SpaceX Shares Rebound 15.8% Post-Lockup, Still Below IPO Price
IPO Michael Okonkwo

SpaceX Shares Rebound 15.8% Post-Lockup, Still Below IPO Price

SpaceX (SPCX) jumped 15.83% to $133.11 on Friday, but shares still sit 1.4% below the IPO price. Heavy capex in Space and AI segments raises valuation concerns despite Starlink's strong profits.

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Palantir's 40% Weekly Surge Tests 54x Sales Valuation
Analysis Daniel Marsh

Palantir's 40% Weekly Surge Tests 54x Sales Valuation

Palantir's stock soared 40% in a week, valuing it at 54x projected sales. Strong Q2 results, led by US growth, justify optimism but raise the bar for future performance.

PLTR
Trade Desk Plunges 22% on Soft Q3 Guidance, Margin Squeeze
Earnings James Calloway

Trade Desk Plunges 22% on Soft Q3 Guidance, Margin Squeeze

The Trade Desk (TTD) shares plunged 21.9% after Q3 guidance pointed to a 12% revenue drop and a sharp margin contraction, sparking analyst downgrades.

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Trade Desk Plunges 22% on Weak Q3 Forecast; Palantir Surges 40%
Markets Daniel Marsh

Trade Desk Plunges 22% on Weak Q3 Forecast; Palantir Surges 40%

The Trade Desk (TTD) fell 22% after forecasting a Q3 revenue decline, while Palantir (PLTR) surged 40% on robust results. Futures mixed as investors await CPI.

TTD PLTR
Berkshire's $7.8B Buyback Surge Signals Abel's Capital Strategy Shift
Earnings James Calloway

Berkshire's $7.8B Buyback Surge Signals Abel's Capital Strategy Shift

Berkshire Hathaway repurchased $7.8B in shares from April to July, signaling a more aggressive capital deployment strategy under Greg Abel. Operating profit rose 16%.

BRK.B
Airbnb Soars 17% on AI Cost Cuts, Upbeat Outlook
Earnings James Calloway

Airbnb Soars 17% on AI Cost Cuts, Upbeat Outlook

Airbnb shares surged 17% Friday after the company raised its revenue forecast, citing AI-driven cost savings and strong travel demand. Q2 earnings beat estimates.

ABNB
DoubleVerify acquisition spread narrows as closing delayed to 2027
Analysis Daniel Marsh

DoubleVerify acquisition spread narrows as closing delayed to 2027

DoubleVerify's acquisition by Nielsen faces a delayed close to Q1 2027, trimming the spread to 2.95% and annualized returns to 4.6%, barely above T-bill yields.

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Bob's Discount Furniture Faces Steep Margin Hurdle in Second Half
Earnings James Calloway

Bob's Discount Furniture Faces Steep Margin Hurdle in Second Half

Bob's Discount Furniture (NYSE:BOBS) needs an 11.4% adjusted EBITDA margin in H2 to meet its target, with Q2 GAAP profit up 64% but adjusted net income down 13.7%.

BOBS
Trade Desk Plunges 22% on Weak Q3 Forecast, Margin Squeeze
Earnings James Calloway

Trade Desk Plunges 22% on Weak Q3 Forecast, Margin Squeeze

The Trade Desk (TTD) shares plunged 21.9% after issuing a Q3 revenue outlook that missed expectations, with adjusted EBITDA margin projected to fall to ~24.6% from 34% in Q2.

TTD
Wayfair Stock Soars 26% on Q2 Order Growth, Signaling Recovery
Earnings James Calloway

Wayfair Stock Soars 26% on Q2 Order Growth, Signaling Recovery

Wayfair (NYSE:W) shares jumped 25.6% last week as Q2 order growth of 6% fueled revenue gains. The company's recovery appears driven by market share capture rather than broad demand.

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Ambev Stock Slips 3.5% as Profit Beat Masks Revenue Miss
Earnings James Calloway

Ambev Stock Slips 3.5% as Profit Beat Masks Revenue Miss

Ambev's ADR dropped 3.5% despite a 16.2% profit beat, as revenue missed estimates. Q2 cash flow surged 54.5%.

FDS
Doximity Surges 33% on AI Momentum, Yet Profitability Lags
Earnings James Calloway

Doximity Surges 33% on AI Momentum, Yet Profitability Lags

Doximity (DOCS) surged 33% to $27.40 on AI adoption, but closed 31.5% off highs. Q1 revenue grew 7%, yet net income dropped 54% and FY27 guidance was mixed.

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