Earnings live updates: The Trade Desk stock plummets on earnings miss, Oklo jumps on 'criticality' milestone

Earnings live updates: The Trade Desk stock plummets on earnings miss, Oklo jumps on 'criticality' milestone Yahoo Finance Updated Fri, August 7, 2026 at 6:19 PM GMT+2 1 min read Earnings continue to roll in, driving the stock market to new highs . On Friday, Vistra Corp. ( VST ), Take-Two Interactive Software ( TTWO ), Oklo ( OKLO ), Under Armour ( UA ), and Wendy's ( WEN ) report to cap a busy week of reports.

Overall, it's shaping up to be a strong earnings season for the S&P 500 ( ^GSPC ). According to FactSet data , analysts estimate the year-over-year S&P 500 earnings growth rate for the second quarter will be 47. 5% — surging past the five-year average of 16.

4% and the 10-year average of 10. 3%. If that holds, it will mark the second consecutive quarter of earnings growth above 20% for the index and the seventh straight quarter of double-digit growth.

LIVE COVERAGE IS OVER 34 updates Wed, August 12, 2026 at 1:51 PM UTC Grace O'Donnell Nebius stock soars as AI cloud revenue surges 514% year over year Nebius ( NBIS ) stock soared 18% after the company said AI cloud demand accelerated in the second quarter, underpinning stronger-than-expected quarterly results. Here’s what Nebius reported, versus consensus estimates from S&P Global Market Intelligence: Adjusted loss per share of $0. 12 was narrower than the adjusted $0.

70 loss per share expected. Revenue of $582 million surpassed estimates of $574 million. Gross margins of 77% beat estimates for 69.

5% margins. AI cloud revenue surged 514% year-over-year to $575 million. On the earnings call, CEO Arkady Volozh highlighted four billion-dollar deals that Nebius inked with Reflection, Cohere, a US neolabs, and a large US-based quant trading firm.

“We are not just reporting a strong quarter behind us; it is much more than that,” Volozh said. “We see the demand, we see the supply, we see deal terms for 2027 and beyond. ” Tue, August 11, 2026 at 8:48 PM UTC Grace O'Donnell Cava stock soars on earnings beat as comparable sales surpass expectations Cava ( CAVA ) stock soared over 10% after the company reported better-than-expected second quarter results The fast-casual chain reported that comparable sales grew 9% compared to a year ago, while guest traffic increased 5.

3%. Cava opened 17 new restaurants during the quarter, and CEO Brett Schulman noted that the new locations continue to outperform. The company reaffirmed its full-year outlook of sales growth of 4.

5% to 6. 5%. In the second quarter, revenue grew 31.

3% to $365. 4 million, compared to estimates of $360 million, according to S&P Global Market Intelligence. Earnings per share of $0.

20 beat estimates of $0. 18. Tue, August 11, 2026 at 8:24 PM UTC Grace O'Donnell CoreWeave stock surges on revenue growth, smaller-than-expected loss CoreWeave ( CRWV ) stock surged 8% after the cloud computing company reported a beat on top-line revenue and a smaller-than-expected earnings per share loss.

The company said its Q2 results reinforced its conviction that AI is foundational to every industry. "CoreWeave reached an important inflection point this quarter as our scale began to translate into expanding operating leverage,” CEO Michael Intrator said. “Customer demand is accelerating, as enterprise adoption broadens and we continue to deepen our technology platform.

" The quarter extended CoreWeave’s revenue growth streak since it became a public company last year. For the second quarter, CoreWeave saw a loss per share of $1. 14 on revenue of $2.

58 billion. Wall Street was expecting a loss per share of $1. 41 on revenue of $2.

5 billion, according to Bloomberg analyst consensus estimates. Read more. Tue, August 11, 2026 at 8:17 PM UTC Grace O'Donnell Supermicro tops Q4 sales expectations, offers strong Q1 guidance, stock jumps Supermicro ( SMCI ) stock jumped over 7% following its fiscal fourth quarter results, which topped earnings expectations but fell short of revenue estimates.

An upbeat Q1 forecast also lifted shares higher in after-hours trading. Supermicro earnings Yahoo Finance’s Dan Howley reports: For the fourth quarter, Supermicro saw adjusted earnings per share (EPS) of $1. 70 on revenue of $11.

2 billion, Wall Street was anticipating EPS of $1. 59 and net sales of $11. 1 billion, according to Bloomberg analyst consensus estimates.

The company saw EPS of $0. 41 and revenue of $5. 7 billion in the same period last year.

For the first quarter, Supermicro is projecting net sales of between $14. 5 billion and $15. 5 billion.

