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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…

(Bloomberg) -- Microsoft Corp. generates most of its artificial intelligence revenue from OpenAI, according to new disclosures from the company. Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOIran Says Agreement on Hormuz Shipping Reached With OmanTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallThe software giant recorded $2

Goldman Sachs stock has doubled off its "Liberation Day" lows, powered by equity trading, M&A, and blockbuster IPOs.

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

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?

(Bloomberg) -- Ares Management Corp. is leading a $2.2 billion direct loan to help finance a healthcare services acquisition, in one of the biggest deals since the private credit market was roiled by record redemptions this year.Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallBe

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

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."

ALAB's Q2 earnings and revenues top estimates as PCIe 6 drives over half of sales and Scorpio X-Series ramp-up toward a stronger third quarter.

Big Tech just closed out its second-quarter 2026 earnings season, and the results looked, on paper, like a triumph. Microsoft, Amazon, and Alphabet all posted numbers that blew past Wall Street's estimates, and headlines celebrated growth rates that haven't been seen in years. Dig one layer deeper, ...

📣"I don't know the needs of the two competitors that are right now trying to talk to each other, but we don't see a need for a transformative M&A right now." —Mike Doustdar, CEO of Ozempic maker Novo Nordisk in an interview with the Journal, referring to a recent Financial Times report that AstraZeneca and Bristol Myers Squibb held talks over a tie-up.

Disney's latest earnings beat was powered by more than just streaming. Phillips Securities analyst Helena Wang joins Bloomberg to explain why Disney's unique ability to monetize its intellectual property across movies, Disney+, theme parks, cruises and consumer products continues to set it apart, and why the company is now adapting that strategy for the TikTok era. She joins Ed Ludlow on "Bloomberg Tech."

SolarEdge is working on a turnaround -- but it's a work in progress.

During an interview with CNBC, Moynihan said inflation had been easing before picking up again due to the effects of tariffs and the war on prices, adding that those pressures are now beginning to subside.

Uber Shares Sink After Earnings. A Softer Profit Forecast Is Spooking Investor

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

The storage and memory maker is scheduled to report fiscal fourth-quarter financials after the stock market closes on Wednesday.

SPOT's Q2 earnings miss estimates as higher marketing, cloud and AI costs offset record margins, subscriber gains and stronger cash flow.

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.

Google DeepMind CEO Demis Hassabis is transitioning to DeepMind chair, as Google chief scientist Jeff Dean exits.

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

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

WYNN's Q2 earnings and revenues beat estimates and rise year over year, as Wynn Palace drives growth with a 21.1% revenue increase.

SAIC-GM has been operating in China's automotive sector since 1997, with cumulative production and deliveries surpassing 20 million vehicles.

Moby summary of CDW Corporation's Q2 2026 earnings call