Pre market is a little red🔴 & people are already panicking on here… The Nasdaq $Q is up over 22% in the last year. That’s not typical. EPS did not grow that much. Meaning, a pull back if we get one is needed, justified, and healthy. Always be prepared to capitalize on upside and downside!

What instructions are you giving to @HeyElsaAI today? gElsa Road to $500 daily Volume to earn some EPs Also, shout-out to all who explore @useTria

JUST IN: General Mills, Inc. (GIS) reports mixed Q1 results, $4. 5B in sales and $0. 86 EPS. #crypto#

🚨 Novo Nordisk Update: Why This Pharma Giant Could Be a Hidden Opportunity 🚨 Novo Nordisk is making headlines after announcing a plan to cut 9,000 jobs (mostly in Denmark) to save ~1.25B USD annually. This comes amid slowing sales of their weight loss drug Wegovy in the US and rising competition from Eli Lilly & generic alternatives. 📉 The stock has been under pressure: down ~60% from last year’s highs, trading near its 52-week low. Analysts have been revising targets lower, and negative sentiment is high. But here’s why we’re bullish: 1️⃣ Valuation looks attractive: Forward P/E ~14 vs sector average 30 → strong undervaluation signal EV/EBIT <10, a decade-low Dividend yield 3.2% with a 90 dividend safety score Intrinsic value models: $46–$72, signaling potential upside 2️⃣ Financial strength: Revenue +16% YoY, Operating profit +25%, EPS +22–23% Gross margin 84%, net margin 36% → very efficient for pharma Free cash flow strong & increasing, net debt manageable 3️⃣ Strategic focus: Cutting non-core projects → focusing on obesity & diabetes leadership Cost-saving measures could boost profitability even if growth slows Risks: Increased competition, particularly from Eli Lilly Wegovy losing US market share Repeated profit warnings & multiple cuts in operating growth outlook ✅ Bottom line: Novo Nordisk is not without risks, but the stock shows strong undervaluation, solid cash generation, and defensive dividends. For investors looking for long-term healthcare exposure, it’s worth a deeper look. 💡 Wall Street target: $68, implying ~26% upside from current levels. Are you watching NVO too?

$GME GameStop Non-GAAP EPS of $0.25 beats by $0.10, revenue of $972.2M beats by $148.95M Sep. 09, 2025 GameStop press release (NYSE:GME): Q2 Non-GAAP EPS of $0.25 beats by $0.10. Revenue of $972.2M (+21.8% Y/Y) beats by $148.95M. Selling, general and administrative (“SG&A”) expenses were $218.8 million for the period, compared to $270.8 million in the prior year's second quarter. Operating income was $66.4 million for the period, compared to an operating loss of $22.0 million in the prior year's second quarter. Excluding impairment and other items, adjusted operating income was $64.7 million for the period compared to an adjusted operating loss of $31.6 million in the prior year's second quarter. Net income was $168.6 million for the period, compared to a net income of $14.8 million for the prior year’s second quarter. Excluding impairment, unrealized gain on digital assets, and other items, adjusted net income was $138.3 million for the period compared to an adjusted net income of $5.2 million for the prior year's second quarter. Cash, cash equivalents and marketable securities were $8.7 billion at the close of the second quarter, compared to $4.2 billion at the close of the prior year's second quarter. Bitcoin holdings were valued at $528.6 million at the close of the second quarter. GameStop's cash position balloons to almost $9 billion in Q2 Sep. 09, 2025 GameStop Corp. (NYSE:GME) traded higher in post-market trading on Tuesday after disclosing its Q2 earnings report and updating on its Bitcoin (BTC-USD) holdings. Revenue rose 21.8% year-over-year for the quarter that ended on August 3 to $972.2 million. Hardware and accessories sales accounted for 60.9% of total sales vs. 56.5% a year ago, while software sales fell to 15.7% of the mix from 26.0% last year. Collectibles revenue was up to 23.4% of the total vs. $17.5 a year ago. The Grapevine, Texas-based company said selling, general, and administrative expenses were 22.5% of sales, compared to 33.9% of sales a year ago. Cost of sales rose to 70.9% of total sales, vs. 68.8% a year ago. GameStop (NYSE:GME) swung to an operating income profit during the quarter and recorded net income of $168.6 million. EPS was $0.25 for the quarter, vs. $0.15 consensus and $0.04 a year ago. On the balance sheet, GameStop (NYSE:GME) ended the quarter with $8.7 billion in cash, compared to $4.2 billion at the end of its second quarter a year ago and its market cap of about $10.5 billion. On the crypto front, the company disclosed that it held Bitcoin (BTC-USD) holdings valued at $528.6 million at the close of the second quarter. As usual, GameStop (GME) does not have an earnings conference call scheduled. Shares of GameStop (GME) gained 2.4% in postmarket trading after adding 0.4% during the regular session. The stock is down about 25% on a year-to-date basis.

