Lufax (LU) Narrowed Its Loss 86%. Was the Improvement Mostly Tax-Driven?
Lufax Holding Ltd (NYSE:LU) narrowed its second-quarter net loss by 86.2% to RMB82 million from RMB594 million a year earlier.
Insider Monkey Blog
argenx SE (ARGX) Won Its Phase 3 Myositis Trial. How Much Does the Subgroup Miss Matter?
argenx SE (NASDAQ:ARGX) delivered a clearly positive headline result from the Phase 3 ALKIVIA trial.
Cerebras (CBRS) Doubled Core Revenue. Why Did GAAP Hardware Sales Fall 23%?
Cerebras Systems Inc. (NASDAQ:CBRS) reported record second-quarter core revenue of $209.9 million, up 103% from a year earlier.
Micron (MU) Fell 7%. Is the AI Memory Trade Now Too Expensive?
Micron Technology, Inc. (NASDAQ:MU) fell 7% to $940.76 on August 19 amid a semiconductor selloff as rising bond yields increased scrutiny of highly valued AI stocks.
Mercury Systems (MRCY) Booked $660 Million. Why Did its Shares Fall More than 10% After Hours?
Mercury Systems, Inc. (NASDAQ:MRCY) reported record orders, but the results exposed the gap between defense demand and financial conversion.
UGI (UGI) Closed 9.4% Higher on a Reported KKR Bid. Does $42.50 Fully Value Its AI-Power Opportunity?
UGI Corporation (NYSE:UGI) closed 9.4% higher at $38.39 on Tuesday following The Wall Street Journal’s report that KKR & Co. Inc.
VNET Group (VNET) Is Expanding Rapidly. Can It Finance the AI Data-Center Buildout?
VNET Group, Inc. (NASDAQ:VNET) reported fast growth from its AI data-center buildout, but the expansion intensified financial pressure.
Hesai (HSAI) Is Moving Beyond LiDAR. Can Robotics Become a Second Profit Pool?
Hesai Group (NASDAQ:HSAI) reported second-quarter revenue of RMB860.8 million, up 21.9%, as total LiDAR shipments increased 78.4% to 628,275 units.
Jack Henry (JKHY) Beat Estimates. Can Faster Payments Restore Margin Growth?
Shares of Jack Henry & Associates, Inc. (NASDAQ:JKHY) rose 1.9% to $156 in extended trading on August 18. GAAP revenue increased 4.7% to $644.0 million.
La-Z-Boy (LZB) Fell 16% After Hours. Is Retail Growth Hiding a Wholesale Problem?
La-Z-Boy Incorporated (NYSE:LZB) fell roughly 16% in after-hours trading after its fiscal first-quarter results revealed a widening split between a growing company-owned retail...
Keysight (KEYS) Raised Its Outlook. Is AI Testing Becoming a Durable Growth Engine?
Keysight Technologies, Inc. (NYSE:KEYS) delivered a fiscal third quarter that made AI testing look increasingly central to its growth story.
Klarna (KLAR) Posted a $9 Million Quarterly Profit. Why Did Its Stock Crash 23%?
Klarna Group plc (NYSE:KLAR) reported second-quarter net income of $9 million, reversing a $53 million loss a year earlier and remaining profitable after posting positive net ...
Amer Sports (AS) Revenue Grew 32% Last Quarter. Can Arc’teryx and Salomon Sustain the Pace?
Amer Sports, Inc. (NYSE:AS) enters its second-quarter report with a tougher problem than weak demand: clearing a bar it raised itself.
ARS Pharma (SPRY) Cuts Spending As It Chases Neffy Market Share
On August 13, ARS Pharmaceuticals (NASDAQ:SPRY) held its second-quarter 2026 earnings call, the first for new President and CEO Donn Casale.
Brookfield (BN) Pivots Toward AI and Nuclear Power in Record-Breaking Quarter
On August 13, Brookfield (NYSE:BN) held its second-quarter earnings call, and the story management told was less about property spreadsheets and more about power lines and reactors...
