and an optimistic tone from management. Ford demonstrates a rare balance between restructuring and growth in the auto industry.
AppLovin shares rose about 12% after a strong quarter. The company is strengthening its position in mobile advertising and AI-driven app monetization optimization. Analyst forecasts for AppLovin remain positive.
Ahead of the August 6, 2026 report, analysts expect revenue growth for Red Cat Holdings, but EPS of –$0.21 and a decline in annual profitability.