Earnings week ahead: $ADBE, $ORCL, $GME, $KR, $CHWY, $FCEL, and more Despite a relatively light earnings calendar, the upcoming week features a range of notable reports across technology, retail, consumer goods, and energy. Key tech names on deck include Adobe (NASDAQ:ADBE), Oracle (NYSE:ORCL), Synopsys (NASDAQ:SNPS), Rubrik (NYSE:RBRK), SailPoint (NASDAQ:SAIL), and Planet Labs (NYSE:PL). In retail and consumer-focused sectors, results are expected from GameStop (NYSE:GME), Kroger (NYSE:KR), Chewy (NYSE:CHWY), Casey’s General Stores (NASDAQ:CASY), The Lovesac Company (NASDAQ:LOVE), Designer Brands (NYSE:DBI), and Lakeland Industries (NASDAQ:LAKE). From energy and industrials, earnings updates will come from FuelCell Energy (NASDAQ:FCEL), AeroVironment (NASDAQ:AVAV), and Tsakos Energy Navigation (NYSE:TEN). Rounding out the week, Hello Group (NASDAQ:MOMO) will also be reporting, adding a spotlight from the digital platforms space. Below is a rundown of major earnings reports due in the week of September 8 to September 12: Monday, September 8 Casey’s General Stores (NASDAQ:CASY) Casey’s General Stores (CASY) is set to release its FQ1 results after the market closes on Monday, with analysts expecting profit growth of 4% on nearly 10% Y/Y revenue growth. Seeking Alpha’s Quant Rating system holds a Neutral stance due to valuation concerns, while Wall Street analysts remain bullish with Buy ratings. SA contributor Third Point LLC also maintains a bullish view, noting Casey’s strong long-term track record and more than 30% stock gain YTD. They expect the company’s unit growth story to accelerate, driven by its proven ability to execute accretive M&A. Consensus EPS Estimates: $5.02 Consensus Revenue Estimates: $4.48B Earnings Insight: The company has beaten EPS estimates in all 8 quarters and revenue estimates in 4 of those reports. Also reporting: Mama’s Creations (MAMA), Dynagas LNG Partners LP (DLNG), Planet Labs PBC (NYSE:PL), and more. Tuesday, September 9 Oracle (NYSE:ORCL) Oracle (ORCL) is scheduled to report its FQ1 results after the market closes on Tuesday, with analysts projecting 13% Y/Y revenue growth and a 6% increase in profits. The stock has surged nearly 34% YTD and over 58% in the past year, fueled by cloud adoption and AI momentum. Wall Street analysts remain bullish with a Buy consensus, while Seeking Alpha’s Quant Rating system stays at Hold due to valuation concerns. SA contributor Agar Capital rates Oracle a Strong Buy, citing its $138B backlog, growing OCI platform, and multicloud partnerships that could drive over $60B in infrastructure revenue by 2028. Agar sets a price target of $273, with potential rerating above $300 if OCI outperforms. Conversely, SA author Paul Franke holds a sell view, warning that Oracle trades at bubble-like valuations reminiscent of the 2000 Dotcom peak. He argues that earnings and FCF yields are near historic lows, while technical indicators suggest the stock is overbought. A slowdown in tech CAPEX could trigger a major correction, with 50–70% downside risk over the next few years. Consensus EPS Estimates: $1.48 Consensus Revenue Estimates: $15.03B Earnings Insight: Oracle has exceeded EPS in 5 of the past 8 quarters, and revenue in only 2 of those reports. Also reporting: GameStop (NYSE:GME), FuelCell Energy (NASDAQ:FCEL), Hello Group (NASDAQ:MOMO), Synopsys (NASDAQ:SNPS), AeroVironment (NASDAQ:AVAV), Silvergate Capital (SI), SailPoint (NASDAQ:SAIL), Designer Brands (NYSE:DBI), Lakeland Industries (NASDAQ:LAKE), Rubrik (NYSE:RBRK), and more. Wednesday, September 10 Chewy (NYSE:CHWY) Pet-focused online retailer Chewy (CHWY) set to post its FQ2 results after Wednesday’s close, with analysts expecting a 37% Y/Y jump in profit. Wall Street analysts maintain a Buy rating, but Seeking Alpha’s Quant Rating system remains at Hold, reflecting valuation concerns. SA contributor Jake Blumenthal also recommends a Hold, noting Chewy’s strong customer base, autoship model, and new vet clinic initiatives as positives. However, he questions the company’s long-term competitive moat, citing a 30x P/E multiple that seems stretched against mid-to-high single-digit revenue growth. While margin gains are anticipated, Blumenthal warns that passing costs onto customers could risk loyalty. With Amazon and Shopify posing direct-to-consumer threats, he sees limited upside at current levels. Consensus EPS Estimates: $0.33 Consensus Revenue Estimates: $3.08B Earnings Insight: Chewy has beaten EPS and revenue estimates in 7 of the past 8 quarters. Also reporting: TEN (NYSE:TEN), Daktronics (DAKT), Oxford Industries (OXM), Vince Holding (VNCE), Kewaunee Scientific (KEQU), and more. Thursday, September 11 Adobe (NASDAQ:ADBE) Adobe (ADBE) is set to report its FQ3 earnings after the market closes on Thursday, with analysts forecasting nearly 10% Y/Y growth in both EPS and revenue. Wedbush recently removed Adobe from its IVES AI 30 list, citing a weaker-than-expected AI runway and concerns that disruption in its product portfolio could weigh on growth and free cash flow. “Adobe is off to a slower AI start than we had anticipated,” the analysts noted. Wall Street analysts remain bullish with Buy ratings, but Seeking Alpha’s Quant Rating system assigns a Hold, reflecting growth concerns. SA contributor Mario Silva also takes a Hold stance, pointing to slowing revenue growth, rising competition, and uncertainty following the failed Figma acquisition. While Adobe retains a strong moat in creative professional tools, AI-native rivals like Figma and Canva present challenges. Current AI features are largely defensive add-ons; future upside will depend on Adobe embedding AI deeply into workflows to create a differentiated, productivity-driven moat. Consensus EPS Estimates: $5.18 Consensus Revenue Estimates: $5.91B Earnings Insight: Adobe has exceeded EPS and revenue consistently in all the past 8 quarters. Also reporting: Kroger (NYSE:KR), Lovesac Company (NASDAQ:LOVE), Vera Bradley (VRA), Hooker Furniture (HOFT), and more. Friday, September 5 Huize Holding Limited (HUIZ) is one of the very few companies to confirm an earnings report on what looks to be a quiet Friday.

