Actualités

SpaceX shares dropped 14%. Elon Musk’s space company late Tuesday said its capital expenditures topped $18 billion last quarter, double the previous quarter’s total, mainly tied to its artificial-intelligence build-out. AMD shares also fell 7% after Musk said SpaceX would exclusively use chips from rival Nvidia, shares of which gained 4%.

Leading data storage manufacturer Western Digital (NASDAQ: WDC) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 43.8% year on year to $3.75 billion. Guidance for next quarter’s revenue was better than expected at $4.1 billion at the midpoint, 1.5% above analysts’ estimates. Its non-GAAP profit of $3.56 per share was 7.9% above analysts’ consensus estimates.

On-demand food delivery service DoorDash (NASDAQ:DASH) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 35.6% year on year to $4.45 billion. Its GAAP profit of $0.46 per share was 2.4% below analysts’ consensus estimates.

The company now expects organic growth of 4% to 5% for the full year, down from its prior forecast of 7% to 9%.

US equity indexes were mixed Wednesday as SpaceX (SPCX) and Advanced Micro Devices (AMD) stocks decl

Residential solar energy company Sunrun (NASDAQ:RUN) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 52.8% year on year to $870 million. Its GAAP profit of $0.42 per share was significantly above analysts’ consensus estimates.

Rising yields on long-term Treasurys pushed the largest long-term bond fund, iShares 20+ Year Treasury Bond ETF (TLT), to a 22-year low.

Energy stocks were lower late Wednesday afternoon, with the NYSE Energy Sector Index falling 1.8% an

Record Data Center sales and a $13 billion outlook failed to prevent a sharp post-earnings decline.

Flutter Entertainment announced the resignation of its longtime CEO Peter Jackson when it reported second-quarter earnings on Wednesday. Despite a nine-year tenure that saw Flutter grow from a $2 billion U.K.-focused business to a $16 billion international betting titan, Jackson isn’t going out on a high note. Shares of the world’s largest betting firm and FanDuel parent company were down as much as 14% Wednesday after the firm reported mixed results and reduced its full-year guidance.

Strategy (MSTR) has moved from its long running Bitcoin accumulation playbook to active selling in 2026. The latest disclosures show over 1,600 Bitcoin sold to fund preferred dividends and buybacks. See our latest analysis for Strategy. At a share price of US$97.65, Strategy’s recent 2.9% 1 day share price return and small 7 day gain sit against a much weaker backdrop, with the 90 day share price return down 47.7% and the 1 year total shareholder return down 74%, even after a strong 3 year...

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

SpaceX just posted its first public earnings report and shares cratered in after-hours trading, but Elon Musk is calling the selloff a buying opportunity. Before you follow his lead, there are some serious questions about the numbers worth considering.

A major 2026 guidance increase could not satisfy investors expecting a faster earnings recovery next year.

Novo raised its guidance, but pipeline impairments and slower product development kept investors focused on its competitive position.

Sanjay Ghemawat, Oriol Vinyals and Quoc Le joined him at Discovery Loop

STRL's 19.7% monthly slide clashes with surging results and a $4.33B backlog as labor, timing and valuation risks test the growth story.

Uber's multiyear autonomous-vehicle commitment accompanied a third-quarter profit forecast below Wall Street expectations.

NOW's 23% YTD drop reflects AI competition and valuation concerns, even as subscription growth and AI monetization remain strong.

Strong guidance still failed to clear investors' elevated bar

Lululemon athletica (NasdaqGS:LULU) is facing a consumer lawsuit in California that challenges its use of reference prices on discounted items. The complaint alleges that Lululemon used former prices that did not reflect actual recent selling prices, creating the appearance of larger discounts. The case adds to broader legal scrutiny of how major retailers communicate pricing and promotions to shoppers. Lululemon athletica has built its brand around premium athletic and leisure apparel,...

Disney on Wednesday said it will move most of its consumer products business from its experiences segment to its entertainment division, bringing its expensive intellectual property closer to lucrative merchandise sales.

Circle Stock Under Pressure After Q2 Beat as USDC Misses Expectations

Google AI leaders quit as Jeff Dean starts Discovery Loop and Alphabet stock slides despite record cloud growth.

The semiconductor test company reported another insider disposition amid its stock's 477% one-year return.

BBAI's ConductorOS lets one operator manage multi-vendor drone fleets, targeting demand for autonomous defense mission systems.

Google stock fell amid Demis Hassabis stepping down as head of DeepMind amid worries Alphabet now lags in new artificial intelligence models.

TMDX's Q2 revenue beat and raised outlook are overshadowed by earnings miss, declining margins and sharply higher operating costs.

CEO Josh D'Amaro said a free offering could expand Disney's reach to price-sensitive consumers and funnel subscribers to Disney+

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