TL;DR — Palantir’s second-quarter revenue grew 93% year over year to $1.94 billion, with U.S. commercial revenue up 149% and a Rule of 40 score of 155%. Shares jumped roughly 30% on the news before settling near $156, where the stock trades at 107 times trailing...
TL;DR — Microsoft’s Azure business closed the fiscal year above $100 billion in annual revenue, up 41%, and quarterly growth accelerated to 43%. Shares jumped 15.5% the next trading day. Free cash flow still fell 23% to $19.6 billion as capex hit $41 billion for...
TL;DR — Google Cloud’s operating margin hit 35.6% in the second quarter of 2026, up from 20.7% a year ago, as operating income nearly tripled to $8.8 billion on $24.8 billion of revenue. That’s the fastest growth of any major cloud provider this quarter....
TL;DR — Alphabet’s net income hit $112.2 billion in Q2 2026, up 298% year over year — but $77.1 billion of that came from an unrealized gain on equity holdings, not operations. Operating cash flow was $39.1 billion against $44.9 billion in capital expenditures,...
TL;DR — SpaceX’s IPO is expected to list around June 12, with bankers whispering about a fast-tracked Nasdaq 100 inclusion within 15 days. Buying the equity directly exposes investors to 90 days of unvetted, pre-earnings volatility; holding Alphabet offers...