$CRDO Credo Technology Non-GAAP EPS of $0.52 beats by $0.16, revenue of $223.07M beats by $32.44M Sep. 03, 2025 4 Q1 Non-GAAP EPS of $0.52 beats by $0.16. Revenue of $223.07M (+273.6% Y/Y) beats by $32.44M. Second Quarter of Fiscal 2026 Financial Outlook Revenue is expected to be between $230.0 million and $240.0 million vs. consensus of $198.62M. .GAAP gross margin is expected to be between 63.5% and 65.5%, and non-GAAP gross margin is expected to be between 64.0% and 66.0% GAAP operating expenses are expected to be between $96.0 million and $98.0 million, and non-GAAP operating expenses are expected to be between $56.0 million and $58.0 million

$ZS Zscaler Non-GAAP EPS of $0.89 beats by $0.09, revenue of $719.23M beats by $12.09M Sep. 02, 2025 Zscaler press release (NASDAQ:ZS): Q4 Non-GAAP EPS of $0.89 beats by $0.09. Revenue of $719.23M (+21.3% Y/Y) beats by $12.09M. Annual Recurring Revenue ("ARR") grows 22% year-over-year to $3,015 million Calculated billings grows 32% year-over-year to $1,202.3 million Deferred revenue grows 30% year-over-year to $2,468.0 million Financial OutlookFor the first quarter of fiscal 2026, we expect: Revenue of $772 million to $774 million vs. consensus of $750.89M. Non-GAAP income from operations of $166 million to $168 million Non-GAAP net income per share of approximately $0.85 to $0.86 vs. consensus of $0.84, assuming approximately 167 million fully diluted shares outstanding and a non-GAAP tax rate of 23%For the full year fiscal 2026, we expect: Annual Recurring Revenue of $3.676 billion to $3.698 billion Revenue of approximately $3.265 billion to $3.284 billion vs. consensus of $3.21B Non-GAAP income from operations of $728 million to $736 million Non-GAAP net income per share of $3.64 to $3.68 vs. consensus of $3.67, assuming approximately 169 million fully diluted shares outstanding and a non-GAAP tax rate of 23%

watch on Tuesday: $RACE, $ZS, $NIO, $MRK Sep. 02, 2025 Wall Street is looking at a negative start to September, with stock index futures down on Tuesday, as fresh uncertainty regarding tariffs hit investor sentiments. Here are four stocks to watch on the day: Ferrari (RACE) shares were up 1.3% in premarket trade as Deutsche Bank upgraded the stock to a Buy rating on Tuesday ahead of the automaker's Capital Markets Day in October. During which it is anticipated to unveil ambitious midterm targets, including adjusted EBIT margins potentially exceeding 30% and a €3 billion share buyback. Zscaler (ZS) stock rose 1% in extended trading after Morgan Stanley upgraded its rating to Overweight from Equal-weight. The firm also raised the price target on the shares of the cloud security company from $320 to $280. Zscaler is slated to report its quarterly results post-market today, Sept. 2. Wall Street expects the cloud security company to post EPS of $0.80, implying a 9.1% decline, while revenue is estimated to increase 19.3% to $707.14 million during the quarter. NIO (NIO) shares rose 2% before the market open after it reported Q2 GAAP EPADS of -$0.32 and its revenue rose 9% year-on-year to $2.65B. For Q3, the company expects deliveries of vehicles to be between 87,000 and 91,000 vehicles, representing an increase of 40.7% to 47.1% from the same quarter of 2024. Total revenues will be between RMB21,812 million and RMB22,876 million, up 16.8% to 22.5% from the same quarter of 2024. 2024. Merck & Company (MRK) shares were nearly flat in premarket trade as the firm said that its experimental therapy enlicitide reached the main goals in a Phase 3 trial for adults with high cholesterol (hypercholesterolemia) who were on stable lipid-lowering therapies such as statins.

The more expensive U.S. stocks get, the more they rise: what new logic is behind this? The U.S. stock market is valued higher than major global markets, mainly due to growth expectations, dominance of tech stocks, and liquidity. Investors are buying high-priced stocks in large quantities, and the S&P 500 index is expected to continue its strong rebound. The earnings growth and high price-to-earnings ratios in the tech sector are driving the strength of the U.S. market, attracting more passive investment funds. Despite valuations being at historical highs, long-term growth confidence remains strong. Barrons reports that the valuation of the U.S. stock market is significantly higher than that of other global markets, which is partly due to growth expectations, the dominance of the technology sector, and the enormous liquidity in the market. This trend is likely to continue. According to a report by Capital Economics, the high valuation premium that investors are paying for U.S. stocks is largely justified. The largest investors continue to buy heavily into the higher-priced stocks in the market while avoiding lower-priced alternatives. This likely means that the S&P 500 index can extend the strong rebound momentum from the spring and summer seasons into the last few months of this year. Even if traditional valuation metrics indicate that stock prices are already above the levels that corporate profit growth expectations can support, the stock market is still expected to continue to rise. "We believe that improving risk appetite, the resilient performance of the U.S. economy, and the continued advancements in artificial intelligence technology will bring tailwinds to the technology sector for the remainder of 2025." "James Riley, a senior market economist at Capital Economics, stated, "In this situation, it is hard to imagine anything that could detract from the earnings performance of the U.S. technology sector." Riley believes that the earnings growth of the technology sector, along with the significant weight of the largest stocks in the sector in the U.S. large-cap indices, are key factors driving the rise in valuations in the U.S. domestic market. Taking the MSCI USA Index, which tracks about 544 stocks, as an example, Riley pointed out that the premium investors are currently paying to hold U.S. stocks is at least the highest it has been in the past 25 years compared to the indices of 20 other countries. The MSCI US Index currently has a price-to-earnings ratio of about 23 times the expected earnings of its constituent stocks over the next 12 months. This is roughly in line with the price-to-earnings ratio of the S&P 500 Index, which closed at a record 6501 points on Thursday. Since Liberation Day, the index has risen nearly 30%, while the overall expected earnings of the S&P 500 Index have only increased by about 5% during the same period. LSEG's latest estimate puts it at $283.34. Riley stated that compared to overseas markets, the overall scale and liquidity of the U.S. market are larger, which attracts more passive investment flows, such as index funds. This provides continuous support for the market and also explains some of the differences. "In addition, the number of companies included in the index means that, all else being equal, investing in the MSCI US Index can achieve higher diversification benefits compared to investing in indices from other regions," he wrote. Riley stated that the high premium on U.S. assets likely reflects the market's confidence that corporate earnings will continue to grow beyond the usual 12-month benchmark used for global stock market valuations. "In other words, while it may seem at first glance that investors are paying a premium for U.S. assets, they may actually just be willing to pay for superior long-term growth." He said. The latest data from American banks suggests that this view may be supported. The bank's quantitative strategy team pointed out that, compared to the S&P 500 index, long-term investors have higher holdings in five of the "seven giants" technology stocks, excluding Apple and Tesla, than the benchmark. Similarly, these investors have a holding ratio in non-"seven giants" ordinary stocks that is about 20% lower than the benchmark, even though these stocks have price-to-earnings ratios significantly lower than their larger peers, appearing "cheaper." Lori Calvasina, the head of U.S. equity strategy at RBC Capital Markets, believes that investors prefer technology and growth stocks because they bet that these stocks are less affected by tariffs and will perform better during economic downturns. She stated in a report released on Friday: "Compared to 2023, the gap in earnings per share (EPS) growth between the 'Seven Giants' and other S&P 500 constituents has narrowed, but the 'Seven Giants' still maintain a leading position - they have not relinquished dominance in expected future earnings." It is expected that by 2026, this gap will drop to a low point, but by 2027, the advantage of the 'Seven Giants' will slightly increase again.” Calvasina also pointed out that since the low point after the Liberation Day holiday in early April, the MSCI US Index has outperformed its European, Asian, and Australian peers. Reilly from Capital Economics stated that this trend is likely to continue, even as investors continue to buy at high prices to participate in this rising market. "We expect that in the coming year, the valuation of the MSCI US Index will continue to be higher than that of most peers, which will help the US stock market outperform other markets during this period," he said.

