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

August 7, 2026 by Bruno

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 Uncategorized Tags Fed rate cut, july 2026 jobs report, nonfarm payrolls, stock market, treasury yields, unemployment rate Leave a comment

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

August 7, 2026 by Bruno

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 Leave a comment

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

August 6, 2026 by Bruno

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 Leave a comment

SolarEdge Plunges 30% on Q3 Guide: Residential Solar Cracks

August 23, 2026August 6, 2026 by Bruno

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 Leave a comment

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

August 5, 2026 by Bruno

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 Leave a comment

SpaceX Lockup Expires Aug 6: 912M Shares Come Free

August 5, 2026 by Bruno

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 Leave a comment

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

August 4, 2026 by Bruno

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 Leave a comment

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

August 1, 2026 by Bruno

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 Leave a comment

Roblox Plunges 27% as Q3 Guide Flags Bookings Decline

July 31, 2026 by Bruno

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 Leave a comment

Apple Q3 Beat: $109B Revenue, EPS +29%, Records Across iPhone/Mac/Services

August 23, 2026July 31, 2026 by Bruno

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.

Categories Earnings, Geopolitics & Markets Tags aapl q3 fy2026, apple earnings, iphone revenue, services revenue, stock market, tim cook Leave a comment
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