Broker News Today — July 24, 2026

The market is seeing a mixed bag of results today, with some major companies experiencing a squeeze in revenue and others riding the wave of emerging technologies to significant growth. Volkswagen is expecting a full-year revenue squeeze after a quarterly profit slump, while ServiceNow's stock has fallen despite an earnings beat due to the emergence of a new AI threat. On the other hand, Intel's stock has jumped as the chipmaker experiences its fastest revenue growth in almost 15 years, driven by the AI boom. This dichotomy highlights the challenges and opportunities presented by the rapidly evolving tech landscape.

The tech sector's fortunes are also being shaped by partnerships and strategic moves, with Cerebras' stock gaining on the back of an AMD partnership. Meanwhile, analysts are raising their price targets for certain companies, such as Honeywell Technologies, reflecting post-spinoff optimism. However, the broader economic and geopolitical context cannot be ignored, with Congress currently split on war powers resolutions related to Iran. As brokers, it's essential to stay informed about these developments and their potential impact on the market, in order to make informed decisions and advise clients effectively. Today's headlines offer a glimpse into the complex interplay of factors shaping the financial landscape, and the need for nuanced analysis and insight to navigate these challenges and opportunities.

Today's signal:
• Volkswagen expects full-year revenue squeeze after quarterly profit slump (cnbc.com)
• ServiceNow’s stock falls as a new AI threat overshadows earnings beat (marketwatch.com)
• Intel's stock jumps as chipmaker rides AI boom to fastest revenue growth in almost 15 years (cnbc.com)
• Cerebras stock gains on AMD partnership (cnbc.com)
• We're raising our Honeywell Technologies price target, reflecting post-spinoff optimism (cnbc.com)
• Congress splits on war powers resolutions to force Trump to abandon Iran war (cnbc.com)