Leadership departures have increased scrutiny of Alphabet's AI execution while infrastructure spending approaches $200 billion.
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NVIDIA just picked a side in the AI cloud wars, and the market responded by punishing one company while rewarding another. Find out why one neocloud surged while a giant stumbled when billions in fresh capital started moving.

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.

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 […]

Management believes the current handset downturn is bottoming, but investors will need to see further proof before becoming aggressively bullish.
Rapid direct-to-consumer and Asian expansion could not prevent a quarterly sales miss or concerns about slower growth in On's largest region.

As part of its acquisition of TradeZero, a U.S.-focused online brokerage serving active traders, etoro said it will issue up to 2.5 million in new shares.

Even owning TikTok may not be enough to save Oracle stock.

Elon Musk's SpaceX briefly regained its IPO price of $135 a share on Monday after climbing 25% in three trading days. It struggled to hold that level.

The prediction market platform hired a chief growth officer and four other senior officials as it prepares for the NFL season and midterm elections

The business is booming amid the AI data center build-out, so what went wrong here?
Neutron may not make its first flight in 2026.

Friday's Argus upgrade sent SpaceX stock soaring 11%, but Tuesday's tape is telling a different story as post-IPO supply pressures resurface and prediction markets assign a 92.5% chance of a down close.
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

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...

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 […]

ONON's DTC momentum and Asia-Pacific growth drive stronger margins. The company raises its 2026 gross margin outlook.

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.

HIMS posts a wider-than-expected loss and weaker gross margin in second-quarter 2026 despite strong revenue growth and a raised full-year outlook.

Americas sales grew just 13% in constant currency terms in Q2, slowing from 17% growth the prior quarter

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 missed top-line estimates and cut sales guidance for the year.

Three Fed rate cuts transformed FDRR from a timely bet into a potential mismatch, and income investors holding it may not realize what they actually own beneath the dividend label.

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...

Co-CEO David Allemann said On Holding is winning over what it calls the “movement class,” consumers who view fitness as part of their identity.

The sale sounds like a lot, but the CEO still has skin in the game with nearly 472,000 shares owned directly.

Life360 beat on revenue and still lost a quarter of its value. The story is all about the targets management didn't raise.
Rocket Lab Stock Tumbles After Earnings. Weak Margin Guidance Sparks Selloff
