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.

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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.

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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.

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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.

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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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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.

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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.

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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.

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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.

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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%.

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