Analysts were expecting $11. 9 billion. Gross margins topped out at 17.

5%, up from 9. 5% a year ago. In June, CEO Charles Liang wrote on X that the company planned to co-build a gigawatt-scale data center for SpaceX and xAI within a year.

Read more. Fri, August 7, 2026 at 4:15 PM UTC Grace O'Donnell Oklo stock soars as reactor 'criticality' milestone eclipses wider-than-expected loss Shares of nuclear technology company Oklo ( OKLO ) surged 14% on Friday after news that one of its reactors reached “criticality” overshadowed a miss on earnings. On Friday, the Energy Department said that Oklo’s Groves Isotope Test Reactor in Lockhart, Texas, reached “criticality,” meaning the reactor was able to sustain a chain of nuclear reactions.

That development came as Oklo reported second quarter earnings. Its loss of $0. 28 per share was greater than the loss of $0.

16 per share expected. Revenue, however, topped estimates, coming in at $1. 2 million, versus expectations of about $83,800.

Fri, August 7, 2026 at 12:01 PM UTC Grace O'Donnell The Trade Desk stock plummets 28% on earnings miss The Trade Desk’s ( TTD ) stock got cut by 27% in premarket trading on Friday. The digital advertising platform missed Wall Street estimates and said it had work to do to strengthen its performance. “This quarter did not meet the standard we set for ourselves, but it has reinforced our belief that we are focused on the right opportunities for the future,” CEO Jeff Green said.

Revenue of $715 million widely missed Wall Street estimates of $751 million, while earnings per share fell year over year to $0. 34, below expectations for earnings of $0. 40 per share.

Fri, August 7, 2026 at 11:53 AM UTC Grace O'Donnell Wendy's stock falls after US sales fall 7%, fast food chain withdraws guidance Wendy’s ( WEN ) stock fell 2% after the fast food chain’s quarterly results revealed ongoing struggles in the business, with depressed sales and the removal of its full-year financial guidance. In the second quarter, US same-store sales fell 7%, and international same-store sales decreased 2. 3%.

Earnings per share of $0. 17 beat Wall Street estimates by a penny, and revenue also topped expectations, but the company withdrew its 2026 outlook as management formulates a turnaround plan. “Wendy's is an iconic brand with exceptional assets,” Wendy’s CEO Bob Wright said.

“Today we are clearly not performing at our potential. … We have already begun taking action across five areas that we've identified to drive the turnaround: rebuilding a quality menu at compelling value, marketing that drives demand, operational excellence, a digital experience that builds frequency, and restaurants as an engine for growth. ” The company also cut its cash dividend to $0.

07 per share per quarter. Thu, August 6, 2026 at 8:23 PM UTC Grace O'Donnell Airbnb stock jumps on upbeat outlook as World Cup boosts guest bookings Airbnb ( ABNB ) stock jumped 11% after the company beat Wall Street earnings estimates by $0. 12 and raised its full-year revenue growth forecast amid strong bookings in the US and Europe.

The company now expects revenue to grow by an “at least mid teens” percentage from a prior “low- to mid-teens” percentage. “Over the first half of 2026, we’ve delivered some of our strongest results in years,” the company said in its shareholder letter. Airbnb earnings card Revenue in the quarter grew 17% year over year to $3.

6 billion, beating estimates of $3. 57 billion. Earnings per share of $1.

37 also beat estimates of $1. 25 per share. Airbnb also pointed to a boost from the World Cup, which helped drive a record number of booked bedroom nights.

“Major events help us strengthen the Airbnb brand while growing both supply and demand,” the company said. “The FIFA World Cup 2026 is one recent example of this strategy in action. As an official Tournament Supporter, Airbnb hosted millions of guest arrivals during the tournament, including many first-time users.

More than 150,000 homes across host cities were listed on Airbnb for the first time, helping provide an economic uplift for the local community. ” Thu, August 6, 2026 at 6:59 PM UTC Grace O'Donnell Hailey Bieber's Rhode boosts e. l.

f. Beauty's Q1 results E. l.

f. Beauty ( ELF ) stock jumped over 7% after the company’s fiscal first quarter earnings of $1. 75 per share beat Wall Street estimates by a large margin.

Hailey Bieber’s Rhode beauty brand, which e. l. f.

acquired for $1 billion in 2025, was a major driver of the cosmetic company’s results. Overall, net sales rose 36% year over year to $479. 4 million, with $160 million of those sales coming from the Rhode brand.

“Rhode has had exceptional performance, and we're very, very pleased with bringing them into our portfolio,” CFO Mandy Fields told Yahoo Finance (see video below). “We love having the Rhode team. Hailey is amazing.

