The US earnings season suggests companies are successfully defending profits against a difficult macro backdrop, even as weaker revenue beats and deteriorating estimate revisions point to lingering pressure beneath the surface, according to RBC strategists Lori Calvasina and Amy Wu Silverman. They speak with Bloomberg's Tom Keene and Paul Sweeney. 

The US earnings season suggests companies are successfully defending profits against a difficult macro backdrop, even as weaker revenue beats and deteriorating estimate revisions point to lingering pressure beneath the surface, according to RBC strategists Lori Calvasina and Amy Wu Silverman. They speak with Bloomberg's Tom Keene and Paul Sweeney.&nbsp;

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RBC's Lori Calvasina and Amy Wu Silverman Talk Earnings Season

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The CEO of L’Oréal, the world’s largest cosmetics company, says the performance in the Middle East was below expectations but somewhat compensated by a rebound of growth in China. Nicolas Hieronimus spoke exclusively with Bloomberg’s Francine Lacqua from Paris.

The CEO of L&rsquo;Or&eacute;al, the world&rsquo;s largest cosmetics company, says the performance in the Middle East was below expectations but somewhat compensated by a rebound of growth in China. Nicolas Hieronimus spoke exclusively with Bloomberg&rsquo;s Francine Lacqua from Paris.

L'Oreal CEO Nicolas Hieronimus Talks Earnings, Consumer Demand

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SoFi Technologies announced record second-quarter revenue of $1.2 billion, driven by 40% revenue growth and strong profitability metrics including a 30% EBITDA margin and robust net income margin. The company also raised its full-year revenue guidance, reflecting confidence in continued member growth, product adoption, and cross-selling success. However, SoFi maintained its earnings guidance unchanged, citing the need to continue investing in growth and uncertainty from anticipated interest rate increases. 

SoFi CEO Anthony Noto emphasized the company’s long-term profitability outlook while explaining the cautious approach to near-term earnings. He spoke with Bloomberg Tech host Ed Ludlow.

SoFi Technologies announced record second-quarter revenue of $1.2 billion, driven by 40% revenue growth and strong profitability metrics including a 30% EBITDA margin and robust net income margin. The company also raised its full-year revenue guidance, reflecting confidence in continued member growth, product adoption, and cross-selling success. However, SoFi maintained its earnings guidance unchanged, citing the need to continue investing in growth and uncertainty from anticipated interest rate increases.&nbsp;
SoFi CEO Anthony Noto emphasized the company&rsquo;s long-term profitability outlook while explaining the cautious approach to near-term earnings. He spoke with Bloomberg Tech host Ed Ludlow.

SoFi CEO Anthony Noto Talks Record Revenue, Earnings Caution

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Morgan Stanley Chief US Equity Strategist Mike Wilson says investors are rotating out of some of the year's biggest winning technology trades. He says hyperscalers will stabilize and semiconductors stocks will correct. He speaks with Bloomberg's Nathan Hager. 

Morgan Stanley Chief US Equity Strategist Mike Wilson says investors are rotating out of some of the year's biggest winning technology trades. He says hyperscalers will stabilize and semiconductors stocks will correct. He speaks with Bloomberg's Nathan Hager.&nbsp;

Morgan Stanley's Mike Wilson Talks FOMC Preview, Tech Trade

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RBC's Lori Calvasina and Amy Wu Silverman Talk Earnings Season

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