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Datadog Q2 2025 Earnings – Gains Fade After Initial Rally
Datadog (DDOG) shares on August 7, 2025 opened at $147.75, hit a high of $149.00, dropped to a low of
Gogo Inc. (GOGO) Q2 2025 Earnings – EPS Miss Overshadows Revenue Growth
Gogo shares closed at $12.05, down $3.26 (−21.29%) after posting second-quarter results that fell short of earnings expectations despite strong
Eli Lilly (LLY) Q2 2025 Earnings Report & Stock Reaction
Eli Lilly shares plunged 14.14% to close at $640.86 despite delivering a strong Q2 2025 beat-and-raise quarter. The drop was
Disney (DIS) Q3 FY2025 Earnings Report
Stock Closed: $115.17 (−$3.24, −2.74%) Summary Disney reported a strong Q3 FY2025, with better-than-expected earnings and improving fundamentals across streaming
Arista Networks (ANET) Q2 2025 Earnings – AI Demand Powers Beat and Surge
Arista Networks closed at $138.78, up 17.5%, after delivering strong Q2 results and upbeat guidance. The stock surged as revenue
Supermicro (SMCI) Q4 FY2025 Earnings – Strong Growth Overshadowed by Margin and Guidance Concerns
Supermicro shares closed at $46.79, down 18.3% following Q4 FY2025 earnings despite posting record revenue growth. The selloff reflects market
AMD Q2 2025 Earnings Report – Revenue Record, Inventory Charges Weigh on Margins
Stock Reaction: AMD shares traded lower by 3.82% in after-hours. Stock closed 163.12 −11.19 (6.42%) on Wed Aug 6. Key Financials (GAAP)
Why today’s stagflation is different from the 1970s’
Stagflation Concerns Rise Fears of stagflation are increasing as inflation persists while economic growth slows. This combination raises concerns among
How AI stocks and earnings are driving the market rally
Trader Talk Podcast Insights Trader Talk is now available on platforms like Apple Podcasts, Spotify, and YouTube, offering listeners insights
Gartner (IT) stock plunged 27% after Q2 earnings beat was overshadowed by weak guidance.
Revenue rose 5.7% to $1.69B and EPS beat at $3.53 vs. $3.38 est., but full-year revenue was cut due to
CommScope (COMM) Q2 2025 Earnings – Strong Beat and $10.5B Divestiture Send Stock Soaring 86%
CommScope shares closed at $14.51, up $6.72 or 86.26% on August 5 following a blowout Q2 earnings report and a
ON Semiconductor Stock Plunges 15% Despite Meeting Q2 Estimates
ON Semiconductor (NASDAQ: ON) stock plunged 15.58%, closing at $47.97, after reporting Q2 2025 results that met expectations but failed
Coinbase (COIN) Q2 2025 Earnings Report – Key Takeaways and Stock Reactio
Coinbase Reports Disappointing Q2 2025 Results, Shares Plummet Coinbase’s Q2 2025 financial results fell short of analyst expectations, prompting a
China Questions Nvidia Over AI Chip ‘Backdoor’ RisksScrutiny intensifies over H20 GPU tracking concerns amid U.S.-China tech tension
China’s top cybersecurity authority has summoned Nvidia over concerns that its newly approved H20 artificial intelligence chips could pose national
NuScale (SMR) Slides 11.5% as Fluor Signals Potential Share Conversion
NuScale Power (SMR) shares fell sharply on Friday, closing down 11.51% to $44.43, following news that major stakeholder Fluor Corporation
Fluor (FLR) Q2 2025 Earnings – Execution Missteps Trigger Guidance Cut and Record Stock Drop
Fluor Corporation shares plunged 27% on August 1, marking the worst single-day decline in the company’s history. The selloff followed
Lumen Technologies (LUMN)
Q2 2025 Earnings — Narrowed Loss and Higher FCF Outlook Amid Strategic ShiftLumen reported Q2 results on July 31. The
Cloudflare (NET) Reports Q2 Earnings
Q2 2025 Earnings — Beats on Top & Bottom Line, Raises Full-Year OutlookCloudflare delivered Q2 earnings on July 31, showcasing
Monolithic Power Systems (MPWR)
Q2 2025 Earnings — Strong Beat and AI Growth Boost Shares 10%Monolithic Power Systems reported Q2 results after market close
AppFolio (APPF) Q2 2025 Earnings – Stock Surges 19% on Strong Results, AI Adoption, and Solid Outlook
Shares of AppFolio soared over 19% today to close at $319.15, a new 52 Week High, after the company reported
Workiva (WK) Soars 32% After Q2 Beat and Guidance Raise; AI Integration Signals Stronger Enterprise Growth
Workiva (NYSE: WK) surged 32.3% to close at $84.30 on August 1, 2025, after delivering a sharp earnings beat and
Robinhood Markets (HOOD) – Q2 2025 Earnings
Robinhood delivered strong Q2 results with earnings and revenue well ahead of estimates, but the stock slipped as crypto trading
KLA Corporation (KLAC) – Q4 FY2025 Earnings
KLA posted strong fiscal Q4 results with better-than-expected revenue, record free cash flow, and continued strength in its wafer inspection
Roku, Inc. (ROKU) – Q2 2025 Earnings
Roku reported earnings on July 31 after the close. The company returned to profitability in Q2 and beat revenue and
Amazon (AMZN) Q2 2025 Earnings Report – Strong Beat Overshadowed by AWS and Cautious Outlook
Amazon (AMZN) delivered strong Q2 2025 results, beating expectations on both revenue and earnings. But the stock fell sharply, closing
Apple (AAPL) Q3 FY2025 Earnings: Strong iPhone and Services Growth Offset iPad Weakness, Guidance Beats Street
Apple (AAPL) posted a strong fiscal Q3 2025, with better-than-expected top and bottom-line results driven by iPhone and Services strength.
