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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. The headline improvement, however, came primarily from taxes. Pretax profit declined to RMB30 million from RMB266 million, while income-tax expense fell to RMB112 million from RMB861 million. Total income decreased 15.5% to RMB6.23 billion, and […]

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. VYVGART Hytrulo produced a 15.4-point mean advantage over placebo on the Total Improvement Score, or TIS, at Week 52 in the combined immune-mediated necrotizing myopathy and dermatomyositis population. The difference was statistically significant, with a p-value of 0.0011. The result […]

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. Core revenue is a company-defined non-GAAP measure that adds back customer-warrant amortization and excludes data-center pass-through revenue. Core revenue exceeded management’s approximately $194 million guidance, but GAAP revenue increased 74% to $180.1 million, below…

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. The Philadelphia Semiconductor Index dropped 5%, and Micron’s decline followed an almost 18% gain over the previous five sessions. Even after the reversal, the shares have more than tripled […]

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. Shares closed down 7.4% at $105.00 and traded about 11.9% lower at roughly $92.50 in late after-hours trading. Revenue rose 6.1% to $289.8 million and beat consensus estimates, while adjusted earnings of $0.37 per share missed […]

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. (NYSE:KKR) offered roughly $9 billion, or $42.50 per share, for the energy distributor. The reported price represents a 21.1% premium to Monday’s $35.09 close, but approximately 10.7% upside from the post-report closing price. No […]

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. Second-quarter revenue increased 14.2% year over year to RMB2.78 billion, while company-defined adjusted EBITDA, a non-GAAP measure, rose 25.4% to RMB918.3 million. Yet the ADSs fell 16.9% on August 18 after the results. The selloff suggested investors […]

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. Net income rose 60% to RMB70.6 million, marking a fifth consecutive quarter of GAAP profitability. Yet the shares fell 5.3% on Tuesday, and the segment results exposed the cost of the company’s next ambition. The […]

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. Non-GAAP adjusted revenue of $633.1 million exceeded the $630.9 million consensus estimate based on nine analysts, while diluted earnings of $1.57 per share surpassed the $1.44 consensus estimate. Processing revenue […]

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 business and weakening wholesale and Joybird demand. Retail delivered sales increased 10%, and written same-store sales rose 3%, but consolidated sales declined 3% to $475.7 million. Adjusted operating margin narrowed to…

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 with a record $1.8 billion in backlog. The company reaffirmed its full-year guidance of $900 million to $1 billion in revenue and said it still expects positive adjusted […]

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. Consumer loan marketplace volume reached $4.3 billion, up 132% from a year earlier and 4% ahead of the top end of guidance, marking a third straight quarter of triple […]

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. Revenue climbed 13.7% year over year to roughly $670 million, and every one of the company’s three divisions grew. But the headline moment came when CEO Jeffrey Shaner announced that […]

A Landmark Power Deal Puts Fermi’s (FRMI) Big Bet to the Test

On August 13, Fermi Inc. (NASDAQ:FRMI) held its second-quarter earnings call and delivered exactly the kind of update a young power developer needs: proof that its plans are turning into contracts. Chairman Marius Haas told investors the company had hit all five commitments from a 90-day plan he laid out three months earlier, topped by […]

Drovix Launches In-House Multi-Asset Liquidity and Execution Stack for Sub-Millisecond Fills, Tighter Spreads

Port Louis, Mauritius, 21st August 2026, FinanceWire

STARTRADER Launches XAUUSD247, Extending Gold CFD Access Across the Full Week

Port Louis, Mauritius, 21st August 2026, FinanceWire

Stratasys (SSYS): A Pivotal Transition Meets Cash Flow Realities

On August 13, Stratasys (NASDAQ:SSYS) held its second-quarter earnings call, and the headline number was consumables revenue hitting a record $66.3 million. For a company trying to prove it has moved beyond selling prototyping machines into recurring, production-grade manufacturing, that record matters more than the top line itself. But underneath the record sat a cash […]

Abeona’s (ABEO) Gene Therapy Launch Hits A Pivotal Reimbursement Milestone

On August 13, Abeona Therapeutics (NASDAQ:ABEO) reported second-quarter results that captured a company scaling a genuinely new kind of medicine while working through the bumps that come with it. ZEVASKYN, its cell therapy for a severe skin disease called recessive dystrophic epidermolysis bullosa, brought in $11.4 million in revenue for the quarter, and the number […]

Golar LNG (GLNG) Just Locked In The World’s Scarcest LNG Capacity

On August 13, Golar LNG (NASDAQ:GLNG) used its second-quarter earnings call to announce a fourth floating LNG unit, an order signed just hours before the call began. The Mark II vessel will be built at CIMC Raffles Shipyard in China and delivered within 2029, making it the earliest available liquefaction capacity anywhere in the world. […]

The Trillion-Dollar AI Capex Gap: Why Too Much Hardware Could Be Nvidia’s Trap and Microsoft’s Opportunity

