Valentin Aufrand

ResMed falls 5% after a clear slowdown in growth

ResMed was down about 5% in electronic trading on Thursday, as investors appeared to focus more on slower growth and fading operating leverage than on the slight beat versus quarterly expectations.

August 07, 2026 at 02:15 am IST

Airbnb jumps 10%, lifted by strong booking momentum

Airbnb jumped 10% in electronic trading after posting quarterly results above expectations, underscoring resilient travel demand despite an environment still shaped by geopolitical tensions and rising travel costs.

August 07, 2026 at 01:57 am IST

Honeywell Aerospace sinks after a severe 2026 warning

Honeywell Aerospace was down nearly 20% on Thursday after sharply cutting its annual targets, a particularly brutal punishment for its first release since its separation from Honeywell Technologies at the end of June.

August 06, 2026 at 11:38 pm IST

AppLovin plunges 22% after an almost flawless quarter

AppLovin is down 22% in electronic trading, as investors punish results that remain strong but no longer meet the lofty expectations surrounding the US AI-powered digital marketing platform.

August 06, 2026 at 01:57 am IST

Datacenters: the market rethinks its case against hyperscalers

Long accused of burning hundreds of billions on AI, hyperscalers may in fact be best positioned to turn this race for datacenters into a durable annuity.

August 06, 2026 at 12:55 am IST

Match Group Loses Subscribers and Wall Street's Affection

Match Group shares fall 11% in electronic trading after a quarterly release that confirms improving profitability, without yet dispelling concerns about growth.

August 05, 2026 at 02:15 am IST

Rubin Ultra Caught Up by Memory Constraints, TrendForce Says

As demand for computing power continues to accelerate, memory supply constraints are beginning to directly shape the design of the next generations of artificial intelligence processors.

August 05, 2026 at 12:03 am IST

Wall Street's technical purge appears largely complete, according to Market Securities

After several weeks of violent sector rotations, Scott Rubner, head of equity strategy at US market maker Citadel Securities, believes the technical reset expected on Wall Street has largely taken place. The clearest signal comes from retail investors who, unlike at the start of the semiconductor pullback, have stopped buying the dip and even sharply cut their exposure at the end of July.

August 04, 2026 at 11:35 pm IST

Cboe beats expectations, but the threat of perpetual futures is still lurking

Cboe Global Markets posted better-than-expected second-quarter results, driven by especially strong activity in derivatives.

July 01, 2026 at 02:07 am IST

Monolithic Power Systems jumps 8%, AI lifts results and outlook

Driven by demand tied to artificial intelligence infrastructure, Monolithic Power Systems is up nearly 8% in electronic trading after reporting results that came in well above expectations.

July 31, 2026 at 02:15 am IST

Coinbase is diversifying at breakneck speed, but remains captive to the crypto cycle

Coinbase is down about 5% in electronic trading after a second quarter that underscores the limits of its diversification in the face of a depressed cryptocurrency market.

July 31, 2026 at 01:52 am IST

NXP beats expectations, but the market was looking for a miracle

The Dutch specialist in automotive and industrial semiconductors NXP Semiconductors still delivered a quarter that was hard to fault, with revenue up 19% year over year to $3.50bn, slightly above the $3.47bn expected, while adjusted earnings per share came in at $3.61 versus the $3.52 anticipated. Growth clearly accelerated from the first quarter, supported in particular by autos, industrial IoT and communications infrastructure.

July 29, 2026 at 02:25 am IST

Meta: what to expect from Q2 as capex blowout risk looms?

Meta will report its second-quarter results on Wednesday after the Wall Street close, with expectations that look relatively achievable operationally. The consensus calls for about $60.2bn in revenue, near the top end of guidance of $58bn to $61bn, while Jefferies is looking for $60.5bn and believes the group could also beat expectations in the third quarter.

July 29, 2026 at 12:39 am IST

Apple retakes Wall Street's crown from Nvidia

Apple has reclaimed its position as Wall Street's most valuable company, with a market capitalization now close to $5,000bn. The company is back on top for the first time since April 2025, helped by a recent stock rally and a pullback in semiconductors.

July 27, 2026 at 11:41 pm IST

Medpace jumps 15% as order rebound eases fears

Medpace jumped 15% on Wall Street after beating quarterly expectations and, above all, reassuring investors about momentum in new bookings.

July 23, 2026 at 11:25 pm IST

Tesla: deliveries restart, but margins skid

Tesla is down a little more than 2% in electronic trading after reporting quarterly results marked by a clear gap between the rebound in volumes and profitability.

July 23, 2026 at 02:07 am IST

Capital One smashes expectations, but the drop in provisions raises questions

Capital One Financial is trading around flat in electronic dealings, despite quarterly results that came in well ahead of expectations. The US credit card and banking giant posted adjusted earnings of $5.81 per share, versus $4.69 expected. Net interest income rose 27% year over year to $15.85bn, slightly above the consensus of $15.77bn.

July 22, 2026 at 02:06 am IST

Citadel Securities Says Wall Street Is Technically Cleansed Ahead of the Earnings Test

The U.S. market is entering the second half of July in a radically different light than it did two weeks ago. In its latest note, U.S. market maker Citadel Securities says the technical 'reset' needed to keep the bull market going is now largely complete. Nine of the ten indicators tracked by its teams have improved markedly, allowing fundamentals to regain the upper hand over flows and positioning.

July 14, 2026 at 11:56 pm IST

Diesel threatens to rekindle inflation despite a contained Brent

While investors keep watching Brent and tensions around the Strait of Hormuz, the real energy shock is now concentrated in the diesel market. This divergence could have more direct consequences for the global economy than the direction of crude oil prices themselves.

July 13, 2026 at 11:37 pm IST

SK Hynix makes a strong Nasdaq debut with a premium of nearly 20%

The global leader in HBM memory is opening its equity to American investors after a record $26.5bn raise, aiming to narrow its discount to Micron.

July 10, 2026 at 10:14 pm IST

NLIGHT steps up a gear in military lasers with a $627m contract

The American high-power laser specialist nLIGHT is surging +28% on the stock market this Thursday after winning a contract with the US Department of War.

July 09, 2026 at 09:44 pm IST