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.

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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
Redwire Stock Surges 11% on Record Q2 Defense Performance
Markets Daniel Marsh

Redwire Stock Surges 11% on Record Q2 Defense Performance

Redwire (RDW) shares rose 11% after posting record Q2 revenue and margins, fueled by defense growth. Backlog trends and guidance signal continued momentum.

RDW
Snap Stock Slips as Q2 Growth Tied to Subscriptions
Earnings James Calloway

Snap Stock Slips as Q2 Growth Tied to Subscriptions

Snap shares dipped 1.1% premarket after Q2 results showed subscription revenue drove most growth, while ad sales rose only 9%. Cash flow improved, but ad growth lags peers.

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IonQ Stock Climbs 8.9% on Strong Q2 Results and Raised Guidance
Earnings James Calloway

IonQ Stock Climbs 8.9% on Strong Q2 Results and Raised Guidance

IonQ shares jumped 8.9% premarket after record Q2 revenue and a raised 2026 outlook, reducing the need for second-half acceleration.

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Nokia Stock Dips 1.1% as AI Order Backlog Raises Conversion Risks
Markets Daniel Marsh

Nokia Stock Dips 1.1% as AI Order Backlog Raises Conversion Risks

Nokia shares slipped 1.1% to €8.36 as investors weighed a €2.8 billion AI order backlog against conversion risks and a rich valuation.

ANET CIEN
Duolingo Stock Slides as Engagement Outpaces Monetization
Earnings James Calloway

Duolingo Stock Slides as Engagement Outpaces Monetization

Duolingo (DUOL) shares dropped 9.3% after Q2 revenue beat but Q3 guidance disappointed, as daily active users grew 23% while bookings rose only 8%.

DUOL
Figma Stock Tumbles 15% as AI Costs Outpace Revenue Surge
Earnings James Calloway

Figma Stock Tumbles 15% as AI Costs Outpace Revenue Surge

Figma shares dropped 15% premarket despite a 48% revenue jump, as AI infrastructure and hosting costs soared 117%, squeezing margins and overshadowing raised guidance.

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JPMorgan Faces Reimbursement Probe, Stock Holds Near Record
Analysis Daniel Marsh

JPMorgan Faces Reimbursement Probe, Stock Holds Near Record

JPMorgan shares rise 0.6% in premarket as prosecutors review allegations of improperly rejected reimbursements exceeding $100 million; analysts keep targets unchanged.

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UiPath Shares Reach Analyst Target as Q2 ARR Growth Slows
Analysis Daniel Marsh

UiPath Shares Reach Analyst Target as Q2 ARR Growth Slows

UiPath shares closed at $13.82, aligning with the consensus target, yet Q2 net new ARR is projected at $30.5M, roughly unchanged year-over-year.

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Intel Dips Below $100 Despite 38% Jump in 2026 EPS Forecasts
Technology Sarah Chen

Intel Dips Below $100 Despite 38% Jump in 2026 EPS Forecasts

Intel shares fell 1.17% to $99.88 premarket, even as 2026 EPS forecasts surged 38% to $1.49. Analysts remain cautious with 31 Holds.

INTC SOXX NVDA AMD TSM
AppLovin Stock Plunges 15% on Revenue Miss, Weak Q3 Forecast
Earnings James Calloway

AppLovin Stock Plunges 15% on Revenue Miss, Weak Q3 Forecast

AppLovin (NASDAQ:APP) tumbled 15% in premarket trading after Q2 revenue slightly missed expectations and Q3 guidance came in below consensus, wiping out $21 billion in market cap.

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