The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it. Goldman Sachs estimates roughly $7.6 trillion in cumulative AI capital spending from 2026 through 2031. OpenAI and Anthropic, meanwhile, were generating combined annualized revenue of more than $105 billion by August 2026, which is impressive […]

Trump Media & Technology Group Corp. (DJT)’s Loss Widened to $238 Million. Its New Data Feed Is Already Making Money

On August 10, Trump Media & Technology Group Corp. (NASDAQ:DJT) reported a second-quarter net loss of $238.1 million, up sharply from about $20 million a year earlier. The wider loss came mostly from more than $190 million in losses tied to its digital asset and equity holdings, as crypto prices came under pressure during the […]

The Walt Disney Company (DIS)’s CEO Says Parks Were a “Big Surprise.” Comcast Corporation (CMCSA) Just Ended a Three-Month Football Blackout

On August 14, 2026, The Walt Disney Company (NYSE:DIS) CEO Josh D’Amaro, in his first CNBC interview since succeeding Bob Iger in March 2026, told “Squawk on the Street” that the company’s parks division was a “big surprise” last quarter. Days earlier, on August 11, 2026, Disney and Comcast Corporation (NASDAQ:CMCSA) reached a deal ending […]

NVIDIA Corporation (NVDA)’s Space Exploration Technologies (SPCX) Stake Traces Back to a Wild $1.25 Trillion Deal. Here’s How It Happened

On August 14, 2026, NVIDIA Corporation (NASDAQ:NVDA) disclosed that its Space Exploration Technologies Corp. (NASDAQ:SPCX) stake was worth about $21 billion at the end of the second quarter. A position that traces back to a $10 billion investment NVIDIA made in Elon Musk’s xAI as part of a $20 billion funding round in January 2026, […]

MARA Holdings (MARA) Soars Double Digits — Here’s The Catalyst to Watch Now

MARA Holdings Inc. (NASDAQ:MARA) clawed back to the $11 territory on Thursday, surging 15.54 percent to finish at $11.15, as investors positioned their portfolios after President Donald Trump renewed his push to Congress to speed up the passage of the Clarity Act. The bill is a proposed US federal law establishing a regulatory framework for […]

Applied Materials (AMAT) Beat Estimates and Investors Sold Anyway. Lam Research Corporation (LRCX) Didn’t Have That Problem

On August 13, 2026, Applied Materials, Inc. (NASDAQ:AMAT) reported fiscal third-quarter results that topped Wall Street estimates on both revenue and adjusted profit, yet shares fell nearly 5% in after-hours trading and kept sliding into August 14, 2026. Rival Lam Research Corporation (NASDAQ:LRCX) posted its own stronger-than-expected results on July 29, 2026, and saw shares […]

Workday (WDAY) Just Had its Best Trading Day in a Decade. Here’s Why Silver Lake Wants In

On August 13, 2026, Workday, Inc. (NASDAQ:WDAY) shares jumped nearly 18%, their best single-day performance in 10 years. This happened after Reuters reported that private equity firm Silver Lake is in talks to acquire the human-resources and financial-management software company in a deal that would rank among the largest software buyouts in history. Why This […]

Lenovo Group Limited (LNVGY) and Intel Corporation (INTC) are Both Riding the AI Hardware Boom. One Just Posted a Loss Anyway

On August 13, 2026, The Wall Street Journal reported that Lenovo Group Limited (OTC:LNVGY)’s first-quarter revenue jumped 43% year over year to $26.94 billion on AI hardware demand. The company now expects to hit its $100 billion annual revenue goal ahead of schedule, even as it swung to a net loss. Intel Corporation (NASDAQ:INTC) raised […]

AT&T (T) Says It’s Not Scared of the “Token Apocalypse.” NVIDIA Corporation (NVDA)’s CEO Is Cheering the Same Trend

On August 12, AT&T Inc. (NYSE:T) Chief Data and AI Officer Andy Markus said OpenAI models already power about 25% of the telecom’s total AI usage, with a target of 70% to 80% over time. On the other hand, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang has spent the past month leading a consortium of companies […]

Apple Inc. (AAPL) Wants to Pay Publishers to Fix Siri. What’s the Catch?

On August 12, 2026, the Wall Street Journal reported that Apple Inc. (NASDAQ:AAPL) is discussing new, multiyear deals with publishers to license their content for an AI-upgraded Siri expected to launch later this year. Why This Matters Siri has been criticized for years for lacking real utility. Apple’s fix depends partly on paying outside publishers […]

Can Abbott Laboratories (ABT)’s Instinct Sensor Give MiniMed Group (MMED) a Competitive Edge?

Two healthcare innovators, MiniMed Group, Inc. (NASDAQ:MMED) and Abbott Laboratories (NYSE:ABT), hit the spotlight this August with a milestone partnership. On August 17, MiniMed announced that its MiniMed Flex system is commercially shipping in the U.S., integrated with Abbott’s Instinct continuous glucose sensor. This collaboration marks a major leap in diabetes tech, pairing MiniMed’s smallest,…