Quick Read - Alphabet (GOOG) has raised ~$170 billion in fresh capital over nine months, with debt alone potentially covering 50% of its $205 billion 2026 capex plan. - Alphabet posted its first-ever quarterly negative free cash flow, yet shares rebounded 17% within days as...</p
SpaceX Climbs 3% as Lockup Expiration Fails to Trigger a Selloff; AST SpaceMobile and Rocket Lab Rise 5% Quick Read - SpaceX (SPCX) and AST SpaceMobile (ASTS) shares advanced as SpaceX's 911 million unlocked shares sparked a rally instead of a selloff. - Intuitive Machines...
Analysts trimmed price targets after AppLovin reported weaker-than-expected Q2 results, extending a year-long decline. AppLovin (APP) stock fell 20% to $336.28, hitting a 52-week low after disappointing Q2 earnings. The drop reflects investor concerns over softer-than-anti
The fast-casual chain targets $10M-$15M in annualized savings after lapping prior-year promotional costs in Q2 2026. Portillo's projected adjusted EBITDA of $92M-$96M for Q2 2026, reflecting operational resilience and cost-saving measures. The company cited reduced promoti
Earnings Call Insights: Lamar Advertising Company (LAMR) Q2 2026 Management View - "Our business is in a terrific place right now." (CEO & President Sean Reilly) He said Q2 delivered "a record EBITDA margin of 49.2%" and that "the momentum has carried into Q3 and pacing suggests...</stron
Nokia’s networking business gains from AI-related data traffic growth, projected to increase tenfold and strain current 5G infrastructure. Nokia’s networking and connectivity hardware unit is poised for expansion as artificial intelligence drives a surge in mobile data tra
Albertsons raises quarterly dividend to $0.68 per share and forecasts softer fiscal 2026 with adjusted EBITDA of $3.55 billion to $3.625 billion. Albertsons Companies approved its ACI Edge restructuring, consolidating 11 divisions into four regions and centralizing merchan
Key Points - Revenue declined 1.5% sequentially to $235.6 million, as lower-margin off-net and acquired Sprint Wireline revenue outweighed growth in on-net and wavelength services. Gross margin improved to 47%, while adjusted EBITDA margin rose to 30.2%. - Cogent sold 10 f
Key Points - Record Q2 performance: Revenue rose 17% year over year, while adjusted EBITDA increased 81% to $94 million and adjusted EPS grew 80% to $0.45. Strong demand in semiconductors, electronics, packaging and logistics, combined with cost reductions and favorable mi
Key Points - Q2 revenue rose 12.8% year over year to $411 million, while constant-currency ARR growth accelerated to 12% and net revenue retention held at 109%. Subscription revenue accounted for 92% of sales, and adjusted operating margin reached 28.3%. - Demand remained
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