LSEG

CrowdStrike Beats Q2, Raises FY Forecast to $6.01B

CrowdStrike beat Q2 estimates with $1.47B revenue and raised full-year guidance to a high end of $6.01B. Shares jumped more than 10% after hours as investors priced in AI-driven security demand.

SpaceX Posts $7.8B Revenue, $541M Loss in Debut Public Quarter

In its first quarterly report as a public company, SpaceX beat revenue estimates by a wide margin, posting $7.8 billion, but also disclosed a $541 million net loss. With the stock already down 8% from its $1.75 trillion IPO and lock-up expiry imminent, investors face a mix of explosive growth and near-term headwinds.

Source: Akash Sriram (gb) · abc12.com

Vale net profit slumps 35% to $1.38B, but core earnings beat and guidance hiked

Vale's Q2 2026 net profit missed estimates by 25%, but underlying EBITDA of $4.07B beat expectations, and the miner raised copper and nickel production guidance, signaling strong operational momentum. Analysts see a positive market reaction as the company navigates financial noise with volume growth.

Delta beats Q3 profit view, holds $7 mid-point EPS despite 17% above consensus

Delta Air Lines reaffirmed its full-year profit target of $7.00 per share — 17% above consensus — and guided Q3 earnings above estimates. Yet shares slid 2% as the U.S.-Iran conflict drove crude prices above the forward curve used in the outlook, testing investor confidence in the sustainability of airline fare hikes.

Source: hongkongherald.com · albuquerqueexpress.com

S&P 500 & Nasdaq Best Quarter Since 2020: Nasdaq Soars 21% Amid Iran War

Defying a Middle East war and rate-hike fears, the S&P 500 and Nasdaq posted their biggest quarterly gains since 2020, with the tech-heavy Nasdaq leaping 21%. Strong corporate earnings and US economic resilience drove the rally, but oil-driven inflation concerns and a stalled ceasefire could test the momentum in the second half.

Source: Straitstimes · SECTIONS US stocks today S; P ; Nasdaq post best quarter since

Alibaba Net Income Plunges 66% as AI Spending and Competition Weigh

Alibaba reported a significant 66% drop in net income for the December quarter, missing revenue estimates as the Chinese tech giant ramps up capital expenditure in the global AI race. Despite the top-line miss, the company remains focused on narrowing the gap with U.S. competitors through aggressive infrastructure and model development.

Oracle's AI Infrastructure Surge: Cloud Backlog Hits Record $553 Billion

Oracle shares surged following fiscal Q3 2026 results that beat analyst expectations, driven by an 84% explosion in cloud infrastructure revenue. The company reported a massive $553 billion cloud backlog, signaling long-term demand for its AI-optimized data centers.

Workday Earnings Resilience: A Potential Signal for the SaaS Market Bottom

Workday's Q4 results surpassed analyst expectations on both top and bottom lines, driven by a significant surge in AI-related contract value. Despite issuing conservative guidance for the upcoming quarter, the stock's stability suggests that the broader software-as-a-service (SaaS) sector may have reached a valuation floor.