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TTD Q2 Deep Dive: Macro Headwinds and Execution Shortfalls Shape Outlook
StockStory46d agobearish
TTD Q2 Deep Dive: Macro Headwinds and Execution Shortfalls Shape Outlook

Digital advertising platform The Trade Desk (NASDAQ:TTD) missed Wall Street’s revenue expectations in Q2 CY2026 as sales rose 3% year on year to $715.1 million. Next quarter’s revenue guidance of $650 million underwhelmed, coming in 19.2% below analysts’ estimates. Its non-GAAP profit of $0.34 per share was 15.1% below analysts’ consensus estimates.

Vistra (VST) Just Grew Ebitda 30%, So Why Did Profit Fall?
Insider Monkey46d agobearish
Vistra (VST) Just Grew Ebitda 30%, So Why Did Profit Fall?

On August 7, Vistra (NYSE:VST) posted a quarter that reads like a puzzle. Ongoing Operations Adjusted EBITDA jumped more than 30% year-over-year to $1,767 million in the three months ended June 30, yet GAAP net income actually slipped to $305 million. The gap traces back to hedge accounting rather than the underlying business, a reminder […]

AppLovin shares drop on Bank of America downgrade
Proactive46d agobearish
AppLovin shares drop on Bank of America downgrade

AppLovin Corp (NASDAQ:APP) shares fell 5% to $321 after Bank of America downgraded the stock to Neutral, citing greater uncertainty around the company’s ability to sustain its long-term 30% revenue growth trajectory. Bank of America said AppLovin’s second quarter results raised questions...

Exxon’s (XOM) Profit Missed. So Why Is The Dividend Getting Stronger?
Insider Monkey46d agobearish
Exxon’s (XOM) Profit Missed. So Why Is The Dividend Getting Stronger?

ExxonMobil (NYSE:XOM) reported second-quarter 2026 results on July 31, and the headline number disappointed. Adjusted earnings came in at $3.52 per share, short of the $3.60 analysts expected, even though that figure was up sharply from a year earlier. Reported earnings were $14.5 billion, or $3.48 per share. But the company also generated $23.6 billion […]

Viavi Solutions EVP Sells 1,595 Shares for $60,000
Motley Fool46d agobearish
Viavi Solutions EVP Sells 1,595 Shares for $60,000

Paul McNab trimmed his direct equity stake by 10% while the stock maintains a 240% annual gain. The sale price of $37.37 exceeded the day's market close, suggesting strong execution amid sustained momentum.

Palantir (PLTR) AI Drives US Targeting In Iran As Missile Bottleneck Emerges
Simply Wall St.46d agobearish
Palantir (PLTR) AI Drives US Targeting In Iran As Missile Bottleneck Emerges

Palantir Technologies (NasdaqGS:PLTR) is reported to be the primary operating system behind the U.S. military's AI driven targeting in Iran through the Pentagon's Maven Smart System. The system is rapidly increasing the speed and volume of target identification, while existing missile production capacity is creating a bottleneck in execution. This gap between AI enabled targeting and missile availability is raising fresh questions about U.S. defense planning, supply chains, and dependence on...

On Holding shares slump on quarterly sales miss
Proactive46d agobearish
On Holding shares slump on quarterly sales miss

On Holding (NYSE:ONON) shares fell 19% after the company reported second-quarter net sales below expectations and issued full-year growth guidance at the lower end of forecasts, overshadowing strong direct-to-consumer growth and an expansion in gross profit margin. The Swiss sportswear...