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Aug 14, 2025
  • Applied Materials fell 15% to $161.84 despite the semiconductor equipment and materials engineering company reporting an increase in revenue and earnings in the fiscal third quarter ending on July 27.

    Consolidated revenue increased to $7.30 billion from $6.78 billion, net income inched higher to $1.77 billion from $1.70 billion, and diluted earnings per share rose to $2.22 from $2.05 a year ago.

    During the quarter, Applied Materials returned a total of $1.42 billion to shareholders through share repurchases and dividends, including the repurchase of 1.05 billion shares of common stock. 

    Applied Materials guided fiscal fourth quarter revenue to be $6.7 billion, with a band of $500 million, compared to $7.30 billion and non-GAAP diluted earnings per share to be $2.11, with a band of 20 cents, compared to $2.48 a quarter earlier, respectively.

    “We are expecting a decline in revenue in the fourth quarter driven by both digestion of capacity in China and nonlinear demand from leading-edge customers given market concentration and fab timing,” said Brice Hill, Senior Vice President and CFO.
    • Dillard’s Inc. gained 15 cents to $498.73 after the department store chain reported a slight increase in revenue and a marginal decline in net income in the second quarter.

      Consolidated revenue edged higher to $1.53 billion from $1.51 billion, net income fell to $72.8 million from $74.5 million, and diluted earnings per share declined to $4.66 from $4.59 a year ago.

      During the second quarter, the company purchased approximately 24,500 shares of Class A shares for $9.8 million, at an average price of $398.67 per share.

      During 26-week period ending on August 2, the company purchased $107.8 million, approximately 300,000 shares of Class A shares, at an average price of $359.16 per share.
    • Aug 12, 2025
      • CoreWeave Inc. fell 10.4% to $133.25 despite the AI-focused cloud infrastructure provider saying net loss shrank in the June quarter.

        Consolidated revenue in the June quarter increased to $1.21 billion from $395 million, net loss decreased to $291 million from $323 million, and diluted losses per share declined to 60 cents from $1.62 a year ago.

        CoreWeave guided third-quarter revenue between $1.26 billion and $1.30 billion, compared to $1.21 billion, and adjusted operating income between $160 million and $190 million, compared to $200 million a quarter earlier, respectively.

        The company guided full-year revenue between $5.15 billion and $5.35 billion and adjusted operating income between $800 million and $830 million.

        CoreWeave has announced a $4 billion expansion deal with OpenAI, building on the previously disclosed $11.9 billion agreement.

        CoreWeave announced its acquisition of Core Scientific in a $9 billion all-stock transaction, aiming to vertically integrate its AI infrastructure by gaining ownership of 1.3 GW of data center capacity and eliminating approximately $10 billion in future lease obligations.

        The company said it raised $2 billion through the sale of 9.25% Senior Unsecured Notes due 2030, to finance its cloud computing infrastructure development. 
      • Aug 11, 2025
        • Datadog fell 4% to $130.91 after the monitoring and security platform provider reported a 98% drop in quarterly profit from a year ago.

          Consolidated revenue in the June quarter increased to $826.8 million from $645.3 billion, net income dropped to $2.6 million from $43.8 million, and diluted earnings per share fell to 1 cent from 12 cents a year ago.

          The company guided third-quarter revenue between $847 million and $851 million, compared to $826.8 million a quarter earlier; non-GAAP operating income between $176 million and $180 million; and non-GAAP earnings per share between 44 cents and 46 cents.

          The company guided full-year revenue between $3.3 billion and $3.3 billion; non-GAAP operating income between $684 million and $694 million; and non-GAAP net income per share between $1.80 and $1.83.
          • Expedia Inc. jumped 4.1% to $195.26 after the online travel booking platform operator reported more than a two-and-a-half-fold jump in earnings in the second quarter. 

            Consolidated revenue in the June quarter inched higher to $3.7 billion from $3.6 billion, net income climbed to $322 million from $125 million, and diluted earnings per share soared to $2.48 from 96 paisa a year ago.

            During the second quarter, Expedia returned a total of $627 million to shareholders through share repurchases and dividends, including the repurchase of 3.8 million shares in the second quarter and 5.6 million shares for $957 million for the first half of 2025. 

