News

Reddit Inc (RDDT) posts 61% revenue growth and $1M per employee milestone, but navigates search volatility and US DAU declines.

BigBear.ai accelerates growth with record contract wins, expanded GenAI capabilities, and a strategic push into M&A despite widening adjusted EBITDA losses.

Roblox Corp (RBLX) reports strong user growth and cash flow, yet faces near-term monetization headwinds from algorithm changes and AI investments, leading to withdrawn full-year guidance.

Tempus AI Inc (TEM) reports strong Q2 2026 results with record revenue, FDA approval for xT CDx, and a major BioNTech partnership, driving a raised outlook for 25% annual growth.

Universal Display Corp (OLED) navigates a challenging Q2 with lower material sales, yet remains optimistic about second-half recovery driven by new product launches and expanding OLED adoption.

Amazon's Q2 2026 results showcase robust growth across all segments, with AWS revenue surging 36.7% and operating income up 43%, despite headwinds from rising costs and capacity constraints.

Strategy Inc (MSTR) boosts Bitcoin reserves to 846 BTC, cuts net debt to $6.7 billion, and unveils a $1 billion buyback plan to restore STRC to par value.

Monolithic Power Systems Inc (MPWR) posts record Q2 revenue of $981 million, up 48% year-over-year, and raises full-year enterprise data growth outlook to 130%.

Rivian beats delivery expectations with R2 launch, posts 27% revenue growth, and raises full-year outlook despite ongoing profitability challenges.

Nextpower Inc (NXT) posts record Q1 revenue of $935 million, with backlog surging to $5.5 billion amid aggressive diversification into energy storage and inverters.

Investor attention on Trade Desk (TTD) has sharpened ahead of its August 6 earnings report, as expectations point to revenue growth but flat earnings, along with fresh focus on agency partnerships and leadership changes. See our latest analysis for Trade Desk. Over the past year Trade Desk’s share price has lost momentum, with the 1 year total shareholder return down 78.98% and the year to date share price return down 51.49%. At the same time, recent leadership hires and the renewed Publicis...

Moby summary of Socket Mobile, Inc.'s Q2 2026 earnings call

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

BigBear.ai (NYSE:BBAI) reported second-quarter 2026 revenue growth and a substantial improvement in gross margin, while management said it is pursuing additional contract wins, product deployments and acquisitions to expand its position in defense, security, trade and travel technology markets. Rev

Moby summary of Coinbase Global, Inc.'s Q2 2026 earnings call

Revenue beat guidance as data center and nuclear demand surge.

Moby summary of Dolby Laboratories, Inc.'s Q3 2026 earnings call

Moby summary of PBF Energy Inc.'s Q2 2026 earnings call

Moby summary of Bristol-Myers Squibb Company's Q2 2026 earnings call

Shipbuilding revenue surged 15.7% as the company raised full-year guidance.

Revenue declined to $152M amid cautious customer demand and rising component costs.

Sony on Friday hiked its full-year operating profit forecast by 8% to 1.72 trillion yen ($10.72 billion), ‌citing the strength of its gaming business. The Japanese conglomerate has received ‌plaudits for its pivot to entertainment, but the market is concerned about the impact of ​AI and a memory chip price boom on its business. In the April-June quarter, ‌group operating profit rose 40% ⁠to 476.5 billion yen, beating analyst estimates, due to the strength of the gaming and image sensors businesses.

Moby summary of Universal Display Corporation's Q2 2026 earnings call

(Bloomberg) -- Sony Group Corp. raised its profit outlook after its lucrative content holdings generated continued growth, underscoring the entertainment group’s resilience in the face of rising component prices.Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Bil

Record indium phosphide revenue surges 164% as AI data center demand accelerates.

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

Record $12.1B backlog and 50% HVAC bookings growth signal strong data center demand ahead.

Refining margins expected to hold through 2027 as global product restocking continues.

Moby summary of MicroStrategy Incorporated's Q2 2026 earnings call

Moby summary of Monolithic Power Systems, Inc.'s Q2 2026 earnings call