Palantir's Q2 Beat Faces $118M Challenge in H2
Earnings James Calloway

Palantir's Q2 Beat Faces $118M Challenge in H2

Palantir shares fell 5.4% despite a Q2 beat, as analysts highlight a $118 million revenue challenge for the second half of 2026.

PLTR CRM MSFT
Visa Shares Gain After Announcing 2,600 Job Cuts, Exceeding 2025 Hiring
Markets Daniel Marsh

Visa Shares Gain After Announcing 2,600 Job Cuts, Exceeding 2025 Hiring

Visa shares rose 1.8% after the company announced plans to cut 2,600 jobs, surpassing its net hiring in fiscal 2025, as part of an efficiency drive.

V MA SPY
Auxly Cannabis Shares Jump After 14-for-1 Reverse Split, Valued at C$263M
Markets Daniel Marsh

Auxly Cannabis Shares Jump After 14-for-1 Reverse Split, Valued at C$263M

Auxly Cannabis shares climbed 3.2% on its first day after a 14-for-1 reverse stock split, giving the company an implied valuation of about C$263 million.

XLY DB OGI
Byrna Technologies Volatile as BlackRock Slashes Stake, Insider Buying Fails to Offset
Markets Daniel Marsh

Byrna Technologies Volatile as BlackRock Slashes Stake, Insider Buying Fails to Offset

Byrna Technologies shares fell 3.9% on Tuesday after BlackRock reduced its stake by 68.9%, overshadowing insider purchases totaling 74,900 shares. The stock remains volatile with high short interest.

BYRN BLK
BWX Technologies Dips 3% Despite JPMorgan Bullish Initiation
Earnings James Calloway

BWX Technologies Dips 3% Despite JPMorgan Bullish Initiation

BWX Technologies shares dropped 3.4% despite a bullish JPMorgan initiation. Analysts project 23% EPS growth in H2, but Q2 expectations are muted.

BWXT JPM CCJ CEG OKLO
Ambev Shares Climb Ahead of Q2 Earnings; EBITDA Forecasts Tight
Earnings James Calloway

Ambev Shares Climb Ahead of Q2 Earnings; EBITDA Forecasts Tight

Ambev shares gained 2.5% to R$16.26 ahead of Q2 earnings, with EBITDA estimates in a narrow R$6.50-6.68 billion range. Volume growth in Brazil beer is key.

XP JPM
AtaiBeckley Shares Steady at $7.17 as CVR Valued at 42 Cents in Lilly Deal
Earnings James Calloway

AtaiBeckley Shares Steady at $7.17 as CVR Valued at 42 Cents in Lilly Deal

AtaiBeckley shares remain flat at $7.17, 42 cents above Eli Lilly's cash offer, with the contingent value rights (CVR) implied at 16.8% of the $2.50 maximum payout.

ATAI LLY BLK
Salesforce Surges $21 Billion in Value After Landing Major VA Contract
Technology Sarah Chen

Salesforce Surges $21 Billion in Value After Landing Major VA Contract

Salesforce shares surged 5.4% to $182.92, boosting market value by $21.4 billion after winning a $1.6 billion VA contract. The deal highlights growing government adoption of its AI and data platforms.

CRM MSFT ORCL NOW
Robinhood Q2 Preview: Profitability Questions Loom Over Event-Contract Growth
Earnings James Calloway

Robinhood Q2 Preview: Profitability Questions Loom Over Event-Contract Growth

Robinhood shares fell 2.6% ahead of Q2 results, with attention turning to event contracts as crypto revenue slumps and profitability concerns mount.

HOOD
Core Scientific Shares Slide Despite $14 Billion AMD Deal as Dilution Concerns Weigh
Markets Daniel Marsh

Core Scientific Shares Slide Despite $14 Billion AMD Deal as Dilution Concerns Weigh

Core Scientific shares dropped 2.7% after a $14 billion AI deal with AMD, as dilution concerns from warrants and an undisclosed neocloud tenant overshadowed the headline.

CORZ AMD CRWV
Dow Rises Amidst Broad Market Split, Chip Stocks Slump
Markets Daniel Marsh

Dow Rises Amidst Broad Market Split, Chip Stocks Slump

The Dow surged over 1% on Tuesday, boosted by earnings from Coca-Cola and Sherwin-Williams, but a steep decline in chip stocks underscored a fractured market.

DIA SPY QQQ SOXX KO SHW BA MU AMD AMAT NVDA MSFT META AMZN AAPL
Nebius Shares Tumble as Heavy AI Infrastructure Spending Raises Margin Concerns
Markets Daniel Marsh

Nebius Shares Tumble as Heavy AI Infrastructure Spending Raises Margin Concerns

Nebius stock dropped 12% as investors worry about capital expenditure plans up to $25 billion, despite strong AI-cloud revenue growth and a 45% adjusted EBITDA margin.

NBIS MSFT META CRWV NVDA