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Strong cloud results and a July rebound in SaaS stocks, followed by select strong earnings, are boosting investor sentiment.

The S&P 500 has had a strong 2026. Most of the gains have come from the same group of technology and AI stocks that have been driving the market for two years. One portfolio manager just decided to look somewhere else. Chris Versace, portfolio manager of the TheStreet Pro Portfolio, initiated ...

Robinhood Markets (Nasdaq: HOOD) could very well be known as Cash Cat until the e-brokerage firm decided to call itself Robinhood. This is a fact that the firm's founder and CEO Vlad Tenev himself confirmed in an X post in April 2021. Recently, a meme coin called CASHCAT, recalling the lore around ...

Datadog Inc (DDOG) delivers strong Q2 2026 results with record billings and RPO, while navigating a deliberate de-risking of guidance due to a major customer's usage reduction.

The company raised its 2026 guidance to mid single-digit growth, driven by robust bookings, a strong CSI business, and expanding opportunities in advanced logic and memory.

Despite a dip in total revenue, USA Today Co Inc (TDAY) posts its second consecutive profitable quarter, fueled by surging digital subscription ARPU and a transformative Palantir partnership.

BlackSky Technology Inc (BKSY) posts strong Q2 2026 results with record space-based intelligence revenue, positive adjusted EBITDA, and a strengthened balance sheet.

Unity Software Inc (U) reports 38% revenue growth and record free cash flow, pulling forward GAAP profitability to Q3 2026.

Figs (FIGS) delivered earnings and revenue surprises of +57.14% and +5.66%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Sezzle Inc. (SEZL) delivered earnings and revenue surprises of +18.95% and +14.88%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Roku (ROKU) delivered earnings and revenue surprises of +93.44% and +4.23%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

PRA Group (PRAA) delivered earnings and revenue surprises of +190.39% and +18.88%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

CarGurus (CARG) delivered earnings and revenue surprises of +6.45% and +0.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Nielsen Holdings agreed to buy DoubleVerify in a deal with an enterprise value of about $2.15 billion.

Bezos sold $4.07 billion in Amazon stock this week, but the sale plan was set eight months before the earnings beat.

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On Aug. 6, 2026, the voice AI platform posted $61.9M quarterly revenue and extended its post-earnings rally on expanded partnerships across multiple sectors.

Akamai Technologies beat analysts' estimates for the second ‌quarter on Thursday, supported ‌by steady demand across its security and ​cloud infrastructure services portfolios, sending its shares up 10.5% in extended trading. The company recorded cloud infrastructure services ‌revenue of $99 million, ⁠up 39% over the year earlier. Here are some details: • ⁠The cybersecurity and cloud computing company's customers include Adobe, eBay and ​Electronic Arts, ​as well ​as the U.S. ‌defense and labor departments.

Investing.com -- Twilio Inc (NYSE:TWLO) shares surged 16.5% in after-hours trading Thursday after the customer engagement infrastructure company reported second quarter results that exceeded analyst expectations and issued guidance well above consensus estimates.

Collaboration software maker Atlassian beat Wall Street expectations for fourth-quarter ‌revenue on Thursday, riding on strong ‌demand for its enterprise software services and cloud-based products. Here ​are some details: • Shares of the company were up 35.2% in extended trading. Atlassian, whose software tools such as Jira Service Management ‌and Rovo help ⁠clients manage teams, track work and analyze data, has benefitted from more ⁠companies incorporating machine learning and automating tasks.

Microchip Technology forecast second-quarter revenue and profit above Wall Street estimates ‌on Thursday, on strengthening demand for ‌its chips used in AI data centers as well ​as the industrial, automotive and aerospace sectors. The company has benefited from a cyclical recovery in key end-markets, including industrial and automotive, as well ‌as surging demand ⁠from AI-related data centers, with robust aerospace- and defense-related spending fueled by ⁠geopolitical tensions. Here are some details: • For the second quarter, Microchip forecast revenue of $1.59 billion to $1.62 ​billion, above ​analysts' average estimate of $1.55 ​billion, according to ‌data compiled by LSEG.

Cloudflare (NET) delivered earnings and revenue surprises of +7.41% and +4.60%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

ICF (ICFI) delivered earnings and revenue surprises of +10.06% and -0.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Streaming platform Roku on Thursday reported second-quarter revenue that beat Wall Street ‌estimates, driven by its advertising and subscriptions segments. Roku ‌is awaiting the closure of a deal to be acquired by ​Fox Corp for$22 billion, uniting the broadcaster's content empire with Roku's streaming distribution footprint. • Roku, a content distributor, carries streaming apps from Paramount and Netflix and has ⁠benefited from consumers leaving traditional TV.

Airbnb (ABNB) delivered earnings and revenue surprises of +14.17% and +0.81%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Redwire is making progress, but remains a speculative investment.

Cloudflare stock was climbing Thursday night after the company reported better-than-expected second-quarter financials and third-quarter guidance as artificial intelligence boosts cybersecurity demand. Cloudflare reported second-quarter adjusted earnings of 29 cents per share on revenue of $696.1 million. Analysts surveyed by FactSet were expecting earnings of 27 cents per share on revenue of $665 million.

Investing.com -- Roku Inc (NASDAQ:ROKU) reported second quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.08 compared to the consensus estimate of $0.60, and revenue of $1.35 billion versus the $1.3 billion estimate.

Airbnb stock leaped late Thursday after the online vacation rental platform posted second-quarter results ahead of estimates and offered a strong forecast for the September quarter. Airbnb earned $1.37 per share for the June-ended quarter, up 33% from a year earlier. The gross value of bookings on Airbnb's platform increased 16% to $27.2 billion.

FEATURE Atlassian shares jumped 27% in after hours trading after the software maker reported better than expected fourth quarter results and optimistic guidance. The company reported earnings of $1.87 a share and revenue of $1.