Earnings
Cerebras shares fell sharply after Q2 results as investors focused on near-term margin compression and heavy infrastructure spending, even as cloud revenue nearly quadrupled, core revenue doubled and the company raised its 2026 outlook.
Earnings
Bullish (BLSH) posted 62% growth in adjusted revenue despite weaker crypto trading, as record subscription and services revenue helped offset lower digital asset sales. Shares rallied as investors focused on diversification and the company’s tokenization strategy.
Earnings
Cisco delivered record fiscal 2026 results and stronger-than-expected guidance as AI infrastructure orders surged, but the stock fell as investors weighed gross-margin pressure and high expectations against accelerating networking demand.
Earnings
CAVA shares surged after strong traffic drove 9% same-restaurant sales growth, while improving recent sales trends eased concerns about the impact of broader food-safety fears on the fast-casual chain.
Innovation & Tech
CoreWeave and Nebius surged after quarterly results showed accelerating AI infrastructure demand. CoreWeave revenue rose 112% with massive backlog visibility, while Nebius revenue jumped 454% as both companies benefited from expanding demand for AI compute capacity.
Earnings
Super Micro shares surged after strong earnings, improving margins and a much stronger-than-expected outlook. More than $60 billion in new orders and record backlog entering fiscal 2027 reinforced accelerating demand for AI infrastructure.
Earnings
Brinker International shares climbed to a new all-time high as investors looked past a modest fourth-quarter earnings miss and focused on accelerating Chili’s traffic, sustained same-restaurant sales growth and fiscal 2027 guidance that came in above expectations.
Earnings
On Holding delivered strong direct-to-consumer growth and higher margins in Q2, but a revenue miss and reduced full-year sales outlook sent ONON stock sharply lower as wholesale growth lagged expectations.
Earnings
Sea Limited delivered 48% revenue growth in Q2 as Shopee commerce activity accelerated, Monee financial services expanded rapidly, and Garena strengthened. The broad-based growth outweighed an earnings miss and sent SE shares sharply higher.
Earnings
Hims & Hers raised its 2026 revenue outlook after Q2 sales jumped 38%, but HIMS stock came under pressure as its shift toward branded GLP-1 medications contributed to lower margins, weaker profitability and negative free cash flow.
Earnings
Rocket Lab posted record second-quarter revenue and a record $2.36 billion backlog, but RKLB stock came under pressure as a wider-than-expected loss, softer margin guidance, elevated spending and a narrowing window for Neutron’s first launch shifted attention toward execution.
Earnings
monday.com shares fell after Q2 revenue grew 22% and earnings topped expectations, as investors focused on Q3 guidance calling for growth to slow to 16%-17%. Rising enterprise adoption, AI contribution, and RPO growth provide important context for the outlook.