” E. l. f.

also benefited from tariff refunds and higher volumes on some of the products it lowered prices for. “We had the 50 million in tariff refunds, and so we used a portion of that to fund the pricing test, and the great news is, we discovered that 90% of our portfolio is priced appropriately,” Fields said. “There's just going to be 10% of our portfolio we leave at those reduced prices because the unit volume that we saw was so fantastic that it actually will help build sales and gross profit as we move forward.

” Thu, August 6, 2026 at 4:08 PM UTC Grace O'Donnell Papa John's CEO says turnaround is 'taking longer than anticipated' as stock plunges Papa John’s ( PZZA ) stock dropped 14% on Thursday after the pizza chain said its turnaround efforts are taking longer than expected. “While our transformation is taking longer than anticipated, we continue to execute our strategy with discipline and focus and are seeing encouraging progress, including a growing and highly engaged Papa Rewards membership, supply chain savings, and AI-driven improvements to the customer ordering experience,” CEO Todd Penegor said. Global systemwide sales decreased 4.

8% from the second quarter of last year, with an 8. 3% drop in US same-store sales. Papa John’s also cut its full-year sales outlook to a decline of 2% to 4% from its previous guidance of flat to low-single-digits growth.

Penegot attributed the weakness to a softer consumer environment, lower order volumes, and an increase in competitors’ promotions. Papa John’s also cuts its dividend as it focuses on turning the business around. Year to date, the stock has fallen over 30%.

Thu, August 6, 2026 at 2:45 PM UTC Jake Conley ConocoPhillips CEO Ryan Lance will retire next month in latest energy sector leadership shakeup ConocoPhillips ( COP ) CEO Ryan Lance will retire next month , the company said Thursday, setting up finance chief Andy O'Brien to take the reins of one of the US's largest energy companies. Shares traded up by roughly 1% on the news and the company's second quarter earnings report, also released Thursday. Lance, who has served as CEO of ConocoPhillips for 14 years, will transition into a new role as executive chairman, the company said Thursday, while finance vice president and controller Konnie Haynes-Welsh will take over for O'Brien as CFO.

"He set the course for the newly formed independent ConocoPhillips in 2012, and during his tenure, the company became a recognized leader within the sector as a global upstream company," lead independent director Robert Niblock said about Lance. Lance's retirement marks the latest in a series of leadership changes at some of the US's largest oil and gas companies since last year. Occidental Petroleum's ( OXY ) Vicki Hollub retired as CEO on June 1, while Devon Energy's ( DVN ) Rick Muncrief and Diamondback Energy's ( FANG ) Travis Stice both stepped down as CEO of their respective companies in 2025.

Among the majors, Meg O'Neill was appointed CEO of British giant BP ( BP ) on April 1, replacing Murray Auchincloss. In its earnings report, ConocoPhillips reported adjusted earnings of $3. 24 per share vs.

estimates of $2. 94. Revenue was $19.

52 billion vs. estimates of $19. 76 billion.

Thu, August 6, 2026 at 12:12 PM UTC Grace O'Donnell Celsius Holdings stock tumbles on earnings miss Celsius Holdings ( CELH ) stock tumbled 16% in premarket trading after its second quarter results fell short of Wall Street expectations and margins contracted. Investing. com reports: Adjusted earnings per share of $0.

36 missed the analyst consensus of $0. 43 by $0. 07.

Revenue reached $817. 92 million, below the $885. 98 million estimate, though up 11% from $739.

3 million in the prior year period. The company's multi-brand portfolio, which includes Celsius, Alani Nu, and Rockstar Energy, faced headwinds during the quarter. Celsius brand revenue declined 11.

7% YoY due to increased trade and promotional investment, shipment timing related to inventory rebalancing, softness in the club channel, and SKU optimization initiatives. Alani Nu generated sales of $364. 4 million, while Rockstar Energy contributed $66.

5 million. Shares fell 16. 8% following the announcement.

Gross margin contracted to 48. 1% from 51. 5% in the prior year period, driven by higher promotional activity and channel mix, though the company maintained margin levels consistent with the first quarter despite commodity inflation, particularly in aluminum costs.

Read more. Thu, August 6, 2026 at 12:06 PM UTC Grace O'Donnell Datadog stock plunges 20% despite strong earnings amid profit-taking Datadog ( DDOG ) stock plunged 21% on Thursday as the AI software provider’s earnings beat and full-year guidance raise wasn’t enough to impress Wall Street after the stock doubled this year. Datadog reported 36% year-over-year revenue growth in the second quarter, with sales of $1.

12 billion, compared to $1. 07 billion estimated by Wall Street. GAAP earnings per share of $0.

