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US stock market news — Tuesday, August 11, 2026

32 stories · by lane · newest first · Eastern Time

The stories BORSA published on Tuesday, August 11, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Earnings 10 Corporate 9 Macro 7 Policy 4 Analyst action 2

Earnings

10 stories

Earnings5:51 PM ET

CoreWeave lifts FY26 guidance, Q3 revenue beats but operating income missesbullish 75 · impact 70

Earnings4:19 PM ET

CoreWeave Q2 backlog $104.2B, up 246% YoY; excludes $25B+ in early Q3 commitmentsbullish 80 · impact 70

Earnings4:10 PM ET

EROC Q2 backlog hits $1.7B, up 10x YoY on AI data center demandbullish 80 · impact 60

BORSA provides market news and sentiment, not individualized investment advice. Sentiment is an editorial market read, not a recommendation.

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Earnings

4:09 PM ET

Energy Vault beats Q2 estimates, lifts FY26 revenue guidance

bullish 80 · impact 60

Earnings4:06 PM ET

SuperMicroComputer, $SMCI, earnings: - Revenue: $11.1 billion, est: $11.56 billion - EPS: $1.7, est: $0.96bullish 70 · impact 70

Earnings4:04 PM ET

Lumentum beats Q4 estimates, guides Q1 above consensusbullish 80 · impact 70

Earnings4:03 PM ET

QuickLogic Q2 revenue and EPS miss estimates; FY growth outlook 70-80%bearish 35 · impact 30

Earnings4:03 PM ET

VELO3D Q2 revenue and EPS beat estimates, lifts FY26 revenue guidancebullish 75 · impact 60

Earnings2:38 PM ET

On Holding shares drop 21% on Q2 revenue miss, weak wholesale outlookbearish 20 · impact 70

Earnings10:23 AM ET

Evercore flags profit concerns on Hims & Hers despite strong subscriber growthbearish 35 · impact 40

Corporate

9 stories

Corporate4:13 PM ET

Oracle planning double-digit percentage layoffs on some teams, report saysbearish 30 · impact 40

Corporate1:50 PM ET

Apple executive overseeing Apple Pay and Wallet is leavingneutral 50 · impact 20

Corporate12:31 PM ET

SpaceX backs NextNav's FCC proposal for low-band spectrum useneutral 50 · impact 40

Corporate11:21 AM ET

Joby Aviation to acquire defense tech company Resonant Sciences for $500 millionneutral 50 · impact 30

Corporate9:18 AM ET

IBM and Together AI sign $240 million deal for Nvidia-powered AI cluster on IBM Cloudbullish 70 · impact 40

Corporate6:55 AM ET

Wells Fargo reiterates Overweight on NVIDIA, highlights $500B+ AI financing dealbullish 80 · impact 60

Corporate6:24 AM ET

BofA downgrades AppLovin to Neutral, cuts price target to $400bearish 25 · impact 40

Corporate6:09 AM ET

SK Hynix plans to increase NAND production capacity in China by ~50% by restarting Dalian Fab 2bullish 65 · impact 40

Corporate5:12 AM ET

NioCorp Elk Creek feasibility study projects $4.1B pre-tax NPV, 22.8% after-tax IRRbullish 70 · impact 40

Macro

7 stories

Macro4:15 PM ET

Nvidia, Micron, Tesla, SanDisk dominate US trading volume; SanDisk details NAND roadmapneutral 50 · impact 30

Macro12:37 PM ET

Apollo's Slok: AI profits funded by investors, not customersbearish 35 · impact 30

Macro12:28 PM ET

EIA lifts 2026 Brent forecast to $87 on Strait of Hormuz disruptionbearish 30 · impact 60

Macro10:35 AM ET

Atlanta Fed's Venable: inflation too high, contacts across Southeast agreebearish 35 · impact 30

Macro10:02 AM ET

FAA expects US air passenger traffic to double to 2 billion in 20 yearsbullish 65 · impact 40

Macro8:36 AM ET

South Africa unemployment rate hits 33.6%, highest in four yearsneutral 50 · impact 20

Macro7:57 AM ET

Treasury yields expected to ease over next year, Reuters poll showsneutral 50 · impact 30

Policy

4 stories

Policy5:42 PM ET

Judge Indira Talwani blocks U.S. Postal Service from implementing Trump's mail-in ballot restrictions nationwide.neutral 50 · impact 20

Policy3:16 PM ET

U.S. Treasury: more than 50 companies committed to Trump Account contributions, per claimneutral 50 · impact 30

Policy3:04 PM ET

Pentagon launches Golden Dome Hub for $185 billion missile-defense programbullish 70 · impact 70

Policy12:12 PM ET

FDA issues new food safety guidance for fresh-cut fruits and vegetablesneutral 50 · impact 30

Analyst action

2 stories

Analyst action5:51 AM ET

Baird upgrades First Solar to Outperform, lifts PT to $318bullish 80 · impact 50

Analyst action5:22 AM ET

Morgan Stanley maintains $300 SpaceX target after $60B Cursor acquisitionbullish 70 · impact 70

Other days on the wireEastern Time

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BORSA News Sentiment is a news-derived editorial measure, separate from price action and not investment advice.

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SPY−0.94%$764.50QQQ−2.08%$712.86

TSLA−2.51%$353.34AAPL+0.25%$342.87NDAQ−0.29%$93.23NVDA−0.73%$215.64BKR+2.63%$55.83TFC+1.76%$47.39TOL−0.01%$133.92CBOE+2.01%$314.28SHOP−5.20%$168.88GPRK+2.34%$11.80PSX+1.49%$293.50B+0.21%$40.64SMTC−3.64%$138.96NFLX−2.85%$70.54LMT+2.81%$547.59EFX−0.29%$160.79XOM+1.91%$178.02MSTR−9.34%$137.16SPCX−2.32%$145.17TWLO−12.57%$239.02LUMN−5.85%$4.59NICE−3.72%$110.63MA−0.22%$614.95DELL−3.00%$459.21CCB−0.61%$42.71QXL+6.30%$4.22BETR−5.58%$10.16SOXX−2.89%$499.84APP−4.12%$267.77WDC−4.41%$340.72TSLA−2.51%$353.34AAPL+0.25%$342.87NDAQ−0.29%$93.23NVDA−0.73%$215.64BKR+2.63%$55.83TFC+1.76%$47.39TOL−0.01%$133.92CBOE+2.01%$314.28SHOP−5.20%$168.88GPRK+2.34%$11.80PSX+1.49%$293.50B+0.21%$40.64SMTC−3.64%$138.96NFLX−2.85%$70.54LMT+2.81%$547.59EFX−0.29%$160.79XOM+1.91%$178.02MSTR−9.34%$137.16SPCX−2.32%$145.17TWLO−12.57%$239.02LUMN−5.85%$4.59NICE−3.72%$110.63MA−0.22%$614.95DELL−3.00%$459.21CCB−0.61%$42.71QXL+6.30%$4.22BETR−5.58%$10.16SOXX−2.89%$499.84APP−4.12%$267.77WDC−4.41%$340.72