SpaceX Shares Dip as Orbital AI Faces Environmental Scrutiny
Regulation James Calloway

SpaceX Shares Dip as Orbital AI Faces Environmental Scrutiny

SpaceX shares slipped 1.3% pre-market as environmental scrutiny of its orbital AI project intensifies, with valuation at 81.9 times sales. Q2 results due Aug 4.

Nvidia's $238B Market Value Erodes Amid AI Investment Doubts
Earnings James Calloway

Nvidia's $238B Market Value Erodes Amid AI Investment Doubts

Nvidia shares slipped in premarket trading Wednesday after losing $238 billion in market value over two sessions, as investors question AI spending sustainability.

NVDA META MSFT AMZN
Intel Stock Dips as Focus Shifts to AI Revenue Quality
Earnings James Calloway

Intel Stock Dips as Focus Shifts to AI Revenue Quality

Intel shares slipped 1.6% to $84.96 in premarket trade Wednesday as investors question the quality of AI revenue growth, despite a 59% jump in data-center and AI revenue.

INTC
SK Hynix Misses Estimates, Triggers KOSPI Sell-Off Amid Deleveraging
Markets Daniel Marsh

SK Hynix Misses Estimates, Triggers KOSPI Sell-Off Amid Deleveraging

SK Hynix reports Q2 revenue and operating profit below expectations, leading to a 9.6% stock drop and a broader KOSPI decline of 6%.

SSNLF TSM
Indian Market Attracts Investors as Valuations Correct
Markets Daniel Marsh

Indian Market Attracts Investors as Valuations Correct

Investors are returning to the Indian market as valuations adjust, driven by domestic gains and improved high-frequency indicators.

FXI MCHI
UiPath Rebound Wipes Out OpenAI Selloff; ARR Guidance Looms
Technology Sarah Chen

UiPath Rebound Wipes Out OpenAI Selloff; ARR Guidance Looms

UiPath (PATH) shares surged 12.5% over two sessions, erasing losses from OpenAI's launch of Presence. Q2 guidance points to a sequential drop in net-new ARR.

PATH NOW
SK hynix Faces Record Earnings Test After $140B Market Cap Wipeout
Earnings James Calloway

SK hynix Faces Record Earnings Test After $140B Market Cap Wipeout

SK hynix shares fell 14.65% in Seoul, erasing ₩190 trillion in market cap as investors await record Q2 earnings amid concerns over China supply and AI spending.

MU SNEX NVDA
Enphase Stock Rises After Earnings as Revenue Recovery Begins
Earnings James Calloway

Enphase Stock Rises After Earnings as Revenue Recovery Begins

Enphase Energy shares rose 1.5% in after-hours trading after Q2 earnings met estimates and Q3 guidance pointed to a limited recovery in underlying sales.

ENPH
Bloom Energy Surges After Q2 Beat, 2026 Outlook Points to Steady Growth
Earnings James Calloway

Bloom Energy Surges After Q2 Beat, 2026 Outlook Points to Steady Growth

Bloom Energy shares surged 10.6% after hours as Q2 results topped estimates and the 2026 midpoint guidance implies only modest sequential growth, easing pressure on the second half.

BE ORCL BAM MSFT META AMZN
QuantumScape Hits New Low as PowerCo Deal Shifts to Milestone-Based Payments
Technology Sarah Chen

QuantumScape Hits New Low as PowerCo Deal Shifts to Milestone-Based Payments

QuantumScape shares hit a 52-week low of $4.77 as investors reacted to a revised PowerCo deal that shifts to milestone-based payments, raising execution risk.

QS
NXP Stock Dips 5.5% After Q2 Beat, Non-Auto Growth Accelerates
Earnings James Calloway

NXP Stock Dips 5.5% After Q2 Beat, Non-Auto Growth Accelerates

NXP shares dropped 5.5% after hours despite a Q2 earnings beat, with non-auto segments driving 63% of yearly revenue growth. Q3 guidance also surpassed expectations, but inventory buildup and auto dependence remain risks.

NXPI ON ADI TXN
Teradyne Stock Jumps 14% on AI Testing Demand That Top Estimates
Technology Sarah Chen

Teradyne Stock Jumps 14% on AI Testing Demand That Top Estimates

Teradyne shares rose 13.6% in after-hours trading after reporting record revenue and issuing Q3 guidance that beat expectations by 20%.

TER