Applied Optoelectronics Q2 Revenue Jumps 86%, But Stock Wavers on Dilution and Margin Concerns
Earnings James Calloway

Applied Optoelectronics Q2 Revenue Jumps 86%, But Stock Wavers on Dilution and Margin Concerns

Applied Optoelectronics reported Q2 revenue up 86% to $191.9M, but diluted share count rose 42%, pressuring per-share metrics. Q3 guidance beat on revenue but disappointed on EPS.

AAOI COHR LITE
Delta Outshines Rivals as FAA Ground Stop Halts Minneapolis Flights
Markets Daniel Marsh

Delta Outshines Rivals as FAA Ground Stop Halts Minneapolis Flights

Delta Air Lines (DAL) weathered an FAA ground stop at MSP with the smallest share decline among major carriers, as the outage caused average delays of 45 minutes.

DAL AAL LUV UAL ALGT
Cloudflare Stock Soars Past Price Targets on Q2 Beat, Raised Outlook
Earnings James Calloway

Cloudflare Stock Soars Past Price Targets on Q2 Beat, Raised Outlook

Cloudflare (NET) jumped 17.8% in after-hours trading to $335 after Q2 revenue surged 36% and management raised full-year guidance, sending shares past all analyst price targets.

NET DDOG
Berkshire's Buyback Signal Awaited as Valuation Gauges Flash Caution
Markets Daniel Marsh

Berkshire's Buyback Signal Awaited as Valuation Gauges Flash Caution

U.S. stocks hover near record highs while valuation metrics flash caution. Berkshire's buyback update on Saturday will offer key insight into capital allocation.

BRK.B SPGI UBS
Hertz Stock Soars 29% on Q2 Beat, But Q3 Is the Real Test
Earnings James Calloway

Hertz Stock Soars 29% on Q2 Beat, But Q3 Is the Real Test

Hertz (HTZ) surged 29.5% after beating Q2 earnings estimates, but the full-year forecast depends on Q3. Short covering and strong pricing drove the rally.

HTZ CAR
AT&T Rebounds as 2026 Cash Returns Near 11% of Market Cap
Markets Daniel Marsh

AT&T Rebounds as 2026 Cash Returns Near 11% of Market Cap

AT&T shares rose 2.8% to $23.71, recovering from a Wednesday slide. The company's 2026 cash returns are estimated at 10.8% of market cap, with a $28.65 average price target.

T VZ TMUS
Dow's Price-Weighted Drop: Six Stocks Drive 454-Point Slide
Markets Daniel Marsh

Dow's Price-Weighted Drop: Six Stocks Drive 454-Point Slide

The Dow dropped 454 points, with six stocks accounting for 81% of the decline due to price-based weighting. Other indices fell modestly.

GS UNH BA CAT HON CRM MSFT CVX DIS SPY QQQ USO
S&P 500 Flat as Earnings Optimism Fades; Tech Selloff Deepens
Markets Daniel Marsh

S&P 500 Flat as Earnings Optimism Fades; Tech Selloff Deepens

U.S. stocks closed mixed Thursday as robust earnings failed to offset weak guidance, with tech leaders like AppLovin and Datadog dropping sharply.

APP DDOG WDC SNDK SPY QQQ DIA
Honest Company Stock Soars 40% on Wipes Growth and Raised Outlook
Earnings James Calloway

Honest Company Stock Soars 40% on Wipes Growth and Raised Outlook

The Honest Company (NASDAQ:HNST) shares surged 40% after Q2 wipes sales jumped 37% and management raised its full-year outlook. Adjusted gross margin improved 340 basis points.

HNST ELF EPC KMB
Pfizer Stock Rises as Core Drug Growth Offsets COVID Decline
Earnings James Calloway

Pfizer Stock Rises as Core Drug Growth Offsets COVID Decline

Pfizer (PFE) shares rose 0.9% after Q2 results beat estimates, with non-COVID drug growth offsetting a steep decline in COVID product sales.

PFE BMY MRK LLY
Plug Power Stock Slips as Cash Burn Concerns Loom Ahead of Q2 Earnings
Earnings James Calloway

Plug Power Stock Slips as Cash Burn Concerns Loom Ahead of Q2 Earnings

Plug Power (NASDAQ: PLUG) shares declined 2.6% to $2.045 as investors await Q2 results, focusing on cash burn and liquidity measures. Analysts project a loss of $0.08 per share.

PLUG BE BLDP FCEL
Coinbase Expands UK Stock Trading to Boost USDC Retention
Crypto Sarah Chen

Coinbase Expands UK Stock Trading to Boost USDC Retention

Coinbase (NASDAQ:COIN) launched 24/5 US stock trading for UK users, offering nearly 4,000 stocks. The move aims to boost USDC retention, but shares fell 2.4% amid questions about growth.

COIN HOOD