LearnBits

🛒 eBay Raises Full-Year Outlook After Strong Q2 Performance

eBay delivered stronger-than-expected second-quarter results, with revenue rising 15% year over year to $3.13 billion while gross merchandise volume increased 15% to $22.4 billion. Adjusted earnings also topped expectations, prompting the company to lift its full-year growth outlook. 📈 The improved performance was driven by continued momentum in high-value categories such as collectibles, luxury goods, refurbished products, and automotive parts.
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The company also forecast third-quarter revenue of $3.07 billion to $3.12 billion, above market expectations. eBay said its recently completed acquisition of Depop is expected to contribute to merchandise volume growth, while its focus on enthusiast buyers continues to support expansion across key categories. The combination of stronger operating results and higher guidance reflects sustained demand for the platform's re-commerce business. ♻️
$EBAY

$KITE 7% is nice but I'm watching all these other coins do 40-50% and KITE is just chilling at 7. Come on man, I need more excitement. Anyone else feeling impatient or is it just me?
$HFT 👇👇$HEI

Circle's USDC Circulation Climbs 19% as On-Chain Activity Accelerates

Circle reported that USDC circulation grew 19% year over year to $73.3 billion, while on-chain transaction volume surged 151% during the latest quarter. Although the company fell short of revenue expectations, it delivered stronger-than-expected earnings, supported by continued growth in stablecoin adoption and expanding institutional usage.
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The results highlight how stablecoin adoption is being driven by real network activity rather than trading alone. Rising transaction volume alongside a larger circulating supply suggests businesses and institutions are using digital dollars more actively for payments, settlements, and blockchain-based financial services, reinforcing stablecoins as a key layer of the evolving digital financial system.
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🚀 SpaceX Targets August Starship Test With First V3 Starlink Deployment

SpaceX is preparing for its next Starship flight test as early as the end of August, marking another major milestone in the development of its fully reusable launch system. The mission is expected to carry the first upgraded V3 Starlink satellites, which are designed to deliver roughly ten times the broadband capacity of previous generations. 🌎

The flight is also planned to attempt the first on-land catch of Starship's upper stage using the launch tower's mechanical arms, replacing earlier ocean splashdowns. If successful, the test would move SpaceX closer to rapid rocket reusability while supporting larger-scale Starlink deployments. The upgraded satellites and recovery system are central to reducing launch costs and increasing the company's launch cadence. 🛰️

SpaceX is a private aerospace company headquartered in the United States. Its core businesses include orbital launch services, the Starlink satellite internet network, and spacecraft development. The company is a global leader in reusable rocket technology and plays a key role in commercial space transportation and satellite communications.
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☁️ CoreWeave Expands Into Asia-Pacific With First Indonesia Data Centers

CoreWeave announced its first expansion into the Asia-Pacific region by establishing three AI-focused data centers in Indonesia with a combined planned capacity of 360 megawatts. The facilities are expected to begin operating in 2028 and will support the growing demand for AI cloud infrastructure from customers across the region. 🌏
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The move marks a major step in CoreWeave's global expansion strategy as AI developers and enterprises seek additional computing capacity for training and deploying advanced models. Indonesia will become the company's first physical presence in Asia-Pacific, complementing its existing network of AI data centers in the United States and Europe while broadening access to high-performance cloud infrastructure. ⚡
$CRWV

AppLovin Reports Strong Growth but Issues Softer Third-Quarter Outlook

AppLovin reported second-quarter 2026 revenue of $1.92 billion, up 53% from a year earlier, while earnings per share met Wall Street expectations at $3.76. Despite the strong year-over-year growth, revenue came in slightly below analysts' forecasts, and the company projected third-quarter revenue of $2.06 billion to $2.09 billion, also below market expectations. Management said the quarter fell short of its own standards due to the timing of improvements to its AI advertising models, even though advertiser demand remained healthy.
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The softer guidance overshadowed another quarter of rapid expansion in AppLovin's AI-powered advertising platform. The company emphasized that investments in its machine learning models continue to improve advertising performance and that it expects the current quarter to benefit from those enhancements. Shares declined sharply in after-hours trading following the earnings release as investors reacted to the weaker-than-expected outlook.

