News

Growth-stock selloffs after second-quarter earnings sparked retail dip-buying, with AppLovin and Dutch Bros leading investor interest.

In early August 2026, Block reported second-quarter revenue of US$6,617.69 million with net income of US$88.52 million, while also completing a multi-year US$4.43 billion share repurchase program that retired 11.03% of its stock. A day later, Google announced an expanded collaboration with Square that plugs food and beverage sellers directly into Ask Maps and Order by Cash App, tying Block’s payments ecosystems more tightly into everyday AI-driven restaurant discovery and ordering. Next,...

Motorola Solutions recently reported past second-quarter 2026 results with revenue of US$3,133 million and net income of US$557 million, alongside a new fixed-rate senior unsecured bond offering and a small US$1 million fixed-asset impairment. The company also raised its full-year 2026 revenue guidance to about US$12.98 billion, supported by a record US$15.60 billion backlog and continued share repurchases under its long-running buyback program. Now we will examine how the raised full-year...

BARK Inc (BARK) beats guidance with $78.8M revenue and positive adjusted EBITDA, while expanding retail partnerships and Bark Air growth.

SharonAI Holdings Inc (SHAZ) secures $4.9 billion NVIDIA deal and $8.8 billion revenue book, positioning for material Q4 2026 revenue ramp despite execution risks.

SPCX stock climbed 6% on Thursday despite 911.5 million shares becoming eligible for sale after a lockup expired.

TSMC and Intel both reported blowout quarters riding the same AI wave, yet one walks away with a 67% gross margin while the other bleeds billions from its foundry. Whether Intel can close that gap in the next year comes down to a single unresolved bet.

Costco has compounded its membership base, its warehouses, and its earnings at an impressive clip, yet the stock has gone nowhere for a year while the broader market climbed 21%. The question worth sitting with is whether the next big move belongs to patient buyers or to those already holding.

In August 2026, Cognex’s board declared a quarterly cash dividend of US$0.085 per share and reported Q2 2026 results showing higher sales and earnings compared with the same period a year earlier, alongside updated revenue guidance for Q3 and full-year 2026. The company’s record quarterly performance, margin expansion and raised full-year outlook highlighted how demand across logistics, packaging, electronics and semiconductors is reinforcing its machine-vision and AI strategy. Now we’ll...

Buying this AI infrastructure stock isn't about timing the next report -- it's about recognizing when price and reality fall out of sync.

So why did a 36% growth quarter set off a double-digit sell-off?

Why Cheniere Energy’s latest earnings and guidance matter for investors Cheniere Energy (LNG) has drawn fresh attention after reporting quarterly earnings and revenue that exceeded analyst expectations, alongside higher 2026 earnings and production guidance that signals management confidence in the company’s outlook. For investors, this combination of an earnings surprise, raised full year guidance and updated production targets provides new information about how the company is running its...

The rally showed that investors are paying more attention to fast-growing healthcare and digital media companies.

ARKQ has outperformed BOTZ, but the latter offers more pure-play exposure to companies developing robotics technology.

Constellation Energy (CEG) is back in focus after reporting second quarter 2026 results, with sales of US$7,504 million and net income of US$513 million, along with an updated full year earnings outlook. See our latest analysis for Constellation Energy. Against that earnings beat, Constellation Energy’s share price has climbed 8.92% over the past month but is still down 28.71% on a year to date share price return basis, while the 3 year total shareholder return of 152.05% reflects how strong...

Strong cloud results and a July rebound in SaaS stocks, followed by select strong earnings, are boosting investor sentiment.

The S&P 500 has had a strong 2026. Most of the gains have come from the same group of technology and AI stocks that have been driving the market for two years. One portfolio manager just decided to look somewhere else. Chris Versace, portfolio manager of the TheStreet Pro Portfolio, initiated ...

Nvidia, Micron, and SK Hynix all look like big winners after SpaceX's first earnings call.

They all work together in the same business, but not all of these names bring the same risk and reward potential to the table.

Why Figma Stock Is In Focus After Its Latest Earnings Figma (FIG) is drawing fresh attention after its second quarter 2026 earnings, where revenue exceeded consensus estimates, AI tools contributed new monetization, and management raised full year revenue guidance despite higher AI related costs pressuring margins. See our latest analysis for Figma. Despite Figma lifting full year revenue guidance after its August 5 results, the stock fell about 15% on the day, which reflects investor concern...

Fundstrat's Tom Lee targets S&P 500 at 8,000 in August and names Ethereum as one of three leaders of the next leg higher.

Robinhood Markets (Nasdaq: HOOD) could very well be known as Cash Cat until the e-brokerage firm decided to call itself Robinhood. This is a fact that the firm's founder and CEO Vlad Tenev himself confirmed in an X post in April 2021. Recently, a meme coin called CASHCAT, recalling the lore around ...

Alphabet was founded in 1998 as Google, a company focused on internet search. In 2004, the company went public, and since then, it has expanded into a wide array of products and services, including Google Maps, the Android operating system, the Google Pixel phone, and Waymo self-driving taxis. In ...

The acquisition adds specialized AI inference technology to AMD’s roadmap as the chipmaker expands its full-stack AI platform beyond GPUs.

Nuclear investment is still growing, but nuclear share prices have been shrinking.

Datadog Inc (DDOG) delivers strong Q2 2026 results with record billings and RPO, while navigating a deliberate de-risking of guidance due to a major customer's usage reduction.

The company raised its 2026 guidance to mid single-digit growth, driven by robust bookings, a strong CSI business, and expanding opportunities in advanced logic and memory.

Despite a dip in total revenue, USA Today Co Inc (TDAY) posts its second consecutive profitable quarter, fueled by surging digital subscription ARPU and a transformative Palantir partnership.

BlackSky Technology Inc (BKSY) posts strong Q2 2026 results with record space-based intelligence revenue, positive adjusted EBITDA, and a strengthened balance sheet.

Unity Software Inc (U) reports 38% revenue growth and record free cash flow, pulling forward GAAP profitability to Q3 2026.