Reply To: Cautious Investor — Market Weekly

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After-Hours Earnings:

Amazon (AMZN) reports Q2 (Jun) results, beats on revs, reports upside Q2 operating income; guides Q3 revs below consensus
AMZN +10.0%

Apple (AAPL) beats by $0.13 including impact of tariff refunds, reports revs in-line; iPhone revenue tops estimates
AAPL -7.1%

AXT (AXTI) announces second quarter 2026 financial results.
AXTI +22.4%

Cohu (COHU) beats by $0.12, beats on revs; provides Q3 (Sep) and FY26 guidance
COHU +18.4%

Monolithic Power (MPWR) beats by $0.63, beats on revs; guides Q3 revs above consensus; increases buyback.
MPWR +12.0%

First Solar (FSLR) beats by $1.02, reports revs in-line; reaffirms FY26 revs guidance.
FSLR +3.4%

Myriad Genetics (MYGN) misses by $0.19, misses on revs; cuts FY26 revs guidance.
MYGN -36.5%

Roblox (RBLX) beats by $0.08, misses on revs.
RBLX -13.8%

Alignment Healthcare (ALHC) beats by $0.04, beats on revs; provides FY26 guidance
ALHC -12.4%

Reddit (RDDT) beats by $0.30, beats on revs; provides Q3 (Sep) and FY26 guidance.
RDDT -12.1%

Coinbase Global (COIN) reports Q2 (Jun) results, misses on revs; Provides Q3 outlook, including Subscription & Services revenue of $500-$800 mln
COIN -6.5%

Tempus AI (TEM) beats by $0.10, beats on revs; provides Q4 (Dec) and FY26 guidance.
TEM -2.8%

Eversource Energy (ES) reports EPS in-line, misses on revs; reaffirms FY26 EPS guidance
ES -0.9%

Strategy Inc (MSTR) reports Q2 (Jun) results, revs in-line
MSTR -0.8%