Amylyx (AMLX) Faces a Binary Phase 3 Test. Can Avexitide Rebuild the Company?
Amylyx Pharmaceuticals, Inc. (NASDAQ:AMLX) has released topline results from the Phase 3 LUCIDITY trial of avexitide on August 18, 2026.
BitFuFu (FUFU) Increased Hashrate Allocated to Self-Mining 47%. Why Did Revenue Collapse 63%?
BitFuFu Inc. (NASDAQ:FUFU) reported a quarter that exposed the difference between producing more Bitcoin and making more money from it.
Tapestry (TPR) Delivers On Its Boldest Promise Early
On August 13, Tapestry (NYSE:TPR) reported fiscal 2026 results that beat the three-year targets management set at its Investor Day, and did so two years ahead of schedule.
Ascendis Pharma (ASND): Three New Drugs Are Turning This Biotech Into A Growth Machine
On August 13, Ascendis Pharma (NASDAQ:ASND) reported second-quarter results that showed how far its rare disease portfolio has come.
H World (HTHT) Approved a $2.5 Billion Return Plan. Is Growth Being Sacrificed?
Shares of H World Group Limited (NASDAQ:HTHT) jumped 11.3% to $46.61 on August 17 after second-quarter results combined continued growth, a higher outlook, and an aggressive capital...
High Growth, High Cash Burn: Decoding the Split Narrative on Ondas (ONDS)
On August 13, Ondas (NASDAQ:ONDS) held its second-quarter earnings call, and the numbers explain why the stock has been getting attention.
Karyopharm’s (KPTI) Big Cancer Bet Faces A Ticking Clock
On August 13, Karyopharm Therapeutics (NASDAQ:KPTI) held its second-quarter earnings call, and the story split cleanly in two.
Cellebrite (CLBT): CEO Shift and Guidance Cuts Contrast With Surging AI and FedRAMP Gains
On August 13, Cellebrite (NASDAQ:CLBT) named a new chief executive and trimmed its full-year outlook on the same morning.
Jefferies Just Said Sell Apple (AAPL). Here’s the iPhone Feature That Got Canceled
On August 10, Jefferies downgraded Apple Inc.
Q2 Earnings Blowout: 8 Stocks Exceeding Analyst Estimates
The second quarter earnings season signaled that the US economy is not moving in a single direction.
Taiwan Semiconductor (TSM) Sales Just Jumped 45%. Why is the Chip Sector Still Selling Off?
The world's largest chipmaker, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported July revenue of NT$467.58 billion, or about $14.5 billion, up by 45% from...
Alphabet (GOOGL): Google’s AI Boss Just Stepped Back. Is DeepMind Falling Apart?
Demis Hassabis, the Nobel Prize-winning co-founder of Google DeepMind, is stepping down from running the AI lab day-to-day.
YETI’s (YETI) Brand Machine Keeps Growing, But Cash Is Draining Fast
On August 13, 2026, YETI Holdings (NYSE:YETI) reported second-quarter fiscal 2026 results that showed broad-based top-line expansion and operational progress.
NVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD Says It’s Not Worried
NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less memory than originally...
e.l.f. Beauty (ELF) & Ulta Beauty (ULTA): Rhode Is Carrying e.l.f. Beauty. Ulta Is Winning on Rich Shoppers Instead
e.l.f. Beauty, Inc. (NYSE:ELF)'s growth story right now has a very famous face behind it. Rhode, the skincare and makeup brand founded by Hailey Bieber, was bought by e.l.f.
Microsoft (MSFT)’s Betting Big on Its Own AI Chips. Is It Already Too Late?
Microsoft Corporation (NASDAQ:MSFT) has spent years watching Google and Amazon build their own AI chips while it stayed mostly dependent on Nvidia. That's starting to change.
Meta Platforms (META) Undercuts Anthropic and OpenAI on Price With New Coding Agent
On August 5, Meta Platforms, Inc.
