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Twilio Q2 Beat: Revenue +22%, FY Growth Guide Raised to 18%

September 12, 2026August 8, 2026 by Bruno
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.

Categories Artificial Intelligence, Earnings Tags AI infrastructure stocks, cloud communications, saas earnings, stock market, twilio earnings, twlo stock

Payrolls Shrink in July: -23,000 Jobs, Rate-Cut Bets Surge

September 12, 2026August 7, 2026 by Bruno
Payrolls Shrink in July: -23,000 Jobs, Rate-Cut Bets Surge

US payrolls unexpectedly contracted by 23,000 in July vs consensus of +85,000. Unemployment eased to 4.1% as bonds rallied and September rate-cut odds jumped.

Categories Stock Market Tags Fed rate cut, july 2026 jobs report, nonfarm payrolls, stock market, treasury yields, unemployment rate

Trade Desk Cracks 25% After Hours: Growth Slows to 3%

September 12, 2026August 7, 2026 by Bruno
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.

Categories Earnings Tags ad tech stocks, connected tv advertising, programmatic advertising, stock market, trade desk earnings, TTD stock

AppLovin Drops 19% on Q2: Ad-Tech Growth Story Cools

September 12, 2026August 6, 2026 by Bruno
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.

Categories Earnings Tags ad tech stocks, app stock, applovin, earnings season, growth stocks, stock market

SolarEdge Plunges 30% on Q3 Guide: Residential Solar Cracks

September 12, 2026August 6, 2026 by Bruno
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.

Categories Earnings, Energy & Commodities Tags enphase energy, residential solar, sedg stock, solar stocks, solaredge earnings, stock market

Shopify Surges 18%: Q2 Beat With 30%+ Growth Across the Board

September 12, 2026August 5, 2026 by Bruno
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%+.

Categories Earnings Tags e-commerce stocks, q2 2026 earnings, shop stock, shopify earnings, stock market

SpaceX Lockup Expires Aug 6: 912M Shares Come Free

September 12, 2026August 5, 2026 by Bruno
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.

Categories Earnings, Market Education Tags Elon Musk, ipo lockup expiration, SpaceX, spcx, Starlink, stock market

Palantir Jumps 29%: Q2 Revenue Up 93%, Commercial +149%

September 12, 2026August 4, 2026 by Bruno
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.

Categories Artificial Intelligence, Earnings Tags ai platform, AI stocks, alex karp, palantir earnings, PLTR stock, stock market

Apple Falls 7% as Cook Warns of Memory Chip ‘100-Year Flood’

September 12, 2026August 1, 2026 by Bruno
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.

Categories Earnings, Inflation, Technology Tags AAPL, Apple, memory chip shortage, Nvidia, stock market, tim cook

Roblox Plunges 27% as Q3 Guide Flags Bookings Decline

September 12, 2026July 31, 2026 by Bruno
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.

Categories Earnings Tags bookings guidance, gaming stocks, RBLX stock, roblox, roblox earnings, stock market
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