High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Astera Labs Inc (ALAB) posts record Q2 revenue of $392.4 million, with Scorpio-X expected to surpass Scorpio-P in Q3 and become the largest product family.
SpaceX reports record Starlink subscriber growth and massive AI infrastructure expansion, positioning for $100 billion annualized revenue run rate by year-end.
DaVita Inc (DVA) reports adjusted EPS of $4.02 and reaffirms full-year guidance amid successful phosphate binder transition and expanded HD dialyzer rollout.
AMD's Q2 2026 results showcase record revenue of $11.5 billion, with data center revenue more than doubling year-over-year, driven by strong AI demand and strategic partnerships.
Kratos Defense & Security Solutions Inc (KTOS) delivers 19.1% organic growth and raises full-year guidance, driven by surging demand for hypersonics, unmanned systems, and affordable mass munitions.
Atomera advances toward potential license deal while expanding into NAND and RF markets, despite wider net loss and rising costs.
Opendoor Technologies Inc (OPEN) reports a 149% year-over-year surge in homes acquired and improved margins, while reaffirming its path to adjusted net income profitability by the end of 2026.
Toast Inc (TOST) delivers record 9,500 net new locations and raises full-year guidance as AI-powered products and new market expansions fuel robust recurring gross profit growth.
Paramount+ hits 82 million subscribers with record retention, while the company raises full-year guidance amid Warner Bros. Discovery deal optimism.
Space Exploration Technologies Corp. reported its first quarterly results as a public company for Q2 2026, with revenue rising to US$7,814 million from US$4,071 million a year earlier while net loss narrowed to US$541 million from US$1,008 million, alongside new shelf registrations for additional Class A common stock. The earnings release highlighted how surging connectivity and AI activity is being funded by heavy capital expenditure and fresh equity capacity, even as the company remains...
Fidelity National Information Services, Inc. has already reported second-quarter 2026 results, with revenue rising to US$3,377 million and net income improving to US$231 million, alongside confirming new third-quarter and full-year 2026 revenue guidance and affirming a quarterly dividend of US$0.44 per share. Despite the stronger profitability, management cut full-year forecasts and began exploring sales of parts of the capital markets business amid softer demand and economic uncertainty...
ExxonMobil Holdings (XOM) has moved into the spotlight after reporting second quarter 2026 earnings that reflect strong oil prices, record refining margins and rising political scrutiny over elevated fuel costs. See our latest analysis for ExxonMobil Holdings. ExxonMobil Holdings shares trade at $153.96, with a 30 day share price return of 12.31% and a year to date share price return of 25.53%. The 5 year total shareholder return of 218.04% highlights how recent momentum builds on a much...
Pinterest's earnings report shows a solid second quarter as AI remains at the forefront of its ad and consumer-facing investments, with CEO Bill Ready calling AI "a clear accelerant" for the business.
Coupang (NYSE:CPNG) reported second-quarter revenue growth that accelerated from the prior quarter on a constant-currency basis, while management said the company continued to recover from a prior data incident that disrupted product-commerce customer activity and pressured margins. Consolidated ne
Arista Networks (NYSE:ANET) reported fiscal second-quarter revenue of just over $3 billion, up 37.7% from a year earlier and above its prior guidance of $2.8 billion, as demand from AI and enterprise customers supported the company’s first $3 billion quarterly revenue milestone. Chief Executive Off
Viasat (NASDAQ:VSAT) reported first-quarter fiscal 2027 results that included positive free cash flow, rising government satellite communications revenue and record awards and backlog in its Defense & Advanced Technologies segment, while legacy fixed broadband and maritime businesses remained un
Defense and intelligence demand accelerates as company raises full-year guidance.
Upstart (NASDAQ:UPST) reported second-quarter 2026 results marked by accelerating loan originations, higher contribution margins and a return to GAAP profitability, while reaffirming its full-year financial outlook despite a higher macroeconomic risk indicator. Chief Executive Officer Paul Gu said
TransMedics Group (NASDAQ:TMDX) reported record second-quarter revenue as growth in liver procedures, clinical services and transplant logistics offset increased spending on product development, international expansion and infrastructure. Total revenue for the quarter ended June 30 rose 21% year ov
Silver Standard Resources (NASDAQ:SSRM), operating as SSR Mining, said its second-quarter results were in line with expectations as the company completed its exit from Türkiye, strengthened its cash position and outlined plans to increase investment in mine-life extensions across its Americas-focuse
SpaceX (NASDAQ:SPCX) reported second-quarter 2026 revenue of $7.8 billion, up 92% from a year earlier, while its quarterly net loss narrowed by $467 million to $541 million. Adjusted EBITDA rose 191% year over year to $3.5 billion, according to the company’s earnings call. Chief Financial Officer B
Palantir's 30% stock surge wiped out $3 billion in short seller gains after a strong earnings beat and raised guidance.
Moby summary of Leidos Holdings, Inc.'s Q2 2026 earnings call
Moby summary of TransDigm Group Incorporated's Q3 2026 earnings call
Moby summary of Grab Holdings Limited's Q2 2026 earnings call
AT&T and Verizon anchor ASTS’ U.S. strategy, while its broader network includes nearly 60 carrier partners covering more than 3 billion subscribers.
On Tuesday, shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) fell sharply in after-hours trading despite beating second-quarter expectations, as analysts said investors had been looking for a more dramatic AI-driven outlook tied to the company’s Helios platform. AMD Analysts Say Wall Street Wanted a Bigger Helios Forecast Futurum Group CEO Daniel Newman said AMD’s results were solid, but the market had been expecting a stronger forecast driven by Helios, the company’s upcoming rack-scale AI p
ViaSat (VSAT) delivered earnings and revenue surprises of +70.00% and -3.55%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Moby summary of Pinnacle West Capital Corporation's Q2 2026 earnings call
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
