Amazon's cloud dominance and fortress balance sheet clash with Carnival's cyclical recovery and cheaper valuation; each offers a distinct risk-reward profile.
Match Group (NASDAQ:MTCH) reported second-quarter revenue of $853 million, down 1% from a year earlier, while adjusted EBITDA rose 14% to $331 million. The company said progress at Tinder, including improved engagement trends and a broader product roadmap, supported its confidence in the business de
Onespan (NASDAQ:OSPN) reported second-quarter 2026 revenue of $60.5 million, up 1% from a year earlier, as growth in subscription revenue and digital agreements partly offset lower hardware and perpetual-maintenance revenue. The company raised its full-year revenue and adjusted EBITDA outlook, citin
Lattice Semiconductor (NASDAQ:LSCC) reported record second-quarter revenue as demand from AI data centers, traditional cloud infrastructure and industrial applications lifted results, while the company also completed its acquisition of firmware and infrastructure manageability provider AMI.
Revenue
Mattel (NASDAQ:MAT) reported second-quarter 2026 net sales growth of 10% on a reported basis and 9% in constant currency, supported by double-digit growth in North America, vehicles, games, action figures and digital gaming. The company reiterated its full-year outlook, while noting that higher adve
Marqeta (NASDAQ:MQ) reported second-quarter 2026 results that included 32% growth in total processing volume, 17% growth in net revenue and gross profit, and its second consecutive quarter of GAAP profitability. Management also outlined product expansion initiatives in stablecoin-backed cards, non-c
Neutron (NASDAQ:LIME), the shared micromobility company operating under the Lime brand, reported record second-quarter revenue in its first earnings call as a public company, citing fleet growth, rider engagement and subscription adoption. The company also outlined third-quarter and full-year guidan
LeMaitre Vascular (NASDAQ:LMAT) reported second-quarter 2026 results marked by 10% organic revenue growth, record operating income and continued expansion of its Artegraft product line, while foreign exchange, Middle East export delays and cardiac allograft supply constraints weighed on sales relati
Given its high-quality tenant base, exceptionally high occupancy, proven distribution growth, and attractive long-term expansion opportunities, CT REIT would be an ideal buy for income-focused investors.
Alphabet’s stock is down double digits after it reported negative free cash flow in the second quarter. What does that mean for big tech, neoclouds, and the entire supply chain?
