Finance

Figma reported Q2 2026 revenue of $370.1 million, up 48% year over year, and non-GAAP diluted EPS of $0.08 as AI credit monetization expanded. This analysis examines the revenue beat, rising investment costs, guidance, the 14.85% post-earnings selloff and the technical price map for August 2026.

Cerebras Systems reported Q2 2026 GAAP revenue of $180.1 million, up 74% year over year, while its core revenue reached $209.9 million and cloud revenue grew sharply. This analysis reviews the revenue miss, cloud and hardware mix, raised outlook, post-earnings selloff and short-history intraday price references.

Coherent reported Q4 FY2026 revenue of $2.05 billion, up 34% year over year, and non-GAAP EPS of $1.74, above LSEG estimates. This earnings analysis reviews segment trends, Q1 FY2027 guidance, COHR’s 7.99% post-earnings decline and the technical levels that frame the next reaction.

Nebius Group reported Q2 2026 revenue of $582.3 million, up 454% year over year, and adjusted EBITDA of $236.2 million as AI cloud demand accelerated. This analysis reviews revenue versus LSEG consensus, operating drivers, reiterated outlook, the 34.14% post-earnings rally and verified technical reference levels.

Cisco Systems reported Q4 FY2026 revenue of $17.25 billion, up 18% year over year, and adjusted EPS of $1.22, above LSEG estimates. This analysis reviews networking and regional performance, elevated FY2027 guidance, the 8.40% post-earnings stock decline and the technical levels that frame the next move.

France’s farm ministry said the country’s corn crop is expected to fall 35% to 9.0 million metric tons, the lowest since at least 1980, after a heat wave and drought damaged fields. U.S. Department of Agriculture data show June corn use for fuel alcohol totaled 466.7 million bushels, up 4.5% from a year earlier, while the ethanol blend rate in U.S. gasoline hit a record 11.29% in May as higher oil prices boosted biofuel demand. The USDA also reported June soybean crush at 6.53 million tons, up from both the prior month and a year earlier. Ukraine’s agriculture ministry warned grain exports could drop to 29.6 million metric tons from 64.4 million metric tons in the 2026-27 marketing years if port operations are not regular.

A softer U.S. PPI report signaled easing inflation pressure, pushing the 10-year Treasury yield down 4 basis points and lowering the implied odds of a Fed rate hike in September to 35%. All three major U.S. indexes closed higher, with the S&P 500 up 0.65%, the Dow up 0.13%, and the Nasdaq 100 up 1.15%. Chip shares strengthened, and the iShares Semiconductor ETF rose 0.8%. A drop of more than 2% in crude oil prices added support, while the Euro Stoxx 50 edged up 0.18%.

MEXC’s July TradFi futures data show storage-related contracts rose 575% month over month and made up nearly 20% of total TradFi futures volume, becoming the biggest driver of growth. Over the same period, computing-chip futures volume fell 18%. Among single names, SanDisk (SNDK) posted a 1,573% jump in futures volume, while Micron rose 130%, SK Hynix 1,274%, and Samsung 1,406%, pointing to a shift in trading interest from computing chips to data storage.

Lumentum reported Q4 FY2026 revenue of $1.006 billion, up 109.3% year over year, and non-GAAP EPS of $3.23, above consensus. This analysis covers the GAAP debt-extinguishment loss, product growth, Q1 FY2027 outlook, the 13.63% post-earnings move and technical reference levels.

CoreWeave reported Q2 2026 revenue of $2.575 billion, up 112% year over year, and an adjusted loss of $1.03 per share, narrower than LSEG expectations. This analysis covers CoreWeave’s operating model, guidance, post-earnings price reaction and the technical levels shaping the August outlook.