Downgrade Watchlist! These Are the Stocks Analysts Downgraded on 7/30/25
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Common factors leading to downgrades include declining sales and earnings, regulatory headwinds, or high valuations compared to peers. A stock's price often reacts to analyst rating changes or adjustments in price targets. Investors can use these rating changes to gauge the risks involved and adjust their portfolio holdings accordingly. However, not every downgrade calls for an immediate sell. Instead, investors should conduct a closer review of these stocks and reassess their investment strategy.
Here Are Today's Downgraded Stocks:
Advanced Micro Devices (AMD) – Ahead of AMD's Q2 results, DZ Bank analyst Ingo Wermann double-downgraded AMD stock from a 'Buy' to a 'Sell' rating, yet raised the price target from $118 to $150, implying 16.4% downside potential from current levels. While he has not provided specific reasons for the downgrade, his bearish stance could be due to factors such as competitive landscape and execution risk as well as AMD's position in the artificial intelligence (AI) market.
Lam Research Corp. (LRCX) – Lam Research supplies innovative wafer fabrication equipment (WFE) and services. Summit Insights analyst Kinngai Chan downgraded LRCX stock to a 'Hold' rating from 'Buy,' despite the company exceeding expectations in its Q2FY25 results. Chan expects Lam Research to experience moderating WFE spend in 2026.
United Parcel Service (UPS) – UPS is one of the world's largest package delivery and logistics companies. UPS reported mixed Q2 results, with sales beating estimates but earnings falling short. Moreover, the company suspended its full-year guidance due to continued tariff uncertainty. Following the news, Vertical Research analyst Jeff Kauffman downgraded UPS to a 'Hold' from a 'Buy' rating, while maintaining a price target of $103 (18.2% upside).
American Tower Corporation (AMT) – American Tower is a real-estate investment trust (REIT) focused on wireless and broadcast communications infrastructure. HSBC analyst Ali Naqvi downgraded AMT stock to a 'Hold' from a 'Buy' rating, and also cut the price target from $245 to $235 (12.6% upside). Despite reporting strong Q2 results, Naqvi doesn't see much scope for share price appreciation, since the shares have already gained over 20% this year, especially considering AMT slightly lowered its U.S. growth forecast.
Rio Tinto (RIO) – Rio Tinto engages in the mining and exploration of iron ore, aluminum, copper, and other minerals. Deutsche Bank analyst Liam Fitzpatrick downgraded RIO stock to a 'Hold' from a 'Buy' rating, citing iron ore risks after Rio reported its first half results. Although Rio remains the analyst's 'preferred iron ore major' and is 'delivering consistently,' Fitzpatrick sees downside risks to iron ore in the months ahead.
Booking Holdings (BKNG) – Booking Holdings is an online travel and hotel reservation portal. Following the company's Q2 results, Wedbush analyst Scott Devitt downgraded BKNG to a 'Hold' from a 'Buy' rating. Devitt noted that Booking reported healthy Q2 results, but the guidance for Q3 was weaker than expected.
Union Pacific Corporation (UNP) – Union Pacific Corp. is one of America's largest railroad companies. UNP announced its intent to acquire its smaller rival, Norfolk Southern (NSC), for $85 billion to create a mega rail company. Following the news, Citi analyst Ariel Rosa downgraded UNP stock to a 'Hold' from a 'Buy' rating, and also slashed the price target to $250 (11% upside) from $270. Rosa is excited about the idea of a transcontinental railroad, but expects strong opposition. The analyst thinks both stocks may stay flat as investors wait on regulatory approval and possible conditions.
CyberArk Software (CYBR) – CyberArk is a software security and identity management solutions provider. Larger rival Palo Alto Networks (PANW) agreed to acquire CyberArk for $20 billion, aiming to launch the 'next chapter of cybersecurity' and tackle the AI threat. Following the news, several analysts downgraded CYBR stock from a 'Buy' rating to a 'Hold.' William Blair analyst Jonathan Ho noted that with the deal, the combined company is well positioned to address the growing identity threat surface with a unified platform. BTIG analyst Gray Powell stated that since CyberArk trades at only a 3% discount to its current $453 per share takeout price, a Hold rating is more appropriate. Meanwhile, Stifel Nicolaus analyst Adam Borg kept his price target unchanged at $444, implying 2% upside potential.
Caesars Entertainment (CZR) – Caesars Entertainment is a premium casino-entertainment and hospitality company. CFRA analyst Zachary Warring downgraded CZR stock to a 'Sell' rating from a 'Hold' and also slashed the price target from $50 to $21, implying 24.7% upside potential. Warring was disappointed by Caesars' weak Regionals/Vegas business performance during the second quarter.
Vyne Therapeutics (VYNE) – VYNE Therapeutics is a clinical-stage biopharmaceutical company focused on developing novel treatments for chronic inflammatory and immune-mediated conditions. The company announced that its Phase 2b trial for Repibresib gel failed to meet its primary endpoint and did not meet a key secondary endpoint, leading to the discontinuation of the ongoing extension phase of the trial. Following this news, several analysts downgraded VYNE stock from a 'Buy' rating to a 'Hold.' H.C. Wainwright analyst Joseph Pantginis noted that the Phase 2b result was ' a surprise to us ' and 'puts the company in a precarious position.' BTIG analyst Julian Harrison and LifeSci Capital analyst Rami Katkhuda also downgraded VYNE stock for similar reasons.
