Actualités

Disney (DIS) is maintaining post-earnings stock gains ahead of Wednesday's market close. The media giant topped earnings estimates for its fiscal third quarter, reporting theme parks and streaming services to be its biggest growth drivers. CFRA Research director of equity research Ken Leon reacts to Disney's latest earnings release.

Investors will want to know more about future plans following its second top leadership change in a year.

Walmart Inc (NYSE:WMT, XETRA:WMT)'s upcoming second quarter earnings report could act as a positive catalyst for the stock despite expectations for slower comparable sales growth, according to UBS analysts, which argued that investors are focusing too heavily on a single metric rather than the...

Technical progress still needs a credible path to revenue.

TAT Technologies (NASDAQ:TATT) reported record second-quarter results for 2026 as improving supply-chain conditions helped the aviation aftermarket company convert previously constrained demand into revenue. Management said the company ended June with a record $650 million backlog and long-term agre

Taboola.com (NASDAQ:TBLA) reported second-quarter results that exceeded its guidance for key profitability measures, despite revenue headwinds from a Google policy change and the company’s decision to remove lower-quality publishers from its network. Revenue rose 2% year over year to $476.8 million

SolarEdge Technologies (NASDAQ:SEDG) reported second-quarter results that marked a return to non-GAAP operating profitability, as higher revenue, improving margins and cost controls offset continued softness in the U.S. residential solar market. Revenue for the quarter ended June 30 was $346.2 mill

Recursion Pharmaceuticals (NASDAQ:RXRX) outlined progress across its clinical pipeline, drug-discovery partnerships and AI-enabled research platform, while lowering its 2026 cash operating expense guidance to $375 million and reaffirming expectations for an operating runway through early 2028. The

SpaceX Corp (NASDAQ:SPCX) shares remained under pressure on Wednesday, with shares falling about 13% to around $109, as analysts remained broadly positive following the company's first earnings report as a public company, arguing the results reinforced its long-term growth outlook despite...

Revenue up 20% year-over-year to $346 million, with gross margin expanding for the sixth consecutive quarter to 28.6%.

Uber Technologies Inc (UBER) reports 22% gross bookings growth and surpasses $10 billion in trailing free cash flow, while navigating competitive pressures and scaling its AV strategy.

Royalty Pharma PLC (RPRX) reports 14% total receipts growth and raises full-year 2026 guidance for the second consecutive quarter.

Compass Pathways PLC (CMPS) reports $433 million in cash and advances rolling NDA submission for COMP360 in treatment-resistant depression, targeting a first-half 2027 launch.

Clear Secure Inc (YOU) surpasses IPO margin target with 36.4% adjusted EBITDA margin and raises full-year free cash flow guidance to at least $480 million.

TeraWulf Inc (WULF) reports strong operational progress with new gigawatt-scale projects and robust liquidity despite a non-cash loss from warrant valuation.

At the top of today’s show, we cover Galaxy Digital and TeraWulf’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, TeraWulf CFO Patrick Fleury…

One Stop Systems (NASDAQ:OSS) reported second-quarter 2026 revenue growth of 62.3% from continuing operations and raised its full-year revenue growth outlook, citing record bookings, expanding customer relationships and increased demand for ruggedized artificial intelligence and high-performance com

Catalyst's Q2 earnings per share are strained by merger costs and loan declines, but higher net interest income, improving credit quality and deposit growth support results.

SpaceX reported its first quarterly results as a public company, beating on revenue but falling 11% as investors focused on heavy capital spending. Its 18,712 bitcoin lost roughly $195 million in value during the quarter. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

Galaxy Digital (GLXY) shares fell more than 11% on Aug. 5 after the crypto financial services firm reported a second-quarter net loss of $85 million, weighed down by falling digital asset prices despite continued expansion of its artificial intelligence infrastructure business. The company posted ...

Analysts raised price targets after earnings, while bullish retail traders said AMD could climb as high as $800 on AI-driven growth.

Moby summary of SolarEdge Technologies, Inc.'s Q2 2026 earnings call

Kymera Therapeutics (NASDAQ:KYMR) said it completed enrollment in its Phase 2b atopic dermatitis trial of KT-621 about six months ahead of schedule, positioning the company to report top-line data by the end of 2026 and potentially begin Phase 3 development around mid-2027. Chief Executive Officer

Kratos's earnings last night weren't quite as good as they first appeared.

Moby summary of The Kraft Heinz Company's Q2 2026 earnings call

Moby summary of Innoviz Technologies Ltd.'s Q2 2026 earnings call

Moby summary of CDW Corporation's Q2 2026 earnings call

Moby summary of CVS Health Corporation's Q2 2026 earnings call

Wall Street expects Sandisk to continue benefiting from AI infrastructure spend, particularly demand for storage and memory products used in data centers.

SpaceX's first quarterly report since its IPO sent shockwaves through the AI chip trade, rewarding one ETF with a 21% single-session surge while punishing a chipmaker that just posted record revenue. The winner and loser share the same catalyst.