Stocks
CoreWeave Backlog Hits $129B — AI Infrastructure Trade Is Back
CoreWeave surged 18.5% pre-market after Q2 revenue hit $2.58B, up 112% YoY, and backlog expanded $25B in under six weeks to $129.2B.
Aug 12, 2026
Archive
177 articles
Stocks
Jabil Surges 5% on UBS Buy; APP Drops on BofA Cut
UBS upgrades Jabil to Buy on AI and healthcare demand cycle. Bank of America cuts AppLovin to Neutral, trimming price target to $400 from $430.
Aug 12, 2026
Stocks
CAVA's 34% Crash Sets Up Binary Earnings Bet
CAVA Group reports Q2 2026 after the close tonight. Options price an 11% swing on a stock already down 34% from highs. Here's what traders need to know.
Aug 11, 2026
Stocks
Nvidia's $500B AI Infrastructure Bet Changes Everything
Nvidia is assembling a $500 billion financing partnership with Apollo, Blackstone, BlackRock, and Goldman Sachs — the largest AI infrastructure capital raise in history.
Aug 11, 2026
Stocks
Barrick Mining Q2: 74% EPS Jump, $1.2B Buyback
Barrick Mining (GOLD) crushed Q2 estimates with adjusted EPS up 74% YoY and $1.2B in buybacks. Here's what traders need to watch next.
Aug 10, 2026
Stocks
Cisco and Applied Materials Earnings: What's at Stake
Cisco reports Wednesday with EPS seen +18% YoY; Applied Materials follows Thursday. AI infrastructure demand and Singapore capacity are the key variables.
Aug 10, 2026
Stocks
VST Earnings: Vistra Reports Q2 With 6.4% Move Priced In
Vistra Corp reports Q2 2026 before the open today. Options price a 6.4% move as VST enters with back-to-back 30%-plus EPS beats and a Fitch upgrade.
Aug 7, 2026
Stocks
SPCX: 911 Million Shares Unlock as Lock-Up Expires
SpaceX lock-up expiry frees 911 million shares Friday. SPCX is down 13.6% since its Q2 blowout as the market digests $18.4B in quarterly capex.
Aug 7, 2026
Stocks
Shopify Surges 19% as Nasdaq Rips 5% on Earnings Wave
Shopify jumps 18.85% to $146.54 as the Nasdaq tech sector gains 4.99% Thursday. Here's what traders need to watch on SHOP right now.
Aug 6, 2026
Stocks
COP Earnings Miss Looms as UBS Cuts Target to $143
ConocoPhillips Q2 EPS consensus was $2.89. UBS cut its price target to $143 post-earnings. Here's what the numbers mean for COP traders today.
Aug 6, 2026
Stocks
PLTR Explodes +29.5%: The Numbers Behind the Surge
Palantir soared 29.5% on a massive Q2 earnings beat and raised full-year guidance to $8.15B. Here's what traders need to know now.
Aug 5, 2026
Stocks
AHCO Crashes 38%: A $200M Guidance Disaster
AdaptHealth stock collapsed 37.9% after slashing 2026 EBITDA guidance by up to $210M. Here's what broke and what traders need to watch now.
Aug 5, 2026
Stocks
Palantir Smashes Q2: 93% Revenue Growth, Raises FY Guidance
Palantir Q2 2026 EPS of $0.41 beats by 17% on $1.94B revenue, 93% YoY growth. U.S. commercial surges 149%. Full-year guidance raised to 82% growth.
Aug 4, 2026
Stocks
SpaceX Reports First Earnings Tonight: $6.88B Rev, Lock-Up Risk
SpaceX SPCX reports debut Q2 2026 earnings after close today. 911.5M insider shares unlock August 6. Revenue target $6.88B. What traders must know now.
Aug 4, 2026
Stocks
Reddit Crashes 13% Despite Blowout Q2 Beat
Reddit crushed Q2 estimates with 61% revenue growth, yet shares plunged 13% on one phrase about Google search traffic. Here's what traders need to know.
Aug 3, 2026
Stocks
Meta EPS Miss Hits Ad-Tech; MSFT Surges 8.5%
Meta missed Q2 EPS by $1.04 while Microsoft jumped 8.5% on steady capex. The divergence defines what the AI trade rewards right now.
Aug 3, 2026
Stocks
AWS 37% Growth Crowns Amazon's First $200B Quarter
Amazon Q2 2026 results: AWS grew 37% YoY to $42.2B, beating estimates of 31% growth. Here's what the numbers mean for AMZN traders today.
Jul 31, 2026
Stocks
Apple's $0.11 Tariff Gift Masks a Services Miss
Apple Q3 FY2026 beat on EPS and revenue, but a Services miss and supply-constraint guidance sent AAPL down 6% after hours. Here's the clean read.
Jul 31, 2026
Stocks
MSFT Surges 9% After Hours on $678B Backlog
Microsoft crushed Q4 estimates with EPS of $4.74 vs. $4.24 expected, and a jaw-dropping $678B contracted revenue backlog. Here's what traders need to know.
Jul 30, 2026
Stocks
Chip Stocks Bleed as SK Hynix Rattles AI Spending Thesis
SK Hynix's disappointing results triggered a sector-wide selloff: Micron lost 9.9%, NVDA fell 3.5%, AMD dropped 5.5% in a single brutal Wednesday session.
Jul 30, 2026
Stocks
MSFT & META Earnings Tonight: The Only Numbers That Matter
Microsoft and Meta report after the bell July 29. Azure growth and capex guidance will decide whether MSFT's 20% YTD loss deepens or reverses.
Jul 29, 2026
Stocks
Memory Stocks Crash 50%: What Broke the SNDK Trade
SanDisk has collapsed 53% in five weeks from its June peak. The memory meltdown is taking SK Hynix, Samsung, Micron, and the storage complex with it.
Jul 29, 2026
Stocks
Alphabet Q2 Report Tonight Is the Sector's Verdict
Alphabet reports Q2 2026 after the close tonight. With AI chips in freefall, GOOGL's cloud and ad numbers will set the tone for the entire tech sector.
Jul 28, 2026
Stocks
Semiconductor Rout: Chips in Freefall as AI Fears Spread
Nvidia fell 5%, SK Hynix cratered 13% overnight, and the Kospi dropped 9%. Here's what's driving the AI chip selloff and where the risk sits now.
Jul 28, 2026
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