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Hedgeyes Wang on Nvidias $5 billion Funding Plan

Felix Wang, Managing Director of Global Technology at Hedgeye Risk Management, says Nvidias push to tap Wall Street funding helps extend its growth runway, but could also make future demand more vulnerable to credit market swings. He speaks on "Bloomberg: The China Show." (Source: Bloomberg)

Nvidia Taps Wall Street for $500B; Iran Deal Hopes Dim | The Asia Trade 8/11/2026

"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)

Trump Makes New Demands on Iran as Deal Hopes Dim

US President Donald Trump made new demands on Iran, including compensation for people killed and wounded by Iranian actions, and for damages and death in Lebanon, Syria, Yemen, and Gaza.(Corrects full screen graphic to state that Iran is seeking reparations.) (Source: Bloomberg)

Why Dentsply Sirona (XRAY) Stock Is Trading Lower Today

Shares of dental products company Dentsply Sirona (NASDAQ:XRAY) fell 6.8% in the afternoon session after the company reported second-quarter 2026 earnings, which featured a beat on profit estimates, was overshadowed by a weak full-year revenue forecast.

Why Cogent (CCOI) Stock Is Falling Today

Shares of internet service provider Cogent Communications (NASDAQ:CCOI) fell 11.4% in the afternoon session after a weak second-quarter report and a Goldman Sachs price-target cut to $12 from $16. Cogent missed on revenue and EBITDA as Sprint-related churn, delayed customer orders, and higher costs hit the quarter—prompting Goldman to stay Neutral but mark the shares lower. The miss was operational, not cosmetic: wavelength growth and EBITDA came in light as legacy Sprint wireline runoff continu

Why Xponential Fitness (XPOF) Shares Are Falling Today

Shares of boutique fitness studio franchisor Xponential Fitness (NYSE:XPOF) fell 22.5% in the afternoon session after second-quarter profitability badly missed expectations and management cut full-year guidance. Adjusted EPS of just $0.02 came in far below the roughly $0.13 consensus, and the company lowered 2026 revenue and adjusted EBITDA outlooks below Wall Street’s prior framework. Revenue of about $66 million fell 13% year over year. Same-store sales declined 6.8%, and Club Pilates—the flag

Hims & Hers Health Q2 Earnings Call Highlights

Hims & Hers Health (NYSE:HIMS) reported second-quarter 2026 revenue of more than $753 million, up nearly 40% from a year earlier, as the telehealth company added 300,000 net new subscribers and ended the period with nearly 3 million subscribers globally.Chief Financial Officer Yemi Okupe said dome

Hims & Hers Health Q2 Earnings Call Highlights

Hims & Hers Health (NYSE:HIMS) reported second-quarter 2026 revenue of more than $753 million, up nearly 40% from a year earlier, as the telehealth company added 300,000 net new subscribers and ended the period with nearly 3 million subscribers globally. Chief Financial Officer Yemi Okupe said dome

Cable One (CABO) Stock Trades Down, Here Is Why

Shares of internet, cable TV, and phone provider Cable One (NYSE:CABO) fell 13.3% in the afternoon session after second-quarter results showed declining revenue, an Adjusted EBITDA miss, continued broadband subscriber losses, and a very large GAAP loss driven by non-cash impairments. The operating story is shrinking scale—revenue fell 8.4% to $348.9 million and residential broadband customers declined again—while impairments produced a GAAP loss of $204.35 per share versus expectations for a pro

Why Shift4 (FOUR) Stock Is Trading Lower Today

Shares of payment processing company Shift4 Payments (NYSE:FOUR) fell 6.4% in the afternoon session after the company lowered its 2026 outlook, prompting Raymond James and UBS to cut price targets even while keeping positive ratings. A solid quarter was overshadowed by a guidance cut tied to Middle East travel disruption, foreign-exchange headwinds, and higher interest expense. Shift4 still delivered strong second-quarter growth—gross revenue up 34% to about $1.30 billion, with volume up 22% and

Why Sabre (SABR) Stock Is Down Today

Shares of travel technology company Sabre (NASDAQ:SABR) fell 7.8% in the afternoon session after mixed second-quarter results in which a wider-than-expected loss overshadowed a revenue beat and raised free-cash-flow and EBITDA guidance. Sabre grew revenue 4% to $712 million and raised full-year profitability/cash-flow outlooks, but the market focused on an adjusted loss much wider than consensus. Marketplace revenue rose about 6% on higher distribution bookings and average booking fees, while Ai

Top defense contractor scores huge U.S. Army payday, stock jumps

AeroVironment (AVAV) just landed the kind of contract that changes how investors see a company. The drone maker won a U.S. Army order worth at least $400 million for its Locust laser system, and the stock reacted fast.  Shares closed at $186.73 on August 7, up 9.12% on the day and about 22% ...

Oil prices rise, Asia stocks drift amid US-Iran stalemate

Oil prices rose on Tuesday as negotiations between the U.S. and Iran over a peace deal and the reopening of the Strait of Hormuz hit an impasse, while Asian shares drifted on protracted uncertainty over the global inflation outlook.

Yen steadies as intervention boost fades; RBA in focus

The yen steadied on Tuesday after a sharp drop in the previous session as the joint U.S.-Japan intervention failed to deliver a lasting boost, while the Australian dollar was at an eight-week high ahead of a policy decision from the countrys central bank.