Royal Caribbean Cruises Ltd. said demand for European itineraries is holding up well, brushing off concerns that ongoing conflict in the Middle East is harming its high-yielding Mediterranean sailings.

Microsoft Corp., Meta Platforms Inc. and Amazon.com Inc. face renewed investor anxiety over their debt-fueled capital expenditure plans after Alphabet Inc. raised the upper end of its spending forecast this year by as much as $15 billion.

Dow Inc. said that persistent tensions in the Middle East could help raise prices for plastics and packaging without lifting its material costs, padding profits and offering upside to the group’s third-quarter guidance.

Palo Alto Networks Inc. released a forecast for adjusted earnings that was stronger than anticipated, signaling ongoing demand for security services as artificial intelligence-related threats continue to raise concerns for companies and governments.

Companies in the US are wary of saying too much about one particular nugget of good news for their bottom line and inflation.

The S&P 500 Index is on track for its strongest earnings growth in five years as momentum spreads beyond artificial intelligence-fueled gains to much of corporate America.

Cloudflare Inc. plans to cut more than 1,100 jobs globally as it accelerates its shift to an agentic AI-first operating model.

Fortinet Inc. shares rose as much as 24% in post-market trading after the cybersecurity company raised its full-year revenue outlook above expectations, following its largest billings expansion in over three years.

Shopify Inc. shares slumped as the company’s outlook suggests its revenue growth pace may be slowing, while higher costs may dampen second-quarter profitability.

Royal Caribbean Cruises Ltd. shares rose as the company’s outlook for the year suggests it will be able to weather headwinds such as higher fuel costs and disruptions on its Middle Eastern itineraries.

Sherwin-Williams Co. warned rising input costs could weigh on results later this year, after currency tailwinds helped it post stronger-than-expected sales growth in the first quarter.

Dow Inc. shares rose after the company issued a better-than-expected revenue outlook, as supply disruptions caused by the Middle East conflict led to higher prices for its products.

Equifax Inc. said the Iran war prompted more caution about the outlook for the rest of the year, even after a surge in mortgage applications drove first-quarter revenue growth to the fastest in more than four years.

For US homebuilders, the Iran war dashed what little optimism they had left for this earnings season.

Carnival Corp. cut its full-year profit outlook as surging crude prices are driving up fuel costs.

US industrial companies delivered the biggest earnings surprise of any sector last quarter, with profits topping estimates as defense demand, commercial aerospace and artificial intelligence-related capital spending powered results.

Stagwell Inc. Chief Executive Officer Mark Penn said disruption among competitors and a contentious midterm cycle will support the company’s performance this year.

Booking Holdings Inc. reported better-than-expected first-quarter gross bookings, indicating continued strength across the travel industry.

Activist investor Elliott Investment Management has built a stake of more than 10% in Norwegian Cruise Line Holdings Ltd., citing concerns about management and spending on events including a Katy Perry concert.

Expedia Group Inc. fourth-quarter revenue rose at its fastest pace in three years on the back of still-resilient US travel demand.