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.

SOFI
Shopify Stock Soars 25% on Stellar Q2 Results and Upbeat Q3 Outlook
Earnings James Calloway

Shopify Stock Soars 25% on Stellar Q2 Results and Upbeat Q3 Outlook

Shopify (SHOP) shares surged 25% premarket after Q2 revenue climbed 34% and Q3 guidance exceeded expectations, with free cash flow up 55%.

SHOP
Chipotle Shares Plunge 9.7% as Salmonella Probe Hits $4.7B Market Value
Markets Daniel Marsh

Chipotle Shares Plunge 9.7% as Salmonella Probe Hits $4.7B Market Value

Chipotle shares tumbled 9.7% on Tuesday after a salmonella outbreak linked to jalapeños erased $4.7 billion in market value. The stock now sits just above the company's repurchase price.

CMG CAVA MCD QSR YUM
Kratos Surges on Q2 Beat, Government Solutions Drive Growth
Earnings James Calloway

Kratos Surges on Q2 Beat, Government Solutions Drive Growth

Kratos shares jumped 10.8% premarket after Q2 revenue beat, led by Government Solutions growth. The company raised its FY2026 revenue outlook.

KTOS PIPR AVAV
Cipher Digital's Q2 Miss and Cash Constraints Trigger 15.7% Selloff
Earnings James Calloway

Cipher Digital's Q2 Miss and Cash Constraints Trigger 15.7% Selloff

Cipher Digital shares tumbled 15.7% after Q2 revenue and EPS missed consensus, with 82% of cash restricted for projects, sparking valuation concerns.

CIFR HUT WULF IREN
UiPath Stock Jumps 8% as Shares Break Past Wall Street's Average Price Target
Analysis Daniel Marsh

UiPath Stock Jumps 8% as Shares Break Past Wall Street's Average Price Target

UiPath shares surged 8% to $14.10, closing above the average analyst target. The move was driven by sector momentum, but Q2 guidance points to a slowdown in ARR growth.

PATH NOW APPN CRM PEGA PLTR
Disney Beats Earnings Forecasts as Parks and Streaming Drive Profit Surge
Earnings James Calloway

Disney Beats Earnings Forecasts as Parks and Streaming Drive Profit Surge

Disney (NYSE:DIS) exceeded adjusted EPS expectations, though revenue slightly missed. Parks and streaming fueled an 84% profit jump, sending shares up 3.3%.

DIS CMCSA
Lilly's Q2 Growth Hinges on Mounjaro, Zepbound as Sales Projection Leans Heavily on Weight-Loss Franchise
Earnings James Calloway

Lilly's Q2 Growth Hinges on Mounjaro, Zepbound as Sales Projection Leans Heavily on Weight-Loss Franchise

Eli Lilly (LLY) is set to report Q2 earnings Wednesday, with Mounjaro and Zepbound expected to contribute 98% of revenue growth. Pre-market shares rose 2.2% after a five-day slide.

LLY NVO
Bluejay Diagnostics Stock Jumps 47% Premarket Despite Warrant Hurdles
Markets Daniel Marsh

Bluejay Diagnostics Stock Jumps 47% Premarket Despite Warrant Hurdles

Bluejay Diagnostics (BJDX) shares soared 47% premarket, but the rally leaves the stock below the warrant strike price, complicating financing plans.

BJDX
Uber's Cash Conversion Under the Microscope Ahead of Q2 Results
Earnings James Calloway

Uber's Cash Conversion Under the Microscope Ahead of Q2 Results

Uber (UBER) reports Q2 earnings amid concerns that booking growth isn't translating into cash, as it prepares a $14.8B Delivery Hero acquisition.

UBER LYFT DASH
Amazon's $71B Wipeout: Bezos Sale Plan Clouds AWS Growth
Markets Daniel Marsh

Amazon's $71B Wipeout: Bezos Sale Plan Clouds AWS Growth

Amazon shares dropped 2.32%, erasing $71B in market value, as Jeff Bezos' planned sale of 15M shares offset strong AWS growth.

AMZN MSFT GOOGL
Ondas Surges $781M in Two Days Ahead of Q2 Report
Earnings James Calloway

Ondas Surges $781M in Two Days Ahead of Q2 Report

Ondas Inc. (ONDS) added $781M in market cap over two days, fueled by the appointment of ex-Mossad chief David Barnea, ahead of its Q2 earnings on August 13.

ONDS AVAV KTOS