Zeta Global Soars 15% on Upbeat Cash Flow Forecast
Earnings James Calloway

Zeta Global Soars 15% on Upbeat Cash Flow Forecast

Zeta Global (ZETA) surged 15% after reporting Q2 revenue growth of 44% and a sharp increase in free cash flow guidance for 2026, leading to multiple analyst price target hikes.

ZETA BRZE KVYO RY RILY MS
Ford Stock Rises Despite July Sales Drop as Truck Mix Strengthens
Earnings James Calloway

Ford Stock Rises Despite July Sales Drop as Truck Mix Strengthens

Ford (F) shares rose 1.1% despite a 10.2% July sales drop, as trucks gained share and the company raised its 2026 outlook. Truck mix hit 63%.

F GM STLA TSLA
P&G Acquires Thorne for $3.8B to Bolster Health Care Growth
Markets Daniel Marsh

P&G Acquires Thorne for $3.8B to Bolster Health Care Growth

P&G (PG) buys Thorne for $3.8 billion, a 5.85x sales multiple, to accelerate health care growth. Thorne accounts for 5.2% of P&G's health care revenue.

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American Airlines Faces Fuel Cost Squeeze as Brent Tops $80
Commodities Rebecca Torres

American Airlines Faces Fuel Cost Squeeze as Brent Tops $80

American Airlines shares edged higher in premarket trading as Brent crude climbed above $80, but rising fuel costs are squeezing margins, with fuel expenses accounting for 94.7% of Q2 revenue growth.

AAL UAL LUV DAL USO
Pfizer Stock Rises as Non-COVID Drugs Offset Pandemic Revenue Slump
Earnings James Calloway

Pfizer Stock Rises as Non-COVID Drugs Offset Pandemic Revenue Slump

Pfizer's Q2 beat estimates as four growth brands offset COVID revenue declines. Shares rose 1.48% premarket.

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Kraft Heinz Boosts Sales Outlook, Yet Profit Forecast Lags
Earnings James Calloway

Kraft Heinz Boosts Sales Outlook, Yet Profit Forecast Lags

Kraft Heinz lifted its organic sales forecast for 2026 following a Q2 revenue beat, but profit guidance barely moved. Shares inched up 0.23% premarket.

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Arista Networks Surges 10% on Strong Q3 Guidance and Raised 2026 Forecast
Earnings James Calloway

Arista Networks Surges 10% on Strong Q3 Guidance and Raised 2026 Forecast

Arista Networks (ANET) shares surged over 10% after issuing Q3 revenue guidance of $3.3 billion and raising its 2026 outlook to $12.6 billion, driven by strong AI and core networking demand.

ANET RJF BAC
Stock Futures Rise as Investors Favor AI Profitability Over Spending
Markets Daniel Marsh

Stock Futures Rise as Investors Favor AI Profitability Over Spending

US stock futures advanced as investors differentiated between AI companies with strong earnings and those with heavy spending, with Nvidia and Arista Networks gaining.

AMD NVDA ANET ADP SHOP DIS LLY
Circle Internet Shares Surge on Q2 Beat Despite Revenue Miss
Crypto Sarah Chen

Circle Internet Shares Surge on Q2 Beat Despite Revenue Miss

Circle Internet (CRCL) shares rose up to 7.6% in premarket after Q2 earnings topped EPS estimates, though revenue missed. USDC expansion is crucial as yields decline.

CRCL COIN
CVS Raises Guidance as Aetna Powers Q2 Beat
Earnings James Calloway

CVS Raises Guidance as Aetna Powers Q2 Beat

CVS Health raised its 2026 EPS outlook after a strong Q2, with Aetna contributing nearly all of the operating-profit increase. The stock rose in premarket trading.

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Palantir's AI Surge: U.S. Dominance Drives 29% Rally, Valuation at 48x Sales
Earnings James Calloway

Palantir's AI Surge: U.S. Dominance Drives 29% Rally, Valuation at 48x Sales

Palantir shares jumped 29% after Q2 earnings crushed estimates, with U.S. customers driving 90% of revenue growth. Valuation now 48x 2026 sales.

PLTR MSFT AMZN SNOW DB JEF
SoFi's Rebound Puts the Spotlight on Its Ambitious H2 Margin Target
Earnings James Calloway

SoFi's Rebound Puts the Spotlight on Its Ambitious H2 Margin Target

SoFi Technologies (NASDAQ:SOFI) has fully recovered its post-earnings losses, but the stock's rally hinges on the company's ability to deliver a sharp margin expansion in the second half of 2026.

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