$APP

$BSP 🧩 Bending Spoons Agrees to Acquire Airtable in $1.3 Billion Deal

Bending Spoons announced an agreement to acquire no-code software company Airtable in an all-cash transaction valued at approximately $1.285 billion. The acquisition is the company's first major deal since its Nasdaq listing and expands its portfolio beyond consumer internet brands into enterprise software. 🤝

Airtable provides a platform that combines spreadsheet simplicity with database functionality, allowing businesses to build custom workflows and applications without extensive coding. The transaction continues Bending Spoons' strategy of acquiring established technology businesses and improving their operations over the long term. The deal is expected to close later this year, subject to customary regulatory approvals. 💼
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🧩 Astera Labs More Than Doubles Revenue on Surging AI Infrastructure Demand

Astera Labs delivered a standout second quarter, with revenue jumping 104% year over year to $392.4 million while adjusted earnings comfortably exceeded expectations. The company also issued third-quarter guidance well above market forecasts, projecting revenue of about $550 million as demand for AI connectivity solutions continues to accelerate. 📈

Management said its Scorpio fabric switches are now expected to become the company's largest product family one quarter earlier than previously planned. The business is also expanding its optical interconnect and custom connectivity portfolio, reflecting broader adoption of rack-scale AI infrastructure by hyperscale customers. 🔗 These products help connect GPUs, CPUs, memory, and storage inside AI data centers, making them a critical part of next-generation computing systems.
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💽 Seagate Delivers Strong Outlook as AI Storage Demand Drives Growth

Seagate Technology reported fiscal fourth-quarter results that exceeded expectations, fueled by accelerating demand for mass-capacity storage used in AI data centers. Revenue rose to $3.6 billion, while adjusted earnings also beat estimates. The company forecast fiscal first-quarter revenue of about $4.1 billion, signaling continued momentum as hyperscale customers expand storage infrastructure. 📈

Management said enterprise customers now account for roughly 90% of the company's hard drive capacity shipments, reflecting the rapid growth of AI workloads and cloud data storage. Seagate also noted that it is securing longer-term customer commitments while advancing its HAMR-based Mozaic platform, which enables higher-capacity drives for data center operators. As AI applications generate larger volumes of data, scalable storage remains an essential part of modern computing infrastructure. 🤖
$STXX

Technology continues to grab the spotlight, but other sectors are quietly building momentum. Which sector are you most bullish on right now?
$NVDA , $BRKB , $XOM.US or #LLY

💾 Sandisk Forecasts Strong Revenue as AI Storage Demand Stays Robust

Sandisk delivered fiscal fourth-quarter results that topped expectations and projected first-quarter revenue above Wall Street estimates, supported by sustained demand for memory used in AI data centers. Revenue reached $8.97 billion, while the company's outlook called for $10.3 billion to $10.8 billion in the current quarter. 📈


Management said it is shifting toward longer-term customer agreements rather than maximizing short-term sales, with eight multi-year contracts already signed across six customers. By the end of fiscal 2027, about half of Sandisk's output is expected to be covered by these agreements, a figure the company expects to increase further the following year. 🤖 The strategy is designed to improve earnings stability while capitalizing on growing demand for AI infrastructure and enterprise storage.

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💊 Novo Nordisk Raises 2026 Outlook After Strong Q2 Performanceb $NVOon

Novo Nordisk reported stronger second-quarter results and raised its full-year 2026 outlook after higher demand for its GLP-1 medicines supported earnings. Adjusted sales increased 7% and adjusted operating profit rose 11%, while the company narrowed its expected decline for full-year sales and profit compared with previous guidance. 📈$NVO.US
The improved outlook was driven by continued demand for Wegovy and Ozempic, with the oral version of Wegovy surpassing five million prescriptions since launch. Management also said the company plans to accelerate research and pursue targeted acquisitions to strengthen its pipeline following recent clinical setbacks. 💉 Rather than changing its long-term strategy, Novo Nordisk is focusing on expanding innovation while improving execution across its obesity and diabetes business. $NVO

🏦 Wells Fargo Expands Into Tokenized Deposits for Corporate Clients

Wells Fargo plans to launch tokenized deposits for corporate and commercial clients this fall, introducing U.S. dollar and British pound deposits represented as digital tokens on its proprietary blockchain platform. The service will support round-the-clock transfers, faster settlement, and programmable payments, with an initial focus on cross-border transactions. 💳

Unlike stablecoins, the tokenized deposits remain traditional bank deposits while using blockchain technology to improve payment efficiency. Wells Fargo also said the platform is designed to connect with a broader tokenized deposit network expected to launch next year, allowing clients to move funds across participating financial institutions more seamlessly. 🌐 The initiative marks one of the bank's most significant digital asset developments as large financial institutions continue adopting blockchain for wholesale banking services.
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🏦 MUFG Reports 48% Profit Growth on Stronger Loan Margins

Mitsubishi UFJ Financial Group reported first-quarter net profit of ¥809.4 billion, up 48% from a year earlier, as higher interest rates in Japan boosted lending margins and corporate borrowing remained strong. The bank also benefited from increased trading and asset management income, while earnings from its stake in Morgan Stanley added further support. 📈

Domestic loan spreads widened as Japan's higher-rate environment improved profitability for lenders, and MUFG said demand remained healthy for financing tied to corporate investment, mergers, and overseas expansion. Its U.S. project finance business also performed well, supported by lending for data center developments 💼, reinforcing growth across both domestic and international operations during the quarter.
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🌐 Arista Networks Raises Forecast as AI Networking Demand Accelerates

