NuScale Power Gains Despite Revenue Collapse as Cash Position Strengthens
Earnings James Calloway

NuScale Power Gains Despite Revenue Collapse as Cash Position Strengthens

NuScale Power shares climbed 3.7% to $9.82 despite a 99.1% revenue drop, as investors focused on a $1.89B cash position and ongoing strategic progress.

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Airbnb Surges to Four-Year High on AI-Led Growth and Strong Q2 Results
Earnings James Calloway

Airbnb Surges to Four-Year High on AI-Led Growth and Strong Q2 Results

Airbnb shares jumped to a four-year high after strong Q2 earnings and an upgraded outlook, with AI boosting bookings and cutting costs.

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Uber Shares Rebound as Strong Cash Flow Bolsters $10B Robotaxi Plan
Earnings James Calloway

Uber Shares Rebound as Strong Cash Flow Bolsters $10B Robotaxi Plan

Uber shares climbed 6.4% to $75.02, supported by record free cash flow that underpins its $10 billion robotaxi commitment. Analysts cut targets but kept positive ratings.

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IREN Shares Climb 12% Weekly as AI Revenue Targets Take Center Stage
Analysis Daniel Marsh

IREN Shares Climb 12% Weekly as AI Revenue Targets Take Center Stage

IREN shares jumped 8.7% Friday to $41.23, capping a 12% weekly gain as investor focus shifted from Mirantis supply concerns to AI revenue growth potential.

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

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

Trade Desk shares tumbled 22% after Q3 guidance pointed to a 12% sales decline and nearly halved adjusted EBITDA, raising concerns over pricing and execution.

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Westwater Resources surges 88% after securing $25M U.S. graphite loan
Markets Daniel Marsh

Westwater Resources surges 88% after securing $25M U.S. graphite loan

Westwater Resources (WWR) soared 88% on Friday after securing a $25 million U.S. graphite loan, adding roughly $46 million in market value. The gain outpaced the loan amount, signaling investor confidence in government backing.

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QuantumScape Surges 10% as Valuation Gap Widens, Sector Rally Lifts Battery Stocks
Analysis Daniel Marsh

QuantumScape Surges 10% as Valuation Gap Widens, Sector Rally Lifts Battery Stocks

QuantumScape shares rose 9.8% to $6.08, but a $2.89B valuation gap above Q2 liquidity underscores execution risks as sector-wide rally lifts battery stocks.

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Stellantis Slips on Downgrade as Margins Disappoint
Earnings James Calloway

Stellantis Slips on Downgrade as Margins Disappoint

Stellantis shares dropped on Friday after Bernstein downgraded the stock, citing a slim 1.8% adjusted operating margin in Q2. U.S. shares closed at $5.52, down 4.17% over five sessions.

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Snap Shares Dip as Subscriptions Drive Q2 Growth
Earnings James Calloway

Snap Shares Dip as Subscriptions Drive Q2 Growth

Snap's Q2 revenue rose 19% to $1.599B, with direct revenue up 85% and accounting for 57% of growth. Shares fell 7.9% midweek as investors await proof of sustainability.

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FIGS Stock Soars 27% on Raised Guidance and Record Customer Growth
Earnings James Calloway

FIGS Stock Soars 27% on Raised Guidance and Record Customer Growth

FIGS (FIGS) surged 27% after raising its 2026 revenue growth forecast to ~20%, driven by a 13.2% jump in active customers and higher per-customer spend.

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RBI Stock Slips 2% Despite Burger King's Strong Quarter
Earnings James Calloway

RBI Stock Slips 2% Despite Burger King's Strong Quarter

Shares of Restaurant Brands International dropped 2.1% on Thursday even as Burger King posted its best US comparable sales in years, raising concerns about growth concentration.

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Super Micro Stock Surges Ahead of Earnings Amid $60B Order Backlog
Earnings James Calloway

Super Micro Stock Surges Ahead of Earnings Amid $60B Order Backlog

SMCI shares climbed 6% on Friday ahead of Tuesday's earnings, as investors weigh a $60B order backlog against margin recovery and revenue conversion risks.

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