Corsair Gaming Soars 31% on Strong Margins, Lifted Guidance
Earnings James Calloway

Corsair Gaming Soars 31% on Strong Margins, Lifted Guidance

Corsair Gaming shares jumped 31% after Q2 earnings beat on strong gross margins and raised full-year guidance. The stock surged to $13.87 as investors look past the one-time tariff refund.

CRSR TBCH LOGI
VisionSys Stock Whipsaws 161% Intraday Surge Amid Massive Dilution Concerns
Analysis Daniel Marsh

VisionSys Stock Whipsaws 161% Intraday Surge Amid Massive Dilution Concerns

VisionSys AI shares skyrocketed 161% intraday before closing up 16%, as a $91.75M placement threatens massive dilution. The BCI firm's future hinges on deal execution.

Celsius Stock Rebounds on CEO Change Push, Core Brand Still Struggles
Markets Daniel Marsh

Celsius Stock Rebounds on CEO Change Push, Core Brand Still Struggles

Celsius shares rose 11.9% after a leadership challenge, recouping half of Thursday's decline, but core brand revenue fell 11.7%.

CELH PEP MNST
Micron Dips 1.2% as Storage Selloff Softens on Long-Term Contracts
Earnings James Calloway

Micron Dips 1.2% as Storage Selloff Softens on Long-Term Contracts

Micron (MU) slipped 1.2% despite a storage selloff, as multi-year contracts cushion the blow. Citi trims price target to $1,150, maintaining Buy.

MU WDC SNDK STX C
TeraWulf Stock Slips 4.5% Despite AI Leasing Surge, Analysts See Upside
Markets Daniel Marsh

TeraWulf Stock Slips 4.5% Despite AI Leasing Surge, Analysts See Upside

TeraWulf (WULF) shares dropped 4.5% despite HPC lease revenue jumping 52% to 71% of total. Q2 loss per share of $1.94 missed estimates, but analysts see 114% upside.

WULF IREN CORZ CLSK MARA RIOT GOOGL
MARA's Bitcoin-Backed AI Loans Raise Collateral Risk as Q2 Revenue Drops
Crypto Sarah Chen

MARA's Bitcoin-Backed AI Loans Raise Collateral Risk as Q2 Revenue Drops

MARA shares fell 4.6% as Q2 revenue dropped 27% and new bitcoin-backed loans for AI raise collateral risk. Analysts split on outlook.

MARA RIOT CLSK IREN
Big Tree Cloud (DSY) Soars 45.8% on Massive Volume Spike
Markets Daniel Marsh

Big Tree Cloud (DSY) Soars 45.8% on Massive Volume Spike

Big Tree Cloud (DSY) jumped 45.8% on volume 20x its float, but no news drove the move. Fundamentals remain weak, with revenue down 51.5%.

DSY
Innodata Shares Retreat Despite Record Q2 as Guidance Stays Flat
Earnings James Calloway

Innodata Shares Retreat Despite Record Q2 as Guidance Stays Flat

Innodata (INOD) shares slipped 1.7% after a volatile session, despite record Q2 results, as the company kept its 40% growth guidance unchanged.

INOD
GAO Audit Casts Doubt on DOGE Savings Claims, Contractors Rally
Markets Daniel Marsh

GAO Audit Casts Doubt on DOGE Savings Claims, Contractors Rally

A GAO audit reveals over half of DOGE's reported contract savings lack proper documentation, yet federal services stocks rise as contractors report strong funded backlogs.

CACI BAH LDOS SAIC
Nu Holdings Stock Dips Ahead of Q2 as Credit Quality Takes Center Stage
Earnings James Calloway

Nu Holdings Stock Dips Ahead of Q2 as Credit Quality Takes Center Stage

Nu Holdings (NU) slipped 1.3% ahead of Q2 results, with attention on credit costs and margin pressure. Analysts see EPS at $0.20.

NU INTR STNE PAGS
Sezzle Stock Plunges 34% as Q2 Beat Fails to Offset Slowing Growth Forecast
Earnings James Calloway

Sezzle Stock Plunges 34% as Q2 Beat Fails to Offset Slowing Growth Forecast

Sezzle shares tumbled 34% after Q2 results beat estimates but guidance signaled slower H2 growth, with revenue growth forecast at 35% for the year.

SEZL AFRM XYZ PYPL
B2Gold Surges 22% on Mali Permit, Unlocking Fekola Expansion
Markets Daniel Marsh

B2Gold Surges 22% on Mali Permit, Unlocking Fekola Expansion

B2Gold (BTG) soars 22% as Mali approves the Menankoto permit, enabling pre-stripping at Fekola Regional. Despite weak Q2 earnings, the permit secures long-term output.

BTG GDX GLD IAG KGC AEM NEM