High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
At the top of today’s show, we cover Galaxy Digital and TeraWulf’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, TeraWulf CFO Patrick Fleury…
One Stop Systems (NASDAQ:OSS) reported second-quarter 2026 revenue growth of 62.3% from continuing operations and raised its full-year revenue growth outlook, citing record bookings, expanding customer relationships and increased demand for ruggedized artificial intelligence and high-performance com
Zeta (ZETA) delivered earnings and revenue surprises of 5.00% and +5.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Catalyst's Q2 earnings per share are strained by merger costs and loan declines, but higher net interest income, improving credit quality and deposit growth support results.
Circle Stock Under Pressure After Q2 Beat as USDC Misses Expectations
SpaceX reported its first quarterly results as a public company, beating on revenue but falling 11% as investors focused on heavy capital spending. Its 18,712 bitcoin lost roughly $195 million in value during the quarter. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
ALAB's Q2 earnings and revenues top estimates as PCIe 6 drives over half of sales and Scorpio X-Series ramp-up toward a stronger third quarter.
SolarEdge is working on a turnaround -- but it's a work in progress.
Galaxy Digital (GLXY) shares fell more than 11% on Aug. 5 after the crypto financial services firm reported a second-quarter net loss of $85 million, weighed down by falling digital asset prices despite continued expansion of its artificial intelligence infrastructure business. The company posted ...
Analysts raised price targets after earnings, while bullish retail traders said AMD could climb as high as $800 on AI-driven growth.
Moby summary of SolarEdge Technologies, Inc.'s Q2 2026 earnings call
SPOT's Q2 earnings miss estimates as higher marketing, cloud and AI costs offset record margins, subscriber gains and stronger cash flow.
Kymera Therapeutics (NASDAQ:KYMR) said it completed enrollment in its Phase 2b atopic dermatitis trial of KT-621 about six months ahead of schedule, positioning the company to report top-line data by the end of 2026 and potentially begin Phase 3 development around mid-2027. Chief Executive Officer
Kratos's earnings last night weren't quite as good as they first appeared.
Moby summary of The Kraft Heinz Company's Q2 2026 earnings call
Moby summary of Innoviz Technologies Ltd.'s Q2 2026 earnings call
WYNN's Q2 earnings and revenues beat estimates and rise year over year, as Wynn Palace drives growth with a 21.1% revenue increase.
Moby summary of CDW Corporation's Q2 2026 earnings call
Palantir's Q2 may have finally justified its lofty premium.
Moby summary of CVS Health Corporation's Q2 2026 earnings call
Wall Street expects Sandisk to continue benefiting from AI infrastructure spend, particularly demand for storage and memory products used in data centers.
SpaceX's first quarterly report since its IPO sent shockwaves through the AI chip trade, rewarding one ETF with a 21% single-session surge while punishing a chipmaker that just posted record revenue. The winner and loser share the same catalyst.
CEO Stephen Yalof tells WWD that the "resilient" consumer, the World Cup, domestic tourism and blockbuster movies fueled sales and traffic.
LLY crushes Q2 earnings estimates and lifts its 2026 sales outlook as Mounjaro and Zepbound fuel strong revenue growth and newer drugs add momentum.
Innoviz Technologies (NASDAQ:INVZ) reported record second-quarter revenue of $18.1 million as higher recognition of non-recurring engineering, or NRE, revenue tied to customer milestones helped lift results. The lidar developer also said it is expanding into defense and homeland-security application
CLSK expects lower Q3 revenues and EPS as Bitcoin volatility, rising costs and network difficulty weigh on results.
Oshkosh tops Q2 estimates as sales rise 6.7% and Access orders hit $1.5B, but margin pressure and a slower fire truck ramp trim its 2026 outlook.
CleanSpark mined 586 BTC in July and ended the month with 13,931 BTC in inventory and a 50 EH/s operational hashrate
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