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.
Earnings
Analysis of company earnings, guidance, margins, cash flow, and the market’s reaction. We separate reported results from estimates and explain the operating metrics behind headline numbers.
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.
How to Read an Earnings Report: Beats, Misses, Guidance
A step-by-step guide to a public company’s earnings report — the three statements, beats vs misses, GAAP vs non-GAAP, and what guidance really tells you.
Apple Falls 7% as Cook Warns of Memory Chip ‘100-Year Flood’
Apple stock slid 7.35% Friday after CEO Tim Cook called soaring memory chip prices a ‘100-year flood.’ Nvidia reclaimed the most-valuable-company crown.
Roblox Plunges 27% as Q3 Guide Flags Bookings Decline
Roblox fell 26.85%, its worst day ever, after Q2 revenue grew 36% but Q3 bookings guidance implied a 14-18% YoY decline vs a viral 2025 comp.
Apple Q3 Beat: $109B Revenue, EPS +29%, Records Across iPhone/Mac/Services
Apple posted its strongest June quarter ever with $109.4B revenue and $2.02 EPS. Tariff refunds added ~2pp to gross margin and $0.11 to EPS.
Amazon Beats Q2: AWS Grows 37%, Fastest Since 2021
Amazon posted $200.6B in Q2 revenue and $27.5B operating income. AWS grew 37% — the fastest in 18 quarters — as AI demand pulls capex forward.
Price-to-Book Ratio Explained: When Book Value Matters
P/B compares stock price to the accounting value of a company’s net assets. How to calculate it, why it works for banks, and when book value misleads.
Microsoft Q4 Beat: Azure Crosses $100B, MSFT Jumps 9%
Microsoft’s Q4 FY2026 topped estimates: $90B revenue (+18%), $4.81 diluted EPS, and Azure crossed $100B annual. Shares jumped ~9% after hours on July 29.