Total 555 articles
SpaceX’s First Lockup Passed Without a Crash — Is the Supply Overhang Behind SPCX?
TradingKey - SpaceX’s first lockup freed ~911.5M shares on Aug 6, but SPCX dipped to a new low near $105 and recovered to close up ~2.6%. More unlocks are coming. Here’s where it stands.
Fri, Aug 7

Arm Holdings (ARM) Stock Forecast: Record Q1, Fell 34% in July, Now Breaking Out Above $280
TradingKey - Arm delivered record Q1 revenue of $1.289B (+22%) with data-center royalties doubling, then fell 34% in July on the AI selloff. Now it is breaking out above $280 to $286. The AGI CPU order book exceeds $2B. Here is the setup and what $294 requires.
Fri, Aug 7

Datadog Q2 2026: Revenue Up 36% and Guidance Raised, but the Stock Fell 17%
Datadog beat on Q2 revenue and earnings and raised full-year guidance, yet DDOG fell ~17% to the mid-$230s after nearly doubling in 2026. Here’s why the stock dropped.
Thu, Aug 6

Cloudflare Q2 2026 Earnings Preview: NET at a Record High, Can a Beat Justify It?
Cloudflare reports Q2 after the close Aug 6. A beat is expected (~$665M, $0.27 EPS), but with NET at a record ~$300 above most price targets, guidance is what matters.
Thu, Aug 6

Airbnb Q2 2026 Earnings Preview: Can ABNB Beat $3.58B Amid a Middle East Headwind?
Airbnb reports Q2 after the close Aug 6. Wall Street expects $3.58B revenue (+15.6%) and ~$1.22 EPS, with a Middle East travel headwind in focus. ABNB trades near $152.
Thu, Aug 6

SpaceX Q2 2026: Revenue Up 92%, but Capex and an Aug 6 Lockup Push SPCX Below Its IPO Price
SpaceX’s revenue rose 92% to $7.8B in its first public quarter, but heavy AI capex and an Aug 6 lockup of ~911M shares have pushed SPCX below $135 to near $110.
Thu, Aug 6

Palantir (PLTR) Stock Soars 30% After Record Earnings, AI Demand and Guidance Boost
TradingKey - Palantir (PLTR) stock jumped 30% after blockbuster Q2 earnings, record AI-driven commercial growth, and raised 2026 guidance. Here's what's next.
Thu, Aug 6

Intel (INTC) Stock Jumps 11% After Earnings Beat: Can the Rally Continue in 2026?
TradingKey - Intel (INTC) stock jumped nearly 11% after strong Q2 earnings. Here's what drove the rally, analyst targets, and key price levels to watch next.
Thu, Aug 6

Arm Q1 FY2027 Earnings: Record Revenue and a Guidance Beat, but the Stock Sold Off
Arm beat on Q1 revenue, earnings, and guidance, yet the stock fell ~8% before rebounding to about $273. The real debate is valuation. Here’s what happened.
Wed, Aug 5

Chipotle Q2 2026: Sales Beat and Raised Guidance, but a Salmonella Scare Hits the Stock
Chipotle beat Q2 estimates and raised full-year comp guidance, lifting CMG 12%. Then a Minnesota salmonella outbreak pulled the stock back near $34. Here’s why.
Wed, Aug 5

Sandisk Q4 FY2026 Earnings Preview: $8B Revenue, 80% Margins, and a Raised Bar
Sandisk reports Q4 FY2026 after the close Aug 5, guiding to ~$8B revenue and $30–33 EPS while the Street wants more. With SNDK near $1,438, here’s what to watch.
Wed, Aug 5

Palantir Q2 2026: Revenue Up 93%, US Commercial 149%, Stock Soars 30% — Buy Now?
Palantir posted $1.94B revenue (+93%) and 149% US commercial growth, sending PLTR ~30% higher to near $162. Is a stock at ~50x sales still a buy?
Wed, Aug 5

Elon Musk's SpaceX Stock Jumps After First Public Earnings Beat on AI and Starlink Growth
TradingKey - SpaceX climbs before its first public earnings as investors watch Starlink growth, AI revenue, and Elon Musk's outlook.
Wed, Aug 5

AMD Beat on Revenue, Profit, and Guidance — So Why Did the Stock Drop 7%?
TradingKey - AMD posted record $11.5B revenue and $1.66 EPS, both beating estimates, yet shares fell ~7% toward $480. Q3 guidance of $13B tops Street. Buy the dip?
Wed, Aug 5

Snap (SNAP) Stock Jumps 10% After Q2 Beat - EBITDA Surged 6x and Specs Launches September 16
Snap surged 10% after hours after Q2 revenue of $1.6B beat by 4%, and adjusted EBITDA surged sixfold to $250M. The April restructuring that cut 1,000 jobs is working. Specs AR glasses launch September 16. Irenic Capital wants them shut down. Here is the full picture at $5.43.
Tue, Aug 4

Boeing (BA) Stock Forecast: BNP Paribas Upgrades, JPMorgan Raises to $290, Double-Top at $234 in Focus
Boeing gained 4.8% Monday to $226 as BNP Paribas upgraded from Underperform to Outperform and JPMorgan raised its target to $290. The $234 double-top is the next resistance. Q2 confirmed record $715B backlog, 171 deliveries (highest since 2018), and $631M FCF.
Tue, Aug 4

Palantir (PLTR) Surges 15% After Blowout Q2: Revenue +93%, US Commercial +149%, Guidance Raised to $8.15B
Palantir surged 15% after hours after Q2 revenue of $1.935B beat by 6.8%, US commercial grew 149%, and full-year guidance was raised to $8.15B from $7.66B. Rule of 40 score: 155. At $145, here is what the breakout means.
Tue, Aug 4

Oracle (ORCL) Stock Forecast: $638B Backlog, Down 28% YTD, Up 9% Today - Is the Recovery Real?
Oracle gained 9.22% on August 3 to close at $141.85, bouncing from its $114.50 low. It has a $638B cloud backlog, IaaS growing 93%, and new contracts with Google, CACI, and Ontario Hospitals. But it is still down 28% YTD. Here is whether the recovery holds.
Tue, Aug 4

Why Is Microsoft Stock Surging Today? Azure Growth Hits 43% as MSFT Targets $560 Next
TradingKey - Microsoft (MSFT) stock surged after strong Q4 earnings as Azure revenue accelerated to 43%. Robust AI demand, a $678B backlog, and bullish analyst targets continue to support the stock.
Tue, Aug 4

Why Is Amazon Stock Surging Today? AMZN Hits $285 as AWS AI Revenue Fuels 17% Rally
TradingKey - Amazon (AMZN) stock surged to a record high after strong Q2 earnings. AWS revenue jumped 37%, AI demand remained robust, and analysts raised price targets to as high as $400.
Tue, Aug 4



