Eh-Aye

I'm just a human!

[Shay Boloor @StockSavvyShay]

$HOOD Q2 EARNINGS

• Revenue $1.31B vs Est. $1.28B
• EPS $0.62 vs Est. $0.43
• Net Income $573M vs Est. $390M
• Total Platform Assets: $369B (+32% YoY)
• Gold Subscribers: 4.8M (+39% YoY)
• ARPU: $187 (+24% YoY)

[Shay Boloor @StockSavvyShay]

$SOFI Q2 EARNINGS

• Revenue $1.2B vs Est. $1.1B
• EPS $0.12 vs Est. $0.11
• EBITDA $358M vs Est. $333M
• Loan originations: $14.8B (+69% YoY)
• New Members: 15.8M (+35% YoY)

FY26 Guidance
• Revenue $4.8B vs Est. $4.7B
• EPS $0.60 vs Est. $0.60
• EBITDA $1.6B vs Est. $1.6B

SoFi CEO Anthony Noto says 2026 is becoming a “defining year” as its everything app strategy drives record engagement, product adoption and financial performance supporting higher full-year revenue guidance.

[Shay Boloor @StockSavvyShay]

$SKHY Q2 EARNINGS

• Revenue: $54.5B vs. $57.7B est.
• Operating profit: $41.6B vs. $44.2B est.
• DRAM ASP: +30% QoQ
• NAND ASP: +55% QoQ

Q3 Guidance
• DRAM shipments: +10% QoQ
• NAND shipments: +3% QoQ

FY26 Guidance
• DRAM demand: +25% YoY
• NAND demand: +18% YoY
• Long-term supply agreements signed with 10 customers

[Eh-Aye @luvzonne]

@Han_Akamatsu Subscriber here

[Shay Boloor @StockSavvyShay]

NEXT WEEKS EARNINGS ARE MASSIVE

• Monday | $APLD, $NVTS, $CDNS, $AMKR
• Tuesday | $BE, $KLAC, $PYPL, $V, $TER, $ENPH
• Wednesday | $MSFT, $META, $HOOD, $ARM, $QCOM, $SOFI, $VRT, $LMND, $LRCX, $VKTX, $FTNT, $CVNA
• Thursday | $AAPL, $AMZN, $COIN, $RBLX, $RDDT, $TEM, $RIVN, $FSLR, $MA, $PGY, $MSTR, $AXTI, $NXT
• FRIDAY | $CVX, $XOM, $ABBV, $CCJ, $MRNA

[Shay Boloor @StockSavvyShay]

$INTC CRUSHED THEIR Q2 EARNINGS

• Revenue $16.1B vs Est. $14.4B
• EPS $0.42 vs Est. $0.11
• AI Revenue $6.3B vs. Est. $5.5B
• Gross Margin: 42% vs. Est. 39%

Q3 Guidance
• Revenue $16.4B vs Est. $15.1B
• EPS $0.38 vs Est. $0.27

Intel says 2026 capex is going from $18B to $20B with 2027 capex "to be up meaningfully."

[Shay Boloor @StockSavvyShay]

$NOK AI and cloud orders nearly tripled to $3.2B in Q2 from $1.1B in Q1 with related sales rising 105% YoY.

Comparable operating profit reached $496M topping the $437M consensus.

[P Equity Research 📰 @pequityresearch]

Nokia $NOK has reported:

Net Sales: Grew 9% year-on-year on a constant currency basis (8% reported) to reach EUR 4,815 million.

Gross Margin: Comparable gross margin expanded by 70 bps y-o-y to 46.0% (reported gross margin rose 60 bps to 44.6%).

Operating Margin: Comparable operating margin increased 70 bps y-o-y to 9.0% (reported operating margin declined by 430 bps to -1.0% due to restructuring).

Earnings Per Share (EPS): Comparable diluted EPS was EUR 0.07; reported diluted EPS was EUR 0.00.

Segment & Business Highlights

Network Infrastructure: Net sales grew 12% y-o-y on a constant currency basis, led by Optical Networks (up 20%) and IP Networks (up 16%).

AI & Cloud Momentum: Net sales to AI & Cloud customers more than doubled (+105%) y-o-y, with AI & Cloud order intake hitting EUR 2.8 billion.

Mobile Infrastructure: Net sales grew with a stable year-on-year profit contribution driven by product mix.

Strategic Product Launches: Nokia launched the industry's first commercial AI-RAN platform designed to unlock over 100% spectral efficiency gains by 2028 and provide a software upgrade path to 6G.

Sub-Segment Growth Breakdown

Optical Networks: Net sales surged 20% on a constant currency basis (19% reported) to EUR 868 million, fueled by strong demand from AI & Cloud and Telecommunication Providers (particularly in the Americas).

IP Networks: Net sales grew 16% on a constant currency basis (15% reported) to EUR 679 million, driven by strong AI & Cloud growth and order intake momentum from Q1 design wins.

