THE WIRE

A $10,000 bet on Zscaler's 2018 IPO day is worth more than $50,000 eight years later. Getting there meant sitting through a drop from six figures in late 2021 and another steep slide this spring.

ASTSAST SpaceMobile, Inc.
Q2 2026
EPS
-$0.77
est -$0.29-168.0%
Revenue
$32M
est $34M-8.4%

A $125.9 million loss on involuntary conversion tied to the BB7 launch incident drove the quarterly loss well past expectations, and revenue missed expectations too. Management still reaffirmed full-year 2026 revenue guidance of $150 million to $200 million, with beta service with select carrier partners the next milestone.

Quarterly EPS — reported vs estimate
ALCAlcon
Q2 2026
EPS
$0.84
est $0.76+11.2%
Revenue
$2.78B
est $2.77B+0.5%

Alcon raised full-year core EPS growth guidance to 12% to 15% in constant currency, exceeding expectations, even as a $402 million pre-tax impairment from the scrapped PowerVision lens programs took GAAP earnings to zero. Keep an eye on the stock into the earnings call at 8:00 AM ET Tuesday.

Quarterly EPS — reported vs estimate
New ETF launches2 new ETFs hit the market · Aug 10
  • CSRACohen & Steers Real Assets Active ETFmulti-asset0.80%
  • TOTLionShares U.S. Equity Total Return ETFequity

Cohen & Steers keeps building out its active lineup, adding a multi-asset real assets fund at 0.80% net, its priciest slot yet in a market where active ETF fee competition is tightening. LionShares rounds out the day with a U.S. equity total return fund.

Biggest movers · At the close
  • ABNBAirbnb$184.35+21.6%
  • TEMTempus AI$55.36+20.0%
  • ACHRArcher Aviation$6.2+18.6%
  • RBRKRubrik$99.15+17.2%
  • GTLBGitLab$40.74+14.2%
  • TTDTrade Desk$13.15-25.6%
  • MARAMarathon Digital$9.49-10.8%
  • CIFRCipher Mining$16.67-8.5%
  • LCIDLucid$6.58-5.8%
  • ARMArm$271.65-5.2%

Nearly 47 points of spread separated the best and worst names at the close: Airbnb up 21.6% while Trade Desk gave up a quarter of its value at $13.15. Index-level calm is hiding single-stock moves this size.

HIMSHims & Hers Health, Inc.
Q2 2026
EPS
-$0.37
est -$0.05-$0.32
Revenue
$753M
est $730M+3.2%

The pivot from compounded to branded GLP-1s pulled gross margin to 64% from 76% a year ago, which is how 38% revenue growth still ends in a loss that badly missed expectations. Management raised full-year revenue guidance to $3.1 billion to $3.3 billion anyway, so the question is whether margins stabilize from here. The 5:00 PM ET call should answer that.

Quarterly EPS — reported vs estimate
RKLBRocket Lab Corp
Q2 2026
EPS
-$0.08
est -$0.08-$0.00
Revenue
$234M
est $231M+1.4%

Revenue rose 62% year over year to a record, and $8.6 million in deal costs tied to Mynaric, Motiv and the pending Iridium takeover is the only reason EPS missed expectations. Management guided Q3 revenue to another record. Keep an eye on the stock through the 5:00 PM ET call.

Quarterly EPS — reported vs estimate
ACHRArcher Aviation Inc.
Q2 2026
EPS
-$0.34
est -$0.25-35.7%
Revenue
$5M
est $2M+154.6%

Archer just agreed to buy Boeing's Wisk Aero, Insitu and SkyGrid in exchange for a Boeing equity stake, a deal that would add over $200 million in annual revenue from Insitu alone once it closes by year-end. That dwarfs the quarter's revenue, which beat expectations, while the loss per share missed expectations on a litigation settlement. Next up: Texas eIPP flights targeted this year.

Quarterly EPS — reported vs estimate
Press ReleaseNVIDIA

NVIDIA Partners With Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to Establish AI Compute Infrastructure Financing Platforms to Mobilize Over $500 Billion of Third-Party Capital

Six of the largest capital allocators on earth just agreed to underwrite demand for Nvidia's own product, creating dedicated pools of third-party money that let customers buy compute they could not otherwise finance. Huang casts GPUs as an investable asset class with long-duration, usage-linked revenue, though the memorandums still require final agreements.

CLOSING BELL
U.S. Markets
  • S&P 500-0.04%
  • Dow Jones Industrial Average-0.33%
  • Nasdaq Composite-0.32%

The Dow shed 177 points while the S&P 500 slipped just 3, so breadth carried the index while the biggest names leaked. Inflation data lands next week with the Fed's September path still unsettled.