$AFRM Affirm GAAP EPS of $0.20 beats by $0.09, revenue of $876.42M beats by $39.37M Aug. 28, 2025 Q4 GAAP EPS of $0.20 beats by $0.09. Revenue of $876.42M (+33.0% Y/Y) beats by $39.37M. Affirm Holdings issues strong FY2026 guidance after delivering Q4 earnings, revenue beat Aug. 28, 2025 stock climbed 9.6% in Thursday after-hours trading after the company's gross merchandise volume logged strong gains in fiscal Q4, helping to deliver an earnings and revenue beat. With that momentum, it issued solid guidance for FY2026 and Q1. The buy now, pay later lending platform expects FY2026 gross merchandise volume of more than $46B (Visible Alpha consensus $45.7B). Its outlook for full-year revenue is 8.4% of GMV, or $3.86B ($3.89B consensus). Adjusted operating margin is seen at more than 26.1% vs. 24.1% in FY 2025. Affirm (NASDAQ:AFRM) expects Q1 revenue of $855M-$885M vs. $858.4M consensus; and GMV of $10.1B-$10.4B vs. Visible Alpha estimate of $9.83B. Adjusted operating margin is expected to be 23%-25% vs. 27.0% in Q4 2025. Q4 GAAP EPS of $0.20, topping the average analyst estimate of $0.11, climbed from $0.01 in Q3 and -$0.14 in last year’s Q4. Total net revenue of $876.4M for the quarter ended June 30, 2025, beating the $837.1M consensus, increased from $783.1M in the prior quarter and $659.2M in the year-ago period. GMV volume climbed to $10.4B from $8.6B in Q3 and $7.2B in last year’s Q4, exceeding the $9.64B Visible Alpha consensus. The Y/Y growth was driven by the strength with its largest merchant partners, 0% APR monthly installment loans, and the direct-to-consumer business, including Affirm Card. Q4 Affirm (NASDAQ:AFRM) Card attach rate reached 10%. Card GMV more than doubled to $1.2B, and active cardholders jumped surged 97% to 2.3M, the company said. The number of active consumers, excluding the discontinued Returnly business, rose 24% Y/Y to 23.0M at June 30, 2025. Adjusted operating margin was 27.0% vs. 22.2% in the prior quarter and 22.7% a year ago. Funding capacity grew to $26.1B at June, 30, 025, from $23.3B at March 31. "In FY’25, we executed relentlessly on the three core ingredients of our strategy: grow reach by building out a first-class merchant network (377K active, +24% in FY’25), increase transaction frequency (+20% during the same period) through direct-to-consumer products, and maintain strong unit economics by prioritizing excellent credit performance (4.0% RLTC for FY’25)," said Affirm (NASDAQ:AFRM) Founder and CEO Max Levchin. "This consistent execution led Affirm to achieve operating income profitability in FQ4’25 – right on the schedule we committed to a year ago."

NEWS: Update news in the last 24 hours! 🚨 Rex Osprey files for BNB + Staking ETF with the SEC. 🔥 Sui collaborates with Alibaba Cloud to launch an AI programming assistant for Sui Move developers, supporting English, Chinese, and Korean. 🇺🇸 ETF FLOW: Approximately $81.4 million $BTC and $307.2 million $ETH were purchased on August 26. 🔥 Tom Lee predicts that $ETH will reach $5,500 in the coming weeks and $10,000 to $12,000 by the end of the year. 🇯🇵 Metaplanet will raise ¥130 billion through equity sales to purchase more $BTC for reserves. 🔥 Mastercard and Circle expand partnership to enable USDC/EURC payments across the EEMEA region. 🔥 Base has risen to the 3rd position in NFT trading with $47.67 million in the past 30 days. 🔥 $SOL surged past $211 while market sentiment is gradually declining after the correction of BTC and ETH. 🚨 Nvidia reports revenue of $46.7 billion and EPS of $1.05, both exceeding expectations. ⚡️Google Cloud reveals details about the layer 1 blockchain Google Cloud Universal Ledger (GCUL), designed to serve as an open infrastructure layer for financial institutions. 🔥 Jan Van Eck calls Ethereum the "token of Wall Street." Source: Cointelegraph

🚨 NVIDIA Earnings 🚨 Q2 Rev: $46.7B (beat) Data Center: $41.1B (slight miss) Adj EPS: $1.05 Q3 Rev guide: $54B ±2% +$60B buyback approved 💰 No H20 sales to China yet — potential $2B-$5B if licenses clear. $NVDA

🚨 BREAKING: Nvidia posts $46.7B in revenue beating expectations. But despite record numbers, $NVDA drops -3%. • EPS: $1.05 (est. $1.01) • Revenue: $46.7B (est. $46.1B) The real reason: Rumors are swirl that the government may demand a stake of Nvidia. Nvidia warns legal action and stock buybacks in response. They are willing to go to war...

