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[+6] u/UnObtainium17: pre-market
MSFT = +8.82%
META = -8.82%
[+14] u/millerlit: AMZN beats. Up 6.5% in early reactions
Highest growth rate in 18 quarters AWS. 37% growth for AWS
Revenue 200.61B vs 196.47B est
[+13] u/NotGucci: Msft saved the market.
[+13] u/i_am_mr_blue: One things is for sure, AI made the world very unstable. Nowadays trillion dollar stocks are having 20-30% swings in couple of days. Life, economics, society everything is unstable.
[+9] u/FoodCooker62: Semi stocks bouncing up and down 10% on a daily basis is a great sign that we are in a healthy and stable market where speculation is not at all rampant
[+9] u/Wmacky: Where Steak\_Itchy ? He hanging with Hazardous?
[+9] u/JuneFernan: Have you ever seen a stock up 25 freakin percent in one day and still be down over 10% that week? Well...now you have!
[+9] u/UCFSam: In awe of the volatility we're seeing in semi. Companies worth hundreds of billions if not trillions moving double digit percentages everyday. Even crypto in 2020/2021 couldn't hold a candle to this.
Sandisk up 40% from yesterdays aftermarket lows to today's aftermarket highs.
[+8] u/IvoryTowerResident: NBIS up 31% in a day is insane
[+8] u/dard12: The stock market is rigged, fake, a meme, oversold, a bubble, overbought, a liquidity exit, manipulated, efficient, dead, all-time-highs, a lost decade, priced in, not priced in, smart money, dumb money, a leading indicator, a lagging indicator, propped up by the Fed, propped up by buybacks, driven by algos, driven by apes, disconnected from the economy, and somehow always "about to crash."
[+8] u/Nicolas873: The only problem I have with MSFT is that I didn't buy more
[+8] u/rpv123: Anyone else experience their portfolio nosediving and then recovering completely when it’s time for their 401k match to be triggered?
[+7] u/bslaven3: This premarket semi pump has to be a trick, right?
[+7] u/FistEnergy: holy crap all the MSFT stock I bought at $375 is making me feel like a genius. Probably time to sell.
[+7] u/joe4942: Moves like today are why market timing is so difficult.
[+7] u/FalconsBlewA283Lead: Monster quarter from AMZN. Obviously the headline EPS beat is basically fake but that AWS growth and just overall growth at their scale is nuts.
20% revenue growth and 33% OCF growth at their size is just incredible.
[+7] u/_hiddenscout: **First Solar, Inc. (Nasdaq: FSLR)** reported Q2 2026 net sales of **$1.06 billion**, down 4% from Q2 2025, driven by lower contract termination revenues despite higher module volumes sold to third parties. GAAP net income grew 23.7% to **$423 million** (**$3.92** per diluted share) compared to $342 million ($3.18 per share) in Q2 2025, while Adjusted EBITDA increased to **$644 million** versus $560 million a year ago. The company closed the quarter with a net cash balance of **$1.7 billion** (down from $2.4 billion at year-end 2025 due to seasonal working capital and CapEx) and a contracted sales backlog of **45.1 GW** extending through 2030.
First Solar fully reaffirmed its full-year 2026 guidance, continuing to expect net sales of **$4.9–$5.2 billion**, volume sold of **17.0–18.2 GW**, gross profit of **$2.4–$2.6 billion**, and Adjusted EBITDA of **$2.6–$2.8 billion** (assuming $2.10–$2.19 billion of Section 45X tax credits). Year-end net cash is projected at **$1.7–$2.3 billion** with capital expenditures of **$0.8–$1.0 billion**. For Q3 2026, the company anticipates module sales volume of **3.9–4.5 GW** and Adjusted EBITDA of **$625–$775 million**.
[+7] u/mindtwistingdonut: Samsung reports 1800% profit increased . That should tell us something about the memory shortage.
[+7] u/_hiddenscout: **Nextpower (Nasdaq: NXT)** reported Q1 FY2027 revenue of **$935 million**, up 8.2% from Q1 FY2026 ($864 million), with GAAP gross margin expanding to **35.9%** from 32.6% (and Adjusted gross margin rising to **36.6%** from 33.0%). GAAP net income was **$165 million** (**$1.07** per diluted share) compared to $157 million ($1.04 per share) a year ago, while non-GAAP adjusted net income grew to **$186 million** (**$1.20** per diluted share). Adjusted EBITDA reached **$233 million** (**24.9%** margin) versus $215 million (24.9%) in Q1 FY2026.
Order backlog reached a record **greater than $5.5 billion** (excluding over $300 million in incremental backlog from the July 2026 Prevalon acquisition). Nextpower ended the quarter with **$1.21 billion** in cash and cash equivalents. Nextpower raised the low end of its full-year FY2027 guidance, now projecting revenue of **$4.1–$4.4 billion**, GAAP diluted EPS of **$3.42–$3.64**, Adjusted EBITDA of **$870–$930 million**, and Adjusted diluted EPS of **$4.42–$4.73** (which incorporates \~$50 million of planned costs to accelerate its power conversion entry).
[+6] u/_gravedanger_: big thx 2 Satya Nutella
[+6] u/FoodCooker62: Unbelievable meme action today. Apparantly the value of Sandisk's future cash flow fluctuated by 18% in about 12 hours despite zero news releases. Markets are always right after all.
[+6] u/jumpijehosaphat: whoever bought during the last hour of market open yesterday getting good gains this morning
[+6] u/joe4942: * META: -9%
* MSFT: +15%
lmao.
[+6] u/InvestigatorPlus3229: Twitter space saying AI correction was a hit job on Leopold engineered by Citadel
[+6] u/Alto1019: My habit of only buying Microsoft when it’s above $400 finally pays off.
[+6] u/All_YourBase: Wow Amazon!
Looks like the algorithms don't like AAPL earnings.
[+6] u/jnas_19: We invented AGI yesterday apparently
[+5] u/atdharris: Great quarter for Amazon. 37% growth in AWS is terrific.
[+5] u/DryState8984: I need 3 days like this to recover
[+5] u/_hiddenscout: **Quanta Services (NYSE: PWR)** reported second quarter 2026 revenues of $9.56 billion, up from $6.77 billion a year earlier. GAAP diluted EPS was $2.96 versus $1.52, and adjusted diluted EPS was $4.24 versus $2.48. Net income attributable to common stock was $451.4 million.
According to Quanta Services, adjusted EBITDA reached $1.1 billion, operating cash flow was $1.1 billion and free cash flow was $0.9 billion, all record quarterly or record second-quarter results. Remaining performance obligations were $33.6 billion and total backlog was $53.4 billion. The company significantly increased full-year 2026 financial expectations across all metrics
[+5] u/MaxDragonMan: Holy Christ! AMD, MSFT, RKLB NVDA all up at once.
I haven't seen this much green in weeks. Total portfolio up 5% as of this moment today. I will take it, as that brings me to -35% over the last 3 months!
[+5] u/InvestigatorPlus3229: I would bet Claude opus could do a better job as fed chair than warsh
[+5] u/Skibididoo4u: Why is RDDT selling off so much?
[+5] u/SvV_Ying: Bubble pop cancelled