Airbnb Soars 17% on AI Cost Cuts, Upbeat Outlook
Earnings James Calloway

Airbnb Soars 17% on AI Cost Cuts, Upbeat Outlook

Airbnb shares surged 17% Friday after the company raised its revenue forecast, citing AI-driven cost savings and strong travel demand. Q2 earnings beat estimates.

ABNB
DoubleVerify acquisition spread narrows as closing delayed to 2027
Analysis Daniel Marsh

DoubleVerify acquisition spread narrows as closing delayed to 2027

DoubleVerify's acquisition by Nielsen faces a delayed close to Q1 2027, trimming the spread to 2.95% and annualized returns to 4.6%, barely above T-bill yields.

DV WFC BNS BMO RJF RY
Bob's Discount Furniture Faces Steep Margin Hurdle in Second Half
Earnings James Calloway

Bob's Discount Furniture Faces Steep Margin Hurdle in Second Half

Bob's Discount Furniture (NYSE:BOBS) needs an 11.4% adjusted EBITDA margin in H2 to meet its target, with Q2 GAAP profit up 64% but adjusted net income down 13.7%.

BOBS
Trade Desk Plunges 22% on Weak Q3 Forecast, Margin Squeeze
Earnings James Calloway

Trade Desk Plunges 22% on Weak Q3 Forecast, Margin Squeeze

The Trade Desk (TTD) shares plunged 21.9% after issuing a Q3 revenue outlook that missed expectations, with adjusted EBITDA margin projected to fall to ~24.6% from 34% in Q2.

TTD
Wayfair Stock Soars 26% on Q2 Order Growth, Signaling Recovery
Earnings James Calloway

Wayfair Stock Soars 26% on Q2 Order Growth, Signaling Recovery

Wayfair (NYSE:W) shares jumped 25.6% last week as Q2 order growth of 6% fueled revenue gains. The company's recovery appears driven by market share capture rather than broad demand.

W ARHS RH
Ambev Stock Slips 3.5% as Profit Beat Masks Revenue Miss
Earnings James Calloway

Ambev Stock Slips 3.5% as Profit Beat Masks Revenue Miss

Ambev's ADR dropped 3.5% despite a 16.2% profit beat, as revenue missed estimates. Q2 cash flow surged 54.5%.

FDS
Doximity Surges 33% on AI Momentum, Yet Profitability Lags
Earnings James Calloway

Doximity Surges 33% on AI Momentum, Yet Profitability Lags

Doximity (DOCS) surged 33% to $27.40 on AI adoption, but closed 31.5% off highs. Q1 revenue grew 7%, yet net income dropped 54% and FY27 guidance was mixed.

DOCS TDOC AMWL
Hecla Mining Surges 19% on Strong Cash Flow, Debt Payoff
Earnings James Calloway

Hecla Mining Surges 19% on Strong Cash Flow, Debt Payoff

Hecla Mining (HL) rallied 19% this week on robust Q2 cash flow and debt payoff, but adjusted margins and analyst caution suggest headwinds.

HL CDE PAAS AG SPGI SLV
Atlassian Soars 35% on Cloud Strength, Fiscal 2027 Outlook Beats
Earnings James Calloway

Atlassian Soars 35% on Cloud Strength, Fiscal 2027 Outlook Beats

Atlassian (NASDAQ:TEAM) jumped 35% on Friday after fiscal Q4 revenue and earnings crushed estimates, driven by 31% cloud growth. The company guided fiscal 2027 cloud growth at 25.5%.

TEAM
Barrick Mining's North American IPO Faces Investor Pushback Amid Stock Surge
IPO Michael Okonkwo

Barrick Mining's North American IPO Faces Investor Pushback Amid Stock Surge

Barrick Mining faces shareholder resistance over its planned North American IPO, which would list a minority stake in its key gold assets. The stock surged 19% last week.

B GLD NEM AEM KGC AU C RY JPM
Tesla Stock Climbs 5.6% as Retail Traders Pile In, But Analyst Skepticism Lingers
Markets Daniel Marsh

Tesla Stock Climbs 5.6% as Retail Traders Pile In, But Analyst Skepticism Lingers

Tesla shares gained 5.6% last week on a surge of retail interest, but the stock's outperformance over the Nasdaq was slim. Analysts remain divided on the EV maker's valuation.

TSLA GM F LCID RIVN
Applied Materials Rallies 6.2% as Investors Eye Cash Flow in Upcoming Earnings
Earnings James Calloway

Applied Materials Rallies 6.2% as Investors Eye Cash Flow in Upcoming Earnings

Applied Materials (AMAT) climbs 6.2% ahead of earnings, but free cash flow lags. Investors watch for cash conversion improvements as a key growth signal.

AMAT LRCX KLAC ASML SF