12 also slightly beat consensus estimates of $0. 11, per S&P Global Market Intelligence data. For the third quarter, Datadog expects revenue between $1.

135 billion and $1. 145 billion, with earnings per share of $0. 63 and $0.

65, ahead of forecasts. The company raised its full-year financial outlook to $4. 45 billion-$4.

47 billion in revenue and $2. 50-$2. 54 in adjusted earnings.

The midpoint estimate was for revenue of $4. 35 billion and adjusted earnings per share of $2. 42.

Wed, August 5, 2026 at 8:40 PM UTC Grace O'Donnell Sandisk stock sinks as revenue forecast falls short of expectations Yahoo Finance’s Ines Ferré reports: Sandisk ( SNDK ) stock sank 4% in after-hours trading on Wednesday. The flash memory and storage manufacturer issued revenue guidance for the company's fiscal first quarter that came in below analyst expectations. The company expects Q1 revenue of $10.

3 billion to $10. 8 billion, versus estimates of $11. 16 billion.

SanDisk said fiscal fourth quarter revenue was $8. 79 billion, beating Wall Street consensus estimates of $8. 64 billion.

The company noted that revenue growth came from approximately one-third higher volumes and two-thirds higher pricing. SanDisk also delivered adjusted earnings per share of $39. 25, topping estimates of $34.

37. The forecast for adjusted earnings per share for the current quarter was between $44 and $46, versus estimates of $45. 58.

Read more. Wed, August 5, 2026 at 8:33 PM UTC Grace O'Donnell Expedia posts strong bookings, raises guidance Expedia ( EXPE ) stock jumped 6% after the travel company got a boost from increased summer travel bookings and World Cup tourism. Expedia reported revenue of $4.

31 billion and adjusted earnings per share of $5. 76, exceeding the Street’s estimates of $4. 17 billion and adjusted earnings per share of $5.

25, according to S&P Global Market Intelligence data. Gross bookings increased 12% year over year to $33. 9 billion, giving the company confidence to raise its full-year revenue guidance.

For 2026, Expedia expects revenue to come in between $16. 05 billion and $16. 22 billion, above previous guidance of $15.

6 billion to $16 billion. Wed, August 5, 2026 at 8:23 PM UTC Grace O'Donnell Western Digital posts strong earnings and outlook, but investors are selling the stock anyway Shares of Western Digital ( WDC ), one of the year’s high-flying hardware companies, dropped 8% in extended trading. It appeared to be a “sell the news” event after the stock gained over 200% year to date.

Western Digital posted beats on the top and bottom lines for its fiscal fourth quarter. The company earned $3. 56 per diluted share on an adjusted basis, with revenue of $3.

75 billion, up 44% year over year. Wall Street analysts were expecting adjusted earnings of $3. 30 per share on $3.

69 billion in revenue. “As global data creation continues to accelerate, we enter fiscal year 2027 with continued confidence in the durability of demand and with increasing visibility into our business,” CEO Irving Tan said. For the current quarter, the company expects revenue of $4.

1 billion, a non-GAAP gross margin of 55. 5%, and non-GAAP earnings per share of $4. 00, all above estimates.

Wed, August 5, 2026 at 5:56 PM UTC Jake Conley Phillips 66 delivers strong beat as refining division captures wartime advantage Phillips 66 ( PSX ) posted second quarter results far outstripping Wall Street forecasts on Tuesday, led by hefty over-performance in the business's refining sector as the war in Iran has driven refinery margins to new highs. For the second quarter, Phillips 66 reported adjusted earnings of $9. 41 per share vs.

estimates of $7. 30. Revenue was $52.

04 billion, well exceeding estimates of $44. 04 billion. Driving much of that strength was outperformance in Phillips 66's refining business, where EBITDA was $3.

31 billion vs. estimates of $2. 87 billion.

Realized margins, a key metric for refinery operations, were $24. 08 per barrel against estimates of $22. 62 per barrel, while throughput of 187 million bpd also beat estimates of 177 million barrels per day.

For one of the nation's largest independent oil refiners, the war in Iran has been a boon for business. Crack spreads, the measure of the margin refiners can capture for turning crude oil into usable products such as diesel and gasoline, have raced upward to all-time highs as prices on those refined products have climbed further and faster than those on crude itself Wed, August 5, 2026 at 11:37 AM UTC Grace O'Donnell Uber stock falls as Q3 guidance falls short of expectations Uber ( UBER ) stock fell after the ride-sharing company’s second quarter earnings met expectations, but its third quarter guidance came up short. Quartz reports: Uber's third-quarter gross bookings guidance of $58.

