Total 401 articles
SpaceX Q2 2026: Revenue Up 92%, AI Cloud Deals Hit $14.1B, Cursor for $60B — Stock Consolidates Near $115
SpaceX crushed Q2 with 92% revenue growth and $14.1B in AI cloud deals. SPCX surged Aug 4 but pulled back; lockup unlock was absorbed. Here's the technical setup for recovery.
Sat, Aug 8

Palantir Q2 2026: Record 93% Revenue Growth, 155% Rule of 40, Stock Up 30% — Then Consolidates
Palantir crushed Q2 with 93% revenue growth and raised FY guidance to $8.15B. PLTR surged 30% on Aug 4, now consolidating near $156 as it tests Fibonacci support. Here's where it stands.
Sat, Aug 8

Dell's AI Server Boom Is Real — But the Stock Is Consolidating After Its 13% Pop
Dell's Q1 revenue soared 88%, AI servers up 757%, and FY2027 guidance was raised to $167B. But DELL has pulled back to $437 after rallying from the May 28 report. Here's where the stock stands.
Fri, Aug 7

Microsoft's Azure Turbo: Beat on Revenue and Earnings, Raised Growth Guidance, Stock Jumped 15%
Microsoft beat Q4 earnings and raised Azure guidance to 45%, sending MSFT up 15% in its largest market-cap gain ever, now testing $500.
Fri, Aug 7

Datadog (DDOG) Fell 19% After Q2 Beat and Guidance Raise - The AI Customer Cut Spooked the Market
Datadog beat Q2 revenue at $1.12B, beat EPS, and raised full-year guidance - then fell 19% on August 6. The reason: a usage cut from its largest AI customer and Q3 deceleration. At $237 with RSI at 24, here is whether the selloff is overdone.
Fri, Aug 7

HubSpot Beat on Revenue and Earnings — But Missed on Customers and Got Crushed 20%
HubSpot beat Q2 revenue and EPS estimates but cut full-year guidance and missed customer-addition targets, sending HUBS down ~20% to a 12-year worst single-day decline.
Fri, Aug 7

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



