On Holding Crashes 22% on Q2 Miss: Americas Growth Cracks
On Holding (ONON) posted a rare Q2 revenue miss and cut its FY26 outlook. Shares fell up to 22% — the worst day since its 2021 IPO.
Earnings
Airbnb Jumps 15% on Q2: Revenue +17%, FY26 Guide Raised
Airbnb (ABNB) posted its best day ever, +14.8%, after Q2 2026 revenue rose 17% to $3.6B, net income hit $816M, and management raised full-year revenue and margin guides.
Twilio Q2 Beat: Revenue +22%, FY Growth Guide Raised to 18%
Twilio delivered $1.50B in Q2 2026 revenue, up 22% reported and 17% organic, raised full-year growth guidance to 18-18.5%, and posted record $353M free cash flow.
Trade Desk Cracks 25% After Hours: Growth Slows to 3%
The Trade Desk plunged roughly 25% after hours on Aug 6 as Q2 revenue growth slowed to 3% and Q3 guidance implied a sequential decline.
AppLovin Drops 19% on Q2: Ad-Tech Growth Story Cools
AppLovin fell nearly 20% after Q2 2026 revenue growth slowed to 53% and Q3 guidance implied further deceleration to the mid-40s.
SolarEdge Plunges 30% on Q3 Guide: Residential Solar Cracks
SolarEdge fell 30% after Q3 revenue and gross-margin guidance came in below Q2, dragging Enphase, Sunrun and Canadian Solar with it. Here are the numbers.
Shopify Surges 18%: Q2 Beat With 30%+ Growth Across the Board
Shopify jumped ~18% to $145 on Q2 2026 results as GMV, revenue, gross profit, and free cash flow all grew 30%+.
SpaceX Lockup Expires Aug 6: 912M Shares Come Free
SpaceX’s (SPCX) 180-day IPO lockup ends Aug 6, freeing ~912 million insider shares two days after a bruising first earnings report.
Palantir Jumps 29%: Q2 Revenue Up 93%, Commercial +149%
Palantir Q2 2026 revenue hit $1.94B (+93% YoY), EPS $0.41 vs $0.34, US commercial +149% to $764M. FY26 guide raised to $8.15B. PLTR +29% to $162.66.
Chevron Q2 Beat: $12.1B Profit, Record US Output, Hess Kicks In
Chevron’s Q2 profit hit $12.1B — nearly 5x last year — on record US output, 4.07 mmboe/d worldwide, Hess-Permian growth. EPS $6.11 vs $4.24 consensus.