25 billion to $60. 25 billion produced a midpoint of $59. 25 billion, which fell short of the $59.

33 billion consensus, according to CNBC . The company also projected non-GAAP EPS of $0. 84 to $0.

88 for the quarter. The midpoint of that range fell below the 89-cent average analyst estimate. Second-quarter non-GAAP EPS came in at $0.

81, matching the consensus estimate, according to CNBC. Revenue reached $14. 19 billion, a 12% increase from a year earlier.

Analysts had expected $14. 24 billion in revenue. Gross bookings for the second quarter totaled $58 billion, up 24% year-over-year, or 22% on a constant-currency basis.

That topped the $57. 23 billion average analyst estimate. GAAP net income attributable to Uber climbed to $2.

39 billion, or $1. 17 per diluted share, from $1. 36 billion, or $0.

63 per diluted share, in the year-ago period. Read more. Wed, August 5, 2026 at 11:35 AM UTC Grace O'Donnell Eli Lilly stock pops on earnings beat, guidance raise Eli Lilly ( LLY ) stock popped 4% on Wednesday after the pharmaceutical company raised its full-year guidance and Second quarter revenue rose 48% year over year $23 billion, driven primarily by strength in Eli Lilly’s sales of Mounjaro and Zepbound GLP-1 drugs.

Earnings per share increased by 26% to $7. 94. That topped Wall Street’s consensus estimates, which forecast revenue of $20.

6 billion and earnings per share of $7. 54, according to S&P Global Market Intelligence. Eli Lilly now expects full-year revenue of $85 billion to $87 billion, above the Street’s midpoint estimate of $85.

4 billion, and earnings per share of $35. 50 to $36. 50, versus expectations for $32.

80. "Lilly's momentum continues, as we delivered 48% revenue growth and raised our full-year guidance," CEO David Ricks said. "At the same time, Lilly is building for the future.

With our next-generation weight-loss medicine retatrutide and its complete clinical data package in hand, new manufacturing capacity coming online, and exciting new assets entering our pipeline through business development, Lilly's future, after 150 years, has never been brighter. " Wed, August 5, 2026 at 11:04 AM UTC Brooke DiPalma Disney's Q3 earnings top estimates on demand for experiences, company exits A+E Media stake Disney ( DIS ) stock jumped over 4% in premarket trading after the company reported fiscal third quarter earnings that beat expectations on Wednesday as it focused on cutting costs and maintaining growth in parks and streaming. For the quarter, Disney reported adjusted earnings per share of $2.

06, surpassing the Street's forecasts of $1. 86. Revenue grew 7% year over year to $25.

17 billion, which was just shy of expectations of $25. 38 billion, according to Bloomberg consensus data. This marked the second quarterly report under new CEO Josh D'Amaro, who took the reins on March 18.

Wall Street analysts had been looking for Disney's report to rebuild confidence in the stock, which is down 17% over the past year. "We believe our shares are undervalued and we continued to lean into share repurchases during the quarter," D'Amaro said in the report. He also highlighted the company's announcement on Tuesday to sell its 50% stake in A+E Global Media, divesting brands such as Lifetime and The History Channel to the Hearst Corporation.

Disney will use the $1. 2 billion in proceeds to boost share buybacks to $9 billion this year, up from the previously set $8 billion goal, D'Amaro said. Tue, August 4, 2026 at 8:34 PM UTC Grace O'Donnell Paramount Skydance reports mixed second quarter results Reuters reports: Paramount Skydance reported mixed second-quarter results on Tuesday, with higher streaming and studio revenue offsetting declines in television, as the company works to close its ‌planned $110 billion acquisition of Warner Bros.

Discovery. The entertainment giant's revenue rose 1% to $6. 91 billion, exceeding estimates of $6.

88 billion, ‌according to data compiled by LSEG. Second-quarter profit came in at $41 million, or 4 cents a share, compared with analyst estimates of $109 million or 9 ​cents a share. The company's streaming business reached nearly $2.

5 billion in revenue, up 9% from the same quarter a year ago. The company said the "Yellowstone" sequel, "Dutton Ranch," and sporting events like the UFC Freedom 250 cage-match and the FIFA World Cup helped its marquee Paramount+ service add 2 million new subscribers, bringing the total to 81. 6 million.

Read more. Tue, August 4, 2026 at 8:26 PM UTC Grace O'Donnell Lucid Q2 results: Losses widen as automaker launches 'operational reset' Yahoo Finance’s Pras Subramanian reports: Lucid ( LCID ) reported second quarter results on Tuesday that beat revenue expectations, but losses ran wider than expected, as the struggling luxury EV maker unveiled an "operational reset" aimed at slashing cash-burn and stabilizing a business that recently had to publicly deny it was heading for bankruptcy. Lucid reported Q2 revenue of $405 million vs.

