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Streaming TV platform Roku (NASDAQ: ROKU) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 21.9% year on year to $1.35 billion. Its GAAP profit of $1.08 per share was 81.9% above analysts’ consensus estimates.
Novavax raised its full-year 2026 adjusted total revenue outlook to $235–$275 million from $230–$270 million.
AT&T (NYSE:T) closed a $23 billion acquisition of wireless spectrum licenses from EchoStar (NASDAQ:ECHO) on July 28, a deal first announced in August 2025. The transaction adds roughly 50 MHz of low-band and mid-band spectrum covering more than 400 markets across the country, arriving just as the stock claws back the ground it lost when […]
Advanced Micro Devices said on Thursday it would buy chip startup Taalas for an undisclosed amount, strengthening its technology as it taps into the rapidly growing market for AI inference workloads. Toronto-based Taalas develops specialized silicon designed to reduce computing and memory bottlenecks in AI inference, the process of running trained AI models to generate responses or predictions. Specialized inference chips have become a critical focus for semiconductor makers as AI shifts from training to real-time, high-volume deployment, and companies race to cut computing costs.
A fragile breakthrough could reshape inflation and rate expectations
A testing partner's misconfiguration reportedly gave the model unintended internet access.
Moby summary of Celsius Holdings, Inc.'s Q2 2026 earnings call
Shares tumbled following the programmatic ad platform's earnings report, with revenue, earnings, and guidance falling well short of Wall Street's hopes, today, Aug. 6, 2026.
Streaming platform Roku on Thursday reported second-quarter revenue that beat Wall Street estimates, driven by its advertising and subscriptions segments. Roku is awaiting the closure of a deal to be acquired by Fox Corp for$22 billion, uniting the broadcaster's content empire with Roku's streaming distribution footprint. • Roku, a content distributor, carries streaming apps from Paramount and Netflix and has benefited from consumers leaving traditional TV.
Customer engagement platform Twilio (NYSE:TWLO) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 22% year on year to $1.50 billion. On top of that, next quarter’s revenue guidance ($1.51 billion at the midpoint) was surprisingly good and 3.2% above what analysts were expecting. Its non-GAAP profit of $1.47 per share was 11.1% above analysts’ consensus estimates.
Halozyme Therapeutics (HALO) delivered earnings and revenue surprises of +25.28% and +17.44%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Airbnb (ABNB) delivered earnings and revenue surprises of +14.17% and +0.81%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Nokia insiders are buying as the company doubles down on its AI-powered future with Nvidia.
The Metals Company has a bold business plan, but this rare-earth stock is already generating revenue and profits.
Nvidia Corporation (NASDAQ:NVDA) already sells the chips that train and run the world’s AI models. On July 26, the company made a case for owning a lot more of the design process too, expanding NVIDIA Agent Toolkit for engineering with the PhysicsNeMo and CUDA-X libraries that let software agents run physics simulations, solvers, and even […]
Joby Aviation Stock Jumps on Strong Guidance and FAA Certification Progress
Moderna (MRNA) is back in focus after the US Food and Drug Administration approved mFLUSIVA, the company’s mRNA based flu vaccine for adults aged 50 and over, sparking renewed interest in the stock. See our latest analysis for Moderna. The FDA approval of mFLUSIVA comes after a period of sharp swings in Moderna’s share price, with a 1-month share price return down 31.23% but a year to date share price return up 82.29%. At the same time, the 1-year total shareholder return of 110.61% contrasts...
Voyager Technologies (NYSE: VOYG) has been selected by Raytheon to provide solid controllable throttleable propulsion and advanced DACS technology for the Standard Missile 3 interceptor family. The contract marks a new defense win for Voyager Technologies, adding high precision maneuvering systems work to its portfolio alongside recent activity in acquisitions and space infrastructure. The Raytheon partnership positions Voyager Technologies as a key supplier within advanced missile and space...
Datadog raised its annual outlook, but the market demanded faster acceleration after the stock's powerful pre-earnings advance.
DoorDash (DASH) has put fresh numbers on the table after reporting second quarter results that combined higher sales, softer net income, a completed share buyback tranche, and a key FAA certification for its DoorDash Air drone program. See our latest analysis for DoorDash. DoorDash shares have picked up speed in recent weeks, with a 7 day share price return of 7.1% and a 90 day share price return of 21.0%, even though the year to date share price return is still down 5.7%. Over a longer...
Axon Enterprise (AXON) lifted its 2026 revenue growth outlook to a range of 32% to 34% after reporting Q2 results that exceeded sales estimates but came with margin pressure and an earnings per share miss versus expectations. See our latest analysis for Axon Enterprise. The raised 2026 guidance comes after a sharp rebound in Axon Enterprise’s share price, with a 7 day share price return of 14.74% and a 90 day share price return of 42.77%. That pace contrasts with a 1 year total shareholder...
MARA’s bitcoin holdings drove a $611 million quarterly loss, while new sites and bitcoin-backed borrowing advanced its planned expansion into AI infrastructure.
Symbotic Inc. recently reported third-quarter 2026 results, with revenue rising to US$720.84 million and net income reaching US$11.67 million, alongside the appointment of former Bain Capital Co‑Chair Steve Pagliuca to its Board and new fourth‑quarter revenue guidance of US$760 million to US$780 million. The company’s return to profitability over both the quarter and the nine‑month period, coupled with revenue guidance that points to continued operational momentum, could be especially...
Western Digital delivered expanding margins and strong guidance, but extraordinary expectations left little tolerance for an ordinary beat.
Archer Aviation (NYSE:ACHR) reports a breakthrough ZEE AI foundation model for real time prediction of surface aircraft trajectories, aimed at supporting safer aviation and air traffic management. The company completes a piloted city to city roundtrip using its electric Midnight air taxi under an FAA collaboration, marking a step toward potential commercial urban air mobility services. Investors watching Archer Aviation and the broader push into aerial automation may also want to review...
Moby summary of Townsquare Media, Inc.'s Q2 2026 earnings call
Rocket Lab Rockets Higher on Blockbuster U.S. Space Force Award
Moby summary of Bentley Systems, Incorporated's Q2 2026 earnings call
Redwire is making progress, but remains a speculative investment.
Collaboration software company Atlassian (NASDAQ:TEAM) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 27.6% year on year to $1.77 billion. Guidance for next quarter’s revenue was optimistic at $1.71 billion at the midpoint, 2.8% above analysts’ estimates. Its non-GAAP profit of $1.87 per share was 24.5% above analysts’ consensus estimates.
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