🚨 NEW: $NVDA Q2 EARNINGS • Total Sales: $46.7B vs $46.1B est. • EPS: $1.05 vs $1.01 est. • Data Center Sales: $41.1B vs $41.3B est. • Networking Sales: $5.1B vs $5.1B est.

The U.S. stock market is slightly up, but it's Nvidia's numbers that could move everything. Traders are waiting for Nvidia's Q2 earnings at 20:20 UTC (after market close), followed by the earnings call at 21:00 UTC. Expectations: $46 B revenue and $1.01 EPS in Q2 - with Q3 already projected at $53 B+. At 8.1% of the S&P 500, Nvidia's report has the power to shake the entire market.

$MDB Earnings Snapshot: MongoDB sees FQ3, FY26 results above analysts' consensus MongoDB surges as Q2 revenue shows 24% growth; increases guidance for full year MongoDB (NASDAQ:MDB) soared more than 20% during early post-market trading after revealing its second quarter fiscal 2026 financial results. The company also increased its full-year guidance. For the quarter ended July 31, the database solutions company reported adjusted earnings per share of $1.08 versus the consensus estimate of $0.65. Revenue for the quarter totaled $591.4M, which was an increase of 24% year over year and more than the estimate of $554.5M. Looking ahead, MongoDB expects third-quarter adjusted EPS ranging from $0.76 to $0.79 versus the estimate of $0.73. It projects revenue ranging from $587M to $592M with a midpoint of $589.5M more than the estimate of $583.7M. For the full fiscal year of 2026, the New York-based company now expects adjusted EPS to range from $3.64 to $3.73, which is up from $2.94 to $3.12 and more than the $3.20 estimate. It now projects annual revenue to range from $2.34B to $2.36B compared to the prior range of $2.25B to $2.29B. The consensus calls for $2.29B. "MongoDB delivered strong second quarter results across the board, highlighted by Atlas revenue growth accelerating to 29% and adding over 5,000 customers year-to-date, the highest ever in the first half of the year," said MongoDB CEO Dev Ittycheria. "We also delivered meaningful margin outperformance as we executed on our plan to drive profitable growth." MongoDB's strong results appeared to provide an uplift for Snowflake (SNOW) and Datadog (DDOG), as their stocks increased 4% and 2%, respectively. MongoDB Non-GAAP EPS of $1.00 beats by $0.34, revenue of $591.4M beats by $37.83M MongoDB press release (NASDAQ:MDB): Q2 Non-GAAP EPS of $1.00 beats by $0.34. Revenue of $591.4M (+23.7% Y/Y) beats by $37.83M. MongoDB is issuing the following financial guidance for the second quarter and full year fiscal 2026.

$OKTA Okta FQ2 Earnings Preview Aug. 25, 2025 Okta is scheduled to announce FQ2 earnings results on Tuesday, August 26th, after market close. The consensus EPS Estimate is $0.85 (+18.1% Y/Y) and the consensus Revenue Estimate is $711.84M (+10.2% Y/Y). Over the last 2 years, OKTA has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time.

$NVDA Nvidia will report its Q2 results on Wednesday after market close. Expectations are for EPS Normalized at $1.01, GAAP EPS at $0.94, and revenue at $46.12B (a 54% YoY increase). The company’s own guidance is around $46B. Growth is being supported by hyperscaler CAPEX expansion and the Blackwell transition. In addition, the H20 sales agreement to China and upcoming Blackwell Ultra shipments provide extra revenue and margin potential. Over the past two years, Nvidia has tripled its revenue and quadrupled its profit, but growth is now slowing due to the law of large numbers. Still, its most important characteristic remains: it does not miss earnings. Analyst expectations are very high; therefore, even a “meet” could disappoint. Technically, the stock is at the fibo50 level, while the overall trend remains upward. On valuation, a PEG-based model implies 42% upside potential over 12 months. For Q2, Nvidia will most likely meet or slightly beat expectations 🤞

Earnings of the Magnificent 7 companies have surged +145% since ChatGPT was introduced in November 2022. By comparison, profits of the remaining 493 S&P 500 firms have increased just +4% over the same period. Furthermore, the Mag 7’s EPS has risen 700% since 2020, while the remaining S&P 500 components have seen +31% EPS growth. That marks 22 TIMES higher earnings growth in just 5.5 years. Over the last decade, the Magnificent 7 has seen a massive +2,134% growth in earnings. Magnificent 7 stocks are making history.

$WMT Walmart tops sales expectations led by e-commerce, higher average ticket, and strength in the advertising business Walmart beats Q2 topline estimates, raises outlook Q2 Non-GAAP EPS of $0.68 misses by $0.06. Revenue of $177.4B (+4.8% Y/Y) beats by $3.02B. The Company raises outlook for net sales growth to 3.75% to 4.75% and adjusted EPS to $2.52 to $2.62 for fiscal year 2026. Adjusted operating income guidance remains unchanged at 3.5% to 5.5%. Global eCommerce sales grew 25%, led by storefulfilled pickup & delivery and marketplace. Global advertising business grew 46%, including VIZIO; Walmart Connect in the U.S. up 31%. Membership and other income up 5.4%, including 15.3% growth in membership income globally. Gross margin rate up 4 bps, led by Walmart U.S.

