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Cricut, Inc. (CRCT) Tops Q2 Earnings Estimates
Zacks2d agobullish
Cricut, Inc. (CRCT) Tops Q2 Earnings Estimates

Cricut (CRCT) delivered earnings and revenue surprises of +375.00% and -6.89%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

QXO
SpaceX revenue jumps 92% in first earnings report, but shares slide
AFP2d agobullish
SpaceX revenue jumps 92% in first earnings report, but shares slide

SpaceX's revenue jumped 92 percent in the second quarter, beating analyst expectations by around $1 billion in its first post-IPO earnings report, but shares tumbled as investors remained skeptical about the company's ability to deliver on lofty promises. Investors remain skeptical even with SpaceX beating expectations, Emarketer Senior Analyst Gadjo Sevilla told AFP.  "I don't think people want to hear promises about the next five years or a mission to Mars," Sevilla said. 

SPCX
Microsoft is Soaring After Earnings While Meta Platforms Drops. Is The Market Giving Zuckerberg Too Little Credit?
24/7 Wall St.2d 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.

METAMSFT