Stock Insights

Charter just closed its Cox and Liberty Broadband acquisitions on August 19, reshaping its ownership and scale in one of cable's largest deals in years.

Alphabet closed a $25B senior notes offering on August 10, spanning maturities from 2028 to 2066, in one of the largest corporate debt deals of 2026.

Fox Q4 adjusted EPS of $1.79 beat the $1.45 consensus by 23%, as FIFA World Cup broadcast pushed advertising revenue up 78% to $1.92B.

PINS beat Q2 EPS estimates by 19%, but Q3 revenue guidance of $1.19B-$1.21B implies a growth deceleration to 13%-15% that investors are watching closely.

Adjusted EPS of $2.06 beat the $1.88 consensus by 9.6%, with Entertainment operating income up 64% and Experiences revenue up 10% in Q3 2026.

Snap's Q2 loss narrowed to $0.10 per share while revenue hit $1.6B, up 19% year-over-year, with Adjusted EBITDA rising 505% to $250M.

Meta earned $6.18 GAAP EPS vs $7.36 consensus as a 55% cost spike and $2.4B in legal charges crushed margins despite 28% revenue growth.

Charter shed 172,000 internet customers in Q2 2026, worse than the 116,000 lost a year ago, even as mobile lines grew by 406,000 in the quarter.

Adjusted EPS of $1.04 beat the $1.00 consensus, but EBITDA fell 13.4% as residential margins compressed 160 bps. Peacock turned profitable for the first time.

Netflix completed a $1B senior notes offering at 5.250% due 2036, with proceeds earmarked to retire its 4.375% Senior Notes due 2026.

Google Cloud revenue jumped 82% to $24.8B and operating margin hit 34%, but $44.9B in capex pushed free cash flow to -$5.86B this quarter.

AT&T's Q2 adjusted EPS of $0.65 topped the $0.59 consensus, with 646,000 internet net adds and a record fiber and fixed wireless quarter driving results.

AMC hit record Q2 revenue of $1.6B and adjusted EBITDA of $321.4M, up 69.6% YoY, as two analysts raised their price targets on the cinema chain.

ASTS priced $1B in convertible notes Wednesday and pushed its BlueBird launch to early 2027, targeting roughly 45 satellites in the first campaign.

A penny EPS beat wasn't enough: Netflix missed on revenue and guided Q3 growth to just 11%, sending shares down 8.5% as the password-crackdown tailwind fades.

Meta is building a cloud business to sell surplus AI compute capacity, a move that sent shares up 8.81% on July 1 and rattled rival CoreWeave by 15%.

Alphabet took Verizon's slot in the 30-stock Dow on June 30, ending VZ's tenure in the index. VZ fell 5.24% on June 29.

Three more BlueBird satellites launch June 17, expanding ASTS's space-based 4G/5G constellation as a reported $1B Japan contract decision nears.

Fox agreed to buy Roku for $160 per share in a $22B deal, and the market's reaction tells you exactly what investors think of the price.

A 298-megawatt solar deal in northeast Texas just locked in long-term clean power for Meta, expanding its RWE partnership with a new corporate PPA.

$115M Meta program offers free data center technician training with guaranteed job offers — here's what America's Workforce Academy means for META's AI infrastructure push.

Google placed an order with Intel for 3M+ tensor processing units set for 2028 delivery — here's what the deal means for GOOGL's AI infrastructure strategy.

Meta's next major AI model release has been pushed back nearly two months to external developers, per the WSJ — here's what the delay means for META investors.

Meta unveiled an agentic AI tool for business operations at its London WhatsApp conference — here's what the enterprise push means for META investors.

Meta confirmed layoff locations across Playa Vista and Menlo Park in its latest round of cuts — here's what the disclosures mean for META investors.

Meta extended funding for its independent watchdog through 2028 and held its quarterly dividend steady — here's what it means for META shareholders.

New Texas DMV filings show Waymo has 577 autonomous vehicles in the state vs. Tesla's 42 — here's what the gap means for GOOGL investors.