$ROOT Root is showing rapid growth, but rising operating expenses are limiting EPS growth and clouding short-term profitability. Based on Q2 2025 results, revenue rose from $349.4M to $382.9M, but expense growth is holding back EPS expansion. The company has delivered four consecutive profitable quarters, and tangible book value per share has reached $13.89. Partnerships with dealers like Carvana and its data-driven pricing model support long-term growth, but short-term EPS is expected to decline in the second half of 2025, especially due to warrant expenses tied to Carvana. The balance sheet is improving ($641M cash, $200M debt), but expense management and EPS uncertainty pose risks. That’s what’s pressuring the stock. Long-term growth potential remains strong, but short-term earnings visibility is limited. Technically, the stock collided with the correction band and the fibo78 zone which I had already called a tough zone. And then the correction started anyway.

People gotta realize the incentive structure of every CEO in the SP500. Boost EPS Boost Revenue Push new products Optimize the business. The result? Higher EPS EPS growth is the number one thing that matters to move the price of a stock in the long run! Don't bet against that!

$SE: Earnings Propel Sea Stock to 3-Year Highs Sentiment: Neutral '''Shares of Sea Ltd (NYSE:SE) surged following their second-quarter earnings report showing $0.65 EPS on $5.26 billion revenue, beating expectations. Investors remain cautious due to rising competition in their e-commerce sector.'''

Tencent Non-GAAP EPS of RMB 6.79, revenue of RMB 184.54B Aug. 13, 2025 $TCEHY: Q2 Non-GAAP EPS of RMB 6.79. Revenue of RMB 184.54B (+14.5% Y/Y). Revenues from VAS increased by 16% year-on-year to RMB91.4 billion for the second quarter of 2025. Domestic Games revenues were RMB40.4 billion, up 17% year-on-year. Revenues from Marketing Services were RMB35.8 billion for the second quarter of 2025, up 20% year-on-year. Revenues from FinTech and Business Services rose by 10% year-on-year to RMB55.5 billion for the second quarter of 2025.

$BBAI GAAP EPS of -$0.71 misses by $0.65, revenue of $32.5M misses by $8.08M Aug. 11, 2025 Q2 GAAP EPS of -$0.71 misses by $0.65. Revenue of $32.5M (-18.3% Y/Y) misses by $8.08M. Shares -13.40%. Sequential improvement to the balance sheet and record cash balance of $390.8 million, as of June 30, 2025, positioning the Company to accelerate growth. Company now projects full-year 2025 revenue between $125 million and $140 million. Financial OutlookFor the year-ended December 31, 2025, the Company now projects: Revenue between $125 million and $140 million FY revenue consensus of $167.74M

$PLUG Plug Power GAAP EPS of -$0.20 misses by $0.05, revenue of $173.97M beats by $16M Aug. 11, 2025 Q2 GAAP EPS of -$0.20 misses by $0.05. Revenue of $173.97M (+21.4% Y/Y) beats by $16M.

THERE ARE 2 MAIN REASONS STOCKS GO UP: 1. PE ratio expansion. 2. EPS goes up. For 1, how much more can the PE ratio expand? Not much more. For 2, how much more can EPS go up? Actually a lot. So right now, we are flying an airplane with 1 engine. The single engine is EPS growth. (Not PE expansion, cause it's already close to ATHs for PE ratio) in 2010, we had 2 engines, that's why the market ripped so hard since then. But now, again, 1 engine. Keep your ratios in check. Do not over leverage. Know what you own.

$MU Micron stock jumps after raising Q4 guidance Aug. 11, 2025 Micron Technology (NASDAQ:MU) raised guidance for its fiscal fourth quarter ending August 28, citing improved DRAM pricing and strong execution. The company now expects revenue of $11.2 billion ± $100 million, up from its prior forecast of $10.7 billion ± $300 million. Non-GAAP gross margin is projected at 44.5% ± 0.5%, compared with the earlier 42.0% ± 1.0%, while non-GAAP EPS is now estimated at $2.85 ± $0.07, up from $2.50 ± $0.15. Analysts expect the firm to earn $2.52 on revenue of $10.74B in the quarter.

#特朗普允许401(k)投资加密货币# Driven by strong performance from Cash App's lending and payment services, Block's (stock code XYZ) second quarter earnings far exceeded Wall Street expectations, and the company raised its full-year profit forecast. Over the past eight years, Block has continuously promoted the adoption of Bitcoin, aiming to make Bitcoin a tool for everyday payments, and CEO Dorsey is also considering entering the stablecoin business. Block itself holds 8,692 Bitcoins and recorded a revaluation benefit of $212 million this quarter. Block business has grown significantly Block, led by Jack Dorsey, saw its gross profit rise to $2.537 billion this quarter, a 16% year-over-year increase, driven by strong performance in Cash App’s lending and payment services, with the usage of Cash App cards and the "buy now, pay later" model also contributing to this growth. Block's Q2 EPS reached $0.87, with an adjusted EPS of $0.62, showing a trend of sequential growth.

$META QUIETLY TURNED INTO A CASH MACHINE AGAIN: They cut billions in costs, focused on efficiency, and are now growing EPS rapidly. Ad revenue is growing double digits again, and Reels is keeping users on platform longer. At roughly 22x forward earnings, it’s cheaper than most large cap tech with this growth profile. Risks: ad spend can slow in a recession, and Reality Labs still burns cash. If you want exposure to social + AI ad targeting, $META is hard to beat.

