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.
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.
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.
Manhattan Associates Pops 21% on Q2 Beat, Raises 2026 Guide
Manhattan Associates jumped 21% July 29 after Q2 revenue of $297.8M, 26% cloud growth, and a raised 2026 outlook. Stifel lifted its target to $225.