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Forkast News13d agoneutral
Google’s DeepMind Shakeup Reveals a Compute Landlord Betting on Infrastructure Over Research

Google is executing a fundamental architectural shift in how it manages the tension between high-stakes product delivery and long-horizon research. By consolidating DeepMind under a product-focused mandate while simultaneously spinning out its most ambitious scientific talent into a separately funded entity, the company is effectively adopting a compute landlord model. This strategy prioritizes the immediate, […]

NIKE (NKE) On China Reset And Store Closures Still Looks Pricey Against Fair Value
Simply Wall St.13d agoneutral
NIKE (NKE) On China Reset And Store Closures Still Looks Pricey Against Fair Value

Recent downgrades of NIKE (NKE), led by JPMorgan, have brought the company’s China reset and planned U.S. store closures to the forefront for investors who are reassessing near term revenue and earnings pressure. See our latest analysis for NIKE. NIKE’s share price has been under pressure for much of 2026, with the year to date share price return down 32.92% and the 1 year total shareholder return down 42.22%, even after a recent 2.22% single day gain that followed mixed earnings expectations...

Should Henry Schein’s Raised 2026 Sales Growth Guidance Require Action From Henry Schein (HSIC) Investors?
Simply Wall St.13d agoneutral
Should Henry Schein’s Raised 2026 Sales Growth Guidance Require Action From Henry Schein (HSIC) Investors?

Henry Schein, Inc. reported past Q2 2026 results with sales rising to US$3,458 million and net income to US$94 million, alongside higher basic and diluted earnings per share from continuing operations versus a year earlier. Importantly for long-term watchers, management also raised its 2026 total sales growth guidance, signaling greater confidence in the company’s operating initiatives and demand trends. Now we’ll examine how Henry Schein’s raised 2026 sales outlook reshapes its existing...

Why Voyager Technologies (VOYG) Is Up 53.5% After Raising 2026 Outlook And Closing Astrobotic Deal
Simply Wall St.13d agoneutral
Why Voyager Technologies (VOYG) Is Up 53.5% After Raising 2026 Outlook And Closing Astrobotic Deal

Voyager Technologies, Inc. (NYSE: VOYG) recently reported past second-quarter 2026 results with sales of US$52.75 million, raised its full-year 2026 revenue guidance to US$275 million–US$305 million, and highlighted the completed Astrobotic acquisition as a key part of its capital deployment plans. The combination of better-than-expected operational performance, a record backlog of new awards, and a push into lunar infrastructure through Astrobotic marks a meaningful evolution in how Voyager...

Evolus Q2 Earnings Call Highlights
MarketBeat13d agoneutral
Evolus Q2 Earnings Call Highlights

Evolus (NASDAQ:EOLS) reported second-quarter revenue growth of 21% and raised the lower end of its full-year 2026 revenue outlook, citing market-share gains in neurotoxins and hyaluronic acid injectable gels, continued customer adoption of its portfolio and expanding international operations. Globa

eBay Q2 Earnings Call Highlights
MarketBeat13d agoneutral
eBay Q2 Earnings Call Highlights

eBay (NASDAQ:EBAY) reported second-quarter results that exceeded its guidance ranges and consensus expectations, driven by growth in focused categories, consumer-to-consumer sales, recommerce and newer initiatives including eBay Live, vehicles and shipping. Gross merchandise volume, or GMV, increas

Duolingo Q2 Earnings Call Highlights
MarketBeat13d agoneutral
Duolingo Q2 Earnings Call Highlights

Duolingo (NASDAQ:DUOL) reported accelerating user growth in the second quarter, with daily active users rising 23% year over year, as the language-learning company continued to prioritize product improvements, retention and long-term audience expansion. Co-founder and CEO Luis von Ahn said the comp

Wayfair found growth where the housing market is weakest
TheStreet13d agoneutral
Wayfair found growth where the housing market is weakest

Wayfair (W) just posted the kind of quarter that should be impossible in today’s housing market. Existing-home sales fell 2.4% in June. Pending sales dropped 5.4%. Elevated mortgage rates and record home prices have kept many buyers from moving, cutting off a traditional source of demand for ...