$395. 6 million analysts expected per Bloomberg consensus, up 56% year over year. Lucid posted an adjusted loss per share of $2.

78 vs $2. 37, much wider than expected, with adjusted EBITDA coming in at a loss of $901. 1 million, worse than the $681 million loss estimated.

"Lucid has leading technology, compelling products and deeply committed people, but potential is not performance," CEO Silvio Napoli said in a statement. "We are going back to basics, with a clear focus on cash, customers, and culture. " Read more.

Tue, August 4, 2026 at 8:26 PM UTC Grace O'Donnell AMD tops Q2 earnings estimates and provides strong outlook, but leaves investors unimpressed AMD ( AMD ) stock is falling in extended trading as the chipmaker’s strong results left investors cold. The stock “was priced for something much closer to a blowout,” Futurum chief market strategist Shay Boloor told Yahoo Finance. “The company did beat across the board, but it wasn’t enough to reset expectations for a stock that’s trading near 60 times earnings.

” Yahoo Finance’s Dan Howley breaks down the results: AMD ( AMD ) announced its second quarter earnings after the bell on Tuesday, topping analysts' projections on the top and bottom lines and providing a better-than-anticipated Q3 outlook. But that wasn't enough to impress investors, as shares fell more than 8%. For the quarter, AMD reported earnings per share (EPS) of $1.

66 on revenue of $11. 5 billion. Analysts were anticipating EPS of $1.

62 on revenue of $11. 3 billion, according to Bloomberg analysts' consensus estimates. The company saw EPS of $0.

48 and revenue of $7. 6 billion in the same quarter last year. AMD said it sees Q3 revenue of between $12.

7 billion and $13. 3 billion. Analysts were projecting $12.

5 billion. Seond quarter data center sales climbed to $6. 7 billion from $3.

2 billion last year, and ahead of analysts' expectations of $6. 5 billion. Read more.

Tue, August 4, 2026 at 8:19 PM UTC Grace O'Donnell SpaceX stock turns lower after Q2 results top estimates in first-ever quarterly report SpaceX ( SPCX ) stock reported second quarter results on Tuesday that topped estimates, but the stock turned lower in after-hours trading. At last check the stock dropped 7%. The company’s report is its first as a public company, and it comes as the stock has fallen significantly from its IPO.

Yahoo Finance’s Pras Subramanian breaks down the results: SpaceX reported Q2 revenue of $7. 8 billion vs $6. 81 billion per Bloomberg consensus, up sequentially from $4.

7 billion in Q1. SpaceX posted adjusted EBITDA of $3. 5 billion vs $2.

0 billion consensus expected. SpaceX said its Q2 capex spend came in at $18. 37 billion, slightly below estimates for $18.

58 billion SpaceX's AI segment posted an operating loss of $1. 26 billion vs estimates of $2. 39 billion.

Separately, SpaceX announced on Tuesday that it is partnering with Nvidia to design its Starmind AI-1 payload, which would bring "datacenter class compute" into orbit. The partnership will use Nvidia's Rubin GPUs and Vera CPUs, and increae SpaceX's peak satellite computing capacity to 250 kW. Read more.

Tue, August 4, 2026 at 2:06 PM UTC Grace O'Donnell Spotify stock sinks as streaming giant's monthly active users forecast misses estimates Spotify ( SPOT ) shares tanked 6% in early trading on Tuesday after premium subscriber numbers fell short of estimates and the company’s forecast disappointed. Yahoo Finance’s Ines Ferré reports: The digital music and streaming service gave a weaker-than-expected third-quarter forecast for monthly active users and operating income. Spotify said it expects monthly active users (MAUs) in the current quarter to reach 788 million versus a consensus estimate of 793.

5 million, according to Bloomberg data. The company also expects total premium subscribers to be 305 million, falling just shy of the expected 305. 3 million.

Spotify forecast third quarter operating income of approximately $771 million, below analysts' expectations of about $784 million. Read more. Tue, August 4, 2026 at 1:20 PM UTC Grace O'Donnell Toyota boosts guidance, announces $6 billion share buyback as fiscal Q1 results shine Yahoo Finance's Pras Subramanian reports: Toyota ( TM ) reported fiscal first-quarter results on Tuesday that topped estimates for revenue and net income, and the world's largest automaker raised its full-year profit forecast and announced a share buyback even as U.

