The company posted $7.8 billion in revenue, topping estimates, but capital expenditures of $18.4 billion rattled investors
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Moby summary of Cipher Mining Inc.'s Q2 2026 earnings call

Caption: SpaceX's first earnings results are in. ✅
Aerospace and defense company Kratos (NASDAQ:KTOS) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 30.5% year on year to $458.8 million. Guidance for next quarter’s revenue was better than expected at $470 million at the midpoint, 1.1% above analysts’ estimates. Its non-GAAP profit of $0.21 per share was 44.4% above analysts’ consensus estimates.
The entertainment company is set to report fiscal third-quarter earnings ahead of Wednesday’s opening bell.
Data center segment revenue climbed to $6.7 billion in the second quarter, up 107% from a year earlier, driving total revenue to $11.5 billion
On-demand food delivery service DoorDash (NASDAQ:DASH) will be announcing earnings results this Wednesday after market close. Here’s what you need to know.

AMD (AMD) reported second quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.66 (compared to analyst estimates of $1.62), and revenue came in at $11.54 billion (compared to analyst estimates of $11.31 billion). Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers, including capex.
A positive update on Oklo's reactor progress could reverse the nuclear stock's downward spiral.
Market Domination Overtime Host Josh Lipton welcomes Senior Business Reporter Ines Ferre to the show to break down SpaceX's (SPCX) first quarterly earnings report as a public company, highlighting the key takeaways for investors.
Roblox is facing mounting investor skepticism after its latest results, although Wall Street sees considerable growth potential.
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.
SpaceX reported first-quarter sales of $7.8 billion and earnings before interest, taxes, depreciation, and amortization, or Ebitda, of $3.5 billion. Wall Street was looking for $6.8 billion and Ebitda of $2.
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
Novo now expects underlying sales and operating profit in the range of 0% to –6% for the year.
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
Dow Jones AI giant Microsoft stock is breaking out past a buy point following last week's earnings-fueled surge that saw the stock rally 21%.
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