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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 latest market prices and developments.) US benchmark equity indexes fell intraday a

(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

Broad Market Indicators Broad-market exchange-traded fund IWM rose and IVV edged lower. Active

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

Cardinal just delivered a big sales beat and a huge increase for full-year revenue guidance. So why are investors dumping the stock?

Argus argued that the recent correction created a more attractive entry valuation during a powerful memory-industry growth cycle.

On Holding (ONON) tempered its full-year constant-currency sales growth outlook on Tuesday as the Sw

A site visit and local planning hearing led DA Davidson to question whether Nebius can finish its New Jersey data-center project this year, putting forecast upside and its execution record…

CoreWeave Inc (NASDAQ:CRWV) reports second-quarter earnings tonight, with Jefferies maintaining a Buy rating and $150 price target even as it flags that a major profitability inflection is still months away. CoreWeave shares have climbed roughly 45% since hyperscaler earnings reaffirmed...

Analysts have the earnings growing into the price, so what a holder is really underwriting is the build-out that has to produce them.

On this episode of Stock Movers: - Anthropic PBC has struck a $9.1 billion deal with Riot Platforms (RIOT), a Bitcoin mining company that recently began selling AI data center capacity. Riot disclosed it had secured a 20-year deal to supply 191 megawatts of capacity from its Rockdale, Texas, campus to a "leading frontier AI" company. - Rocket Lab (RKLB) shares drop as much as 5.7% after the company's Neutron timeline softened, with an analyst saying that while Neutron remains on track to reach launch pad in the fourth quarter, it could push an initial launch to 2027. - Babcock & Wilcox Enterprises (BW) rose in premarket after the company signed an agreement with Siemens Energy to produce steam turbine generator sets. - US-listed shares in On Holding (ONON) drop as much as 17% in premarket trading after the Swiss sneaker maker's second-quarter sales were lower than expected.

PEP faces pressure from weak North American demand, softer volumes, rising costs and margin headwinds despite its strong global brands.

A U.S. appeals court let more than 3,000 federal cases move forward and refused to delay a multistate trial.

AST SpaceMobile Inc (NASDAQ:ASTS) reported a wider-than-expected adjusted loss and revenue below analyst estimates for the second quarter, while the company reaffirmed its full-year 2026 revenue guidance and continued to expand its satellite network. The company reported an adjusted loss of...