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Daily market commentary and analysis.
AMD Beats Q2 Estimates With $11.5B Revenue — So Why Is the Stock Falling?
Advanced Micro Devices (NASDAQ: AMD) delivered one of its strongest quarters ever on Tuesday, reporting record Q2 2026 revenue of $11.54 billion — up 50% year-over-year and ahead of Wall Street’s…
Aug 5, 2026
Lithium Is Back — And Albemarle's Q2 2026 Earnings Report Could Prove It
Albemarle Corporation, the world’s largest lithium producer, is reporting Q2 2026 earnings after the market close on Wednesday, and the results carry far more weight than a single quarterly print.…
Aug 5, 2026
The FDA's Decision Day on Moderna's mRNA Flu Shot Is Here — What Investors Need to Know
Wednesday, August 5, 2026 is a landmark moment for Moderna — and potentially for vaccine history. The FDA’s PDUFA target action date for mFlusiva (mRNA-1010), Moderna’s seasonal influenza vaccine…
Aug 5, 2026
SpaceX Posted $7.8 Billion in Revenue — But the Real Test Comes Thursday
SpaceX delivered its first earnings report as a public company Tuesday, posting second-quarter revenue of $7.8 billion — up 92% year over year and roughly $900 million ahead of Wall Street’s…
Aug 5, 2026
$700 Billion and Rising: How Big Tech's AI Spending Spree Creates Opportunity Beyond Nvidia
Earnings season just delivered a data point that every investor needs to see: Amazon, Microsoft, Alphabet, and Meta — the four largest AI spenders on Earth — all raised their capital expenditure…
Aug 4, 2026
S&P 500 Hits Its First Record Since June — What's Behind the Rally and What Investors Should Do
The S&P 500 closed at a record high Tuesday for the first time since June, capping a powerful multi-day rally that added more than 700 points to the Dow Jones Industrial Average. The surge was…
Aug 4, 2026
Palantir's Revenue Nearly Doubled in Q2 — Here's What the 93% Surge Means for Investors
Palantir Technologies (NASDAQ: PLTR) delivered one of the most stunning earnings reports of the 2026 season on Monday, posting second-quarter revenue of $1.94 billion — up 93% year over year — and…
Aug 4, 2026
Caterpillar Just Topped $20 Billion in One Quarter — AI Data Centers Are Driving the Boom
Caterpillar (NYSE: CAT) made history on Tuesday morning, August 4, reporting second-quarter 2026 results that crossed $20 billion in sales and revenues for the first time in the company’s 100-year…
Aug 4, 2026
SanDisk Stock Is Down 50% From Its High — Can August 5 Earnings Turn It Around?
SanDisk (NASDAQ: SNDK) enters its fiscal fourth-quarter earnings report — due Tuesday, August 5, after the market close — as one of 2026’s most dramatic reversal stories. The memory and storage…
Aug 4, 2026
Amazon's First $200 Billion Quarter: What AWS's 37% Growth Means for Your Portfolio
Amazon just crossed a historic threshold. In its second quarter of 2026, the company reported net sales of $200.6 billion — the first time in its history it has cleared the $200 billion mark in a…
Aug 4, 2026
AMD Reports Q2 Earnings Tonight — Here’s What a 46% Revenue Jump Means for Investors
Advanced Micro Devices reports its second-quarter 2026 results tonight, August 4, after the closing bell — and the setup is unusually charged. AMD guided for approximately $11.2 billion in Q2…
Aug 3, 2026
Reddit Crushed Q2 Estimates — Then Crashed 23%. What Investors Need to Know
Reddit printed one of the clearest earnings beats of the entire Q2 2026 season — and the market absolutely torched the stock anyway. Revenue surged 61% year over year to $805 million, crushing the…
Aug 3, 2026
Apple’s Best Quarter Ever Still Sent AAPL Stock Down 6% — Here’s Why
Apple delivered its best June quarter in company history on July 30, yet investors still punished the stock. Revenue came in at $109.4 billion, up 16% year over year, while diluted earnings per share…
Aug 3, 2026
Oil Plunges 7% as Trump Cancels Iran Strike — What It Means for Energy Stocks
Oil prices cratered on Monday after U.S. President Donald Trump announced he was calling off a planned military strike on Iran in favor of resuming nuclear negotiations. Brent crude dropped as much…
Aug 3, 2026
Palantir Blows Past Q2 Estimates With $1.85 Billion in Revenue as AI Contracts Surge
Palantir Technologies delivered a decisive earnings beat on Monday, August 3, reporting Q2 2026 revenue of $1.85 billion — well above the $1.81 billion analyst consensus and up significantly from…
Aug 3, 2026
Amazon Hits Its First $200 Billion Quarter as AWS Surges 37% — AMZN Soars 9%
Amazon crossed a historic milestone on July 31, reporting its first-ever $200 billion quarter. Q2 2026 revenue came in at $200.6 billion, up 20% year-over-year, while operating income surged 43% to…
Aug 3, 2026
Microsoft Azure Crosses $100 Billion Milestone With 43% Growth as MSFT Stock Surges
Microsoft delivered a landmark fiscal fourth-quarter earnings report on July 29, announcing that Azure cloud crossed $100 billion in annual revenue for the first time in company history. Azure grew…
Jul 31, 2026
Meta Beats on Revenue but Free Cash Flow Collapses 91% as AI Spending Hits $31 Billion
Meta Platforms reported Q2 2026 revenue of $60.8 billion on July 29 — a 28% year-over-year gain that topped the Wall Street consensus of $60.2 billion. But the headline number is where the good news…
Jul 31, 2026
Apple Posts Record $109.4B Quarter but Stock Falls 6% on China and Services Miss
Apple delivered its best June quarter ever on July 30, reporting fiscal Q3 2026 revenue of $109.4 billion — up 16% year over year — and earnings per share of $2.02, well above the $1.89 analysts had…
Jul 31, 2026
PCE Inflation Cools to 3.7% in June — But the Fed Is Still Talking Hikes, Not Cuts
The Federal Reserve’s preferred inflation gauge cooled meaningfully in June, but the data has done little to change the central bank’s hawkish posture. The Bureau of Economic Analysis reported on…
Jul 31, 2026