Starbucks missed estimates in its fiscal second-quarter earnings report. Management continued to say it is making progress with its turnaround. CEO Brian Niccol is still less than a year into his tenure, so investor patience seems warranted.

Caterpillar estimates the Trump administration's tariffs will add $250 million to $350 million in additional costs this quarter. "We'd like to see a little more clarity," said Joe Creed, who will become chief executive on Thursday. Creed said the company is cutting back on discretionary spending and slowing some shipments of imported products that would face tariffs.

Investors who thought Super Micro Computer was back on track received some surprising news last night. The latest announcement seems to have hurt management's credibility with investors. Super Micro Computer (NASDAQ: SMCI) has had a turbulent year.

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Uncertainty continues to hang over the latest round of financial results and forecasts for companies both big and small as they try to navigate a global trade system severely shaken by a shift in U.S. policy. Tariffs and the stark shift in policy has also shaken consumer and business confidence. The U.S. economy shrank during the first quarter of the year, its first drop in three years.

Q4 2025 Qorvo Inc Earnings Call

Snap (SNAP) didn't issue guidance for the upcoming quarter, warning of macroeconomic conditions weighing on digital ad spending. eMarketer vice president and principal analyst Jasmine Enberg joins Catalysts with Madison Mills and Freedom Capital Markets chief global strategist Jay Woods to take a closer look at what Snap signals about the digital ad space at large and what it means for other players like Meta Platforms (META) and Pinterest (PINS). To watch more expert insights and analysis on the latest market action, check out more Catalysts here.

Etsy beat expectations on revenue as well as earnings after adjusting for one-time items. Etsy's margins (take rate) have been helped by stronger ad revenue and seller fees. As you can see in the table, Etsy beat expectations on both revenue and earnings in the first quarter.

Starbucks saw sales inch higher in its fiscal second quarter, but substantial cost increases caused an even larger drop in earnings than most had projected. CEO Brian Niccol tried to maintain investor confidence in the Back to Starbucks strategic plan despite worries about macroeconomic pressures. Starbucks' fiscal second-quarter report for the period ended March 30 didn't give investors everything they had hoped to see.

Super Micro reported preliminary third-quarter results, missing its own guidance badly. Along with other AI infrastructure market developments, the outlook for AI server demand appears to be getting more cloudy. Super Micro Computer (NASDAQ: SMCI) released preliminary results for the third quarter of fiscal 2025 on Tuesday afternoon, disclosing that it would fall well short of its previous guidance.