Meta is rolling out paid tiers across Facebook, Instagram, WhatsApp, and its AI chatbot — here's what the move means for META's revenue diversification.

Google is one of four tech giants backing the DCII, a nonprofit push to deploy next-gen energy tech in data centers — here's what it means for GOOGL investors.

Google faces its largest EU antitrust fine yet over search monopoly allegations. The penalty size, what triggered it, and what it means for GOOGL shareholders.

Meta lays off 8,000 employees as Mark Zuckerberg signals continued restructuring; senator questions AI's broader labor impact amid workforce cuts.

Star Wars film 'The Mandalorian' launches with $100M opening weekend, signaling strength in Disney's theatrical slate as the company pursues streaming-to-film strategy.

Alphabet and NVIDIA stood out as the biggest Mag 7 winners this earnings cycle, with Google Cloud growth described as showing bullish acceleration, per Yahoo Finance.

Take-Two beat Q1 revenue estimates with $1.68B in sales and reaffirmed GTA VI's Nov. 19 launch, though annual bookings guidance came in below Wall Street forecasts.

Morgan Stanley turned bullish on TTWO after Take-Two confirmed a Nov. 19, 2026 release date for Grand Theft Auto VI. Here's what the analyst action means.

Meta announces significant workforce reduction focused on artificial intelligence operations as part of broader organizational restructuring effort.

At Google I/O 2026, Alphabet launched AI agents integrated into Search and a faster, lower-cost Gemini model for enterprise — here's what was announced.

Promevo, trusted by 3,000+ organizations, launched three specialized Google Cloud AI services built around Alphabet's Gemini platform to drive enterprise adoption.

Google I/O opened as Alphabet trades near $390, with Wall Street holding 62 Buy ratings and analyst consensus at Strong Buy heading into the developer event.

Alphabet Class C shares gained 3.97% on Wednesday amid technology sector momentum and AI product announcements.

Alphabet gained nearly 4% on Wednesday amid broad tech strength and reports of AI product launches including Googlebooks.

AST SpaceMobile tumbled 11.62% on Tuesday, May 12, amid broader weakness in space stocks ahead of a potential SpaceX IPO.

Verizon gained 1.12% on Tuesday as CEO outlines cost-reduction and AI strategy amid $12B bond sale.

FOXA fell 0.62% on Tuesday after Q3 EPS beat estimates, with distribution revenue offsetting ad weakness.

FOX fell 0.10% on Tuesday despite Q3 EPS surpassing consensus, buoyed by distribution revenue strength.

Fox stock jumped 8.09% on Monday, May 11, as Q3 EPS exceeded estimates despite year-over-year revenue decline.

AST SpaceMobile shares recovered sharply on Monday, May 11, even as Q1 results revealed a revenue miss and wider losses. Full-year guidance was reaffirmed.

A roundup of today's most significant stock moves and news across the market.

EchoStar swung to a net loss in Q1 while subscriber declines outpaced expectations, though stock rallied 2.69% on Monday, May 11.

Alphabet shares fell on Monday, May 11, as new AI-related security concerns surfaced alongside plans for a yen-denominated bond offering to fund AI infrastructure.

Fox Corp posted Q3 FY2026 revenue of $3.99B and non-GAAP EPS of $1.32, beating consensus by 36.4%. Shares rose $2.31 on Monday, May 11.

Meta stock edges lower amid policy concerns, but 62% EPS growth and 33% revenue expansion affirm AI investment thesis.

Disney jumped 7.54% as new CEO Josh D'Amaro's strategic initiatives drive streaming profitability, marking a major inflection point for the entertainment conglomerate.

Disney's streaming business turned a corner with robust profit growth, while parks and experiences posted strong results in Q2 2026.

Meta shares drop despite 62.4% earnings growth and 33.1% revenue expansion, signaling caution on future capex demands.

Class C shares surge on 31.1% earnings growth and strong operating leverage amid $700B hyperscaler AI spending.

Alphabet stock rallies on 18% revenue growth and 31.1% earnings expansion driven by cloud and AI infrastructure investments.