JD.com stock slips despite earnings beat as revenue falls for first time in a decade
Earnings James Calloway

JD.com stock slips despite earnings beat as revenue falls for first time in a decade

JD.com shares dropped 8% despite beating Q2 estimates. Revenue fell for the first time in a decade, and most profit gains came from cutting new-business losses.

JD
Timken Stock Climbs After Insider Sale, Earnings Outlook Boost
Earnings James Calloway

Timken Stock Climbs After Insider Sale, Earnings Outlook Boost

Timken shares rose 1% to $131.56 after a director's $1.73 million sale, while raised 2026 adjusted EPS guidance and strong Q2 results support the stock's upside.

TKR
Starbucks Shares Near Record High as Unicorn Frappuccino Drives Traffic, Not Profit
Earnings James Calloway

Starbucks Shares Near Record High as Unicorn Frappuccino Drives Traffic, Not Profit

Starbucks reintroduces its Unicorn Frappuccino for a weekend, aiming to drive foot traffic as shares hover near record highs. Q3 transactions rose 4.2%, but the drink's direct revenue impact is small.

SBUX MCD KO PEP
Oreo Vote Tests Mondelez's North American Volume Recovery
Earnings James Calloway

Oreo Vote Tests Mondelez's North American Volume Recovery

Mondelez's Oreo flavor vote will test whether North American volume growth can hold after a 1.6-point sequential improvement in Q2.

MDLZ
Dow Lags S&P 500 as Cisco's Slide Exposes Price-Weighted Quirk
Markets Daniel Marsh

Dow Lags S&P 500 as Cisco's Slide Exposes Price-Weighted Quirk

The Dow fell 96 points as Cisco's 9% plunge weighed heavily, while the S&P 500 hit a record. Flat producer prices boosted Fed pause bets.

CSCO MMM GS MSFT SNDK MU
Micron Rises 6% as YMTC's NAND Surge Reshapes Memory Market
Analysis Daniel Marsh

Micron Rises 6% as YMTC's NAND Surge Reshapes Memory Market

Micron shares jumped 6% as YMTC's rise in NAND shipments highlights a changing competitive landscape, with enterprise SSD demand surging.

MU
CoreWeave Holds Gains Post-Earnings as $104B Backlog Strains Capital
Earnings James Calloway

CoreWeave Holds Gains Post-Earnings as $104B Backlog Strains Capital

CoreWeave shares hold post-earnings gains despite a $104.2B backlog and heavy capex, with analysts split on valuation and capital efficiency concerns.

CRWV
Cellebrite Plunges 31% on Missed ARR, CEO Change
Earnings James Calloway

Cellebrite Plunges 31% on Missed ARR, CEO Change

Cellebrite shares dropped 31% as Q2 ARR fell short and the company cut its full-year guidance. CEO Shiven Ramji took over immediately.

CLBT
American Airlines Overhauls Leadership to Close Profitability Gap with Delta
Earnings James Calloway

American Airlines Overhauls Leadership to Close Profitability Gap with Delta

American Airlines reshuffles senior leadership to tackle a wide profit margin gap versus Delta and United. Q2 earnings per $100 revenue were $0.43 vs Delta's $8.08. Shares rose 0.8%.

AAL DAL UAL
Broad Market Rally: S&P 500 Hits Record as PPI Cools
Markets Daniel Marsh

Broad Market Rally: S&P 500 Hits Record as PPI Cools

US stocks advanced broadly Thursday after July producer prices came in flat, boosting hopes for a soft landing. The S&P 500 hit a record high, with breadth improving.

SPY QQQ DIA MSFT NVDA AAPL CSCO
Intuitive Machines Tumbles as Q2 Misses, H2 Growth Hurdle Looms
Earnings James Calloway

Intuitive Machines Tumbles as Q2 Misses, H2 Growth Hurdle Looms

Intuitive Machines stock dropped 8.6% premarket after Q2 revenue missed forecasts and adjusted EBITDA swung to a loss. The company's full-year outlook requires a sharp acceleration in H2 revenue growth.

LUNR
FGI Industries Stock Soars 186% on Q2 Profit Recovery
Earnings James Calloway

FGI Industries Stock Soars 186% on Q2 Profit Recovery

FGI Industries shares surged 186% after Q2 profit recovery, with gross margin up 5.3 points. Revenue rose 2.9% to $31.9 million, but the stock's valuation now outstrips full-year guidance.

FGI