Actualités

Walt Disney (DIS) is back in focus after fiscal third quarter earnings topped market expectations, with domestic theme parks, entertainment operations, a fresh TikTok partnership and a larger buyback plan drawing close investor attention. See our latest analysis for Walt Disney. At a share price of $98.18, Walt Disney has seen momentum fade this year, with the year to date share price return down 12.22% and the 1 year total shareholder return down 15.82%, despite earnings beats and moves...

Shopify (SHOP) shares have surged as much as 24% in Wednesday's trading session after the leading global commerce company reported strong Q2 results yesterday evening.

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

CVS Health Corp (CVS) delivered a 40% surge in adjusted EPS, raised its full-year outlook, and outlined a clear path to offset 2027 headwinds with strategic growth initiatives.

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%.

ViaSat beat earnings last night, but its stock still costs way too much.

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.

QBTS and RGTI report Q2 results tomorrow as investors watch bookings, revenue growth and commercial execution after strong April-June stock rallies.

HRMY tops Q2 estimates as Wakix demand fuels 30% revenue growth. A growing pipeline, BP-205 progress and reaffirmed 2026 guidance add momentum.

Toy Story 5 generated value across theaters, streaming, merchandise and parks as Disney's operating income jumped 21%.

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…

GPN Q2 EPS beat estimates as Genius platform adoption lifts earnings, though revenues narrowly miss expectations.

This linchpin of the AI chipmaking market still has plenty of upside potential.

DigitalOcean's Q2 revenues rise 28.6% as AI customer ARR surges 212%, prompting higher 2026 guidance despite lower year-over-year earnings.

Quanta Services stock has delivered a very large 5 year gain while current valuation checks and an intrinsic value estimate from a Discounted Cash Flow (DCF) model both indicate the shares trade at a premium to that estimate. Quanta Services has returned about 6.4x over the past 5 years, which sets a high bar for any further upside to be justified by fundamentals. Recent acquisitions and higher investor expectations for future revenue and cash flow can support the current share price. At the...

SNDR's Q2 earnings beat estimates as pricing, productivity and cost cuts lift profits and raise its 2026 outlook.

DVA's second-quarter 2026 results show profit growth, but narrowing margins and a weaker commercial mix weigh on the performance.

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

BDX's Medical Essentials and Interventional strength may drive third-quarter fiscal 2026 results, but China, vaccines and projected declines weigh on expectations.

Zeta (ZETA) delivered earnings and revenue surprises of 5.00% and +5.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

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.

Circle Stock Under Pressure After Q2 Beat as USDC Misses Expectations