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Hims & Hers Health Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Hims & Hers Health Q2 Earnings Call Highlights

Hims & Hers Health (NYSE:HIMS) reported second-quarter 2026 revenue of more than $753 million, up nearly 40% from a year earlier, as the telehealth company added 300,000 net new subscribers and ended the period with nearly 3 million subscribers globally. Chief Financial Officer Yemi Okupe said dome

Cannae Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Cannae Q2 Earnings Call Highlights

Cannae (NYSE:CNNE) outlined plans to continue repurchasing shares, monetize non-core assets and expand its sports and entertainment portfolio during its second-quarter 2026 earnings call, as the company reported lower operating revenue and significant impairment charges related to its restaurant gro

Babcock Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Babcock Q2 Earnings Call Highlights

Babcock (NYSE:BW) reported higher second-quarter revenue, net income and adjusted EBITDA, citing increased project activity and demand for reliable power generation from utility, industrial and data center customers. Chairman and Chief Executive Officer Kenny Young said the company raised its full-

IonQ (IONQ) Stock Trades Up, Here Is Why
StockStory3d agoneutral
IonQ (IONQ) Stock Trades Up, Here Is Why

Shares of quantum computing company IonQ (NYSE:IONQ) jumped 11% in the afternoon session after the quantum computing company posted a large second-quarter revenue beat, raised full-year guidance, and announced a $28 million DARPA contract extension. IonQ delivered about $80.1 million in Q2 revenue—roughly 287% year over year and far above prior guidance and Street ranges—then lifted 2026 revenue guidance to $280–$290 million from $260–$270 million. Management said growth came from Tempo system d

Bloomberg3d agoneutral
Trump Defends Infantino as UEFA-Led Schism With FIFA Deepens

(Bloomberg) -- US President Donald Trump offered his support to embattled FIFA President Gianni Infantino amid a growing revolt that threatens his leadership.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Nvidia Taps Wall Street for $500 Billion Funding CommitmentGameStop’s Ryan Cohen Weighs Pulling $56 Billion EBay Offer“FIFA

All eyes on Disney as 'Toy Story 5' massively validates new strategy
TheStreet3d agoneutral
All eyes on Disney as 'Toy Story 5' massively validates new strategy

Disney (DIS) shares climbed after the company reported fiscal third-quarter results that beat Wall Street expectations. The numbers gave investors a reason to look past a rough year for the stock. The report landed on Aug. 5. By the next afternoon, shares had risen about 2.5% to $104.31, and the ...

What Does Walmart (WMT) Joining Fed Data Talks Mean For Its Pricing Power?
Simply Wall St.3d agoneutral
What Does Walmart (WMT) Joining Fed Data Talks Mean For Its Pricing Power?

Walmart (NasdaqGS:WMT) is taking a higher profile in US economic policy as former CEO Doug McMillon joins a new Federal Reserve task force focused on real time retail data and AI. The Fed group is expected to explore how large scale transaction data from retailers could inform future monetary policy signals and economic monitoring. At the same time, US presidential candidates are increasing public pressure on major retailers, including Walmart, over pricing practices and the perceived impact...

Dell (DELL) Stock May Be Undervalued On A Huge Five Year Run
Simply Wall St.3d agoneutral
Dell (DELL) Stock May Be Undervalued On A Huge Five Year Run

Dell Technologies stock has delivered very strong long term returns, yet current valuation checks still suggest the shares may trade below an estimate of intrinsic value. Both a Discounted Cash Flow (DCF) approach and earnings based multiples currently point to the stock as undervalued, which is a striking setup given how far the price has already run. Over the past 5 years, Dell Technologies has returned close to 9x for shareholders, which puts recent pricing in the context of an already...

SpaceX (SPCX) Stock Trades At A Premium Following Its 21% Rebound
Simply Wall St.3d agoneutral
SpaceX (SPCX) Stock Trades At A Premium Following Its 21% Rebound

Space Exploration Technologies stock has rebounded sharply in the past week, yet the broader valuation checks currently lean expensive. This puts the recent move under closer scrutiny for investors who care about price versus fundamentals. The share price is up 21.1% over the past week, which quickly changes the entry point for anyone looking at Space Exploration Technologies after its post IPO pullback. Heavy spending on AI and telecom infrastructure can support long term revenue ambitions...

