Starboard Value Takes Major Stake in Shake Shack as Q2 Sales Rise but Profits Slip
Shake Shack reports 17% revenue growth and 3.5% same-store sales, but profits slip as Starboard Value builds a major position.
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SolarEdge Stock Crashes Despite Strong Q2 Results as Guidance Misses
Strong Q2 results weren’t enough: SolarEdge stock plunged 24%—its worst day in 14 months—after issuing soft third-quarter revenue and margin guidance.
Bitdeer Gets “Thesis-Changing” Upgrade After $4.7B Norway AI Colocation Deal
Cantor Fitzgerald upgrades Bitdeer to Overweight on its first major AI colocation deal worth up to $8B.
Gwynne Shotwell Says Starlink Will Take Customers From Big Telecom — Stocks Drop
Starlink plans to compete directly with U.S. wireless giants. Shotwell claims better service will attract users from Verizon, AT&T and T-Mobile.
Musk Commits SpaceX to Nvidia Exclusively; AMD Feels the Pressure
Musk says SpaceX is exclusive to Nvidia’s Vera Rubin chips. The news boosts NVDA and pressures AMD after earnings.
Flutter Shares Drop After Mixed Q2 Results, Guidance Cut and CEO Transition
Flutter reported mixed Q2 numbers, lowered 2026 outlook, and announced CEO Peter Jackson’s exit.