High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
At the top of today’s show, we cover Cipher Digital and Hut 8’s Q2 earnings, plus updates on their AI data center builds.
Quantum computing company IonQ (NYSE:IONQ) will be reporting earnings this Wednesday afternoon. Here’s what to expect.
Higher spending is doing more work than customer growth
Apollo Global Management (NYSE:APO) reported record second-quarter fee-related earnings and spread-related earnings, citing momentum in origination, capital formation and investment performance across its asset management and retirement services businesses. The alternative asset manager generated f
Aptiv (NYSE:APTV) reported second-quarter results that included 2% adjusted revenue growth and 10 basis points of adjusted EBITDA margin expansion, while lowering its full-year outlook amid weaker automotive production schedules in China and delayed program launches. Chair and CEO Kevin Clark said
Albany International (NYSE:AIN) reported second-quarter revenue growth and its strongest adjusted EBITDA performance in two years, driven by higher production rates in its Engineered Composites business, while Machine Clothing faced mixed regional demand and equipment-related downtime. Total second
Cisco is approaching Q4 earnings with solid AI momentum, rising networking demand, and expectations for another solid quarter.
The quarter exposed where Pfizer's recovery is really coming from
The quarter itself may matter less than what comes next
Short sellers piled into Microsoft and Amazon at historically stretched levels before earnings, and the beats that followed set off a covering scramble that has powered both stocks for weeks. Now the question is whether the rally has legs or whether the easiest gains are already gone.
PCB manufacturing company TTM Technologies (NASDAQ:TTMI) will be announcing earnings results this Wednesday after the bell. Here’s what to look for.
Viper Energy (NASDAQ:VNOM) said steady development activity across its mineral and royalty acreage supported second-quarter execution and prompted the company to initiate third-quarter average production guidance implying roughly 4.5% growth from the second quarter. Chief Executive Officer Kaes Van
Wix.com (NASDAQ:WIX) reported second-quarter 2026 bookings growth of 12% year over year and revenue growth of 15%, driven by continued growth in its core business and strong demand for Base44, its AI-powered application creation platform. Chief Executive Officer and Co-Founder Avishai Abrahami said
Defense segment surges with 2.2 book-to-bill ratio, while VA incentive suspension and MHS Genesis uncertainty temper overall growth outlook.
Company raises full-year guidance amid strong portfolio growth and strategic expansion into new European markets.
Wayfair Inc (W) posts best quarterly EBITDA margin since 2021, with US revenue up 8.7% and Perigold surging over 35% as the company's strategic initiatives drive sustained momentum.
Spotify Technology SA (SPOT) beats subscriber guidance and posts record profitability, while strategically managing MAU growth in emerging markets to drive long-term value.
DigitalOcean's Q2 revenue surged 29% year-over-year to $281 million, driven by record incremental ARR and 200% growth in AI customer ARR, prompting an increased full-year 2026 guidance.
IT solutions provider CDW (NASDAQGS:CDW) will be reporting results this Wednesday before the bell. Here’s what to look for.
Wix stock looks cheap -- so long as you're not too worried about it being "unprofitable."
Qnity Electronics Inc (Q) delivers ninth consecutive quarter of profitable growth, with organic sales up 22% and adjusted EPS surging 53% year-over-year.
Aptiv PLC (APTV) delivers 2% revenue growth and secures $5 billion in new business awards despite lowering full-year guidance due to prolonged weakness in the Chinese market.
Options traders expect a 15% move as short bets and a massive share unlock raise the stakes.
The Danish drugmaker continues to rely on the success of semaglutide, branded as Wegovy for weight loss and Ozempic for diabetes.
Tower Semiconductor (NASDAQ:TSEM) reported record second-quarter 2026 revenue and profitability, citing accelerating demand for silicon photonics and related data-center connectivity products. The company also raised its 2028 financial model and detailed a two-track expansion plan in Japan intended
Sterling Infrastructure (NASDAQ:STRL) reported sharply higher second-quarter results as demand for mission-critical infrastructure work, including data centers and semiconductor campuses, drove growth in its E-Infrastructure Solutions segment. Management also raised its full-year outlook to reflect
Long-term investors should focus on SpaceX's lockup expiration on Thursday.
Powell Industries (NASDAQ:POWL) reported record third-quarter order bookings and a backlog that surpassed $2 billion for the first time in its 79-year history, as demand remained strong across data centers, electric utilities, LNG and other industrial markets. For the fiscal third quarter ended Jun
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