SpaceX (SPCX) – Q2 Results

SpaceX reported Q2 revenue of $7.8 billion, surpassing Wall Street’s $6.81 billion target, and narrowed its net loss per share to ($0.09). Despite the revenue beat, the stock slipped 5% after the company delivered 38 rocket launches versus the 43 analysts expected and a total payload of 485 metric tons, below the consensus 580.93 MT.

Advanced Micro Devices (AMD) – Q2 Results

AMD posted adjusted earnings per share of $1.66 on revenue of $11.54 billion, beating estimates. Management forecast Q3 revenue of approximately $13 billion (±$300 million), implying roughly 41% year‑over‑year growth, and projected non‑GAAP gross margins of 56%. The shares fell 5% as investors took profits following the release.

Arista Networks (ANET) – Q2 Results

Arista Networks delivered an EPS of $1.02 on revenue of $3.04 billion, comfortably exceeding forecasts. The company raised its Q3 revenue guidance to $3.3 billion versus the $2.95 billion consensus, reinforcing confidence in strong enterprise and hyperscaler AI networking spend. The stock surged 9% after the beat‑and‑raise.

Pinterest (PINS) – Q2 Results

Pinterest posted Q2 EPS of $0.43 against $0.36 expected and revenue of $1.18 billion, while reaching an all‑time high of 640 million monthly active users. Despite the beat, shares dropped 8.7% after the company issued conservative Q3 revenue guidance of $1.19 billion–$1.21 billion (midpoint $1.20 billion), citing ongoing ad‑market pricing pressure and elevated AI infrastructure costs.

Digital Turbine (APPS) – Q1 Results

Digital Turbine reported Q1 EPS of $0.19, more than double the $0.09 analyst expectation, on revenue of $166 million. The firm lifted its full‑year fiscal 2027 revenue outlook to $650 million–$670 million and projected adjusted EBITDA of $145 million–$155 million, highlighting a rebound in direct‑to‑device ad monetization. The stock jumped 10% after the blowout.

Upstart Holdings (UPST) – Q2 Results

Upstart generated revenue of $364.71 million, beating the $347.18 million consensus, while EPS came in at $0.16, missing estimates. Investors focused on improving origination volumes and credit performance on the AI‑driven lending platform, supporting the full‑year revenue target of $1.4 billion. The shares rose 14%.

Zeta Global Holdings Corp. (ZETA) – Q2 Results

Zeta Global posted Q2 revenue of $443 million, beating expectations, and raised its full‑year 2026 revenue guidance to $1.811 billion–$1.824 billion. GAAP EPS was $0.03. Despite the top‑line beat, the stock fell 9% amid concerns over near‑term margin growth and elevated sales/marketing expenses.

Booking Holdings (BKNG) – Q2 Results

Booking Holdings delivered EPS of $2.54 on revenue of $7.35 billion, surpassing estimates. Strong global travel demand and a record volume of room‑nights booked lifted margins above Wall Street forecasts, indicating resilience in international leisure travel. The shares gained 5.5%.

Lucid Group (LCID) – Q2 Results

Lucid reported a loss of ($2.78) per share on revenue of $405.35 million, missing the consensus $422.32 million. Persistent production‑cost headwinds and ongoing price pressure in the luxury EV market widened the loss, causing the stock to tumble 10%.

Coupang (CPNG) – Q2 Results

Coupang posted Q2 revenue of $8.9 billion, slightly below the $9.07 billion consensus, but narrowed its loss per share to ($0.09). Improved operational efficiencies across logistics and the Farfetch integration were noted. The shares dipped 3%.

Match Group (MTCH) – Q2 Results

Match Group reported Q2 revenue of $853 million, missing the $857.25 million consensus, while EPS of $0.70 beat expectations. Soft Q3 revenue guidance of $885 million–$895 million (midpoint below expectations) highlighted stagnant payer growth on its Tinder platform. The stock plunged 14%.