AppLovin Stock Crashes 20% on Tiny Revenue Miss — Is the AI Ad Boom Losing Steam?

AppLovin, the AI-powered advertising platform that became one of Wall Street's most-loved growth stories, hit a speed bump Thursday as shares plunged roughly 20% after the company reported second-quarter results that fell just short of expectations. Q2 revenue came in at $1.92 billion — up 53% from a year ago — but marginally below the analyst consensus of $1.935 billion. Adjusted EBITDA rose 58% year-over-year to $1.61 billion, also slightly under guidance. It was the company's first meaningful earnings miss ...
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Disney Streaming Profit Doubles and Parks Boom — New CEO D’Amaro Off to a Strong Start

Walt Disney's fiscal third-quarter results, reported August 5, gave investors a powerful vote of confidence in new CEO Josh D'Amaro's early stewardship of the entertainment giant. The company posted adjusted earnings per share of $2.06, handily beating the Wall Street consensus of $1.86 — a 28% year-over-year increase. Total revenue came in at $25.25 billion, up 7% from a year earlier, while total segment operating income surged 21% to $5.56 billion. Disney stock jumped roughly 7% in response, with several ...
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US Economy Sheds 23,000 Jobs in July — Stocks Surge as Fed Rate Hike Odds Collapse

The US labor market delivered a shock on Friday as the Bureau of Labor Statistics reported that nonfarm payrolls fell by 23,000 in July — the first monthly job loss in months and a dramatic miss versus the 83,000 gain economists had forecast. Government employment led the decline, with federal and local government education roles shedding a combined 53,000 positions. The unemployment rate ticked down to 4.1% from 4.2%, but that improvement was driven in part by workers exiting the ...
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Honeywell Aerospace Plunges 20% After Slashing Guidance in Debut Earnings Report

Honeywell Aerospace (Nasdaq: HONA) made a rough introduction to life as a standalone public company. Reporting its first independent quarterly results on August 5 — just five weeks after completing its spin-off from Honeywell International on June 29 — the aerospace and defense systems maker slashed its full-year guidance and reported a steep drop in GAAP earnings, sending shares tumbling as much as 23% intraday before closing down between 17% and 20% on the session.The headline numbers laid out the ...
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Uber Posts Record $58B in Bookings — But Soft Q3 Guidance Sends Shares Down 5%

Uber Technologies posted its strongest quarter on record in Q2 2026, with gross bookings topping $58 billion — a 22% jump year-over-year — and trailing twelve-month free cash flow surpassing $10 billion for the very first time. Despite those milestones, investors sent shares down more than 5% on August 5 after the company's third-quarter guidance landed just a hair below Wall Street's expectations, reigniting concerns about intensifying competition from autonomous vehicle operators.The guidance miss was razor-thin: Uber projected Q3 2026 ...
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AMD Smashes Q2 Records — Data Center Revenue Doubles to $6.7 Billion

Advanced Micro Devices delivered a blockbuster second quarter, reporting record revenue of $11.54 billion on August 4 — a 50% jump year-over-year and a 13% sequential increase. The results beat analyst expectations across the board and underscored AMD's rapid transformation from a PC-focused chipmaker into a bona fide AI infrastructure powerhouse. Non-GAAP EPS came in at $1.66, up 82% year-over-year, while non-GAAP gross margin expanded to 56% from just 43% a year earlier.The real story is AMD's Data Center segment, ...
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Sandisk SNDK Falls 13% After Record Quarter — Guidance Disappoints Wall Street

Sandisk Corporation (NASDAQ: SNDK) delivered record-breaking fiscal fourth-quarter results on August 5 — and the market punished it anyway. The NAND flash memory specialist reported Q4 FY2026 revenue of $8.97 billion, up 371% year-over-year, with adjusted earnings per share of $39.25 that crushed the $34.37 consensus estimate. Data center revenue surged 103% sequentially, fueled by explosive AI-driven storage demand. Despite the blowout numbers, SNDK stock tumbled approximately 13% on Thursday as investors fixated on one thing: the forward guidance.The issue ...
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Eli Lilly Crushes Q2 Estimates — Mounjaro Hits $9.9B, Guidance Raised to $87B

Eli Lilly (NYSE: LLY) delivered a stunning second quarter on August 5, blowing past Wall Street expectations on nearly every metric and raising its full-year revenue outlook. The pharmaceutical giant reported Q2 revenue of $22.97 billion — a 48% jump year-over-year that crushed the $20.69 billion consensus by more than $2.3 billion. Adjusted earnings per share came in at $8.38, towering above the $6.16 estimate — a 36% beat. The stock jumped roughly 6% on the news, pushing Lilly firmly ...
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