Apollo Global Management (APO) Joins $500 Billion AI Infrastructure Fund
Simply Wall St.3d agoneutral
Apollo Global Management (APO) Joins $500 Billion AI Infrastructure Fund

Apollo Global Management (NYSE:APO) is part of a planned US$500b AI infrastructure fund alongside Nvidia and other large Wall Street investors. The fund targets data centers and related AI infrastructure, highlighting growing capital demand for large scale computing projects. Apollo announced a new innovation hub in Austin, Texas, intended to expand its presence in a major US technology and industrial center. Together, these moves represent a material extension of Apollo's focus on AI...

GameStop (GME) Rethinks $56 Billion Bid And Pitches Partnership Instead
Simply Wall St.3d agobullish
GameStop (GME) Rethinks $56 Billion Bid And Pitches Partnership Instead

GameStop (NYSE:GME) CEO Ryan Cohen is reconsidering the company's proposed US$56b takeover offer for eBay and is now exploring alternative structures. Cohen is said to favor a joint venture or partnership that would use GameStop's physical retail network to support eBay's platform. The revised approach could include GameStop seeking board seats at eBay instead of pursuing a full acquisition. For readers looking to explore related ideas in businesses tied to key materials and supply chains,...

Is FedEx (FDX) Using Robotics To Sharpen Its Cost Edge Or Just Keep Pace With Rivals?
Simply Wall St.3d agoneutral
Is FedEx (FDX) Using Robotics To Sharpen Its Cost Edge Or Just Keep Pace With Rivals?

FedEx has already begun deploying Dexterity’s dual-armed Mech trailer loading robots at its Hagerstown, Maryland hub, automating physically demanding trailer-loading tasks to enhance efficiency in its ground operations. This move underlines FedEx’s push to embed advanced robotics into its network, aligning its automation efforts more closely with logistics peers such as Amazon that are scaling similar technologies. We’ll now explore how FedEx’s rollout of robotic trailer loading systems fits...

SEDG Q2 Deep Dive: Guidance Miss and Market Softness Temper Strong Execution
StockStory3d agobearish
SEDG Q2 Deep Dive: Guidance Miss and Market Softness Temper Strong Execution

Solar power systems company SolarEdge (NASDAQ:SEDG) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 19.6% year on year to $346.2 million. On the other hand, next quarter’s revenue guidance of $325 million was less impressive, coming in 12.6% below analysts’ estimates. Its non-GAAP profit of $0.05 per share was significantly above analysts’ consensus estimates.

USA Rare Earth Q2 Earnings Call Highlights
MarketBeat3d agoneutral
USA Rare Earth Q2 Earnings Call Highlights

USA Rare Earth (NASDAQ:USAR) reported second-quarter revenue of approximately $6 million, generated by third-party sales from its Less Common Metals metal and alloy-making business, while outlining progress on its mine-to-magnet supply chain strategy outside China. The company reported a net loss a

Archer Aviation Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Archer Aviation Q2 Earnings Call Highlights

Archer Aviation (NYSE:ACHR) said it has entered agreements to acquire Boeing-owned Wisk Aero, Insitu and SkyGrid in an all-stock transaction that is expected to close by the end of the year, broadening its operations beyond electric air taxis into unmanned aircraft systems, aviation artificial intel

Wall Street veteran shifts S&P 500 target after record-setting rally
TheStreet3d agobullish
Wall Street veteran shifts S&P 500 target after record-setting rally

It was only weeks ago that the general thinking was that War in the Middle East and overinflated stock valuations were coming home to roost, setting investors up for a reckoning. The logic was sound, given that the mid-term year is historically one of the riskiest for the S&P 500, suffering an ...

Nvidia's CEO just sent strong signal to stock market investors
TheStreet3d agoneutral
Nvidia's CEO just sent strong signal to stock market investors

In early June 2026, AI and chip stocks lost roughly $1.3 trillion in combined market value in a matter of days. Investors who had been riding the AI wave suddenly started asking whether the trade had run too far ahead of reality. Nvidia shares had pulled back more than 15% from their May peak. ...