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Bloomberg6h agobearish
Circle Revenue Misses Estimates as Crypto Markets Mired in Rout

(Bloomberg) -- Circle Internet Group Inc. reported second-quarter revenue that missed Wall Street expectations after circulation of its stablecoin USDC fell from a peak amid a protracted slide in cryptocurrency markets. Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallSpaceX’s AI Spl

Microsoft is Soaring After Earnings While Meta Platforms Drops. Is The Market Giving Zuckerberg Too Little Credit?
24/7 Wall St.17h agobearishVIDEO
Microsoft is Soaring After Earnings While Meta Platforms Drops. Is The Market Giving Zuckerberg Too Little Credit?

On the latest episode of the AI Investor Podcast, 24/7 Wall St. Analyst Austin Smith opens with a puzzle: two companies are being treated in opposite ways for the same underlying behavior. Microsoft is up roughly 16% after Azure growth accelerated from 38% to 43%, with guidance pointing to 45–46%, vindicating a capex program the market had criticized. Meta, meanwhile, is down about 10% at roughly 20x earnings despite 28% top-line growth — and is being punished for the same infrastructure spending, even after Zuckerberg argued that Meta rents out compute at a markup over its cost. Co-host Eric Bleeker's answer is that both moves are likely overreactions, and that the real variable is what each company said versus what Wall Street wanted to hear. Microsoft delivered on message: Azure at a $124 billion run rate, 90% of cloud demand coming from outside the frontier labs, and no capex increase. He frames Microsoft's position as a prisoner's dilemma, since compute routed to Azure is compute unavailable for its own AI products, and argues Microsoft CEO Satya Nadella relented under pressure from prior quarters. He compares the market's discomfort with capex growth to Apple's mid-decade smartphone choppiness versus Google's steadier trajectory. Meta hit every wrong note: an EPS miss on one-time costs, decelerating guidance, Zuckerberg walking back the cloud-capacity revenue opportunity, and incremental compute directed toward Meta Superintelligence rather than the core ad business. Eric estimates the justified moves were only a few percent in either direction, with the rest attributable to PR and positioning. He credits Microsoft's software exposure as valuable diversification, but concludes the share-price gap doesn't reflect any real difference in business trajectory.

NRG Energy (NRG) Misses Q2 Earnings Estimates
Zacks1d agobearish
NRG Energy (NRG) Misses Q2 Earnings Estimates

NRG (NRG) delivered earnings and revenue surprises of -10.24% and +27.02%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Spotify Shares Slide After Second-Quarter Earnings Miss
InvestorsHub1d agobearish
Spotify Shares Slide After Second-Quarter Earnings Miss

Spotify Technology SA (NYSE:SPOT) shares fell around 6% in pre-market trading after the music streaming platform reported second-quarter 2026 results that missed Wall Street expectations, despite continued growth in subscribers and record gross margins. While the company delivered solid user growth and issued stronger-than-expected revenue guidance for the current quarter, weaker earnings weighed on investor sentiment.

Spotify (SPOT) Q2 Earnings Miss Estimates
Zacks1d agobearish
Spotify (SPOT) Q2 Earnings Miss Estimates

Spotify (SPOT) delivered earnings and revenue surprises of -7.34% and +0.01%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com1d agobearish
Spotify falls on second quarter earnings miss

Investing.com -- Spotify Technology SA (NYSE: SPOT) reported second-quarter results that fell short of analyst expectations, sending shares 6% lower in premarket trading.

Bloomberg1d agobearish
SpaceX’s First Earnings Offer a Chance to Reverse Stock’s Plunge

(Bloomberg) -- SpaceX’s first earnings report following its blockbuster initial public offering is one of the most anticipated events of the summer on Wall Street. Whether it’ll give investors a reason to buy the sinking stock is another matter.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’

Palantir Cashes In on Its Early SpaceX Bet As IPO Windfall Juices Quarterly Earnings
Benzinga1d agobearish
Palantir Cashes In on Its Early SpaceX Bet As IPO Windfall Juices Quarterly Earnings

Palantir Technologies Inc. (NASDAQ:PLTR) reported unrealized gains from its investment in Space Exploration Technologies Corp. (NASDAQ:SPCX), boosting its second-quarter earnings, making it the latest major technology company to benefit from the Elon Musk-led company’s blockbuster public debut. SpaceX Stake Added to Quarterly Earnings During the company’s second-quarter earnings call on Monday, CFO David Glazer said unrealized gains from the company’s SpaceX investment contributed $0.03 to GAAP