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ConocoPhillips (COP) beats production guidance with record Permian output, doubles share repurchases, and advances LNG and international growth initiatives.
Novavax secures key partnerships and raises 2026 outlook while advancing its adjuvant platform in infectious disease and oncology.
Strong double-digit growth across key markets and a new data center opportunity drive a positive outlook despite automotive and Europe headwinds.
Centrus Energy Corp (LEU) reports strong Q2 2026 results with revenue up 14% and a $4.5 billion backlog, driven by key HALEU agreements and a $900 million DOE task order.
Lexicon Pharmaceuticals Inc (LXRX) advances its pipeline with strong cash position despite a challenging quarter marked by a net loss and reduced revenues.
MKS Inc (MKSI) delivers a stellar Q2 with revenue up 28% year-over-year, driven by surging semiconductor and electronics demand, while navigating margin pressures from strategic capacity expansions.
ATI Inc (ATI) posts strongest quarterly EBITDA since 2007, raises full-year outlook on robust aerospace and defense demand.
Brookfield (TSX:BN) has completed its acquisition of Oaktree, expanding its global credit management platform. The company has entered a multi billion dollar joint venture with Blackstone and KKR for Kuwait’s entire pipeline network. Brookfield has formed a partnership with NAVER and NVIDIA to build one of the world’s largest AI focused data center infrastructure platforms. Consider expanding your watchlist to other companies shaping AI infrastructure and related assets through 56 AI...
QSR delivers third consecutive quarter of outperformance with 3.8% same-store sales growth, while navigating currency headwinds and elevated beef costs.
Ocugen Inc (OCGN) advances its gene therapy pipeline with key regulatory milestones and strategic partnerships, despite a wider net loss and delayed BLA submission.
Iovance Biotherapeutics Inc (IOVA) reports record Q2 2026 revenue of $99.3 million, driven by strong Amtagvi demand and all-time high gross margins of 56%.
Fluence Energy Inc (FLNC) reports record $1.44 billion in Q3 orders and $6.4 billion backlog, but lowers fiscal 2026 guidance due to manufacturing ramp-up issues.
Seaport Entertainment Group Inc (SEG) achieves historic financial milestone with positive operating EBITDA and non-GAAP adjusted net income, driven by strong leasing momentum and cost reductions.
Vaalco Energy (EGY) delivered earnings and revenue surprises of -100.00% and +3.18%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Ardelyx (ARDX) delivered earnings and revenue surprises of -40.00% and -2.27%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Twilio (TWLO) delivered earnings and revenue surprises of +11.36% and +5.35%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Kingstone Companies (KINS) delivered earnings and revenue surprises of +9.47% and -0.82%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
nLight (LASR) delivered earnings and revenue surprises of +7.14% and +5.19%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Rocket Companies (RKT) delivered earnings and revenue surprises of 0.00% and -2.04%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
CleanSpark (CLSK) delivered earnings and revenue surprises of -33.33% and -1.00%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
<body><p>STORY: Stocks fell Thursday, pausing after a strong start to the week.</p><p>The Dow dropped close to one percent. The S&P 500 slid about two tenths and the Nasdaq was basically flat.</p><p>Investors digested the latest round of corporate earnings and looked for signs of progress toward a peace deal between the U.S. and Iran.</p><p>Strong corporate results so far have tempered some concerns about the massive spending by AI-related companies.</p><p>Ben McMillan, chief investment officer with IDX Advisors, says AI will likely continue to push stocks higher though investors have broadened their view of who is likely to benefit from the growth of the technology.</p><p>“So I think the AI trade broadly is still very much intact. I do think investors, and we're hearing this from our investors and others that we talked to, are going to be a little bit more discerning, they're going to be more judicious, they're going to start looking at maybe much more the picks and shovels plays we're hearing a lot more interest in things like you know uranium and power providers as you know an AI play as well as things like photonic stocks and you know not necessarily just betting on you know chips or semiconductors.”</p><p>Stocks on the move included data storage company Western Digital which tumbled 13% and memory chip maker Sandisk which dropped nearly seven percent in the wake of quarterly results. </p><p>Both companies have surged this year, however, with Sandisk up more than 400% and Western Digital up about 160%.</p><p>And SpaceX erased losses from earlier in the session and closed six percent higher, defying expectations that shares would be pressured by insider selling, as the lockup period for early investors holding the stock expired.</p><p>On the data front, the number of Americans filing claims for unemployment benefits increased slightly last week. </p><p>The report came ahead of closely watched nonfarm payrolls figures for July due on Friday, which will shape expectations for the Fed's path of interest rates at a time when Chairman Kevin Warsh has scaled back on forward guidance from the central bank.</p></body>
Howard Hughes Holdings Inc (HHH) reports strong real estate performance and Vantage acquisition progress, with a focus on capital recycling and long-term value creation.
Texas Pacific Land Corp (TPL) posts record quarterly revenue and net income, while advancing multi-gigawatt data center projects and expanding beyond the Permian Basin.
Coeur Mining Inc (CDE) posts record $1.1 billion quarterly revenue and initiates $750 million buyback, while navigating ramp-up delays and non-cash accounting impacts.
Airbnb (NASDAQ:ABNB) reported second-quarter 2026 results that exceeded its outlook, with revenue rising 17% year over year to $3.6 billion and gross booking value increasing 16% to $27.2 billion. Nights and seats booked grew 10%, accelerating from the first quarter, while adjusted EBITDA reached $1
Cheniere Energy Inc (LNG) boosts full-year 2026 EBITDA outlook to $7.9-$8.4 billion, driven by operational excellence and strategic expansion despite market volatility.
Energy Fuels Inc (UUUU) reports strong uranium production at low costs, secures $725 million loan, and advances rare earth integration despite Q2 net loss and project delays.
APA Corp (APA) raises Permian oil guidance, boosts cost savings target to $500 million, and expects to hit its $3 billion net debt goal ahead of schedule.
CFO Alan Ellingson said the core business remains on track to generate about $1 billion in adjusted core profit this year, giving the company flexibility to invest in Predictions.
CORRECTIONS Analysts expected DoorDash to report second-quarter revenue of $4.34 billion. A Business & Finance article on Thursday about the company incorrectly said expectations were for $4.34 million.
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