Fixed Networks: Net sales declined 2% on a constant currency basis (3% reported) to EUR 490 million, as the business strategically shifted away from consumer-premise fiber products toward higher-margin offerings like operator-premise fiber optical line terminals.

Nokia's full-year outlook remains unchanged operationally.

[Shay Boloor @StockSavvyShay]

$NOW Q2 EARNINGS

• Revenue $3.99B vs Est. $3.92B
• EPS $0.90 vs Est. $0.86
• Operating Margin 30% vs. Est. 27%
• cRPO $13.20B vs Est. $13.03B

Q3 Guidance
• Subscription Revenue $4.0B vs Est. $4.1B
• cRPO 19.5% vs Est. 18.5%

ServiceNow AI ACV crossed $1B in Q2 2026.

[Serenity @aleabitoreddit]

$GOOGL reported earnings today:

EPS: $9.11 actual vs $2.91 expected - retail reactions to EPS blowout is kinda just accounting noise, since $SPCX, Anthropic, and others were likely large contributors.

Revenue: $119.7B actual vs. $116.98B expected

Google Cloud Revenue: $24.77B +82% Y/Y, vs. 63-65% expected ($22.2-$22.6B) - this is a very large beat and most material part so far.

Cloud Operating Income: ~$8.81B, implying 35.6% margin vs. 32.9% Q1.

Capex: $44.92B vs ~$44.15B (basically in line).

So initial read through is Google Cloud accelerating growth with expanding margins is genuinely bullish for AI demand.

Their former $180-$190B capex guidance is already extremely large, and as long as we get around these numbers in the earnings call + forward projections...

Should be good to go for $LITE and the other optics/networking trade. (eg. last earnings, they said DC and networking would be ~40% of capex spend).

Hyperscaler earnings transcripts are probably the most important thing to pay attention to with the AI capex trade.

And that should be in 3 minutes.

[Ondas Inc. @OndasHoldings]

Ondas secured $70 million in new orders over the past four weeks across ground, border, C-UAS, ISR and precision-strike systems.

Broad-based demand across multiple mission areas reflects the breadth of the Ondas platform and continued execution of its strategic growth plan. $ONDS

https://t.co/43vpVzPya0

[Shay Boloor @StockSavvyShay]

$AMD and Anthropic sign a deal worth tens of billions with Anthropic set to deploy up to 2 GW of MI450 AI chips starting in the first half of 2027.

AMD will also invest up to $5B tied to deployment milestones and use Claude to help improve its chip technology.

[amit @amitisinvesting]

$SMCI

Woah.

SMCI guided for 8.4-8.7% gross margins last quarter. They have a TTM gross margin of 8.83%.

They just came out after hours and said they are increasing their guide for gross margins to now 15-17%.

Even during 2024-2025, their gross margins went from 11-13%.

How does a commodity server rack provider double their margins in the past 90 days?

If anything, it feels like the company is either rolling out new products with better margins in the AI space or gaining more leverage with their customers to command better margins. If a low margin business like $SMCI can gain leverage, then other AI names can as well, which is part of the reason that competitors like $DELL and $HPE are up after hours.

Pretty incredible move from SMCI and could be a big moment for many AI names that are able to increase margins.

$SMCI +15%

[TrendSpider @TrendSpider]

BREAKING: Supermicro $SMCI just released a preliminary update for their Q4 earnings and is RIPPING +20% in after-hours 🔥

The company stated they expect gross margins to be 15-17%, roughly DOUBLE the expected 8.2-8.4%

They also received over $60B in new orders in Q4, more than all of their revenue in the past 2 years.

[Ondas Inc. @OndasHoldings]

Ondas secured a $6.9M Australian Defence order for DTIM Single Operator Counter‑sUAS Kits with HIFraser, delivered through Ondas Sentinel.

The kits integrate long‑range detection, Remote ID/AeroScope tracking, AI identification and Dronebuster DB4 mitigation, supporting operator‑level counter‑UAS systems of systems for complex missions. $ONDS

https://t.co/XD4H6y8fhE

[Eh-Aye @luvzonne]

@Han_Akamatsu $MU

[Shay Boloor @StockSavvyShay]

$MSFT is expanding its $AMD partnership by bringing Helios rack-scale systems to Azure for frontier AI inference in 2H26.

The rollout combines MI455X GPUs, Venice CPUs, Pensando networking and ROCm alongside new AMD-powered Azure VMs.

[Shay Boloor @StockSavvyShay]

$AAPL OVERTAKES $NVDA TO BECOME WORLD'S MOST VALUABLE COMPANY

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US stock market futures extend losses as the US announces its sixth consecutive night of strikes on Iran.

[CK Capital @CKCapitalxx]

$TSM earnings are now out.

EPS: $4.31 vs $3.77 est
REV: $40.20B vs $39.76B est
Gross Margin: 67.7%
Operating Margin: 60.3%
Net Profit Margin: 55.6%

Overall strong.