Reddit (RDDT) Q2 2025 Earnings – AI, Ads, and Profitability Fuel 18% Stock Surge
Reddit crushed Q2 expectations with 78% revenue growth and a surprise profit, driven by surging ad demand and early success
Mastercard (MA) Tops Q2 Expectations; Analysts Raise Targets Despite Stock Dip
Mastercard delivered strong second-quarter results, beating Wall Street estimates on both revenue and earnings. The company reported solid growth in
Tariffs, Earnings, Economic Data, and More This Past Week
U.S. stocks ended sharply lower on Friday, capping a volatile week where investor sentiment soured amid disappointing jobs data and
Consumer Sentiment Rises in July: Mild Boost for Retailers
U.S. consumer sentiment improved modestly in July, with the University of Michigan index rising to 61.7 from 60.7. While still
US Job Growth Stalls in July, Raising Rate Cut Odds for September
Markets tumble as weak jobs report and trade tensions shift rate cut expectations The U.S. labor market stumbled in July
Meta (META) Takes €3 Billion Stake in EssilorLuxottica, Eyes Wearable AI Future
Meta Platforms (META) on July 8th has quietly acquired a 3% stake in EssilorLuxottica, valued at €3 billion, with potential
Figma (FIG) Surges 250% in Landmark Market Debut
Figma (FIG) made its long-awaited public debut on July 31, 2025, with shares opening at $85—more than double its $33
Pinterest Inc. (PINS) – Q2 2025 Earnings Preview Report
Pinterest is scheduled to report its second-quarter 2025 earnings on August 7, 2025, covering the fiscal period ended June 30,
PTC Q3 FY2025 Earnings – Strong Beat and Guidance Raise Powers Stock to New High
PTC delivered a clear outperformance across all major metrics, fueled by strong recurring revenue growth and improved profitability. 📊 Quarterly
PTC price target raised to $245 from $192 at KeyBanc
KeyBanc raised PTC’s price target to $245 from $192, citing strong performance and growth potential. The stock was rated as
eBay Inc. (EBAY) Surpasses Market Expectation
“Our focus categories and AI investments are delivering tangible results,” said CEO Jamie Iannone, highlighting momentum in collectibles, refurbished goods,
Lam Research Beats On Q4 Earnings, Offers Strong O…
Lam Research (LRCX) reported revenue of $5.17B, up 33.6% YoY and 9.6% QoQ, and non-GAAP EPS of $1.33, which beat
Arm Shares Slide As Guidance Disappoints Despite I…
Arm Holdings Sees Stock Decline After Soft Outlook Key Points: Arm Holdings (NASDAQ:ARM) shares fell over 12% on Wednesday following
Albemarle Top Earnings Estimates Despite Lithium W…
Albemarle Corporation Reports Strong Q2 Results Amidst Falling Lithium Prices Key Points: Albemarle Corporation (NYSE: ALB) reported adjusted earnings of
Align Technology price target lowered to $210 from $245 at Mizuho
Align Technology’s stock symbol ALGN saw its price target lowered to $210 from $245 by Mizuho Securities. The new price
Meta Shares Surge 12% As Ad Revenue Beats And AI I…
Meta Platforms (META) delivered a robust second quarter, marked by accelerating ad growth and a massive step-up in AI infrastructure
Microsoft Gains As Cloud And AI Boost Revenue, Pro…
Microsoft delivered a strong fiscal Q4 earnings beat, but it was the company’s executive commentary that stole the spotlight. CEO
F5 Networks Gains 6% As Earnings Beat And Guidance…
F5 Networks Reports Strong Q3 Results and Raises Full-Year Outlook F5 Networks (NASDAQ: FFIV) announced its third-quarter financial results, surpassing
Vertiv Holdings Analysts Boost Their Forecasts After Better-Than-Expected Q2 Earnings – Vertiv Holdings (VRT)
RBC Capital’s Deane Dray has raised his price target on Vertiv Holdings from $143 to $162, while keeping an Outperform
Q2 2025 Foreign Exchange Impact Report: Winners, Losers & Key Multinational Highlights
💱 Macro FX Backdrop In Q2 2025 (April–June), the U.S. Dollar Index fell sharply by ~6.5%, contributing to a total
Align Technology (ALGN) Shares Drop 36.47% Intraday on Q2 Miss and Weak Guidance
Align Technology (ALGN) shares plunged 36.47% intraday to $129.33 on July 31, 2025, after the company missed Q2 revenue and
Morgan Stanley Raises Price Target on Meta (META) to $850
Reiterates Overweight rating as confidence in AI strategy grows Morgan Stanley has boosted its price target on Meta Platforms (NASDAQ:META)
Qualcomm (QCOM) Q3 FY2025 Earnings: Solid Beat, Stock Drops 5% After Hours
Qualcomm reported strong Q3 results, but shares fell 5.44% after hours to $150.40 as guidance failed to excite. 📊 Key
Fed Holds Rates Steady, Markets Stay Flat as Investors Await Clearer Signals
The Federal Reserve left interest rates unchanged at 4.25%–4.50% in its July 30 decision, as expected. Despite a rare dual