Aguofthe

Snowflake $SNOW surges +22% after crushing Q2 earnings. AI demand is driving massive growth.
• Total Revenue: $1.55B vs $1.48B 35%YoY
• Product Revenue: $1.49B vs $1.42B 37% YoY
• EPS: $0.62 vs $0.45 77% YoY
• Net Revenue Retention (NRR) at a strong 126%
• Big clients ($1M annual spend) grew 27% to 828 customers
• AI tools are booming: CoCo assistant added 2,000+ new accounts this quarter
• Full-year product revenue outlook boosted to $6.07B (36% YoY growth)
• Full-year operating margin target raised to 14.5%
Enterprise AI adoption is no longer just hype it's turning into real revenue and ef

Broadcom $AVGO reports strong Q3 2026 earnings, beating Wall Street expectations on both top and bottom lines.
• EPS: $3.32 vs $3.24
• Revenue: $29.59B vs $29.36B
• AI semiconductor revenue grew 221% YoY to $16.7B, driven by custom chips and networking demand.
• Free cash flow hit $13.66B 46% of revenue.
• Stock fell ~5% after-hours due to Q4 revenue guidance ($34.8B) coming in slightly below the analyst consensus of $35.03B
• Overall, the AI growth engine remains highly profitable, but the market wanted a stronger outlook.
#Broadcom #Stock

$GTLB just crushed its FY27 Q2 earnings, sending the stock surging while outperforming the broader market.
• Revenue: $286.3M +21.3% YoY
• Adjusted EPS: $0.24 vs. $0.18 expected
• Net ARR Growth: Up 42% YoY, marking one of its best growth rates in 4 years
• Net Retention : Bounced back to 117%
• Duo Agent Platform: Paid consumption run rate skyrocketed by 50% QoQ. AI monetization is officially real.
• GitLab Orbit: The new beta tool already reached 2,200+ orgs.
• New "Flex" Model: Secured over $20M in commitments in just its first 6 weeks.
• Although revenue growth and operational profitabi

Uber $UBER is undergoing a massive restructuring, laying off 10% of its workforce (3,300 people) and cutting manager roles by 20%.
• Remote worker headcount is dropping to just 1%, with staff consolidating into core hubs like NY and SF to boost collaboration.
• This isn't just about cutting costs; it's about reallocating capital. Uber is redirecting $10 billion into robotaxi partnerships with players like Lucid $LCID , Rivian $RIVN , and Avride.
• In the future, Uber wants to stop being a commission-based broker and become a global force that directly manages autonomous fleets or provides pla

$DELL absolutely crushed its earnings, sending the stock surging after hours.
Here is the quick breakdown of the historic record-breaking quarter:
- The Numbers
• Revenue: $47.0B (+58% YoY) vs $44.9B
• Adj. EPS: $7.04 (+203% YoY) vs $4,95
- The AI Explosion (ISG Segment)
• ISG Revenue: $31.8B (+89% YoY)
• AI Server Revenue: $16.4B (+100% YoY)
• AI Bookings: $60.9B during the quarter
• AI Server Backlog: Hit a historic record of $95.0B
PC & Enterprise (CSG Segment)
• CSG Revenue: $15.0B (+20% YoY) driven by commercial PC refreshes
Future Outlook
• Full-Year Revenue Guidance raised massively to

$GPRO, which was $0.60 two days ago, tested $1.64 at the top today, making an instant premium of about 173% for the bottom price
• Yesterday, the news that the famous YouTuber Markiplier bought a huge share of 8.5% from GoPro spread
• GoPro made an official statement and announced that it has reached a $285 million merger deal with Starman Optical. It will completely reset the company's $92 million debt
• The camera launch that started last week, the Markiplier investment announced yesterday and the Starman Optical merger announced today came one after another, creating a perfect bullsh storm

Sony Music $SONY and Warner Chappell have filed a massive, multi-billion dollar lawsuit against Anthropic, alleging that over 20,000 songs illegally promoted music. The compensation sought per song is a staggering $150,000.
• Claimed $150,000 per song is the highest legal limit under U.S. copyright law, bringing the size of the case directly to a billion-dollar risk when thousands of songs are accounted for.
• Claude claims to have illegally downloaded lyrics and notes not legally, but through pirated archives and torrent sites such as Library Genesis or Pirate Library Mirror to train the mode

Bitcoin breaks above $80,000 for the first time since May, touching intraday highs of $81,280.
• Institutional demand: Spot BTC bitcoin:native ETFs absorbed $1.92B in weekly net inflows.
• ETH ethereum:native ETFs drew $1.42B over a 10-day streak, eyeing $3K
• Treasury buybacks easing dollar strength & short squeeze clearing $634M in liquidations.
With BTC's 90-day correlation with Nvidia $NVDA >0.5, tech risk-on liquidity is directly boosting crypto market cap past $3T
#Stock #Crypto #Nvidia

OpenAI announced that it will terminate the partnership between Cursor after the acquisition by SpaceX
• OpenAI had the right to unilateral termination in the event of "change of control" in the special corporate agreement with Cursor. As soon as the SpaceX $SPCX purchase was formalized, OpenAI used this legal window without missing it.
• OpenAI recalls in court that Elon Musk sworn "distillation xAI leveraged OpenAI outputs while training the Grok model"
• OpenAI specifically put forward its new model called Astra as the reason for not giving the future models to the Cursor. According to the

$AKTX rose 38% in 5 days.
#Stock #Akari

Elastic $ESTC shares rose by nearly 17%, thanks to its strong Q1 financial results, upward revised annual guidance, and a refresher of confidence in AI powered platform growth
• While the company exceeded expectations in key metrics in the first quarter of fiscal 2027, it recorded a record increase in the number of customers above $100k
• The company announced a quarterly revenue of $478.1 million, exceeding the market forecast of $469.7 million (15.1% annual growth). Adjusted profit per share (Non-GAAP EPS) was $0.70, well above the expectation of $0.58.
• Elastic raised its revenue target f

Fed’s Warsh delivers a remarkably hawkish tone: "More work to do" on inflation.
• The 2% PCE target remains firm and fixed.
• Recent summer inflation data was better, but does NOT show a meaningful trend change.
• The US economy has strengthened with "impressive" overall performance.
• Business investment is rising rapidly while labor markets remain stable.
• Fed has more work to do unless confident underlying inflation is moving toward the 2% goal.
• Hard-pressed to describe current financial conditions as restrictive.
• Credit & loan markets show few signs of policy restraint.
• The predomi

PayPal $PYPL shares drop sharply nearly 12% as the consortium of Stripe and Advent International announced that they had given up their purchase attempt at over $53 billion ($60.50 per share)
• The offer, which exceeded 53 billion dollars, was found insufficient by the PayPal board of directors
• While negotiations were going on, Stripe bought the artificial intelligence model market OpenRouter for a huge price of over $7 billion
• The uncertainties and financing burden of this massive leveraged acquisition transaction based on $50 billion in bank loans in the process of obtaining approval fro

$VEEV reported a massive Q2 beat after the bell yesterday.
• Revenue: $928M (+18% YoY) vs $905.4M .
• EPS: $2.35 vs $2.22.
• Non-GAAP Operating Margin: A stellar 45% ($415.9M)
• High Cash Cushion: $7.24B in cash & short-term investments
• CEO Peter Gassner called this the "best CRM quarter ever." 12 of the top 20 global biopharma companies have now signed on for Vault CRM, pulling key wins back from competitors like Salesforce. Early traction is also building for their new AI-powered workforce tool, Veeva Falcon.
•With full-year revenue guidance bumped up to $3.68B - $3.687B, Veeva is proving