SoundHound AI Stock Soars 29% on Q2 Beat, Raised Guidance
Earnings James Calloway

SoundHound AI Stock Soars 29% on Q2 Beat, Raised Guidance

SoundHound AI (SOUN) shares surged 29% after Q2 revenue jumped 45% to $61.9M, beating consensus. The company raised its 2026 guidance, easing execution concerns.

SOUN LPSN
Oscar Health Stock Surges on Q2 Beat, But H2 Loss Forecast Looms
Earnings James Calloway

Oscar Health Stock Surges on Q2 Beat, But H2 Loss Forecast Looms

Oscar Health (OSCR) shares rose 6.6% in premarket trading after Q2 results beat estimates, but the insurer's full-year guidance implies a substantial operating loss in the second half.

OSCR
Nu Holdings Buyback Modest Amid Q2 Credit Test
Earnings James Calloway

Nu Holdings Buyback Modest Amid Q2 Credit Test

Nu Holdings (NU) shares edge higher as a $1B buyback provides minimal buffer; Q2 earnings due Aug 13 will test credit quality.

NU GS JPM BA C
Uber stock slips 5% as robotaxi spending overshadows strong bookings
Earnings James Calloway

Uber stock slips 5% as robotaxi spending overshadows strong bookings

Uber's Q2 beat on bookings but missed EPS guidance; shares fell 5.3% as investors focused on heavy robotaxi spending and the Delivery Hero acquisition.

UBER GOOGL
Celsius Shares Tumble 17% as Core Brand Sales Slip
Earnings James Calloway

Celsius Shares Tumble 17% as Core Brand Sales Slip

Celsius Holdings (CELH) shares dropped 17% in premarket after Q2 revenue and EPS missed estimates, as core CELSIUS brand sales fell 11.7% despite Rockstar-driven growth.

CELH PEP
Dell's Cash Flow Advantage Widens Gap Over Supermicro
Analysis Daniel Marsh

Dell's Cash Flow Advantage Widens Gap Over Supermicro

Dell's premium valuation over Supermicro persists, underpinned by robust cash flow generation, while Supermicro's growth is offset by heavy cash burn and financing dilution.

DELL SMCI
Celestica's $3B AI-Fueled Stock Sale Raises Stakes for 2027 Growth
Markets Daniel Marsh

Celestica's $3B AI-Fueled Stock Sale Raises Stakes for 2027 Growth

Celestica prices a $3 billion equity offering at $310 per share, a 14.5% discount, to fund AI-driven expansion. Shares fall in premarket trading as investors weigh dilution against 2027 growth prospects.

CLS
Paranovus Rockets 119% on $33M Heyviva Deal, Market Cap Dwarfed
Markets Daniel Marsh

Paranovus Rockets 119% on $33M Heyviva Deal, Market Cap Dwarfed

PAVS stock jumped over 119% premarket after a $33M Heyviva asset purchase, which is 7.8 times its Wednesday market cap. The deal raises questions about valuation and financing.

PAVS
Opendoor's Inventory Surge Overshadows Cost Gains, Shares Drop
Earnings James Calloway

Opendoor's Inventory Surge Overshadows Cost Gains, Shares Drop

Opendoor stock dropped 8.7% as its $1.85B inventory surge outweighed improved cost per acquisition. Analysts warn on resale speed.

OPEN OPAD Z RKT
Grab's $750M Buyback Takes Center Stage Over Guidance Lift
Earnings James Calloway

Grab's $750M Buyback Takes Center Stage Over Guidance Lift

Grab's new $750M buyback, 5.1% of market cap, overshadowed a modest guidance raise. Q2 revenue grew 22%, adjusted EBITDA 54%.

GRAB
SolarEdge's 30% Plunge Highlights Fragile Profit Recovery
Earnings James Calloway

SolarEdge's 30% Plunge Highlights Fragile Profit Recovery

SolarEdge (SEDG) shares dropped 30% after its first adjusted operating profit in three years was solely due to tariff refunds; Q3 guidance points to continued challenges.

SEDG ENPH RUN FSLR
Fluence Energy shares plunge 17% as guidance cut overshadows record backlog
Earnings James Calloway

Fluence Energy shares plunge 17% as guidance cut overshadows record backlog

Fluence Energy (NASDAQ:FLNC) shares dropped 17% in premarket after the company lowered its fiscal 2026 revenue and EBITDA guidance, even as backlog hit a record $6.4 billion.

FLNC