Netflix Stock Slips 7.8% Ad Forecast Cut Deepens Investor Concerns
Earnings James Calloway

Netflix Stock Slips 7.8% Ad Forecast Cut Deepens Investor Concerns

Netflix (NFLX) slid to $74.23 as ad revenue forecasts were cut by 7.8%, overshadowing a strong buyback. Q2 revenue missed estimates, and the stock remains 41% below its 52-week high.

NFLX DIS CMCSA CHTR
Teradyne Soars 6% on AI Test Demand, Q3 Guidance Beats Estimates
Earnings James Calloway

Teradyne Soars 6% on AI Test Demand, Q3 Guidance Beats Estimates

Teradyne (TER) surged 6% after AI-related revenue topped 60% of Q2 sales and Q3 guidance beat estimates by 21%, underscoring strong chip-testing demand.

TER
Micron Surges 6% as AI Demand Drives $63B Value Jump
Technology Sarah Chen

Micron Surges 6% as AI Demand Drives $63B Value Jump

Micron shares climbed 6.45% to $924.50, adding $63 billion in market cap, as AI infrastructure earnings lifted chip stocks. The stock remains 26% below its peak.

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Keel Infrastructure Gains 9.6% on Stronger Liquidity Despite Revenue Slump
Earnings James Calloway

Keel Infrastructure Gains 9.6% on Stronger Liquidity Despite Revenue Slump

Keel Infrastructure (KEEL) shares jumped 9.6% after reporting $819 million in liquidity, offsetting a 50% revenue decline. The company is in talks for AI data-center leases.

Merck Stock Rises on MMR Split Order, but Revenue Gains Remain Distant
Markets Daniel Marsh

Merck Stock Rises on MMR Split Order, but Revenue Gains Remain Distant

Merck (MRK) shares rose 1.89% after a presidential order to develop separate measles, mumps, and rubella vaccines, but analysts note the process could take over a decade and won't boost near-term revenue.

MRK GSK
Brinker Soars 6% as Chili's Growth Streak Boosts FY2027 Outlook
Earnings James Calloway

Brinker Soars 6% as Chili's Growth Streak Boosts FY2027 Outlook

Brinker International (EAT) rallied 6% as Chili's comparable sales climbed 5.6%, marking a fifth consecutive year of growth, and FY2027 EPS guidance topped expectations.

EAT
Astronics Soars 15% as Backlog Hits Record 76% of Revenue Target
Earnings James Calloway

Astronics Soars 15% as Backlog Hits Record 76% of Revenue Target

Astronics (ATRO) jumped 15% after reporting record backlog of $780.6M, covering 76% of its raised revenue guidance. Q2 sales rose 27% and adjusted EBITDA more than doubled.

ATRO
Ondas Faces Steep H2 Revenue Hurdle Ahead of Q2 Earnings
Earnings James Calloway

Ondas Faces Steep H2 Revenue Hurdle Ahead of Q2 Earnings

Ondas Holdings (ONDS) shares were flat ahead of Q2 earnings, with a $406 million H2 revenue goal requiring near-triple quarterly growth. Analysts remain bullish despite high expectations.

ONDS
Archer Aviation Shares Slide 8% on Boeing Deal Dilution Concerns
Markets Daniel Marsh

Archer Aviation Shares Slide 8% on Boeing Deal Dilution Concerns

Archer Aviation shares fell 8.2% as investors digested the Boeing acquisition's dilution impact, despite the deal bringing over $200 million in annual revenue.

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Humana Gains as COLA Estimate Overlooks Rising Medical Costs
Markets Daniel Marsh

Humana Gains as COLA Estimate Overlooks Rising Medical Costs

Humana stock gained 2.6% as a preliminary 3.1% COLA estimate for 2027 overshadowed rising medical costs, which continue to pressure the insurer's margins.

HUM
SpaceX Shares Surge 4% as AI Valuation Debate Heats Up
IPO Michael Okonkwo

SpaceX Shares Surge 4% as AI Valuation Debate Heats Up

SpaceX shares rose 4.2% to $138.93, adding $74B in market cap. Q2 revenue nearly doubled, but AI losses and upcoming share unlock present risks.

MS DB
Bunge Stock Steady as Wheat Jumps; Oilseeds Drive 88% of Profit
Commodities Rebecca Torres

Bunge Stock Steady as Wheat Jumps; Oilseeds Drive 88% of Profit

Bunge (BG) shares stayed flat as wheat futures climbed 3% after a Ukrainian attack halted two Russian grain terminals. Oilseed processing drove 88% of Q2 segment profit.

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