After-Hours Movers: SPCX, AMD, ANET, PINS, APPS, UPST, ZETA, BKNG, LCID, CPNG, MTCH

SpaceX reported Q2 revenue of $7.8B vs $6.81B, but shares fell 5% as launches (38) and payload mass (485 MT) missed expectations.

Choppy to downside bias in the next session until investors reconcile the operational shortfall versus the revenue beat.

The article ties the stock drop directly to specific misses in launches and payload delivered, not just valuation or sentiment.

AMD topped Q2 estimates and guided Q3 revenue to about $13B, yet shares dropped 5% as AI expectations were already priced in.

Likely range-bound with downside risk if follow-through selling continues after the initial post-release reaction.

The text attributes the move to positioning and expectations rather than a new negative datapoint like a cut.

Arista surged 9% after Q2 EPS of $1.02 on $3.04B revenue beat forecasts and Q3 revenue guidance rose to $3.3B.

Higher probability of continued upside follow-through versus peers if guidance holds.

The article provides both the earnings beat and explicit raised guidance, which typically drives sustained repricing.

Pinterest fell 8.7% after beating Q2 results but issuing conservative Q3 revenue guidance of $1.19B to $1.21B.

Near-term downside bias until ad pricing and AI infrastructure spend concerns are clarified.

The article explicitly links the selloff to the guidance range and ongoing ad-market and AI capex worries.

Digital Turbine jumped 10% after Q1 EPS of $0.19 beat expectations and it raised full-year FY2027 revenue guidance to $650–$670M.

Potential continuation higher in the next session if buyers extend the guidance-driven narrative.

The move is directly tied to both a beat and a specific guidance increase.

Upstart rose 14% after revenue of $364.71M beat expectations, with investors focusing on improving origination volumes despite an EPS miss.

Upside bias for short-term trading as long as origination and credit performance narrative remains intact.

The article provides the revenue beat and frames the market reaction, but does not quantify credit metrics beyond qualitative language.

Zeta Global dropped 9% after a Q2 top-line beat and raised FY2026 revenue guidance, as margin growth concerns and higher S&M expenses weighed.

Downside or underperformance risk persists until margin trajectory improves or expense guidance changes.

The article attributes the decline to margin and expense concerns rather than the revenue number itself.

Booking Holdings gained 5.5% after Q2 EPS of $2.54 on $7.35B revenue beat estimates, with margins above Wall Street forecasts.

Likely continued strength if the market treats the margin beat as durable.

The article cites both demand and margin outperformance, but does not provide forward guidance specifics.