Sunday's SEC 8-K Earnings Filings Quiet, but Royal Gold Doubles Net Income and Launches Buyback

Veritone Earnings Shock Sends Shares Down 23%...York Space Systems Among 25 US Companies Filing SEC 8-K Earnings Reports

25 SEC 8-K Item 2.02 earnings filings were submitted on August 14. Veritone shares plunged 23% on an earnings miss, while York Space Systems wavered on lowered guidance despite revenue growth.

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Applied Materials Posts Record Q3 Revenue of $9.1 Billion, All-Time High EPS

Applied Materials reported record fiscal Q3 2026 revenue of $9.115 billion, an all-time high. Net income rose 43% year-over-year to $2.538 billion, while adjusted EPS hit a record $3.50.

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Coherent, Performance Food Among 25 US Firms File SEC 8-K Earnings Disclosures as AI Chip, Biotech Earnings Season Kicks Off

The SEC received 25 8-K Item 2.02 earnings disclosures on August 12. Filers ranged from chip and AI names like Coherent and Cerebras to Performance Food Group and various biotech firms, while SkyHarbour turned cash flow positive.

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Zoetis Q2 Revenue Flat at $2.5B, Stock Falls 2% as Full-Year Outlook Cut

Zoetis posted flat Q2 revenue of $2.5 billion, matching last year's figure. Adjusted EPS of $1.87 beat the $1.85 consensus, but the company lowered its full-year revenue and profit guidance.

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Nvidia's 85% Revenue Surge Still Couldn't Lift the Stock — A Textbook 'Sell the News' Event

Nvidia posted $81.6B in Q1 revenue (+85% YoY) and guided Q2 to $91B — demolishing every estimate. Yet the stock fell. A textbook buy-the-rumor, sell-the-news moment driven by 30x forward earnings valuation.

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Nokia Surges 140% YTD — Nvidia's $1B Bet Rebrands It as an AI Infrastructure Play

Nokia started as a paper mill in 1865. In 2026, it's one of the market's hottest AI infrastructure stocks — up 140% YTD after Nvidia's $1B strategic investment and a surge in AI data center optical network orders.

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eBay's 176% Three-Year Rally Decoded — Is the Buyback Engine Built to Last?

eBay stock surged 176% over three years on a dual engine of earnings growth and buybacks. But with 40% of shareholder returns funded by debt and TikTok Shop looming, the machine faces real stress tests.

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