AI cloud unicorn $Coreweave(CRWV.US) reported Q2 2026 results after the U.S. close on Aug 12, sending the stock up ~15%. From an expectations gap angle, the quarter was not particularly standout.

The key positive is that growth continues to accelerate in business activity and revenue, while margins show signs of bottoming and rebounding. Delivery of compute capacity, which had been delayed multiple times, also ramped sharply this quarter. As for guidance, the outlook for next quarter and the full year was not meaningfully above the Street...

Often called Southeast Asia's 'mini Tencent' $Sea(SE.US) reported Q2 FY26 on Aug 11. Growth across its three segments was strong and ahead of expectations, and the key e-commerce unit saw margins continue to expand.

Many readers asked Dolphin Research to update its take on the Q2 results of the US retail broker $Robinhood(HOOD.US). I went through the numbers and have a few key points. First, the $25k equity requirement for day trading was lifted on Jun 4.

$Tencent Music(TME.US) Q2 print wasn’t strong.

Neutron is key to elevating RKLB from a small-lift launch provider to a SpaceX challenger

Global alt-stay leader $Airbnb(ABNB.US) released FY26 Q2 results early on Aug 7. Helped by the World Cup, the print was solid, with growth in gross booking value and nights beating estimates.

A standout set of results, powered by a banner year for product innovation

Hi, this is Dolphin Research. Q2 was a rare bright spot for $Unity Software(U.US), delivering a clean beat and showcasing progress at the post-reset inflection. Let's get to it.

1) Grow re-accelerated and beat. How much was self-driven vs. external?

In recent quarters, the single most important swing factor for Unity’s print has been QoQ growth in its Grow segment. Both last quarter and this quarter, the buy-side was looking for Vector to grow >15% QoQ...

Often dubbed the Latin American Alibaba — Mercado Libre (hereafter $Mercadolibre(MELI.US)) — released Q2 results on the morning of Aug. 6. Headline revenue growth was near 50% YoY, well above expectations.

The so-called 'international version of DiDi' $Uber Tech(UBER.US) released its Q2 2026 results ahead of the Aug 6 US pre-market. Volume and profit grew at a solid absolute pace, but were broadly in line with Street expectations, leaving the print somewhat muted. Next-quarter guidance was similar, largely matching consensus.