market coverage
Nasdaq research
Nasdaq coverage collects every dated dive and session brief on NASDAQ-listed companies, newest first.
17 editions linked in this hub.
Coverage
- 29 Aug 2026Marvell fell 10.3% because Google's $120 billion ceiling starts smallMarvell Technology, Inc. (NASDAQ:MRVL) fell 10.3% despite a raised outlook. The Google warrant shows why its $190 billion value demands fiscal 2029 cash.
- 28 Aug 2026CrowdStrike's $377 million cash flow trailed $399 million of stock payCrowdStrike Holdings (NASDAQ:CRWD) jumped 20.5% on record net-new ARR; owner cash must now support a $39.5 billion rerating.
- 26 Aug 2026Mailchimp is the zero-growth line inside Intuit's FY2027 slowdownIntuit (NASDAQ:INTU) fell 10.2% after hours as FY2027 growth slowed to 9%-10%; Mailchimp's stalled revenue tests whether the reset is deep enough.
- 23 Aug 2026OSI Systems' record cash flow rested on $99 million of receivables unwindingOSI SYSTEMS INC (NASDAQ:OSIS) fell 5.2% after FY2026 results. A $99 million receivables release separates reported cash from repeatable owner earnings.
- 22 Aug 2026Werewolf doubled on a merger that leaves legacy holders with 6.8%Werewolf Therapeutics (NASDAQ:HOWL) rose 102.6% on the Ambros merger. The ownership split explains why the jump is less exuberant than it looks.
- 21 Aug 2026Walmart's 96-basis-point margin lift does not travel into Q3Walmart (NASDAQ:WMT) fell 9.15% despite raising FY2027 guidance. The tariff refund behind Q2 margins is already committed to lower prices.
- 20 Aug 2026Moderna added $44.5 billion without publishing a hazard ratioModerna (NASDAQ:MRNA) rose 176.97% after INTerpath-001 met its Phase 3 endpoint. We compute what $44.5 billion of added value requires.
- 18 Aug 2026Nine patients, $851 million: the asymmetry inside EyePoint's 67% collapseEyePoint (NASDAQ:EYPT) fell 66.98% after LUGANO missed its Phase 3 endpoint; LUCIA and a shrinking cash buffer now define DURAVYU's residual value.
- 16 Aug 2026Cisco booked $9.3 billion of AI infrastructure orders as inventory absorbed $2.5 billion of cashCisco Systems (NASDAQ:CSCO) lost 9.8% in two sessions after record FY2026 revenue. Flat operating cash defines the AI conversion gap.
- 15 Aug 2026Eight customers carry Sandisk's 80% gross-margin claim through the next NAND downturnSandisk Corp (NASDAQ:SNDK) rose 7.39% after mapping an 80% gross margin. Contracts cover two-thirds of FY2028 bits, but guarantees cover 18% of RPO.
- 13 Aug 2026Captivate brings 26,000 screens and a $32 million EBITDA hurdleNational CineMedia (NASDAQ:NCMI) fell 41.4% after its Captivate deal. The debt cost sets a cash hurdle that cinema attendance alone cannot clear.
- 13 Aug 2026Nebius's 34% rally rests on 22-month payback, not 454% revenue growthNebius Group (NASDAQ:NBIS) jumped 34.1% after Q2 results. The evidence shifts the question from demand to returns on an $8.1 billion build.
- 12 Aug 2026Cardinal doubled revenue while its owner cash went backwardsCardinal Infrastructure (NASDAQ:CDNL) fell 36.2% after record growth exposed a margin and cash-conversion bill that acquisitions cannot hide.
- 11 Aug 2026A 15-patient trial wiped out Sionna's platform premium. Cash now exceeds market valueSionna Therapeutics (NASDAQ:SION) fell 91.2% after SION-719 missed its key activity endpoint. We test what cash protects after the platform reset.
- 10 Aug 2026The missing number in Tesla's $16.8 billion Terafab announcement is Tesla's own billTesla (NASDAQ:TSLA) joined a $16.8bn chip-fab plan, but its undisclosed share could collide with a $25bn-plus capex year and thin cash returns.
- 10 Aug 2026SpaceX picked Nvidia. Its US$5.4 trillion valuation still depends on broad, durable demandNvidia (NASDAQ:NVDA) gained 11.6% in a week as SpaceX committed to its GPUs. We test the demand, cash flow and concentration embedded in US$223.96.
- 9 Aug 2026Apple's moat is widening in the accounts and narrowing in the courtsApple Inc. (NASDAQ:AAPL) has lifted product and Services margins, but its US$4.57 trillion valuation leaves little room for AI and platform costs.