Tech & Markets

Signal over noise in tech

Breaking stories, sharp product analysis, and practical playbooks for founders, operators, and builders.

Editor's Lens

We prioritize explainers, teardown analysis, and practical market context over recycled press-release coverage.

12 stories

GM Beats Q2: $3.57 EPS, $48.03B Revenue, Raises FY26 Outlook Again

GM Beats Q2: $3.57 EPS, $48.03B Revenue, Raises FY26 Outlook Again $GM surged in premarket trading after delivering a double earnings beat on Q2 revenue and profit, while raising its full-year 2026 EB...

AMC Entertainment $AMC Soars on Q2 Beat, $124.5M 'Odyssey' Weekend

AMC Entertainment $AMC Soars on Q2 Beat, $124.5M 'Odyssey' Weekend Shares of AMC Entertainment $AMC surged in early Monday trading after the company topped revenue and adjusted EBITDA estimates for th...

TSMC $TSM and ASML $ASML Soar on AI Demand, Chip Stocks Sell Off on Valuation Fears

TSMC $TSM and ASML $ASML Soar on AI Demand, Chip Stocks Sell Off on Valuation Fears The semiconductor sector tumbled this week despite $TSM and $ASML reporting blockbuster Q2 earnings fueled by AI dem...

Travelers $TRV Surges +9.22% After Q2 Adjusted EPS of $10.04 Crushes Consensus by $4.65

Travelers $TRV Surges +9.22% After Q2 Adjusted EPS of $10.04 Crushes Consensus by $4.65 Travelers $TRV exploded **+9.22%** in a single session Friday, triggered by a **blowout Q2 earnings report** tha...

Netflix $NFLX Posts Record $12.56B Q2 Revenue But Guidance Disappoints, Stock Falls ~9% After-Hours

Netflix $NFLX Posts Record $12.56B Q2 Revenue But Guidance Disappoints, Stock Falls ~9% After-Hours Netflix $NFLX shares plunged approximately 9% in after-hours trading Thursday following its Q2 2026 ...

UnitedHealth ($UNH) Beats Q2 Estimates, Hikes FY2026 EPS Outlook to $19.50–$20

UnitedHealth ($UNH) Beats Q2 Estimates, Hikes FY2026 EPS Outlook to $19.50–$20 UnitedHealth Group ($UNH) reported Q2 2026 earnings that **beat revenue and EPS estimates**, then **raised its full-year ...

IBM $IBM Crashes 24% After Preliminary Q2 Revenue of $17.2B Misses $17.86B Consensus

IBM $IBM Crashes 24% After Preliminary Q2 Revenue of $17.2B Misses $17.86B Consensus $IBM shares plummeted approximately 24% on Tuesday following a stark preliminary earnings warning that revealed sec...

Delta Air Lines $DAL Q2 EPS of $1.56 Beats Estimates, Analysts Raise Price Targets

Delta Air Lines $DAL Q2 EPS of $1.56 Beats Estimates, Analysts Raise Price Targets Delta Air Lines $DAL posted Q2 adjusted EPS of $1.56, beating consensus estimates of $1.47–$1.51, while revenue hit $...