Finance

AST SpaceMobile reported Q2 revenue of $31.5 million and a GAAP loss of $0.77 per diluted share, missing independently published revenue and EPS estimates. This report reviews revenue mix, 2026 guidance, the Aug. 11 reaction session, and technical conditions that would confirm or invalidate the recovery.

Rocket Lab reported record Q2 revenue of $234.1 million, up 62% year over year, while its GAAP loss was $0.08 per share and Q3 gross-margin guidance reset lower. This report reviews segment execution, guidance, the August 11 reaction, and verified technical reference levels.

Archer Aviation reported Q2 2026 revenue of $5.0 million, a GAAP loss of $0.34 per share and adjusted EBITDA loss of $177.1 million. This report reviews the Boeing transaction, earnings comparison, Q3 outlook, August 11 share reaction and verified technical price references.

Hanwha Group, which bought Hanwha Philly Shipyard for $100 million in 2024, is shifting its U.S. investment focus toward the South and West. The company has proposed paying more than $1 billion for Austal USA’s shipyard in Mobile, Alabama, nearby nuclear-submarine fabrication sites, and a ship-repair facility in San Diego. Hanwha had pledged $5 billion to expand its Philadelphia facilities, but it has said it has lost money on a $1.7 billion program that began in 2021.

IonQ reported Q2 2026 revenue of $80.05 million, up 287% year over year, and an adjusted loss of $0.33 per share, ahead of published expectations. This analysis reviews the guidance increase, August 6 reaction and key technical levels.

CleanSpark reported fiscal Q3 2026 revenue of $138.0 million, down 30.5% year over year, and a GAAP loss of $0.89 per share as adjusted EBITDA turned negative. This earnings analysis examines the consensus miss, Sandersville lease progress, balance-sheet trade-offs, the post-earnings share move and verified technical levels.

Applied Optoelectronics reported Q2 2026 revenue of $191.9 million, up 86.4% year over year, and company-defined non-GAAP EPS of $0.06. This analysis reviews the data-center and CATV mix, Q3 outlook, the 9.19% first-session reaction, and technical levels following the earnings release.

Cheniere Energy reported Q2 2026 revenue of $5.73 billion, up 24% year over year, and raised adjusted EBITDA guidance to $7.90 billion to $8.40 billion. This earnings analysis reviews cargo growth, cash-flow guidance, the 4.32% regular-session reaction and the technical levels framing the August outlook.

Eli Lilly reported Q2 2026 revenue of $22.97 billion, up 48% year over year, and non-GAAP EPS of $8.38, ahead of LSEG estimates. This earnings analysis reviews GLP-1 product growth, raised 2026 guidance, LLY’s 4.86% post-results rally and the technical levels shaping the August outlook.

Western Digital reported Q4 FY2026 revenue of $3.75 billion, up 44% year over year, and non-GAAP EPS of $3.56, both above LSEG estimates. This earnings analysis covers HDD demand, Q1 FY2027 guidance, the 5.36% post-results selloff and verified technical levels.