Earnings
SpaceX (SPCX) delivered stronger-than-expected revenue and earnings in its first quarterly report as a public company, but investors focused on the company's aggressive AI infrastructure spending, sending shares lower despite rapid growth across its businesses.
Earnings
Advanced Micro Devices delivered record second-quarter revenue and more than doubled data center sales, but investors focused on the company's next growth phase, AI platform rollout, and competitive positioning despite guidance that topped Wall Street expectations.
Earnings
Shopify (SHOP) exceeded Wall Street expectations in the second quarter as revenue and gross merchandise volume accelerated. Strong operating leverage, rising free cash flow, and an upbeat outlook reinforced confidence in the company's growth trajectory.
Earnings
Walt Disney (DIS) delivered stronger-than-expected fiscal third-quarter earnings as record theme park revenue, improving streaming profitability, and blockbuster entertainment results lifted operating income despite revenue coming in slightly below Wall Street expectations.
Earnings
Wix.com (WIX) reported 15% revenue growth and stronger-than-expected second-quarter results as demand for Base44 accelerated. Shares rose as Wix projected a sharp improvement in the AI platform’s margins while maintaining its full-year outlook.
Earnings
Palantir (NYSE:PLTR) surged after second-quarter results topped expectations, driven by rapid U.S. commercial AI adoption, expanding government demand, stronger profitability, and higher full-year guidance.
Earnings
Spotify reached 300 million Premium subscribers and posted record gross margins in the second quarter, but earnings and parts of its third-quarter outlook fell short of expectations, leading investors to focus on higher spending and softer guidance.
Earnings
Caterpillar delivered its first quarter with more than $20 billion in sales as demand strengthened across construction, mining and power generation. AI data centers helped lift generator and turbine demand, while higher volumes, pricing and operating leverage expanded profitability.
Earnings
This week's market action showed a consistent pattern across industries: investors rewarded companies demonstrating measurable returns on investment while penalizing uncertainty, weaker execution, and limited visibility—even when underlying demand remained strong.
Earnings
Roblox (RBLX) shares plunged after weaker bookings, disappointing third-quarter guidance and the withdrawal of full-year guidance raised concerns about near-term monetization as the company prioritizes retention, safety and AI-driven platform improvements.
Earnings
Apple shares fell sharply after stronger iPhone and Mac sales were overshadowed by worsening component shortages, higher memory costs and September-quarter revenue guidance below Wall Street expectations.
Earnings
Amazon’s AWS revenue accelerated 36.7% as cloud and AI demand strengthened, while operating income rose 43%. The company raised 2026 capital spending to about $220 billion as demand continues to exceed available capacity.