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Fastly stock has delivered a very strong 299.2% return over the past year, yet the valuation checks and market multiples still lean toward the shares looking expensive rather than obviously cheap. Fastly's 299.2% one-year gain places a lot of optimism into the current share price and leaves less room for disappointment if expectations ease. The company's role in securing AI driven traffic at the network edge, highlighted by its recent move to join Experian's Agent Trust ecosystem, can...

As investors look to balance growth opportunities with defensive positioning, Acadia Pharmaceuticals, CVS Health, and Eli Lilly stand out as healthcare names combining resilient business models with strong earnings momentum.

Offshore drilling contractor Transocean (NYSE:RIG) reported Q2 CY2026 results exceeding the market’s revenue expectations, but sales fell by 2.2% year on year to $966 million. Its non-GAAP profit of $0.03 per share was $0.02 above analysts’ consensus estimates.

Netlist (OTCMKTS:NLST) announced a five-year strategic alliance with Samsung covering a patent portfolio cross-license, memory product supply, technology cooperation and Samsung’s purchase of Netlist shares. Chief Executive Officer Chuck Hong said the agreement represents a major milestone for Netl

Beyond Meat (NASDAQ:BYND) reported second-quarter 2026 revenue above its guidance range as international retail growth partially offset continued weakness in U.S. channels and international food service. Management said the company is pursuing a turnaround centered on expanding in Europe and Canada,

Blue Bird (NASDAQ:BLBD) reported fiscal 2026 third-quarter revenue of $517 million and adjusted EBITDA of $71 million, as the school-bus manufacturer said it exceeded its guidance across metrics and raised its full-year adjusted EBITDA outlook. The company also announced an expanded collaboration w

Axon Enterprise (NASDAQ:AXON) reported second-quarter revenue of $904 million, up 35% from a year earlier, as growth across software, connected devices and counter-drone offerings extended the company’s streak of quarterly revenue growth above 30% to 10 consecutive quarters. During the company’s ea

Devon Energy Corp (DVN) beats guidance on production and costs, advances Coterra integration, and outlines a disciplined approach to asset sales and capital allocation.

Despite phosphate production cuts and elevated input costs, The Mosaic Co (MOS) leverages strong liquidity and cost discipline to weather market headwinds.

NiSource Inc (NI) navigates regulatory changes while securing $1.4 billion in customer bill relief from major data center agreements.

North America, Asia-Pacific, and South America drive 4% organic sales growth, offsetting Middle East and Eastern Europe declines.

For years, Costco has enjoyed one major advantage other than its low prices. The company has also benefited from the strength of its private-label brand. Costco's Kirkland Signature has evolved from a store brand into a destination brand. These days, Costco members seek out everything from apparel ...

SpaceX now expects $1 trillion in revenue by 2030, a year early, even as its stock fell on rising AI capex.

Few public offerings have created so many paper millionaires so quickly. But that was on paper.

Moby summary of Shopify Inc.'s Q2 2026 earnings call

Demand for the healthcare leader's weight-loss drugs continues to rise.

West Texas landowner Texas Pacific Land (NYSE:TPL) missed Wall Street’s revenue expectations in Q2 CY2026, but sales rose 31.2% year on year to $246.1 million. Its GAAP profit of $2.23 per share was 2.1% above analysts’ consensus estimates.

Moby summary of Primo Brands Corporation's Q2 2026 earnings call

Polymarket traders give just 18% odds to a Tesla-SpaceX merger in 2026. Here is why skepticism runs so deep.

Moby summary of Palmer Square Capital BDC Inc.'s Q2 2026 earnings call

Moby summary of Perrigo Company plc's Q2 2026 earnings call

Jeff Bezos executed his first Amazon stock transaction of the year, selling nearly $350 million in shares amid record market valuations.

General contracting company Tutor Perini (NYSE:TPC) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 19.2% year on year to $1.64 billion. Its non-GAAP profit of $1.74 per share was 37.6% above analysts’ consensus estimates.

Nikita Bier steps back as X product chief. His 30-product claim meets falling downloads and user data.

Moby summary of Insulet Corporation's Q2 2026 earnings call

<body><p>STORY: U.S. stocks ended mixed on Wednesday, with the Dow adding about half a percent to notch another record high close, the S&P 500 slipping marginally and the tech-heavy Nasdaq dropping more than eight-tenths of a percent.</p><p>The Nasdaq saw its first decline in five sessions as AMD fell 7% and SpaceX stumbled nearly 14% following the release of its quarterly earnings.</p><p>SpaceX shares could face additional pressure from the expiration of the stock's post-IPO lock-up period starting on Thursday, said Shana Orczyk Sissel, founder and CEO of Banríon Capital Management.</p><p>"There will likely be a lot of folks looking to sell their positions that they've held for a long time, to monetize their investment, which they've had for a while since the company was private. That's going to put pressure on the stock.&nbsp;[FLASH] So I would not be a buyer of SpaceX until we have a better idea of what kind of float's going to be out there after these lockups expire."</p><p>:: Amgen</p><p>Outside of tech, shares of Amgen gained about four-and-a-half percent on a second-quarter sales boost for the drugmaker, helping to lift the blue-chip Dow.</p><p>Rival Eli Lilly jumped about 5% after the company raised its full-year revenue forecast.</p><p>And shares of Disney rose roughly three-and-a-half percent after the entertainment giant beat quarterly profit expectations.</p></body>

Global media and publishing company News Corp (NASDAQ:NWSA) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 10.8% year on year to $2.34 billion. Its non-GAAP profit of $0.35 per share was 51.2% above analysts’ consensus estimates.

The EV maker's latest bounce-back could prove fleeting, but don't assume it shatters the long-term bull case.

Motorola Solutions raised its full-year revenue outlook above Wall Street estimates, ‌betting on strong demand for public safety ‌communications equipment and software. The company, which makes radio communication equipment, ​911 emergency call handling software, and body cameras widely used by law enforcement agencies, has benefited from strong demand from U.S. public safety agencies, ‌with the D-Fend ⁠acquisition extending its capabilities into counter-drone technology. Here are some details: • Motorola forecast ⁠annual revenue of about $12.98 billion versus its guidance of $12.8 billion earlier.

Every AI headline obsesses over GPUs. The chips get the attention, the stock gains, and the breathless coverage. But a GPU sitting idle while it waits for data to arrive is just an expensive space heater, and that overlooked wait is exactly what two chipmakers addressed this week. Microchip ...