Opendoor Shares Slide 5% as Q2 Report Reveals Soaring Stock Compensation
Earnings James Calloway

Opendoor Shares Slide 5% as Q2 Report Reveals Soaring Stock Compensation

Opendoor (OPEN) shares dropped 5.1% to $3.91 after Q2 results showed stock-based compensation of $119 million, overshadowing a 59% sequential jump in contribution profit.

OPEN OPAD Z
Dell's AI Backlog Hits $51.3B, But Margin Concerns Loom
Earnings James Calloway

Dell's AI Backlog Hits $51.3B, But Margin Concerns Loom

Dell's AI backlog of $51.3B covers 117% of the revenue needed to hit FY27 targets, but concerns about margins and competition weigh on the stock.

DELL HPE SMCI MS C EVR FDS
IonQ Stock Retreats Ahead of Q2 Earnings Amid Post-SkyWater Valuation Scrutiny
Earnings James Calloway

IonQ Stock Retreats Ahead of Q2 Earnings Amid Post-SkyWater Valuation Scrutiny

IonQ shares fell 4.6% to $39.79 ahead of Q2 earnings, with analysts eyeing a 221% revenue jump and a valuation reset following the SkyWater deal.

IONQ QBTS RGTI QUBT T SKYT
Rocket Lab Stock Wavers Despite $397M Space Force Win as Neutron Test Approaches
Markets Daniel Marsh

Rocket Lab Stock Wavers Despite $397M Space Force Win as Neutron Test Approaches

Rocket Lab's $397M Space Force award fails to lift shares as investors focus on Neutron test timing and contract economics ahead of Q2 earnings.

RKLB
Eos Energy Shares Tumble 15% on Related-Party Revenue Concentration
Earnings James Calloway

Eos Energy Shares Tumble 15% on Related-Party Revenue Concentration

Eos Energy (EOSE) dropped 15% as Q2 revenue revealed 80% came from a related-party project, highlighting limited revenue diversity and execution concerns.

EOSE FLNC GWH NRGV
Apple's $500B Slide: Valuation Premium Under Scrutiny
Earnings James Calloway

Apple's $500B Slide: Valuation Premium Under Scrutiny

Apple's shares slipped 0.5% to $307.80, with market value down $507B from July's peak. Q3 earnings beat on tariff refunds, but the valuation premium persists.

AAPL NVDA MSFT GOOGL
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.

PG UL NSRGY XLP
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.

PFE BMY MRK LLY JPM RY
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.

KHC GIS MDLZ CPB