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Palantir, Coherent, Lumentum, ON Semi, and More Stocks That Explain Today’s Market
Barrons.com2d agoneutral
Palantir, Coherent, Lumentum, ON Semi, and More Stocks That Explain Today’s Market

Stock futures were rising on Tuesday, putting the on the brink of a record high as tech extended its recent rebound. Palantir was the S&P 500’s best performer ahead of the opening bell, surging 16% after the data analytics software developer reported strong second-quarter earnings. CEO Alex Karp described the quarter as “otherworldly,” as U.S. commercial revenue rose 149% from a year ago.

Podcast: A Preview of SpaceX’s First Public Earnings
The Wall Street Journal2d agoneutral
Podcast: A Preview of SpaceX’s First Public Earnings

Elon Musk’s SpaceX today reports its first quarterly earnings as a public company. In the wake of its post-IPO stock drop and Tesla’s negative quarterly cashflow, what can investors expect? 🎧 The latest episode of the Tech News Briefing podcast gets into all of that.

We Love Betting on Fallen Investing Stars
The Wall Street Journal2d agobearish
We Love Betting on Fallen Investing Stars

There are still lessons to be learned from last week’s meltdown at hedge fund Situational Awareness. One is that investors can be too quick to forgive and forget, focusing on the heady gains instead of reckless behavior. Humbled manager Leopold Aschenbrenner, whose surname means ash burner, probably will rise like a phoenix.

SpaceX Set for First Quarterly Results Since IPO as Investors Assess Valuation
InvestorsHub2d agoneutral
SpaceX Set for First Quarterly Results Since IPO as Investors Assess Valuation

SpaceX (NASDAQ:SPCX) is due to publish its quarterly results after the close of trading on Tuesday, marking the company’s first earnings report since its highly anticipated stock market debut. The release is expected to provide investors with a clearer picture of whether the company’s financial performance supports the ambitious growth expectations that accompanied its listing, particularly as it continues to invest heavily in artificial intelligence and space technologies.

SpaceX's satellite ambitions squeeze out rivals reliant on its rockets
Reuters2d agoneutral
SpaceX's satellite ambitions squeeze out rivals reliant on its rockets

SpaceX is increasingly reserving space on its rockets to launch its own Starlink satellites, crowding out rival space companies that have long depended on Elon Musk's company to get their payloads into orbit. Starlink's share of SpaceX missions has grown year after year, rising from 54% of the Falcon 9 rocket's manifest in 2020 to about 79% so far in 2026, according to a Reuters analysis ‌of launch data compiled by astrophysicist Jonathan McDowell. In recent months, at least seven spacecraft companies have been told that Falcon 9 is fully booked for all types of missions until 2028 or 2029, eight sources told Reuters. ‌They added that the bottleneck is driven by SpaceX's plans to transition to the new Starship rocket, designed to be fully reusable and cheaper than Falcon 9.

Will Elon Musk's Bullish Starlink Bet Help SPCX Recover? Billionaire Charts Ambitious Connectivity Plan Ahead of SpaceX Earnings
Benzinga2d agoneutral
Will Elon Musk's Bullish Starlink Bet Help SPCX Recover? Billionaire Charts Ambitious Connectivity Plan Ahead of SpaceX Earnings

Space Exploration Technologies Corp. (NASDAQ:SPCX) is doubling down on its satellite connectivity goals as the Elon Musk-led company is preparing to launch its second-generation Direct-to-Device (D2D) service in the third quarter of 2027, according to filings with the Canadian government on Monday. Natively Supported Devices The company had earlier partnered with Canadian Telecom company Rogers Communications Inc. (NYSE:RCI) in 2025 to launch Starlink’s first-gen system in the country, which is

How SpaceX Stock Will Trade After Earnings.
Barrons.com2d agoneutral
How SpaceX Stock Will Trade After Earnings.

Early trading in SpaceX stock has been wild. Coming into earnings, SpaceX stock was down 15% from its $135 IPO price and 43% from its record closing high of $201.80, reached on June 16. Recent short selling will only add to the SpaceX post-earnings volatility.

What to Watch for in SpaceX’s Earnings Report
The Wall Street Journal2d agoneutral
What to Watch for in SpaceX’s Earnings Report

SpaceX is due to release its first earnings report as a public company after the close today. Here’s what to look for in its second-quarter performance: Starlink growth: SpaceX’s satellite internet product is the company’s cash cow.

Rockets, Starlink, AI: SpaceX faces its first Wall Street grilling
AFP2d agoneutral
Rockets, Starlink, AI: SpaceX faces its first Wall Street grilling

Less than two months after a record-breaking IPO, SpaceX is set to publish its first quarterly results after markets close on Tuesday, as the share price of Elon Musk's rocket ship and AI company has lost around half its value since peaking in June.Above all, Tuesday's results will show the extent of SpaceX's evolution from being primarily a rocket company to a conglomerate with AI at its core.

Palantir Cashes In on Its Early SpaceX Bet As IPO Windfall Juices Quarterly Earnings
Benzinga2d agobearish
Palantir Cashes In on Its Early SpaceX Bet As IPO Windfall Juices Quarterly Earnings

Palantir Technologies Inc. (NASDAQ:PLTR) reported unrealized gains from its investment in Space Exploration Technologies Corp. (NASDAQ:SPCX), boosting its second-quarter earnings, making it the latest major technology company to benefit from the Elon Musk-led company’s blockbuster public debut. SpaceX Stake Added to Quarterly Earnings During the company’s second-quarter earnings call on Monday, CFO David Glazer said unrealized gains from the company’s SpaceX investment contributed $0.03 to GAAP

Snap Q2 Earnings Call Highlights
MarketBeat2d agoneutral
Snap Q2 Earnings Call Highlights

Snap (NYSE:SNAP) reported second-quarter revenue growth of 19% as the company cited improving advertising performance, rapid expansion in subscription-related revenue and increased cash generation. The company also said it is shifting its primary financial objective toward free cash flow per share w