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Microsoft’s (MSFT) Record Rally Puts Alphabet (GOOGL) Rivalry Back In Focus
Insider Monkey2d agobullish
Microsoft’s (MSFT) Record Rally Puts Alphabet (GOOGL) Rivalry Back In Focus

On July 30, Microsoft Corporation (NASDAQ:MSFT) delivered the single biggest one-day gain any company has ever recorded. Shares jumped more than 15% after the company forecast stronger-than-expected cloud growth and reaffirmed heavy cash generation into its new fiscal year. The move added nearly $450 billion in market value in a single session, pushing the market […]

The Trade Desk Stock Slumps After Revenue Misses Forecasts
Barrons.com2d agobearish
The Trade Desk Stock Slumps After Revenue Misses Forecasts

Shares of The Trade Desk slumped 22% in after hours trading after the advertising technology company reported second quarter revenue that fell short of expectations. The company reported adjusted earnings of 34 cents a share and revenue of $715 million, up 3% from a year ago. Analysts tracked by FactSet expected adjusted earnings of 18 cents a share and revenue of $752.6 million.

Cloudflare Stock Jumps After Revenue Soars Past Estimates
Barrons.com2d agobullish
Cloudflare Stock Jumps After Revenue Soars Past Estimates

Cloudflare stock was climbing Thursday night after the company reported better-than-expected second-quarter financials and third-quarter guidance as artificial intelligence boosts cybersecurity demand. Cloudflare reported second-quarter adjusted earnings of 29 cents per share on revenue of $696.1 million. Analysts surveyed by FactSet were expecting earnings of 27 cents per share on revenue of $665 million.

Investing.com2d agobullish
Roku beats second quarter estimates ahead of Fox acquisition

Investing.com -- Roku Inc (NASDAQ:ROKU) reported second quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.08 compared to the consensus estimate of $0.60, and revenue of $1.35 billion versus the $1.3 billion estimate.

Airbnb Stock Jumps After Q2 Earnings Beat, Strong Travel Demand Forecast
Investor's Business Daily2d agobullish
Airbnb Stock Jumps After Q2 Earnings Beat, Strong Travel Demand Forecast

Airbnb stock leaped late Thursday after the online vacation rental platform posted second-quarter results ahead of estimates and offered a strong forecast for the September quarter. Airbnb earned $1.37 per share for the June-ended quarter, up 33% from a year earlier. The gross value of bookings on Airbnb's platform increased 16% to $27.2 billion.

Halozyme Therapeutics (NASDAQ:HALO) Beats Expectations in Strong Q2 CY2026, Guides for Strong Full-Year Sales
StockStory2d agobullish
Halozyme Therapeutics (NASDAQ:HALO) Beats Expectations in Strong Q2 CY2026, Guides for Strong Full-Year Sales

Biopharmaceutical drug delivery company Halozyme Therapeutics (NASDAQ:HALO) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 47.7% year on year to $481 million. The company’s full-year revenue guidance of $1.87 billion at the midpoint came in 5.9% above analysts’ estimates. Its non-GAAP profit of $2.28 per share was 25.5% above analysts’ consensus estimates.

Investing.com2d agoneutral
Atlassian rockets 23% after crushing earnings and flexing cloud & AI muscle

The company posted adjusted earnings per share of $1.87, beating the analyst consensus of $1.50 by $0.37. Revenue reached $1.77 billion, surpassing the $1.66 billion estimate and representing a 28% increase YoY from $1.38 billion in the same quarter last year. Cloud revenue grew 31% YoY to $1.21 billion, while Data Center revenue came in at $461.9 million, above the $414.6 million estimate.