Advanced Micro Devices (AMD) Posts Record Sales, But Musk’s NVIDIA (NVDA) Pledge Sinks the Stock
Advanced Micro Devices, Inc. (NASDAQ:AMD) delivered exactly the quarter investors ask for: record sales and a healthy beat, but the stock fell more than 8%.
Airbnb (ABNB) Hits a 4-Year High While Booking Holdings (BKNG) Trims its Outlook
On August 7, Airbnb, Inc. (NASDAQ:ABNB) shares surged to a more than four-year high after the company raised its full-year revenue forecast.
ConocoPhillips (COP) Beats Earnings and Names New CEO While Exxon Mobil (XOM)’s Record Profit Falls Short
ConocoPhillips (NYSE:COP) picked a good week to hand over the keys.
Bristol-Myers Squibb (BMY) Bets $2.3 Billion on Texas While Eli Lilly (LLY) Wins in the UK
Drugmaker Bristol-Myers Squibb Company (NYSE:BMY) is putting real money behind its confidence in American manufacturing.
Pinterest (PINS) Warns on Growth While Etsy (ETSY) Cuts Staff, Even After Both Beat Estimates
On August 4, Pinterest, Inc. (NYSE:PINS) beat Wall Street's second-quarter targets, then told investors to expect a slower ride ahead.
HSBC Holdings plc (HSBC) vs. UBS Group AG (UBS): Two European Banking Giants, Two Very Different Stories This Quarter
HSBC Holdings plc (NYSE:HSBC) posted a stronger-than-expected first-half profit this week and resumed its share buyback program.
Space Exploration Technologies (SPCX) vs. NVIDIA Corporation (NVDA): SpaceX Beats on Revenue, But AI Spending Steals the Show
Space Exploration Technologies Corp. (NASDAQ:SPCX) beat Wall Street's revenue estimates in its first earnings report since its record June IPO.
Is Rocket Lab (RKLB)’s Record Space Force Deal the Turning Point for Defense Investors?
Growing geopolitical tensions are fueling a global arms race.
Trump’s New Drone Tariffs Give AeroVironment, Kratos and Red Cat a Policy Tailwind
President Trump signed a proclamation on August 13, imposing sweeping new tariffs on foreign drone imports. American drone manufacturers, including AeroVironment Inc.
BCA Research Sees a Dangerous Risk in CoreWeave (CRWV) and Nebius (NBIS)
BCA Research has a warning for investors chasing the AI cloud boom.
Jensen Huang Thinks This Chip Stock Could Hit $1 Trillion. Google Just Gave Him Ammunition
Nvidia CEO Jensen Huang called Marvell Technology, Inc. (NASDAQ:MRVL) the “next trillion-dollar company” at Computex on June 2. Alphabet Inc.
Intuitive Machines (LUNR) Hits Record $1.8B Backlog as Spending Scales Up
On August 20, Intuitive Machines (NASDAQ:LUNR) reported second-quarter revenue of $206 million, more than four times what it brought in a year earlier, and closed the quarter ...
Figure Technologies (FIGR) Leverages Blockchain Infrastructure for Accelerated Growth
On August 13, Figure Technology Solutions (NASDAQ:FIGR) reported second quarter 2026 results that leaned hard into the story it has been telling investors since its IPO.
Aveanna Healthcare (AVAH) Just Ended A Four-Year Rate Fight
On August 13, Aveanna Healthcare (NASDAQ:AVAH) held its second-quarter earnings call, and the tone was different from prior quarters spent explaining away a caregiver shortage...
A Landmark Power Deal Puts Fermi’s (FRMI) Big Bet to the Test
On August 13, Fermi Inc.
Drovix Launches In-House Multi-Asset Liquidity and Execution Stack for Sub-Millisecond Fills, Tighter Spreads
Drovix (MU) Ltd, licensed by the Financial Services Commission of Mauritius as an Investment Dealer (Full Service Dealer, license GB21026813) and acting as a principal execution...
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