AMD Beats Estimates and Guides Higher — But CapEx Shock Sends Shares Down
AMD beat estimates with record $11.5B in revenue and raised guidance, but shares dropped as CapEx surged to $808M—nearly three times forecasts.
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SpaceX Blows Past Wall Street CapEx Forecasts With Massive AI Bet
SpaceX Q2 revenue jumped 92% to $7.8B, but $15.8B AI capital spending far exceeded expectations, sending shares lower in after-hours trading.
Cipher Digital Misses Q2 Estimates, Shares Drop — But Delivers First HPC Data Center Early
Cipher Digital missed Q2 EPS and revenue forecasts. Highlights: Black Pearl rent started early, 900 MW Apollo option, Stingray fully funded.
Hut 8 Misses Q2 Estimates but Locks In $26.6 Billion in AI Data Center Contracts
Hut 8 Corp. missed Q2 estimates but secured 949 MW of AI capacity, $26.6B in contracts, $7.5B financing, and fully commercialized its Beacon Point campus.
Caterpillar Shares Jump as Strong Demand Drives Record Sales and Higher Guidance
Caterpillar reports record $20.5B Q2 sales (+24%), $8.17 adjusted EPS, and raises full-year growth forecast amid strong AI and construction demand.
McDonald’s Q2 Earnings: Profit Tops Forecasts but U.S. Sales Miss
McDonald’s U.S. same-store sales rose just 0.8% in Q2, missing forecasts despite value menus and deals aimed at lower-income customers.