CoreWeave

Posted on | by Leon Hinde | Leave a Comment on CoreWeave

CoreWeave, is rated a buy with the stop loss at $85

Rather than functioning as a general-purpose cloud provider (like AWS, Microsoft Azure, or Google Cloud), CoreWeave operates as a dedicated AI Hyperscaler built strictly for high-density, high-throughput AI workloads, model training, and real-time inference.

Consensus Expectations for Q2 2026; Tuesday, August 11, 2026, after the market closes

  • Revenue Estimate: ~$2.56 Billion
  • YoY Growth: +111% (compared to $1.21 Billion in Q2 2025).

Super Micro

Posted on | by Leon Hinde | Leave a Comment on Super Micro

Super Micro Computer, is rated a buy, with a stop-loss at $29.33

Upcoming Earnings Release (Q4 FY2026): Tuesday, August 11, 2026 (After Market Close)

  • Revenue: Expected around $11.0 Billion (representing ~91% YoY growth, at the lower end of management’s $11.0B–$12.5B guidance range due to shipment timing

Trailing P/E trades around ~16x–17x.

Quantinuum

Posted on | by Leon Hinde | Leave a Comment on Quantinuum

Quantinuum

will report its Second Quarter 2026 financial results after market close on Tuesday, August 11, 2026, followed by a conference call at 5:00 PM Eastern Time.

This marks Quantinuum’s inaugural earnings report as a public company following its $1.68 billion initial public offering (IPO) on June 5, 2026.

QNT has the deepest cash balance sheet and strongest corporate backers (Honeywell/Nvidia/JPMorgan) in the quantum space.

IONQ

Posted on | by Leon Hinde | Leave a Comment on IONQ

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Upcoming Earnings Event: Q2 2026
Reporting Date: Wednesday, August 5, 2026 (After market close at 4:30 PM ET)*.

  • Revenue Guidance: Management guided Q2 revenue in the range of $65.0 Million to $68.0 Million.
  • Consensus Estimates:

* Revenue Consensus: ~$66.4 Million (+220% YoY).

Fundamental Highlights & Balance Sheet

  • Liquidity: IonQ holds a massive liquidity cushion of ~$3.1 Billion in cash, cash equivalents, and marketable investments.
  • Commercialization: ~60% of revenue stems from commercial (enterprise) contracts rather than pure government grants, with 35% coming from international markets.
  • Vertical Integration: The ongoing acquisition and integration of semiconductor foundry SkyWater Technology ($1.8B deal) aims to onshore and scale chip manufacturing for IonQ’s next-gen systems.

Space X

Posted on | by Leon Hinde | Leave a Comment on Space X

Space Exploration Technologies reported better-than-expected revenue for the second quarter in the company’s first earnings report since its record IPO in June. The stock dropped about 8% in extended trading as capital expenditures soared.

Here’s how the company did compared with analysts’ estimates, according to LSEG

  • Revenue: $7.81 billion vs. $6.93 billion expected
  • Loss per share: Loss of 9 cents vs. loss of 26 cents expected

Revenue jumped 92% from $4.1 billion a year earlier, SpaceX said in a statement on Tuesday, while the company’s net loss narrowed to $541 million from $1 billion.

SpaceX lost $4.9 billion last year, largely due to hefty investments in AI infrastructure.