Netflix reported Q2 revenue of $12.56 billion (up 13% YoY) and EPS of $0.80, meeting analyst estimates. Despite "healthy" engagement (97B hours watched in H1 2026), stock fell 7% due to disappointing earnings forecasts. The company emphasized live events and ad revenue growth, aiming to double ad revenue to $3B YoY.
Nvidia's stock has dropped 15% despite growing revenue, as memory chip makers like Micron have seen their value surge. Data centers now face a memory bottleneck, shifting investor focus from GPUs to DRAM.
SpaceX stock closed at $148, below its IPO price for the second day. Despite Nasdaq-100 inclusion and bullish analyst ratings, some analysts recommend selling, citing concerns.
SpaceX's stock closed below its IPO price for the second consecutive day, trading at $148. Despite inclusion in the Nasdaq 100 and mostly bullish analyst ratings, some analysts recommend selling shares, citing valuation concerns.
AI chipmaker Cerebras reported nearly doubled revenue in its first earnings report post-IPO, but its stock dropped 10% in extended trading due to a forecast of declining gross margin. The company expects core revenue growth of 88% year-over-year for Q2.
SpaceX shares dropped over 3% in pre-market trading Monday, extending a recent selloff after a strong post-IPO rally. The stock, which surged after its June 12 listing, has seen volatility in its first days as a public company.
MicroStrategy's perpetual preferred stock (STRC) dropped to near record lows as investors reacted negatively to the company's recent Bitcoin acquisitions. Analysts suggest the market prefers the company use cash for dividends rather than buying more BTC, viewing the acquisitions as an unsustainable path.
CrowdStrike reported better-than-expected Q1 FY2027 results and forward guidance, including a 26% revenue increase to $1.39 billion and adjusted EPS of $1.10. Despite this, the stock fell over 11% as investors booked profits. The company also announced a 4-for-1 stock split. Analysts see AI adoption as a boon, not a threat, to cybersecurity.
Nvidia reported record Q1 revenue of $81.6B, beating analyst expectations. Despite this, the stock declined, a pattern Bank of America attributes to 'noise,' reiterating a buy rating and raising its price target to $350, citing the massive AI market and Nvidia's near-monopoly.
Hims & Hers shares fell in premarket trading after the company reported a $92 million first-quarter net loss and issued guidance that Citi described as mixed. Investors also focused on the firm's transition away from compounded GLP-1 sales.
Infosys reported a 21% year-on-year increase in net profit to Rs 8,501 crore for the quarter ended March 31, 2026, with revenue up 13.4%. Despite beating expectations, the company's stock fell, and brokerages issued mixed outlooks citing concerns over future growth guidance and deal wins.
Chubb's stock declined Wednesday despite beating first-quarter earnings expectations and receiving multiple analyst price target increases. Investors are concerned about softening property insurance market conditions, with CEO Evan Greenberg calling aggressive price cuts to win business "dumb." The company is intentionally shrinking its large accounts and excess and surplus lines business. Analysts praised the profitability-focused strategy, with Piper Sandler's Paul Newsome calling it "the right thing to do."
American Airlines issued a statement Friday dismissing merger talks with United Airlines, saying a combination would be negative for competition and consumers. The company's shares fell more than 4% in morning trading Monday, reversing Friday gains.