$TEM Tempus AI Non-GAAP EPS of -$0.22 beats by $0.03, revenue of $314.6M beats by $16.84M Aug. 08, 2025 Q2 Non-GAAP EPS of -$0.22 beats by $0.03. Revenue of $314.6M (+89.6% Y/Y) beats by $16.84M. Genomics revenue increased 115.3% year-over-year to $241.8 million on accelerating year-over-year volume growth in Oncology (26%) and Hereditary (32%) testing Data and services revenue increased 35.7% year-over-year to $72.8 million, led by Insights (data licensing), which grew 40.7% year-over-year Increasing full year 2025 revenue guidance to $1.26 billion, along with positive adjusted EBITDA of $5 million, a $110 million improvement over 2024

$TTD -28% 🥶 Trade Desk Non-GAAP EPS of $0.41 in-line, revenue of $694M beats by $7.97M Aug. 07, 2025 4:02 PM ETThe Trade Desk, Inc. (TTD) StockBy: Gaurav Batavia, SA News Editor Q2 Non-GAAP EPS of $0.41 in-line. Revenue of $694M (+18.6% Y/Y) beats by $7.97M. Third Quarter 2025 outlook summary: Revenue at least $717 million vs $717.12M consensus Adjusted EBITDA of approximately $277 million

$KTOS Kratos Defense & Security Non-GAAP EPS of $0.11 beats by $0.02, revenue of $351.5M beats by $45.67M Q2 Non-GAAP EPS of $0.11 beats by $0.02. Revenue of $351.5M (+17.1% Y/Y) beats by $45.67M. Our third quarter and full year 2025 guidance ranges are as follows:

$GCT GigaCloud Technology Non-GAAP EPS of $1.14 beats by $0.56, revenue of $322.6M beats by $32.52M Aug. 07, 2025 4:08 PM GigaCloud Technology press release (NASDAQ:GCT): Q2 Non-GAAP EPS of $1.14 beats by $0.56. Revenue of $322.6M (+3.8% Y/Y) beats by $32.52M. Shares +5.86%. Business OutlookThe Company expects its total revenues to be between $295 million and $310 million in the third quarter of 2025. This forecast reflects the Company’s current and preliminary views on the market and operational conditions, which are subject to change and cannot be predicted with reasonable accuracy as of the date hereof. Q3 EPS consensus is $0.72Q3 revenue consensus is $304.04M

$MSI Motorola Solutions Non-GAAP EPS of $3.57 beats by $0.21, revenue of $2.76B beats by $30M Aug. 07, 2025 Q2 Non-GAAP EPS of $3.57 beats by $0.21. Revenue of $2.76B (+6.2% Y/Y) beats by $30M. BUSINESS OUTLOOK Third quarter 2025 - The company expects revenue growth of approximately 7% compared to the third quarter of 2024 and non-GAAP EPS between $3.82 to $3.87 per share. This assumes approximately 169 million of fully diluted shares and a non-GAAP effective tax rate of approximately 24%. Full-year 2025 - The company now expects revenue of approximately $11.65 billion or 7.7% growth, up from its prior guidance of approximately $11.4 billion or 5.5% growth, and non-GAAP EPS between $14.88 and $14.98, up from its prior guidance of $14.64 and $14.74 per share. This outlook assumes approximately 169 million of fully diluted shares and a non-GAAP effective tax rate of approximately 23%.

$CLSK CleanSpark GAAP EPS of $0.78 beats by $0.28, revenue of $198.6M misses by $1.74M Aug. 07, 2025 Q3 GAAP EPS of $0.78 beats by $0.28. Revenue of $198.6M (+90.8% Y/Y) misses by $1.74M.

$TWLO Twilio Non-GAAP EPS of $1.19 beats by $0.14, revenue of $1.23B beats by $40M Aug. 07, 2025 Q2 Non-GAAP EPS of $1.19 beats by $0.14. Revenue of $1.23B (+13.9% Y/Y) beats by $40M. Communications revenue of $1.15 billion, up 14% year-over-year. Segment revenue of $75.5 million, flat year-over-year. More than 349,000 Active Customer Accounts as of June 30, 2025 compared to more than 316,000 Active Customer Accounts as of June 30, 2024. Dollar-Based Net Expansion Rate of 108% for the second quarter of 2025 compared to Dollar-Based Net Expansion Rate of 102% for the second quarter of 2024.

$GILD Gilead Sciences Non-GAAP EPS of $2.01 beats by $0.05, revenue of $7.08B beats by $120M Q2 Non-GAAP EPS of $2.01 beats by $0.05. Revenue of $7.08B (+1.9% Y/Y) beats by $120M. FY revenue consensus of $7.43B, EPS consensus of $2.17

$XYZ Block Non-GAAP EPS of $0.62 misses by $0.06, revenue of $6.05B misses by $240M Aug. 07, 2025 4Q2 Non-GAAP EPS of $0.62 misses by $0.06. Revenue of $6.05B (-1.8% Y/Y) misses by $240M. In the second quarter, Square GPV grew 10% year over year (9.9% in constant currency), with U.S. GPV growing 7.0% year over year and International GPV growing 25% year over year (24% in constant currency).13 We observed notable strength in food and beverage and retail. In the second quarter, Cash App’s gross profit per monthly transacting active grew 15% year over year to $87. 14 We continued to focus on increasing engagement of our 57 million actives and drove Borrow and BNPL attach rates higher while expanding Cash App Card actives to 26 million. We are raising our guidance to reflect the strength we are seeing across our business. We now expect $10.17 billion in gross profit for 2025, reflecting growth of over 14% year over year. We expect full-year Adjusted Operating Income of $2.03 billion, or 20% margin, representing a 2% margin expansion year over year. We expect gross profit in the third quarter to grow 16% year over year to $2.60 billion with Adjusted Operating Income margins of 18%.

