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CVS Health tops second-quarter estimates, raises full-year profit outlook
Proactive1h agobullish
CVS Health tops second-quarter estimates, raises full-year profit outlook

CVS Health Corp (NYSE:CVS) reported second-quarter revenue and profit that beat Wall Street estimates on Wednesday, and raised its full-year adjusted earnings guidance, though cautious guidance pressured shares. Revenue rose 7.3% year-over-year to $106.1 billion, above analyst estimates of...

Shopify stock surges on strong second quarter results, upbeat outlook
Proactive2h agobullish
Shopify stock surges on strong second quarter results, upbeat outlook

Shopify Inc (TSX:SH., NYSE:SHOP) shares jumped 18% Wednesday after the e-commerce platform reported second-quarter results that topped Wall Street expectations and provided a forecast for continued double-digit growth. The company reported revenue of $3.58 billion for the quarter ended June...

Base Power CEO on $1B funding, AI's soaring energy demand, and taking on Tesla
Yahoo Finance Video2h agobullishVIDEO
Base Power CEO on $1B funding, AI's soaring energy demand, and taking on Tesla

Base Power founder & CEO Zach Dell joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss how the AI boom is reshaping energy demand and what differentiates Base Power from competitors, including Tesla (TSLA). This following company's $1 billion Series D funding round, which values the company at $13 billion post-money.

Bloom Energy, CoreWeave, and Nebius Got Caught in a Wall Street Short Battle. They’re All Rallying Again.
24/7 Wall St.2h agobullishVIDEO
Bloom Energy, CoreWeave, and Nebius Got Caught in a Wall Street Short Battle. They’re All Rallying Again.

In this segment of the AI Investor Podcast from 24/7 Wall St., co-hosts Eric Bleeker and Austin Smith turn to Bloom Energy, a stock Bleeker has described as one that got away from him, and which was also a top holding in Leopold Aschenbrenner's Situational Awareness fund. Smith sets it up by pointing listeners to a prior episode discussion of natural gas and behind-the-meter power delivery to data centers. Bleeker then reports Bloom's results: EPS of 78 cents against 41 cents expected, plus one of the most optimistic conference calls he has heard, with behind-the-meter generation clearly having its moment. The stock rose 12% after hours, then gave up the entire gain at the open the next day. Bleeker's explanation is that the move had nothing to do with fundamentals. He argues that Situational Awareness, a fund that had swelled to roughly $45 billion, was known to be running up to four times leverage, and that large trading firms recognized they could push it into a forced unwind. On his telling, shorts were layered across the portfolio early in the week, margin calls followed, and Citadel then bought the whole book in a block trade, after which the shorts came off. He points to the fund's top ten positions all rallying between 19% and 29% that day as evidence, and questions whether Citadel's rate-hike narrative earlier in the week was self-serving. He presents this as his own reading, not established fact. Smith agrees the dynamic is plausible, comparing it to the Icahn and Ackman fight over Herbalife, and predicts Aschenbrenner will have no trouble raising another fund.

Disney beats Q3 estimates as streaming profit doubles
Proactive2h agobullish
Disney beats Q3 estimates as streaming profit doubles

Walt Disney Co (NYSE:DIS, XETRA:WDP) on Wednesday reported fiscal third-quarter results that topped Wall Street estimates, driven by a doubling of streaming profit and record domestic theme park revenue. Adjusted earnings per share came in at $2.06, up 28% from a year earlier and well above...

Coinbase Global (COIN) Is Down 10.2% After Q2 Loss and Cathie Wood Buying - What's Changed
Simply Wall St.2h agobullish
Coinbase Global (COIN) Is Down 10.2% After Q2 Loss and Cathie Wood Buying - What's Changed

In the past week, Coinbase Global, Inc. reported second-quarter 2026 results showing revenue of US$1,220.07 million and a net loss of US$359.47 million, a sharp reversal from net income a year earlier. At the same time, leadership changes, a renewed USDC partnership with Circle, and fresh buying by investor Cathie Wood have kept attention on Coinbase’s evolving business mix and regulatory positioning. With earnings turning to a loss and Cathie Wood increasing exposure, we’ll now examine how...