Arista Networks delivered stronger-than-expected second-quarter results, driven by continued demand for networking infrastructure used in artificial intelligence deployments. Revenue climbed 38% year over year to approximately $3.04 billion, while adjusted earnings also exceeded market expectations. The company raised its third-quarter revenue outlook, reflecting sustained customer spending on AI data center networks. 📈
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Management said cloud providers continue expanding AI infrastructure, supporting demand for Arista's high-performance Ethernet switching products. The company is also broadening its business beyond its largest cloud customers by growing its enterprise campus and branch networking portfolio, helping diversify revenue sources. As AI workloads expand, reliable, high-speed networking remains a critical component connecting computing clusters and storage systems. 🤖
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🚗 Toyota Raises Full-Year Outlook After Strong First-Quarter Earnings

Toyota Motor reported a sharp increase in first-quarter earnings as strong vehicle demand in key markets and favorable foreign exchange rates lifted results. Net profit climbed to ¥1.48 trillion, while revenue rose 10% year over year to ¥13.53 trillion. The company also raised its full-year earnings outlook and announced a share buyback program of up to ¥1 trillion. 📈

The updated guidance reflects a smaller expected impact from disruptions linked to the Middle East than previously estimated, while a weaker yen continued to support overseas earnings. Toyota said it has been improving logistics by using alternative shipping routes to reduce delivery times, helping offset supply chain challenges. 🚢 The combination of stronger profitability and a higher earnings forecast marked the company's biggest catalyst in the latest reporting period.
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⛏️ BHP Faces Port Hedland Strike as Wage Talks Continue

BHP is preparing for industrial action at its Port Hedland iron ore export operations after union members confirmed a two-day strike this weekend while negotiations over a new enterprise agreement remain unresolved. The planned action includes a 24-hour ship-loading ban followed by a full-day work stoppage, with unions estimating that up to 16 iron ore shipments could be delayed. 🚢

The dispute involves around 150 port workers, while BHP said it has contingency plans to maintain operations and intends to present a revised proposal during the next round of negotiations. Port Hedland is the world's largest iron ore export hub, making any disruption closely tied to global iron ore supply chains and export logistics. The strike follows more than seven months of bargaining over wages and working conditions. ⚒️

$BHP.US

$HEI ,$HFT , and $BLESS are all pumping hard right now... 🚀 Which one crashes first? 👀
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🛰️ Telesat Secures $2.3 Billion Military Satellite Communications Contract

Telesat LEO ULC secured a 2.3 billion Canadian dollar service contract with Canada's Defence Investment Agency to supply military satellite communications across the Arctic region. Assigned under the Enhanced Satellite Communications Project – Polar initiative, the 15-year commitment includes two five-year option periods that can increase total contract value to 2.7 billion Canadian dollars. Global service delivery under the program remains scheduled to begin in early 2028.

The government agreement directly expands the planned Telesat Lightspeed low-Earth-orbit constellation by 44%, adding 69 satellites to bring total fleet scale from 156 to 225 spacecraft 🌌. Construction of the additional units will be handled by MDA Space with milestone-based government payments starting in the third quarter of 2026. This expanded constellation architecture integrates specialized military Ka-band capacity 📡 alongside commercial bandwidth to deliver secure, low-latency connectivity for defense operations.

Telesat Corporation trades publicly on the Nasdaq and the Toronto Stock Exchange under the ticker TSAT as a prominent global satellite communications operator. The company designs, constructs, and manages advanced geostationary and low-Earth-orbit satellite networks that deliver enterprise broadband, broadcast, and government connectivity solutions. Telesat serves as a foundational telecommunications partner 🌐 by providing critical infrastructure for global defense, aviation, maritime, and enterprise communications.
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📱 Digital Turbine Exceeds Q1 Expectations and Upsizes Annual Target

Digital Turbine reported top- and bottom-line beats for its first quarter of fiscal year 2027, driven by accelerated software monetization and expanding carrier partnerships. Total revenue reached $166 million, surpassing market estimates of $145 million, while non-GAAP earnings landed at $0.19 per share to top Wall Street projections by ten cents. The quarterly performance reflects growing advertiser demand across the company's direct on-device platform.

Sustained operational momentum prompted corporate management to lift full-year 2027 revenue guidance to a range of $650 million to $670 million 📈, above the prior consensus of $642 million. Adjusted EBITDA projections were simultaneously set between $145 million and $155 million 📲 for the fiscal year. Heightened software engagement and efficient platform scaling continue to bolster underlying cash flow generation across core business units.

Digital Turbine Inc. trades on the Nasdaq Capital Market under the ticker APPS as an independent mobile growth technology provider. The company offers on-device discovery, app distribution, and mobile advertising software solutions connecting wireless carriers, original equipment manufacturers, app developers, and brand advertisers globally. Digital Turbine serves as a key intermediary 🌐 in the mobile software ecosystem by enabling seamless user acquisition and digital monetization strategies.
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