Archer Aviation Gains $644M in Market Cap After Thunder Announcement
Markets Daniel Marsh

Archer Aviation Gains $644M in Market Cap After Thunder Announcement

Archer Aviation's market cap jumped $644 million after unveiling the Thunder aircraft with Anduril, though shares slipped 0.6% on Tuesday.

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Annaly Capital After-Hours Surge as Earnings Outpace Dividend
Earnings James Calloway

Annaly Capital After-Hours Surge as Earnings Outpace Dividend

Annaly Capital Management shares advanced in after-hours trading after reporting earnings available for distribution of $0.79 per share, topping the quarterly dividend of $0.75.

EQT Boosts 2026 Production Forecast as Southgate Investment Optimizes Capital
Earnings James Calloway

EQT Boosts 2026 Production Forecast as Southgate Investment Optimizes Capital

EQT raised its 2026 production midpoint by 3.8% while total planned capital increased 2.1%, as Southgate investment offset lower maintenance spending.

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Capital One Q2 Profit Surges on Lower Credit Provisions
Earnings James Calloway

Capital One Q2 Profit Surges on Lower Credit Provisions

Capital One Financial posted a strong Q2 profit increase, driven by a sharp decline in credit-loss provisions. Adjusted EPS came in at $5.81.

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Buffett's Valuation Warning Echoes as Stock-Bond Spread Narrows to 7 Basis Points
Markets Daniel Marsh

Buffett's Valuation Warning Echoes as Stock-Bond Spread Narrows to 7 Basis Points

The gap between U.S. stock yields and real Treasury yields has shrunk to just 7 basis points, echoing Warren Buffett's warning about overvaluation. Tech earnings this week will be crucial.

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Supermicro Surges on $847M Profit Boost from Margin Reset
Earnings James Calloway

Supermicro Surges on $847M Profit Boost from Margin Reset

Supermicro shares surged in after-hours trading after a preliminary margin reset suggested an additional $847 million in quarterly gross profit.

SMCI
QuantumScape's Market Cap Trades at 4.1x Cash Reserves Ahead of Q2 Report
Analysis Daniel Marsh

QuantumScape's Market Cap Trades at 4.1x Cash Reserves Ahead of Q2 Report

QuantumScape's market cap of $3.70B is 4.1 times its cash and investments, far above peers. Investors await Q2 earnings for proof of production advancement.

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ServiceNow Faces cRPO Growth Hurdle Ahead of Q2 Earnings Release
Earnings James Calloway

ServiceNow Faces cRPO Growth Hurdle Ahead of Q2 Earnings Release

ServiceNow needs to exceed 20.5% cRPO growth to satisfy investor expectations ahead of its Q2 earnings report, with the stock closing at $102.06.

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IBM Faces $10.9B Cash Flow Challenge Ahead of Q2 Report
Earnings James Calloway

IBM Faces $10.9B Cash Flow Challenge Ahead of Q2 Report

IBM requires $10.9B in free cash flow in H2 2026 to hit its annual target, a 10% increase from last year. Shares fell 1.2% ahead of Q2 earnings.

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Alphabet Stock Dips Ahead of Q2 Earnings as Capex Surge Outpaces Revenue Growth
Earnings James Calloway

Alphabet Stock Dips Ahead of Q2 Earnings as Capex Surge Outpaces Revenue Growth

Alphabet shares slipped 1.4% to $347.15 ahead of Q2 results, with capital expenditure expected to nearly double to $45 billion, outpacing revenue growth and raising concerns about investment returns.

GOOGL
Tesla Faces $3.4 Billion Cash Flow Swing as Q2 Capex Surges
Earnings James Calloway

Tesla Faces $3.4 Billion Cash Flow Swing as Q2 Capex Surges

Tesla's Q2 free cash flow is projected at negative $3.25 billion, driven by a surge in capital expenditures, as the company funds robotaxi expansion and AI initiatives.

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Plug Power Surges 6.6% as $80 Million Asset Sale Looms
Markets Daniel Marsh

Plug Power Surges 6.6% as $80 Million Asset Sale Looms

Plug Power (NASDAQ:PLUG) climbed 6.6% to $2.27 after hours as investors focused on its ability to close $80 million in asset sales, but trading volume was below average.

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