HOOD Q2 2026 Earnings Analysis: Record Revenue, Better Mix, and a Valuation Test
Robinhood Q2 2026 revenue hit a record $1.31 billion as prediction markets, options and equities offset weaker…
ONTO Q2 2026 Earnings Analysis: Record Revenue, Margin Expansion and a $1.1B Backlog
Onto Innovation's Q2 2026 beat was more than an EPS surprise: advanced packaging, 27% legacy-business growth,…
CRWV Q2 2026 Earnings Analysis: Margin Inflection, $104B Backlog and a Bigger Capex Bet
CoreWeave’s Q2 2026 revenue beat estimates as adjusted operating margin inflected higher, backlog topped $104B,…
US Stock Market Today 11 August 2026: Tech Slips as Rotation Broadens
U.S. stocks closed lower on August 11 as mega-cap tech weakened and oil rose, while small caps and energy…
OKLO Q2 2026 Earnings Analysis: First Revenue, Groves De-Risking and the Execution Premium
Oklo’s Q2 2026 delivered its first $1.21M of revenue, a wider GAAP loss and higher 2026 cash-spend guidance.…
US Stock Market Today 10 August 2026: Oil Shock Sparks Energy Rotation as Tech Slips
US stocks edged lower on August 10, 2026 as a 5% oil surge revived inflation risk, lifting Treasury yields while…
SpaceX Business Model and Moat Analysis: Launch Economics, Starlink and AI
SpaceX combines reusable launch, Starlink connectivity and AI infrastructure into a vertically integrated…
Applied Optoelectronics Business Model: Vertical Integration and Automation as the AI Optics Moat
Applied Optoelectronics combines in-house laser fabrication, automated optical manufacturing and customer…
AAOI Q2 2026 Earnings Analysis: 800G Ramp Accelerates, but Profit Quality Is the Real Test
AAOI Q2 2026 earnings delivered 86% revenue growth and a sharp 800G ramp, but operating losses, dilution, supply…
Twilio Business Model: Embedded Communications and Contextual Data as a Switching-Cost Moat
Twilio’s business model still runs on usage-based communications, but its moat is shifting toward embedded…
US Stock Market Today 7 August 2026: S&P 500 Hits Record as Jobs Shock Pulls Yields Lower
US stocks closed higher on August 7, 2026 as a payroll decline pulled Treasury yields lower, broadened…
[WBD, Q2 2026 Earnings Analysis] Streaming Scales as Studios Stumble
WBD Q2 2026 earnings reveal a sharp split: HBO Max is scaling profitably, Studios weakened materially, and…