Investing.com -- MongoDB (NASDAQ:MDB) reported second quarter fiscal 2027 results that exceeded analyst expectations, with adjusted earnings per share of $1.90 beating the consensus estimate of $1.61, while revenue of $771.8 million surpassed the $735.16 million estimate. Revenue increased 30% YoY, marking the highest growth rate in several years.
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Investing.com -- Bank of America downgraded PG&E Corp. to Neutral from Buy on Tuesday, saying California's latest wildfire legislation failed to provide the durable liability and financing framework needed to support the utility's ambitious investment plans.

A number of stocks fell in the afternoon session after escalating geopolitical tensions in the Middle East and climbing global bond yields dampened investor risk appetite.

Credo Technology late Tuesday beat estimates for its fiscal first quarter and with its sales outlook. But Credo stock fell in extended trading.

Palo Alto stock rose amid fiscal Q4 earnings and revenue that topped estimates while the cybersecurity firm's fiscal 2027 guidance came in above views.
Micron Stock Falls as Taiwan Unions Demand Bigger Bonuses and Profit Share

Disposition executed under pre-established Rule 10b5-1 trading plan, reducing his indirect stake by 0.42% while maintaining a position valued near $140 million.

Database platform company MongoDB (NASDAQ:MDB) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 30.5% year on year to $771.8 million. Guidance for next quarter’s revenue was better than expected at $758.5 million at the midpoint, 1.8% above analysts’ estimates. Its non-GAAP profit of $1.90 per share was 18.1% above analysts’ consensus estimates.

The energy shock is not going away, and it's only making things worse for the bond market, as well as the stock market, over the long term.
Dell Stock Under Pressure Before Earnings as $500 Calls Signal Upside Bets
TD Cowen lowered its target to $240 but retained its Buy rating as Oracle's AI expansion pushed free cash flow deeply negative.
The settlement resolves allegations that a Honeywell business unit failed to meet cybersecurity requirements tied to a U.S. Department of Defense contract.

Today, we open with Anthropic’s $35B deal with Lambda for AI cloud compute at Hut 8’s Beacon Point data center, and then we touch on ERCOT missing yesterday’s deadline for…
A new infrastructure win strengthens an already aggressive bull case
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe
Google can purchase another 600 megawatts, potentially bringing the agreement's total capacity to 996 megawatts.
The FTC and 22 states say Amazon manipulated sponsored-product auctions involving more than one million brands and sellers.
Bond investors may be watching the wrong risk

Insider disposed of 126,707 shares following a 138% annual return, retaining over 1 million shares worth $30 million.

Inflation is the traditional enemy of bonds, because it makes future returns worth less. But there’s another factor in play now.

A dose of uncertainty from Wall Street weighed on the shares.

AI data center owners are looking to cut operating costs. One way is to drop a century-old electricity convention and replace it with something surprising.

Tesla Inc. (NASDAQ:TSLA) said Tuesday that its Full Self-Driving Supervised software was 4.1 times less likely to be involved in a collision than manually driven Teslas in Europe, as the EV maker pushes for wider approval across the continent.Tesla Europe...

Hims & Hers Health (NYSE:HIMS) shares fell 3.2% after the FDA warned telehealth companies and compounding pharmacies over unapproved weight-loss drugs, including versions of semaglutide, tirzepatide and retatrutide. The agency said retatrutide and cagrilintide cannot legally be used in...

The ride-hailing company reported a notable insider sale after delivering second-quarter financial results that beat revenue estimates.

Nio just posted its most profitable quarter in years, yet investors are dumping the stock. The culprit is a cost pressure that has nothing to do with cars and everything to do with the AI infrastructure boom eating into Nio's margins from the outside.

Dutch Bros beat Q2 estimates with 32.5% revenue growth and raised guidance, yet shares fell 19% on softer Q3 same-shop sales guidance despite analysts' bullish price targets.
Tech stocks were lower Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X
Shares fell to $502.59 as rising bond yields raised the return bar for Microsoft's massive AI infrastructure investments.