S. tariffs and softer sales hit operating profit. Toyota now sees full-year operating income at 3.

4 trillion yen ($21. 3 billion) for the financial year ending March 2027, up from a previous forecast of 3 trillion yen ($18. 8 billion), this follows last quarter's 20% cut its outlook.

The boost also comes after US rivals GM and Ford lifted their yearly guidance too. "This revision reflects changes in the external environment, including foreign exchange assumptions, as well as the cumulative impact of our marketing efforts, such as establishing alternative logistics routes to the Middle East," Toyota said. Read more.

Tue, August 4, 2026 at 12:17 PM UTC Jake Conley BP beats on top and bottom lines, opens sale of major biogas asset to reduce debt BP p. l. c.

( BP ) will meet its debt-reduction target ahead of schedule, the company said Tuesday, as newly appointed CEO Meg O'Neill looks to execute a turnaround for the beleaguered energy major. The comments came as part of BP's second quarter earnings report, where — like other global energy majors — the company reported a strong quarter on the top and bottom lines. BP reported adjusted earnings per share of $0.

37, beating estimates of $0. 33, while revenue was $69. 1 billion against analyst forecasts of $59.

93 billion. Shares traded down roughly 0. 1% in the premarket.

The biggest disclosure of the report, however, was news that BP is offloading its US biogas asset Archaea Energy as O'Neill looks for room to reduce the company's debt load. BP now expects to bring net debt down to a range of $14 billion to $18 billion this year, the company said. Tue, August 4, 2026 at 11:24 AM UTC Jake Conley Caterpillar shares surge after company reports first quarter of $20 billion in sales Manufacturing leader Caterpillar ( CAT ) posted second-quarter results that handily beat earnings, led by strong growth in the company's order backlog and record quarterly sales figures.

Caterpillar reported adjusted earnings per share of $8. 17 against Wall Street estimates of $6. 20, notching growth of 73% year-on-year.

On the top line, Caterpillar reported its first quarter featuring more than $20 billion in sales and revenue, reporting sales and revenues of $20. 5 billion — year over year growth of 24% — against analyst estimates of $19. 2 billion.

Shares popped by roughly 9% in premarket trading on the results. "This milestone underscores both the essential work our customers do every day and the dedication of Caterpillar employees worldwide to solving our customers' toughest challenges," said Caterpillar CEO Joe Creed, referring to the more than $20 billion in sales and revenues on the quarter. Caterpillar has been one of the leading beneficiaries of the booming power demand of AI infrastructure, growing alongside other industrial leaders such as GE Vernova and Vertiv that make the specialized equipment needed to provide energy to data centers.

At the segment level, Caterpillar's construction and power & energy divisions — the latter of which fabricates the industrial turbines increasingly relied on by data centers for power — led sales numbers, as both segments reported sales and revenue of more than $8 billion. "Strong order rates and a growing backlog reflect broadening momentum across all three of our primary segments," Creed said. Tue, August 4, 2026 at 11:15 AM UTC Grace O'Donnell McDonald's sales growth slows as budget-conscious consumers remain under stress Yahoo Finance’s Brooke DiPalma reports: McDonald's ( MCD ) sales growth slowed in the second quarter as consumers faced a challenging economic backdrop and the fast food chain prepared for its next stage of growth.

The fast food chain posted global same-store sales growth of 1. 3%, slightly below the 1. 4% gain Wall Street analysts expected and a decline from the 3.

8% growth posted in the first quarter, per Bloomberg consensus data. US comparable sales grew for the fifth quarter in a row, as expected, but the growth rate of 0. 8% was also a touch below expectations of 0.

9% growth and less than the 2. 5% jump in the same quarter last year. Sales growth in both of its international market segments (operated and licensed stores) was roughly in line with expectations.

Adjusted earnings per share increased $0. 13 year over year to $3. 32, meeting expectations.

Revenue was nea Read more. Mon, August 3, 2026 at 8:36 PM UTC Grace O'Donnell Palantir stock jumps as US commercial business booms Yahoo Finance’s Ines Ferré reports: Palantir ( PLTR ) stock surged nearly 10% in after-hours trading on Monday. The company reported fiscal second quarter results that beat analyst expectations and raised its full-year guidance.

The company sees full-year revenue of $8. 16 billion versus prior estimates for $7. 65 billion to $7.

66 billion. The company posted adjusted earnings of $0. 41 per share in its Q2, versus Wall Street estimates of $0.

35. Revenue came in at $1. 94 billion, compared to expectations of $1.

8 billion. "This quarter was otherworldly: our U. S.

commercial revenue grew 149% year-over-year, our overall revenue grew 93% year-over-year," said Palantir's CEO Alex Karp. "The sovereign AI revolution makes us very optimistic about the future," he added. Read more.