$SOUN SoundHound AI Non-GAAP EPS of -$0.03 beats by $0.02, revenue of $42.7M beats by $9.82M Aug. 07, 2025 Q2 Non-GAAP EPS of -$0.03 beats by $0.02. Revenue of $42.7M (+217.2% Y/Y) beats by $9.82M. Shares +3.54%. GAAP gross margin was 39.0%; non-GAAP gross margin was 58.4% GAAP net loss was ($74.7) million; non-GAAP net loss was ($11.9) million Adjusted EBITDA was a loss of ($14.3) million GAAP earnings per share was a loss of ($0.19); non-GAAP earnings per share was a loss of ($0.03) GAAP results include a loss from the calculated fair value of contingent acquisition liabilities where future earnout shares are marked-to-market on a quarterly basis based on the company’s stock price. Non-GAAP measures exclude this non-operating/non-cash impact. Business OutlookSoundHound is raising its full year 2025 revenue outlook and now expects it to be in a range of $160 - $178 million. FY EPS consensus of $0.10FY revenue consensus of $159.56M

$ABCL AbCellera Biologics GAAP EPS of -$0.12 beats by $0.04, revenue of $17.1M beats by $10.74M Q2 GAAP EPS of -$0.12 beats by $0.04. Revenue of $17.1M (+133.6% Y/Y) beats by $10.74M.

$QBTS D-Wave Quantum dips after mixed Q2 results Shares of D-Wave Quantum (NYSE:QBTS) dipped about 3% premarket on Thursday after the company's mixed second quarter results. For the second quarter ended June 30, adjusted net loss per share was $0.08 compared to net loss per share of $0.12 in the second quarter of 2024. However, the figures missed analysts' estimate of -$0.05. Revenue grew 42% year-over-year to $3.1M, beating estimates. “During the quarter, we brought to market our sixth-generation quantum computer, signed a memorandum of understanding related to the acquisition of an on-premises system in South Korea, completed physical assembly of the previously announced system at Davidson Technologies, introduced a collection of developer tools to advance quantum AI and machine learning innovation, and ended the quarter with a record $819 million in cash. We’re confident in our ability to continue delivering long-term value for our customers, partners and shareholders," said D-Wave's CEO Alan Baratz. The company's bookings for the second quarter of fiscal 2025 surged 92% year-over-year to $1.3M. For the most recent four quarters, D-Wave had more than 100 revenue generating customers, the company noted. D-Wave Quantum Non-GAAP EPS of -$0.08 misses by $0.03, revenue of $3.1M beats by $0.56M D-Wave Quantum press release (NYSE:QBTS): Q2 Non-GAAP EPS of -$0.08 misses by $0.03. Revenue of $3.1M (+42% Y/Y) beats by $0.56M. Bookings for the second quarter of fiscal 2025 were $1.3 million, an increase of $0.6 million, or 92%, from the fiscal 2024 second quarter Bookings of $0.7 million. For the most recent four quarters, D-Wave had in excess of 100 revenue generating customers. Adjusted EBITDA Loss for the second quarter of fiscal 2025 was $20.0 million, an increase of $6.1 million, or 44%, from the fiscal 2024 second quarter Adjusted EBITDA Loss of $13.9 million.

$NBIS SMASHED THEIR Q2 EARNINGS 🟢 Q2 Revenue: $105.1M     vs. $101.2M consensus (raised from $94.7M pre-release) 🟢 ARR Guidance Raised:     From $750M–$1B → $900M–$1.1B 🟢 Adjusted EBITDA:     Positive — ahead of plan     (vs. est. loss) 🟢 EPS: -38 cents vs -42 cents(est.) 🟢 YoY Revenue Growth:     +625% year-on-year 🟢 QoQ Revenue Growth:     +106% quarter-on-quarter 🟢 Power Capacity Buildout:     On track to secure over 1 GW by end of 2026

$NBIS SMASHED THEIR Q2 EARNINGS 🟢 Q2 Revenue: $105.1M     vs. $101.2M consensus (raised from $94.7M pre-release) 🟢 ARR Guidance Raised:     From $750M–$1B → $900M–$1.1B 🟢 Adjusted EBITDA:     Positive — ahead of plan     (vs. est. loss) 🟢 EPS:     Official number not out yet, but with positive adj. EBITDA, they clearly beat the -0.42 consensus 🟢 YoY Revenue Growth:     +625% year-on-year 🟢 QoQ Revenue Growth:     +106% quarter-on-quarter 🟢 Power Capacity Buildout:     On track to secure over 1 GW by end of 2026

THE BIGGEST RISK IS THINKING YOU HAVE NO RISK: “I’m in cash because it feels safer.” “I’ll wait till things calm down.” That feels smart… until inflation eats 20% of your money in 5 years or sooner. If you're not invested, you're still making a bet. You're betting that prices won’t rise. That EPS will not increase with time. That you’ll know exactly when to jump back in. You can either sit on the sidelines forever, or build a strategy that works through the chaos.

Last night, Apple performed very strongly, rising 5 points during the trading session and then rising another 2.82% after hours, which is nearly an 8-point rise for the day. On the news front, Apple is set to invest $100 billion in the United States, while Trump has imposed an additional 25% tariff on India, but has exempted Apple. It seems that Cook has learned how to maintain a good relationship with Trump. Apple has been significantly suppressed by the adverse effects of tariffs in this round. Now that the impact of tariffs has temporarily disappeared, whether Apple can move forward depends on the progress of Apple AI. According to the latest research report from UBS, Apple is expected to be completely exempt from tariffs, with September EPS rising slightly from $1.72 to $1.78 (+3.5%), and full-year EPS increasing from $7.52 to $7.75, corresponding to a target price of $220. However, I think that considering market sentiment, among the seven giants of the U.S. stock market, except for Apple, the market is willing to give a certain premium space to others. The market expects that the development progress of Apple's AI process and Siri function is slow, which can all be managed in terms of expectations. Apple will experience a significant price correction in the absence of major negative fundamentals, having resolved tariff issues, under the market sentiment (catch-up) and each unexpected advancement in the AI process (August 5 Bloomberg news: Siri terminal experience has made breakthrough progress, brewing a larger upgrade than expected). The Apple stock price will rise to 240 by the end of the year.