Zeta Global Beats Q2, But Q4 Outlook Fails to Impress
Earnings James Calloway

Zeta Global Beats Q2, But Q4 Outlook Fails to Impress

Zeta Global beat Q2 estimates, but Q4 revenue guidance was essentially unchanged, leading to an 8% after-hours selloff.

ZETA PLTR
Astera Labs' Q3 Guidance Surges Past Estimates on AI Switch Demand
Earnings James Calloway

Astera Labs' Q3 Guidance Surges Past Estimates on AI Switch Demand

Astera Labs (ALAB) forecast Q3 revenue of $550M, 32% above consensus, as Scorpio fabric switches ramp ahead of schedule. Q2 revenue jumped 104% to $392.4M.

ALAB
Arista Networks Soars on AI-Driven Earnings Beat and Strong Outlook
Earnings James Calloway

Arista Networks Soars on AI-Driven Earnings Beat and Strong Outlook

Arista Networks (ANET) surged 13% in after-hours trading after Q2 revenue beat estimates and Q3 guidance exceeded forecasts, powered by AI networking demand and strong operating leverage.

ANET NVDA CSCO
Crypto Stocks Rally as FBI Agent Case Spotlights Wallet Oversight
Regulation James Calloway

Crypto Stocks Rally as FBI Agent Case Spotlights Wallet Oversight

Former FBI supervisor Patrick Yaroch faces charges over alleged crypto theft. The case highlights wallet oversight, while Coinbase, Robinhood, and Strategy shares climb in after-hours trading.

COIN HOOD MSTR IBIT SPY
Aptiv Plunges 17% on Guidance Cut, Erasing $2B in Value
Earnings James Calloway

Aptiv Plunges 17% on Guidance Cut, Erasing $2B in Value

Aptiv shares sank 16.6% after the company slashed its 2026 outlook, erasing about $2 billion in market value. The guidance cut, driven by China weakness and launch delays, overshadowed a Q2 earnings beat.

APTV
Dow Breaks 54,000 as Caterpillar Powers Record Rally
Markets Daniel Marsh

Dow Breaks 54,000 as Caterpillar Powers Record Rally

The Dow Jones Industrial Average closed above 54,000 for the first time, propelled by Caterpillar's strong earnings and a broad market rally.

CAT GS CSCO NVDA SPY QQQ
IREN Closes Mirantis Buy at $555M, Below Initial $625M Deal
Technology Sarah Chen

IREN Closes Mirantis Buy at $555M, Below Initial $625M Deal

IREN finalized its Mirantis acquisition at a market value of about $555 million, 11.2% below the initial $625 million agreement, as share price declines reduced the equity component.

IREN APLD NBIS NVDA BAC
Oracle's AI Lease Burden Spurs Credit Concerns Despite Stock Rebound
Analysis Daniel Marsh

Oracle's AI Lease Burden Spurs Credit Concerns Despite Stock Rebound

Oracle shares rebounded 12.5% over two sessions, yet credit markets signal stress from $260B AI leasing commitments, with CDS at 18-year highs.

ORCL MSFT META AMZN GOOGL SPGI
Wall Street Hits New Highs as AI Rally Broadens and Oil Slumps
Markets Daniel Marsh

Wall Street Hits New Highs as AI Rally Broadens and Oil Slumps

U.S. stocks reached record highs Tuesday as AI optimism broadened beyond semiconductors, while falling oil prices eased inflation worries. Palantir and Caterpillar surged.

PLTR CAT AMD
Ukrop's Recall: Six Meals Pulled Over Metal Fragments, Grocers See Minimal Financial Risk
Regulation James Calloway

Ukrop's Recall: Six Meals Pulled Over Metal Fragments, Grocers See Minimal Financial Risk

Ukrop's Homestyle Foods recalls six ready-to-eat meals over aluminum slivers, affecting Kroger and Food Lion. Financial impact appears minimal; no injuries reported.

KR AD
Broadcom Surges 7% on AI Deals, But Financing Questions Loom
Markets Daniel Marsh

Broadcom Surges 7% on AI Deals, But Financing Questions Loom

Broadcom shares rose 7% on AI deal momentum, but $128B in purchase commitments raise financing and cash flow questions as Q3 earnings approach.

AVGO MRVL AMD NVDA GOOGL
Netflix Ad Push Faces Valuation Test as Stock Lags Market Rally
Analysis Daniel Marsh

Netflix Ad Push Faces Valuation Test as Stock Lags Market Rally

Netflix shares underperformed the broader market as its new short-video initiative aims to boost advertising revenue to $3 billion, but valuation concerns persist.

NFLX GOOGL DIS CMCSA FDS