SpaceX falls 11% in premarket after first post-IPO quarterly report

Earnings
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Summary · why it matters

SpaceX shares fell 11% in premarket trading after the Elon Musk-led rocket company released its first quarterly report since going public in June, reporting capital expenditures of $18.37 billion, up 550% from a year ago, while second-quarter revenue of $7.81 billion topped estimates. Disney rose more than 3% despite mixed fiscal third-quarter results, with earnings per share beating expectations but revenue slightly missing, and its experiences business revenue up 10% annually. Arista Networks gained 12% after second-quarter adjusted earnings of $1.02 per share on revenue of $3.04 billion surpassed estimates, and third-quarter guidance also beat. AMD plunged 8.5% as second-quarter adjusted earnings of $1.66 per share on revenue of $11.54 billion and in-line third-quarter revenue guidance of $13 billion failed to impress investors. Eli Lilly jumped more than 6.5% after beating earnings and revenue estimates and raising its full-year 2026 revenue guidance, driven by surging demand for weight loss drug Zepbound and diabetes treatment Mounjaro. Circle Internet Group shares were up more than 5% after naming initial partners for its Arc blockchain and doubling the midpoint of its full-year other revenue guidance to $320 million. Wynn Resorts saw shares jump 5% after second-quarter adjusted earnings of $1.24 per share on revenue of $1.86 billion beat estimates. CVS Health shares were up over 2.5% after better-than-expected earnings and revenue and an increase in its 2026 adjusted earnings per share guidance to a range of $7.90 to $8.10. Kratos Defense & Security Solutions rose 10% after second-quarter revenue beat estimates in all segments. Pinterest slid nearly 9% as third-quarter revenue guidance of $1.19 billion to $1.21 billion, bracketing the consensus estimate of $1.2 billion, failed to impress despite second-quarter beats. DaVita fell over 5.5% even with better-than-expected second-quarter results, as full-year adjusted earnings guidance of $14.10 to $15.20 per share compared to a consensus of $14.88. Teradata slumped 13% after third-quarter earnings guidance of 55 to 59 cents per share excluding items trailed the consensus estimate of 62 cents. Booking Holdings advanced more than 7% after second-quarter gross bookings of $51 billion and adjusted earnings of $2.54 per share on revenue of $7.35 billion topped estimates. Uber Technologies fell 3% after third-quarter bookings guidance of $59.25 billion at the midpoint missed the consensus estimate of $59.33 billion. Carlyle Group rose more than $2 after earnings and revenue beat estimates and total assets under management reached $485 billion. Flutter Entertainment was off more than 5% after announcing CEO Peter Jackson would leave and be replaced by Dan Taylor on October 1, and lowering full-year revenue guidance.

Impact on stocks 18

Artificial Intelligence± Mixed · 4 stocks
Advanced Micro Devices Inc
AMD
▼ NegativeCapitalrelevance

Q2 earnings and in-line guidance failed to impress investors, causing shares to plunge 8.5%.

Arista Networks
ANET
▲ PositiveCapitalrelevance

Q2 earnings and revenue beat estimates, and Q3 guidance also beat, driving shares up 12%.

Consumer Discretionary▲ · 3 stocks
Communication Services± Mixed · 2 stocks
Walt Disney Company
DIS
▲ PositiveCapitalrelevance

EPS beat expectations despite revenue miss, with experiences business revenue up 10% annually.

Pinterest Inc
PINS
▼ NegativeDemandrelevance

Third-quarter revenue guidance bracketing consensus, disappointing investors.

Space Economy▼ · 2 stocks
Digital Finance & Tokenization▲ · 1 stocks
Circle Internet Group, Inc.
CRCL
▲ PositiveCapitalrelevance

Named initial partners for Arc blockchain and doubled full-year other revenue guidance midpoint to $320M.

Health Care▲ · 1 stocks
CVS Health Corp
CVS
▲ PositiveCapitalrelevance

Beat earnings and revenue estimates and raised 2026 adjusted EPS guidance to $7.90-$8.10.

Biotech & Genomic Medicine▲ · 1 stocks
Eli Lilly and Company
LLY
▲ PositiveDemandrelevance

Surpassing earnings and revenue estimates, raising full-year guidance driven by surging demand for Zepbound and Mounjaro.

Defense & Geopolitical Fragmentation▲ · 1 stocks
Financials▲ · 1 stocks
Aging Population▲ · 1 stocks
Robotics & Physical AI▲ · 1 stocks
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