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
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.
Business Trends
Archer Aviation and Joby Aviation are pursuing increasingly different paths beyond electric air taxis. Archer’s Boeing deal is driving investor enthusiasm, while Joby’s $500 million Resonant Sciences acquisition deepens its defense exposure as JOBY shares fall.
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.
Innovation & Tech
Meta Platforms is expanding its open AI strategy with Muse Glimmer, a compact model designed to run locally, as CEO Mark Zuckerberg argues that advanced AI should be broadly distributed rather than concentrated among a small number of institutions
Business Trends
Netflix nearly doubled U.S. advertising commitments during its 2026 Upfront, supported by strong demand for its series, films, live sports and 2027 FIFA Women’s World Cup inventory as the company expands its advertising technology and programmatic capabilities.
Innovation & Tech
Taiwan Semiconductor Manufacturing posted July revenue of about $14.5 billion, up nearly 45% year over year, as AI chip demand continues to drive growth. The strength is spreading across the semiconductor supply chain while TSMC expands into custom AI chips and physical AI.
Innovation & Tech
Intel plans to raise $15 billion through a common-stock offering as it expands manufacturing capacity to meet rising AI compute demand. Shares fell about 4% as investors weighed dilution against the capital needed for Intel’s foundry and manufacturing expansion.
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.
Business Trends
This week’s market behavior showed a consistent divide: companies with strong execution, improving margins, and credible growth were rewarded, while even solid results were punished when guidance, valuation, or spending failed to clear elevated expectations.
Earnings
Instacart reported 14% growth in Q2 gross transaction value and revenue, while adjusted EBITDA rose 19% and free cash flow reached $480 million. Stronger customer engagement, advertising growth, AI tools and enterprise expansion supported the quarter and Q3 outlook.
Earnings
Lyft posted record Q2 gross bookings as active riders, rides, and revenue increased, while adjusted EBITDA rose 37%. The results highlight broader rideshare demand, expanding partnerships, and early autonomous vehicle initiatives as Uber also reports strong platform growth.