Mon, August 3, 2026 at 8:29 PM UTC Grace O'Donnell Snap stock surges as World Cup ads boost revenue Snap ( SNAP ) stock surged 12% in extended trading on Monday after the company’s second quarter revenue was higher than expected and its earnings per share loss was smaller than expected. In Q2, Snap reported a loss per share of $0. 10 on revenue of $1.

6 billion. Going into the print, Wall Street was expecting the social media platform to post a loss per share of $0. 12 on revenue of $1.

53 billion, according to S&P Global Market Intelligence. In prepared remarks, Snap CEO Evan Spiegel said the company “saw improving momentum in our advertising business,” particularly with large advertisers in North America. “World Cup-related spending contributed during the quarter, alongside continued strength among small and medium-sized businesses,” Spiegel said.

The company will discuss its 2026 financial outlook on the earnings call, which you can listen to here at 5 p. m. ET.

Mon, August 3, 2026 at 8:10 PM UTC Brooke DiPalma Whirlpool posts mixed earnings as price hikes, innovation drive results Whirlpool ( WHR ) said higher prices, cost optimization, and premium innovation were the "three holy grail" drivers in the second quarter as demand for major appliances like dishwashers and refrigerators in the US and Canada remained challenged. "We are seeing some easing, but the consumer is not fully recovered as you would expect because the Iran war is still going on and there is still a lot of uncertainty," CFO Roxanne Warner told Yahoo Finance. “We took the right actions,” she added.

“Those actions are bearing fruit now, and we can see that in the Q2 result, particularly as the sequential improvement from Q1 to Q2. It's a proof point … [that] the business is stabilizing. " Year to date, Whirlpool stock has fallen 45%, The appliance maker behind brands like Maytag and KitchenAid posted second quarter results that missed Wall Street's expectations.

In the second quarter, Whirlpool reported revenue declined nearly 6. 8% year over year to $3. 52 billion, below estimates of $3.

55 billion. Whirlpool's adjusted earnings per share were $1. 15, surpassing the Street forecast of a $0.

05 loss per share, per Bloomberg consensus data, reflecting cost actions. Warner noted that Whirlpool still has pricing power. The company announced its largest price increase in April, at 10%, and increased list prices by 4% again in July.

Warner said that the double-digit price increases were necessary after many years of inflation and were in line with competitors’ price increases. In the third quarter, it plans to raise prices for contractors, including Toll Brothers. ( TOL ) While, small domestic appliances, often a bright spot, saw sales grow just 0.

5%. to $202 million, falling short of the Street's forecast. "Towards the very late end of the quarter, [there was] a situation where … one trade customer … sold out and we did not replenish their inventory fast enough," she said.

For the full year, Whirlpool reiterated its sales guidance of roughly $15 billion, just slightly below the $15. 2 billion Wall Street forecast. Adjusted earnings per share are expected to come in the range of $2.

25 to $2. 75, down from the previous range of $2. 45 to $2.

95. Mon, August 3, 2026 at 1:01 PM UTC Grace O'Donnell Trump brothers-backed American Bitcoin swings to second quarter loss Reuters reports: American Bitcoin, backed by two of U. S.

President ‌Donald Trump's sons, swung to a ‌second-quarter loss on Monday, hurt by a ​selloff in the cryptocurrency. Market volatility from surging geopolitical tensions has pushed investors into a risk-off mode, piling pressure on ‌crypto asset prices. Here ⁠are some details: Read more.

Eric Trump, Co-Founder and Chief Strategy Officer of American Bitcoin Corp. , speaks during the opening bell ceremony at the Nasdaq Market in New York City, U. S.

, Sept. 16, 2025. REUTERS/Brendan McDermid · REUTERS / REUTERS Mon, August 3, 2026 at 12:59 PM UTC Grace O'Donnell Marriott stock falls after 'meaningful decline' in Middle East weighs on revenue Marriott ( MAR ) stock fell over 2% in premarket trading, despite a second quarter earnings beat and guidance raise, as revenue fell short of Street estimates.

Revenue of $7. 07 billion came up short against estimates of $7. 19 billion.

Earnings per share of $3. 19 topped expectations of $3. 08, according to S&P Global Market Intelligence.

In Q2, revenue per available room (RevPAR), a key industry indicator, increased 3. 4% globally, driven by 5% growth in the US and Canada and weighed down by a 0. 5% decline internationally.

Marriott called out “a meaningful decline in the Middle East” due to the ongoing conflict, in particular. Still, Marriott raised its full-year earnings per share guidance to $11. 64 to $11.

81, up from the previous range of $11. 38 to $11. 63.