            For the second quarter of 2025, the company’s Board of Directors declared a cash dividend of $0.40 per share payable on September 18.

            The company estimated third-quarter revenue to rise between 4% and 6%, driven by the increase in gross bookings to between 5% and 7%. 
            • GoDaddy Inc. plunged 11.25% to $133.35 despite the domain registrar reporting a 37% increase in net income in the fiscal second quarter.

              Consolidated revenue in the June quarter edged higher to $1.21 billion from $1.12 billion, net income advanced to $199.9 million from $146.3 million, and diluted earnings per share rose to $1.41 from $1.01 a year ago.

              Year-to-date through August 6, GoDaddy returned approximately $906 million to shareholders through the repurchase of 5.2 million shares of common stock at an average price of $174.42 per share.

              The company guided revenue in the third quarter to range between $1.22 billion and $1.24 billion. and full-year revenue to be between $4.89 billion and $4.94 billion, an increase of 7%, respectively. 
              • Trade Desk Inc. dropped 38.6% to $54.23 despite the advertising technology company reporting a slight increase in revenue and net income in the latest quarter.

                Consolidated revenue in the June quarter increased to $694 million from $585 million, net income inched higher to $90 billion from $85 billion, and diluted earnings per share rose to 18 cents from 17 cents a year ago.

                During the second quarter, the company repurchased $261 million of its Class A common stock, and as of June 30, $375 million remained available under the share repurchase program.

                For the third quarter, the company estimated revenue of "at least $717 million" and anticipates adjusted EBITDA of approximately $277 million.
              • Aug 7, 2025
                • Airbnb Inc. dropped 5.6% to $122.7, and the online vacation rental company said net income advanced in the second quarter.

                  Consolidated revenue in the June quarter increased 13% to $3.1 billion from $2.7 billion, net income advanced 16% to $642 million from $555 million, and diluted earnings per share rose to $1.03 from 86 cents a year ago. 

                  The company guided third-quarter revenue between $4.02 billion and $4.10 billion and adjusted earnings to increase to $2.0 billion. 

                  The company used $1 billion of its authorization to purchase its own shares, and the company announced a new $6 billion stock repurchase plan.

                  Over the last twelve months ending in the second quarter, the company spent $3.7 billion to acquire its class A common stock and lowered its fully diluted shares to 652 million from 673 million a year ago. 
                  • DoorDash Inc. rose 8.5% to $280 after the food delivery company’s net income swung to a profit from a year ago in the June quarter.

                    Consolidated revenue in the June quarter increased to $3.3 billion from $2.6 billion, net income swung to a profit of $285 million from a loss of $157 million, and diluted income per share swung to a profit of 65 cents from a loss of 38 cents a year ago.

                    For the six-month period, revenue advanced to $6.3 billion from $5.1 billion, net income swung to a profit of $478 million from a loss of $180 million, and diluted income per share swung to a profit of $1.09 from a loss of 44 cents a year ago.

                    During the six-month period, the company returned $7 million to stockholders in the form of share repurchases.

                    The company guided adjusted EBITDA in the next quarter to range between $680 million and $780 million and Marketplace GOV to range between $24.2 billion and $24.7 billion.

                    During the second quarter the company acquired Deliveroo plc for about $3.9 billion.

                    “We continue to expect our proposed acquisition of Deliveroo plc to close during Q4 2025.” The company noted.
                    • Shopify Inc. declined 0.2% to $154.7 despite the Canada-based e-commerce company reporting more than a five-fold jump in earnings in the second quarter. 

                      Consolidated revenue in the June quarter increased to $2.6 billion from $2.0 billion, net income jumped to $906 million from $171 million, and diluted earnings per share rose to 70 cents from 13 cents a year ago.

                      For the six-month period, revenue advanced to $5.0 billion from $3.9 billion, net income swung to a profit of $224 million from a loss of $102 million, and diluted earnings per share rose to an income of 17 cents from a loss of 8 cents a year ago.

                      Management has reiterated that cash dividends are not expected to be distributed for the foreseeable future.

                      Shopify guided third-quarter revenue to grow at a mid-twenties percentage rate a year ago.