Finance

SpaceX told employees in an all-hands meeting that it generated $7.81bn in second-quarter revenue, including $2.56bn from AI and $5.25bn from non-AI businesses. The company is planning to buy AI coding tool Cursor for $60bn, commit to Nvidia hardware purchases and develop data centres in orbit. Elon Musk said he expects AI revenue to surpass the rest of the company’s sales by September.

AST SpaceMobile reported Q2 revenue of $31.5 million and a GAAP loss of $0.77 per diluted share, missing independently published revenue and EPS estimates. This report reviews revenue mix, 2026 guidance, the Aug. 11 reaction session, and technical conditions that would confirm or invalidate the recovery.

Rocket Lab reported record Q2 revenue of $234.1 million, up 62% year over year, while its GAAP loss was $0.08 per share and Q3 gross-margin guidance reset lower. This report reviews segment execution, guidance, the August 11 reaction, and verified technical reference levels.

Archer Aviation reported Q2 2026 revenue of $5.0 million, a GAAP loss of $0.34 per share and adjusted EBITDA loss of $177.1 million. This report reviews the Boeing transaction, earnings comparison, Q3 outlook, August 11 share reaction and verified technical price references.

Amazon plans to build a new data center in Texas with an onsite natural-gas power plant featuring 35 turbines and up to 7.65 gigawatts of generating capacity. The project has regulatory approval to emit as much as 33 million tons of carbon dioxide per year, which would make it the largest single source of greenhouse gas emissions in the United States. The plan contrasts with Amazon’s role in cofounding The Climate Pledge in 2019, which targets net-zero carbon emissions by 2040. The company’s emissions tied to purchased electricity rose 34% in 2025 year over year.

Hanwha Group, which bought Hanwha Philly Shipyard for $100 million in 2024, is shifting its U.S. investment focus toward the South and West. The company has proposed paying more than $1 billion for Austal USA’s shipyard in Mobile, Alabama, nearby nuclear-submarine fabrication sites, and a ship-repair facility in San Diego. Hanwha had pledged $5 billion to expand its Philadelphia facilities, but it has said it has lost money on a $1.7 billion program that began in 2021.

IonQ reported Q2 2026 revenue of $80.05 million, up 287% year over year, and an adjusted loss of $0.33 per share, ahead of published expectations. This analysis reviews the guidance increase, August 6 reaction and key technical levels.

CleanSpark reported fiscal Q3 2026 revenue of $138.0 million, down 30.5% year over year, and a GAAP loss of $0.89 per share as adjusted EBITDA turned negative. This earnings analysis examines the consensus miss, Sandersville lease progress, balance-sheet trade-offs, the post-earnings share move and verified technical levels.

Applied Optoelectronics reported Q2 2026 revenue of $191.9 million, up 86.4% year over year, and company-defined non-GAAP EPS of $0.06. This analysis reviews the data-center and CATV mix, Q3 outlook, the 9.19% first-session reaction, and technical levels following the earnings release.

Cheniere Energy reported Q2 2026 revenue of $5.73 billion, up 24% year over year, and raised adjusted EBITDA guidance to $7.90 billion to $8.40 billion. This earnings analysis reviews cargo growth, cash-flow guidance, the 4.32% regular-session reaction and the technical levels framing the August outlook.