
S&P 500 Gains on July Jobs Miss, Small Caps Lag
A surprise July payrolls loss flipped the market's calculus Friday: bad news became good news for large caps as Fed rate-hike odds evaporated, while small caps diverged sharply.
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A surprise July payrolls loss flipped the market's calculus Friday: bad news became good news for large caps as Fed rate-hike odds evaporated, while small caps diverged sharply.

Fed funds futures now price a ~56% probability that Warsh's Fed simply pauses in September, erasing the hawkish 2026 normalization narrative that had dominated rate markets since spring.

The US economy shed 23,000 jobs in July, shattering expectations of an 83,000-job gain in the worst non-farm payrolls miss in years, as the participation rate slipped to a five-year low of 61.4%.

Galaxy Research and TRM Labs confirm a five-year-old Coldcard build error allowed attackers to reconstruct private keys offline and drain $111M–$116M across more than 5,200 wallets.

Doximity beat fiscal third-quarter estimates, added $500 million to its share repurchase authorization, and projected calendar 2026 revenue growth to accelerate meaningfully from the 14–16%…

DraftKings posted second-quarter 2026 revenue of $1.44 billion, missing the $1.52 billion Wall Street consensus as bettor-friendly sport outcomes and higher promotional spending offset record user…

Lyft, Inc. (NASDAQ: LYFT) delivered a mixed second quarter on Wednesday, August 6, reporting revenue of $1.84 billion that exceeded analyst forecasts by roughly $30 million — a 1.9% beat — while…

Western Digital's fiscal Q4 results surpassed Wall Street estimates on revenue and profit, but cautious sequential guidance triggered a selloff that dragged rival Seagate down with it.

SpaceX shares jumped 11% in secondary-market trading after Argus Research initiated coverage with a Buy rating and a $60 price target, citing Falcon rocket dominance and Starlink's accelerating…

Microchip Technology shares surged 11.7% after the microcontroller chip maker reported fiscal Q1 FY2027 revenue of $1.485 billion, beating guidance and signaling a durable recovery in the embedded…

Software's long-anticipated reckoning with artificial intelligence never arrived — instead, Q1 2026 earnings confirmed that AI is accelerating enterprise software adoption, not replacing it.

The Trade Desk's second-quarter revenue fell well short of Wall Street forecasts and its own guidance implied a steep sequential decline, sending TTD shares to a seven-year low.

Twilio posted a decisive second-quarter earnings beat with EPS of $0.47 versus the $0.32 consensus and revenue rising 22% to $0.50 billion, powered by accelerating demand for its cloud messaging…

Atlassian shares soared 32% in after-hours trading Thursday after the enterprise software maker posted Q4 revenue of $1.77 billion, topping estimates by $110 million, with strong cloud growth and…

Cloudflare beat second-quarter estimates and raised full-year 2026 revenue guidance to $2.867 billion, as surging AI agent traffic drove record large-customer additions.

Airbnb posted second-quarter revenue of $2.61 billion and adjusted EPS of $0.37, crushing the $0.25 consensus estimate as FIFA World Cup travel demand drove bookings to record levels.

A surprise 23,000-job loss in July sent fed rate odds for September tumbling from 54% to 44%, challenging the BofA analyst three-hike forecast for 2026.

US equity futures climb as a weaker-than-expected July jobs report reinforces Federal Reserve patience expectations, lifting Nasdaq 100 futures 1.2% to 29,839.

The July jobs report delivered the sharpest labor market miss in years, as nonfarm payrolls shed 23,000 jobs, June was gutted by revisions, and a five-year low in participation masked a falling…

Five companies delivered second-quarter results that topped Wall Street estimates across travel, rideshare, cybersecurity, energy, and beverages, setting up markets for Friday's pivotal July jobs…

Toyota President Kenta Kon spent $1.56 million on 85,000 TM shares and Ingersoll Rand Director Aurobind Satpathy opened a $1 million initial position in back-to-back August filings.

London's FTSE 100 nears 11,000 as Bank of England easing, weak sterling, and capital rotating from expensive US technology shares push British blue chips to historic levels.

S&P 500 second-quarter earnings growth is tracking at 47.5% year-over-year — nearly six times the long-run average — driven by record-breaking outperformance from mega-cap technology companies.

AppLovin fell 17.2% in early trade after Q2 2026 revenue of $1.92B missed estimates, marking the ad-tech firm's first guidance miss since its 2021 IPO.

Versant Media surged 5% after posting quarterly results that exceeded Wall Street estimates on both revenue and profit, while lifting its full-year guidance across key metrics.

Dutch Bros exceeded second-quarter consensus estimates on earnings and revenue and lifted its full-year revenue outlook to $2.10–$2.13 billion, even as shares retreated sharply in after-hours…

Duolingo posted a strong second quarter with earnings and user metrics above consensus, but a slightly light Q3 revenue forecast sent shares sharply lower in after-hours trading.

Moderna's mFLUSIVA becomes the first FDA-approved mRNA flu vaccine, cleared Aug. 5, 2026 for adults 50 and older, lifting MRNA shares nearly 4% to $56.99.

Peloton shares tumbled nearly 14% Wednesday after the fitness-equipment maker reported flat revenue and a deepening loss of paying subscribers alongside a weaker-than-expected fiscal 2027 outlook.

Constellation Energy's Q2 adjusted EPS of $2.55 topped estimates by roughly 12%, prompting a guidance raise and a 6.9% intraday stock surge as nuclear power demand from AI data centers accelerates.