
HawkEye 360 just had a fabulous Q2 -- but its stock costs too much, so it's going down today.
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HawkEye 360 just had a fabulous Q2 -- but its stock costs too much, so it's going down today.

Tom Lee wants a 10% correction before the S&P 500 reaches 8,000. Bitcoin, near $63,000, already took that hit.
(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Last October, JPMorgan ended Polymarket’s banking relationship over regulatory concerns but still maintains significant ties to the platform.

Strike 2! York Space IPO'ed just earlier this year, and has already missed earnings twice.

Cortrophin guidance cuts put more pressure on ANI Pharmaceuticals' second-half execution as the drug must deliver a sharper growth ramp.

In early August 2026, Kratos Defense & Security Solutions reported second-quarter revenue of US$458.8 million and higher net income year-on-year, raised its 2026 revenue outlook to US$1.75–US$1.81 billion, and highlighted new defense work including Javelin seeker development and support for Japan’s SPY-7 missile defense tests. These developments, alongside new U.S. tariffs aimed at boosting domestic drone production, highlight Kratos’ growing role in priority defense programs spanning...

Broadcom Inc. (NASDAQ:AVGO) traded down more than 5% Friday as a new estimate put an enormous number on the debt machine behind the chipmaker’s AI expansion. BofA analyst Tom Curcuruto estimates Broadcom’s chip-financing vehicle could reach $370 billion of senior...

Softbank Group Corp. unveiled a new stake in Capital One and disclosed that it sold 71.5% of its stake in Taiwan Semiconductor Holdings during the second quarter in filings with the U.S. Securities and Exchange Commission. Institutional investors, including wealth management entities, endowments, pension funds, hedge funds and others, are required to file a list of their holdings as of the end of each calendar quarter with the Wall Street regulator. In the most recent quarter, ended June 30, Softbank disclosed it had acquired 276,811 shares of Capital One, valued at $55.5 million, as of the end of the period.

CPRI's stronger margins and cost discipline support earnings, but a lower sales outlook highlights lingering Michael Kors weakness.

CDNS has fallen 12.9% in a month despite strong Q2 growth, as a lower valuation and AI demand clash with a still-steep premium.

Robinhood Market (NASDAQ:HOOD) CIO Stephanie Guild says the artificial intelligence boom may keep driving stocks to fresh records, but its enormous appetite for capital is creating a new threat to the rally: a 10-year Treasury yield above 5%. Speaking to...
(Updates with index/price moves, macroeconomic data, and geopolitical news from the first paragraph.

Himax Technologies (HIMX) is back in focus after reporting second quarter 2026 results that exceeded its earlier guidance, supported by demand for automotive display ICs and a positive outlook for revenue and profit in Q3. See our latest analysis for Himax Technologies. Despite a 2.9% pullback in the latest trading session to US$14.66, Himax Technologies has a year to date share price return of 71.9% and a 1 year total shareholder return of 98.8%. This suggests recent earnings and guidance...

KMB cuts its 2026 outlook as China diaper disruption weighs on growth, while productivity and volume-mix gains offer some support.

Fenway Sports Group sold a minority stake in Liverpool FC, with Amazon.com Inc. co-founder Jeff Bezos joining the ownership of one of the world’s most famous sports teams.

It's been a rocky week for this geothermal specialist.

The stock market’s early gains evaporated. The Nasdaq Composite was down 0.5% after opening higher. The S&P 500 was down 0.2%. The Dow Jones Industrial Average fell 110 points, or 0.2%. The market’s spill followed a sudden drop in chip stocks: The iShares Semiconductor ETF was down 1.

CoreWeave's bear case rests on GPUs aging out fast. But the company just signed a multi-year contract for Nvidia's 2020-era A100 chips, extending their revenue life through 2029. The debt markets are starting to price in what that means: Older Nvidia silicon may hold value far longer than Wall Street's depreciation models assume.

The SEC postponed its Friday meeting, which would consider whether to propose new crypto rules amid the Clarity Act limbo.

PETS' fiscal first-quarter 2027 sales decline year over year, but lower costs, stronger recurring sales and new partnerships offer signs of progress.

Crypto investors got a letdown this week–and not just from bitcoin prices.

CBRS shares sink 12% after Q2 as muted Q3 growth and margin pressure overshadow surging revenues, while its $25.4B RPO supports long-term growth.

Cerebras stock fell 12% after Q2 revenue missed estimates, even as the AI chipmaker raised its full-year guidance and reported a smaller loss.

RTX is expanding missile production and investing in advanced defense technologies as U.S. and allied demand for precision weapons grows.

Treasury yields are on pace for a weekly decline following signs of cooling inflation that bolster odds of a Fed hold, not hike, next month. Oil prices edge higher as the supply chain remains choked in the Middle East and the White House threatens Iran with more economic isolation.

The Federal Reserve now looks somewhat unlikely to raise interest rates at either of the next two meetings after a weak July retail sales report further assuaged concerns that the economy may be overheating. Last Friday's weak jobs report and the even weaker retail sales report "are bad news for workers and consumers, but potentially good news for the stock market, because it reduces the urgency at the Fed to raise rates to fight too-high inflation," wrote Chris Zaccarelli, chief investment officer at Northlight Asset Management.

The Trade Desk, Inc. (NASDAQ:TTD) shares plunged 21.9% on Friday, making the company the S&P 500’s worst performer, after a weak second-quarter report turned a long-running agency dispute into a harder question about the durability of its business model. Revenue increased just 3% to $715 million, below Wall Street’s approximately $753 million estimate and the […]
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