BroadcomNASDAQ · AVGOWhy it moved
Broadcom Falls 4.3% and Trails the Market
Broadcom’s exposure to artificial intelligence networking puts infrastructure demand and competition in focus as chip stocks retreat.
News & research
Daily moves, business research, and the context that matters.
Earlier coverage
SoFiNASDAQ · SOFIEarnings results
SoFi Q2 2026: Net Revenue Up 42.54%, Pre-Tax Margin 16.76%
Results for the quarter ended 2026-06-30 show how revenue and credit risk affected earnings. The dated assessment on 2026-10-08 was wait at a reference price of $15.66.
SpaceXNASDAQ · SPCXEarnings results
SpaceX Q2 2026: Revenue Up 91.94%, Operating Margin -1.83%
Results for the quarter ended 2026-06-30 bring the business drivers and cash after investment into focus. The dated assessment on 2026-10-08 was wait at a reference price of $167.6.
SpaceXNASDAQ · SPCXWhy it moved
SpaceX Gains 7.6% and Outpaces the Market
SpaceX’s rise puts the focus on Starlink’s ability to fund expansion as competition for space contracts intensifies.
SpaceXNASDAQ · SPCXWhy it moved
SpaceX Gains 7.4% and Outpaces the Market
A rapid run of launches highlighted SpaceX’s ability to serve varied customers, while profitable connectivity remains central to its business.
SoFiNASDAQ · SOFIResearch
SoFi’s Growth Engine Needs a Cheaper Ticket
SoFi is building a more profitable financial business, but the shares still ask investors to pay ahead of durable margin expansion.
SpaceXNASDAQ · SPCXResearch
Starlink Pays the Bills, but SpaceX’s AI Buildout Sets the Risk
SpaceX has a working profit engine in satellite broadband, but its infrastructure spending and share-funded expansion make the shareholder outcome harder to judge.
TSMCNYSE · TSMEarnings results
TSMC Q2 2026: Revenue Up 33.68%, Operating Margin 60.34%
Results for the quarter ended 2026-06-30 bring the business drivers and cash after investment into focus. Quarterly free cash flow was $9.09 bn. The dated assessment on 2026-10-08 was wait at a reference price of $472.2.
TSMCNYSE · TSMResearch
TSMC’s Profit Engine Is Roaring—Don’t Chase the Price
The foundry leader is turning stronger demand into richer operating profits, but the shares leave too little room for investment costs and a softer chip cycle.
AST SpaceMobileNASDAQ · ASTSEarnings results
AST SpaceMobile Q2 2026: Revenue Up 2,626.64%, Operating Margin -944.09%
Results for the quarter ended 2026-06-30 bring the business drivers and cash after investment into focus. Quarterly free cash flow was -$0.69 bn. The dated assessment on 2026-10-08 was wait at a reference price of $60.65.
IREN Q4 2026: Revenue Down 26.73%, Operating Margin -426.15%
Results for the quarter ended 2026-06-30 bring the business drivers and cash after investment into focus. Quarterly free cash flow was $0.48 bn. The dated assessment on 2026-10-08 was wait at a reference price of $38.69.
Rocket LabNASDAQ · RKLBEarnings results
Rocket Lab Q2 2026: Revenue Up 61.99%, Operating Margin -24.57%
Results for the quarter ended 2026-06-30 bring the business drivers and cash after investment into focus. Quarterly free cash flow was -$0.11 bn. The dated assessment on 2026-10-08 was wait at a reference price of $71.92.
IREN Falls 6.3% and Trails the Market
IREN’s AI expansion puts access to power and funding in focus as its shares fall more sharply than broader markets.
Rocket LabNASDAQ · RKLBResearch
Rocket Lab’s Spacecraft Business Accelerates, but the Cash Bill Grows
Space Systems is carrying Rocket Lab’s growth while cash use and unfinished expansion plans make patience the better entry decision.
AST SpaceMobileNASDAQ · ASTSResearch
AST SpaceMobile Must Turn Orbit Into Paying Service
Reported revenue is advancing, but the investment case still depends on delivering a working satellite network without exhausting shareholder patience or capital.
IREN’s AI Buildout Needs to Earn Its Keep
IREN is turning mining infrastructure toward AI, but customer delivery and the funding bill matter more than the promise of new capacity.
CelesticaNYSE · CLSEarnings results
Celestica Q2 2026: Revenue Up 62.39%, Operating Margin 9.75%
Results for the quarter ended 2026-06-30 bring the business drivers and cash after investment into focus. Quarterly free cash flow was $0.15 bn. The dated assessment on 2026-10-08 was wait at a reference price of $371.57.
CostcoNASDAQ · COSTEarnings results
Costco Q4 2026: Revenue Up 11.1%, Operating Margin 3.97%
Results for the quarter ended 2026-08-30 bring the business drivers and cash after investment into focus. Quarterly free cash flow was $2.48 bn. The dated assessment on 2026-10-08 was wait at a reference price of $942.25.
RobinhoodNASDAQ · HOODEarnings results
Robinhood Q2 2026: Revenue Up 32.25%, Operating Margin 43.88%
Results for the quarter ended 2026-06-30 bring the business drivers and cash after investment into focus. Quarterly free cash flow was $0.71 bn. The dated assessment on 2026-10-08 was avoid at a reference price of $109.51.
MicronNASDAQ · MUEarnings results
Micron Q3 2026: Revenue Up 345.72%, Operating Margin 80.37%
Results for the quarter ended 2026-05-28 bring the business drivers and cash after investment into focus. Quarterly free cash flow was $17.56 bn. The dated assessment on 2026-10-08 was wait at a reference price of $1,088.
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