Joby Aviation Soars on Q2 Revenue Beat, Yet Valuation Hinges on FAA Certification
Earnings James Calloway

Joby Aviation Soars on Q2 Revenue Beat, Yet Valuation Hinges on FAA Certification

Joby Aviation's Q2 revenue beat expectations, lifting shares 7.4%, but the 53-times sales valuation still depends on achieving FAA certification and commercial launch.

JOBY ACHR EVEX
Dutch Bros Shares Tumble 18% Despite Raised Guidance, Traffic Concerns Loom
Earnings James Calloway

Dutch Bros Shares Tumble 18% Despite Raised Guidance, Traffic Concerns Loom

Dutch Bros (BROS) shares plunged 18% after the coffee chain raised guidance but reported slowing traffic, raising concerns about organic growth.

BROS SBUX BRCB
Unity Stock Jumps 14% on Q2 Beat, Strategic Revenue Growth
Earnings James Calloway

Unity Stock Jumps 14% on Q2 Beat, Strategic Revenue Growth

Unity Software (U) shares jumped 14% after Q2 revenue and EBITDA beat estimates, driven by strategic revenue growth. The company raised its outlook for Q3.

U
AI Earnings Shock: $68B Erased as Software Stocks Tumble
Markets Daniel Marsh

AI Earnings Shock: $68B Erased as Software Stocks Tumble

AI-related stocks lost $68B in value as software earnings disappointed. Semiconductors rose 1.55%, but AppLovin and Datadog fell sharply. S&P 500 earnings grew 31.1%.

WDC SNDK APP DDOG HUBS MSFT AMZN NVDA SOXX SPY QQQ DIA XLE PH
Rocket Lab Soars 4% on $663M Space Force Deals, Neutron in Focus
Markets Daniel Marsh

Rocket Lab Soars 4% on $663M Space Force Deals, Neutron in Focus

Rocket Lab shares climbed 4.1% to $77.89 after winning $663M in Space Force contracts, with Neutron playing a key role. Q2 earnings due Monday.

RKLB
Transocean stock gains as Q2 cash flow shines ahead of capex ramp
Markets Daniel Marsh

Transocean stock gains as Q2 cash flow shines ahead of capex ramp

Transocean (RIG) shares climbed 2.3% after Q2 free cash flow hit $212M (68% of EBITDA). Capex is set to rise 89% in H2, testing cash generation.

RIG VAL NE EQNR
Dow Drops 370 Points as Five Stocks Drive Most of the Decline
Markets Daniel Marsh

Dow Drops 370 Points as Five Stocks Drive Most of the Decline

The Dow Jones Industrial Average fell 370 points, with five stocks accounting for 59% of the decline. Broader markets showed resilience, suggesting sector rotation.

GS CRM UNH HON BA MSFT CVX DIS AMD QCOM MRVL JNJ CAT
Iovance Soars 39% on Stellar Q2 Amtagvi Sales and Margin Gains
Earnings James Calloway

Iovance Soars 39% on Stellar Q2 Amtagvi Sales and Margin Gains

Iovance shares surged 39% after Q2 revenue hit $99.3M, beating guidance by 12.9%, while gross margin more than doubled to 56%. The company is reviewing its 2026 guidance.

IOVA
Datadog Shares Slide 14% as Key AI Client Slashes Usage Outlook
Earnings James Calloway

Datadog Shares Slide 14% as Key AI Client Slashes Usage Outlook

Datadog shares dropped 14% after its biggest AI client flagged reduced activity, despite strong Q2 results. Growth is expected to slow to 25% by Q4.

DDOG DT ESTC NET
Constellation Energy Stock Retreats Despite Strong Q2 Earnings
Earnings James Calloway

Constellation Energy Stock Retreats Despite Strong Q2 Earnings

Constellation Energy beat Q2 earnings estimates, but shares pared gains. Buybacks underpin 2026 EPS growth, with analysts optimistic.

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Electronic Arts Delists After $55B Buyout, Exits Nasdaq at $210
Markets Daniel Marsh

Electronic Arts Delists After $55B Buyout, Exits Nasdaq at $210

Electronic Arts (EA) completed its $55B acquisition and delisted from Nasdaq at $210/share. Q1 bookings missed estimates by 8.8%, transferring execution risks to the buyer consortium.

EA TTWO FERG
Honeywell Aerospace Stock Plunges 21% on Weak Guidance, Aftermarket Lag
Earnings James Calloway

Honeywell Aerospace Stock Plunges 21% on Weak Guidance, Aftermarket Lag

Honeywell Aerospace shares fell 20.8% after the company slashed its 2026 organic sales growth forecast and reported aftermarket growth far below peers GE and RTX.

GE RTX BA AIR JPM EVR UBS