News

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.

The Trade Desk (TTD) delivered earnings and revenue surprises of -17.07% and -4.86%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

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

The social media company sent a fortune back to its owners, but the stock went nowhere. Here’s what the cash really bought, and what has to happen next for the bet to pay off.

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

While second-quarter fundamentals were broadly in line with analyst estimates, investors were concerned about other developments.

Dow ended lower following five consecutive sessions of gains.

Cathie Wood Offloads More Palantir Stock Despite AI Boom

MACOM Technology Solutions (NASDAQ:MTSI) reported record fiscal third-quarter results, citing strong demand across its data center, industrial and defense, and telecom markets. The company also issued fourth-quarter guidance that calls for another sequential increase in revenue, margins and adjusted

Lexicon Pharmaceuticals (NASDAQ:LXRX) reported a wider second-quarter loss as revenue declined sharply from the prior-year period, while the company highlighted completed enrollment in its Phase III SONATA-HCM trial and outlined plans to resubmit a new drug application for ZYNQUISTA in type 1 diabet

MKS (NASDAQ:MKSI) reported second-quarter 2026 revenue of $1.25 billion, up 16% sequentially and 28% from a year earlier, as demand increased across semiconductor, electronics and packaging, and specialty industrial markets. Management said revenue and key profitability measures reached the high end

Lightbridge (NASDAQ:LTBR) reported progress in its nuclear fuel development program during the second quarter and first half of 2026, including the removal of its first irradiated fuel material samples from Idaho National Laboratory’s Advanced Test Reactor and steps toward commercial-scale fabricati

Ligand Pharmaceuticals (NASDAQ:LGND) reported second-quarter 2026 results marked by higher royalty revenue and adjusted earnings, while highlighting the post-quarter close of its XOMA Royalty acquisition and a $700 million zero-coupon convertible-note offering. Total revenue rose 34% year over year

Sandisk's revenue and profit exploded, but its enormous previous rally made even exceptional growth vulnerable to disappointment.

The company is trying to compete in AI infrastructure, but is moving slowly.

Tesla Confirms $16.8 Billion AI Chip Megafactory to Power Musk's AI Empire

Former New York Gov. Andrew Cuomo predicted Congress will pass the CLARITY Act once lawmakers settle a fight over crypto ethics rules, even as Polymarket traders now give the bill just a 17% chance of becoming law this year. Speaking...