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Coke versus Pepsi: Why investors have a clear favourite

The drinks behemoths’ share prices have diverged in recent months, and one has made it onto the US president’s radar

Lockheed Martin suffers significant programme losses

Investor sentiment has deteriorated in recent months

General Motors hit by tariff costs as US EV demand grows

The second quarter outstripped earnings expectations

Verizon ups its free cash flow guidance

Q2 revenues beat analyst expectations

Could AI kill investors’ beloved software as a service?

Growth rates at leading software businesses Workday and Salesforce are slowing significantly

Netflix continues to monetise its massive customer base

The TV streamer has boosted profitability without losing its users

GE Aerospace ups revenue guidance as trade tensions ease

Supply chain issues are still evident

Two US innovators with strong customer relationships

Some companies rely on government spending, while others need consumers to keep shopping.

Morgan Stanley’s earnings up despite ‘mixed market backdrop’

Advisory activities fell away during the period

Macro trading boosts Bank of America as credit income weakens

It joins a handful of US financial institutions that have profited from geopolitical anxieties