News

Toast (TOST) is back in focus after Q2 2026 results exceeded analyst expectations on both revenue and earnings, alongside a higher full year outlook and new AI driven partnerships with Google and BWH Hotels. See our latest analysis for Toast. Toast’s recent rally has gathered pace, with a 30 day share price return of 17.3% and a 90 day share price return of 38.6%. However, the 1 year total shareholder return declined 23.9%, so recent momentum contrasts with a weaker longer term picture. If...

Unusual Machines, Inc. has reported past second-quarter 2026 results showing sales rising to US$16.72 million from US$2.12 million a year earlier, with a quarterly net loss of US$7.78 million and basic loss per share from continuing operations of US$0.16. For the first half of 2026, the company moved from a net loss of US$10.23 million a year ago to net income of US$2.5 million, helped by strong revenue growth and supported by US$60 million of fresh capital to scale production and integrate...

Brookfield stock has delivered a very strong 103.4% return over the past three years, yet its current valuation checks lean expensive and raise questions about how much upside is already reflected in the price. Brookfield is up 103.4% over three years, which puts recent gains front and center when assessing what investors are now paying for each dollar of earnings and assets. Large transactions such as the Aypa Power battery storage acquisition and the Kuwait pipeline joint venture can...

Recently, the Zacks Transportation – Shipping industry highlighted how diversification, digitalization, and potential easing of US–Iran tensions are aiding companies including ZIM Integrated Shipping Services, International Seaways, and Genko Shipping & Trading, with ZIM also cited for its emphasis on sustainable shipping solutions. This focus on digital tools, innovative technologies, and greener operations places ZIM in a distinctive position within the container shipping space as...

Cisco Systems (CSCO) is back in focus as investors watch a cluster of AI and security developments, including its role in the Tech Mahindra Security Service Edge partnership and new emergency calling integration for Webex. See our latest analysis for Cisco Systems. Against this backdrop of AI infrastructure orders, security partnerships and the upcoming August 12 earnings call, Cisco Systems has seen momentum build, with a 30 day share price return of 8.13% and a 1 year total shareholder...

Lyft stock is coming off a mixed five year stretch, with the share price down sharply over that window yet still carrying a valuation profile that screens as relatively cheap on several checks. That puts fresh focus on whether recent optimism is fully reflected in today’s price. Over the past five years, Lyft shares have fallen 69.7%, which means longer term holders are still sitting on sizeable losses despite more recent gains. The recent move to test autonomous ride hailing in London with...

In recent days, Coherent has drawn attention as analysts highlighted expectations for strong year-over-year earnings and revenue growth ahead of its August 12 fiscal fourth-quarter report, alongside its expanding role in AI-related optical networking. At the same time, reports of potential U.S. restrictions on Chinese optical transceivers and Coherent’s positioning as a leading supplier have sharpened focus on the company’s role in critical AI data center infrastructure. Against this...

In early August 2026, Archer Aviation announced that its ZEE aviation AI model can predict aircraft movements on airport surfaces minutes ahead and that its piloted Midnight eVTOL completed a roundtrip flight between Salinas and Monterey in about nine minutes each way. Together, these milestones suggest Archer is positioning itself not only as an electric air-taxi manufacturer but also as a potential provider of advanced aviation safety and traffic-management software. We’ll now examine how...

Nokia Oyj (HLSE:NOKIA) has partnered with Ooredoo and Nvidia on a multi billion dollar AI compute platform for Southeast Asia, centered on Indonesia's Zankore platform. The collaboration focuses on building large scale AI infrastructure to support regional demand for advanced compute and digital services. The deal marks a further step in Nokia's shift toward AI focused network solutions and digital transformation projects in selected markets. Consider broadening your research to other...

In the past week, Figma, Inc. reported second-quarter 2026 results with revenue rising to US$370.08 million while swinging from a US$28.23 million net profit a year earlier to a US$112.15 million net loss, alongside six-month revenue of US$703.52 million and a US$254.55 million net loss. The company also raised its full-year 2026 revenue outlook to about US$1.46 billion and highlighted early traction from AI credit monetization, even as heavier AI and marketing spend weighed on current...

Figma crushed its Q2 revenue and earnings targets, yet the stock cratered nearly 15%. The culprit? Soaring AI costs that are growing more than twice as fast as sales.

↗️ Sweetgreen (SG): Shares of the fast-casual salad chain slumped 15%. The company said its second-quarter loss widened and it lowered its outlook as the cyclosporiasis outbreak weighs on demand. ↗️ Airbnb (ABNB): The short-term rental company raised its forecast for the year citing a ramp up in global demand as it uses artificial intelligence to improve its platform.

Moby summary of Millicom International Cellular S.A.'s Q2 2026 earnings call

Moby summary of Evolent Health, Inc.'s Q2 2026 earnings call

Today, Aug. 6, 2026, software and cloud names tumbled as investors question valuations while geopolitical tensions added fresh headwinds.

Moby summary of Sotera Health Company's Q2 2026 earnings call

Franklin Covey (NYSE:FC) outlined a presentation-development framework aimed at helping professionals move audiences from receiving information to taking action during a webinar led by Darren, an executive coach and senior leadership consultant at the company. The session, titled “Presenting for Im

Ardelyx (NASDAQ:ARDX) reported second-quarter product revenue of $118 million, up 31% from a year earlier and representing the company’s largest quarterly revenue total to date. The company lowered its 2026 revenue outlook for IBSRELA while maintaining its forecast for XPHOZAH, citing increased paye

Applied Optoelectronics (NASDAQ:AAOI) reported record second-quarter revenue and a return to non-GAAP profitability as demand for data center networking products and CATV equipment continued to grow. Management said near-term sales remain constrained primarily by production capacity and the availabi

Flutter Entertainment (NYSE: FLUT), parent of FanDuel, is having a rough year. The stock is down 57% year to date. The latest quarterly results didn’t help. The company missed on EPS, cut guidance and announced a CEO change. Shares fell 11% on the print. But Michael Burry sees a buying opportunity. In a recent Substack […]

Space Exploration Technologies Corp. CEO Elon Musk said Tuesday that people are underestimating Starlink’s long-term potential and believes the satellite internet network could eventually deliver a majority of the world’s internet traffic in less than a decade. ‘People are Really...

Moby summary of Sabre Corporation's Q2 2026 earnings call

While the top- and bottom-line numbers for Atlassian (TEAM) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Signet (SIG) closed at $93.88 in the latest trading session, marking a -2.79% move from the prior day.

In the most recent trading session, SentinelOne (S) closed at $20.76, indicating a -1.14% shift from the previous trading day.

Alibaba (NYSE:BABA) unveiled its largest and most capable AI model to date on August 3, and the market noticed immediately, sending its Hong Kong-listed shares up about 7% the same day. The new model, Qwen3.8-Max, arrives as Chinese AI developers race each other on a near-weekly cadence, and it is another data point in the […]

The ad-tech company missed revenue and earnings expectations, while a weaker forecast overshadowed strong customer retention and sent shares sharply lower after hours.

Investing.com -- Twilio Inc (NYSE:TWLO) shares surged 16.5% in after-hours trading Thursday after the customer engagement infrastructure company reported second quarter results that exceeded analyst expectations and issued guidance well above consensus estimates.

Moby summary of Genie Energy Ltd.'s Q2 2026 earnings call

Moby summary of Commerce.com, Inc.'s Q2 2026 earnings call