NeoGenomics (NEO) – NeoGenomics is a specialized clinical laboratory company that focuses on cancer diagnostic testing services to support precision oncology. NeoGenomics missed Q2 expectations and also cut its fiscal 2025 revenue guidance. Following this news, William Blair analyst Andrew Brackmann downgraded NEO stock to a 'Hold' rating and stated that the significant reduction in FY25 guidance is a step toward rebuilding investor credibility, but he believes restoring confidence will take time and that shares are expected to struggle for a while. Similarly, BTIG analyst Mark Massaro downgraded NEO to a Hold rating and stated that investors are questioning management's credibility, which he believes is a fair concern.
Norfolk Southern (NSC) Brian Ossenbeck downgraded NSC stock from a 'Buy' rating to a 'Hold' but lifted the price target to $288 (from $282), implying 3.3% upside potential from current levels.
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The company's report follows Google's (GOOG, GOOGL) and Microsoft's (MSFT) own blowout announcements, highlighting growth across their respective cloud businesses on the back of increased customer spending on AI. Rival Microsoft reported that its Azure business generated $75 billion in fiscal 2025. Amazon widened its guidance for operating income on the lower end. For the third quarter, Amazon expects the operating income to come in between $15.5 billion and $20 billion, potentially indicating a headwind from tariffs. The initial reaction on the Street was downbeat, with Amazon stock slipping 2% after hours. Read more here. BioNTech shares rise 4% on better-than-expected earnings US-listed shares of the German drugmaker BioNTech (BNTX) rose about 4% in early trading Monday after the company reported better-than-expected second quarter results as it looks to regain momentum after a post-COVID slump. BioNTech reported a loss of 1.60 euros per share, narrower than the 1.69 euro loss analysts expected, according to data from S&P Global Market Intelligence. Revenue of 260.8 million euros ($301 million) fell short of estimates of 263.68 million euros ($304 million). In June, BioNTech announced it would partner with Bristol Myers Squibb (BMY) on a new cancer treatment. "We aim to establish BNT327 both as a new standard of care across multiple tumor types," BioNTech CEO Ugur Sahin said on the company's earnings call. "We are currently advancing BNT327 across more than 10 indications, including two global registrational trials, with more planned. Our early conviction around this modality and BNT327 has put us in a strong position, and if approved, we aim to be the first or second to launch in a number of indications to patients in need." US-listed shares of the German drugmaker BioNTech (BNTX) rose about 4% in early trading Monday after the company reported better-than-expected second quarter results as it looks to regain momentum after a post-COVID slump. BioNTech reported a loss of 1.60 euros per share, narrower than the 1.69 euro loss analysts expected, according to data from S&P Global Market Intelligence. Revenue of 260.8 million euros ($301 million) fell short of estimates of 263.68 million euros ($304 million). In June, BioNTech announced it would partner with Bristol Myers Squibb (BMY) on a new cancer treatment. "We aim to establish BNT327 both as a new standard of care across multiple tumor types," BioNTech CEO Ugur Sahin said on the company's earnings call. "We are currently advancing BNT327 across more than 10 indications, including two global registrational trials, with more planned. Our early conviction around this modality and BNT327 has put us in a strong position, and if approved, we aim to be the first or second to launch in a number of indications to patients in need." Meatpacker Tyson Foods raises annual revenue forecast on resilient chicken demand Shares of Tyson Foods (TSN) rose 4% in premarket trading on Monday after the company reported fiscal third quarter results and shared that chicken sales are expected to offset beef. Tyson reported adjusted earnings per share of $0.91, and net sales rose 4% to $13.88 billion. Wall Street analysts expected earnings of $0.78 per share on $13.55 billion in revenue. In the third quarter, chicken sales rose 3.5% while volumes increased 2.4%. Volumes in Tyson's beef segment were down 3.1% during the quarter, but sales grew 6.9% as prices jumped 10%. For the fiscal year, Tyson anticipates sales to grow 2% to 3% compared to fiscal 2024 and overall adjusted operating income of $2.1 billion to $2.3 billion. Reuters reports: Read more here. Shares of Tyson Foods (TSN) rose 4% in premarket trading on Monday after the company reported fiscal third quarter results and shared that chicken sales are expected to offset beef. Tyson reported adjusted earnings per share of $0.91, and net sales rose 4% to $13.88 billion. Wall Street analysts expected earnings of $0.78 per share on $13.55 billion in revenue. In the third quarter, chicken sales rose 3.5% while volumes increased 2.4%. Volumes in Tyson's beef segment were down 3.1% during the quarter, but sales grew 6.9% as prices jumped 10%. For the fiscal year, Tyson anticipates sales to grow 2% to 3% compared to fiscal 2024 and overall adjusted operating income of $2.1 billion to $2.3 billion. Reuters reports: Read more here. Wayfair stock soars after furniture retailer swings to a profit Wayfair (W) stock shot up 13% in premarket trading on Monday after the online furniture retailer reported its highest revenue growth and profitability since 2021. Wayfair posted diluted earnings of $0.11 per share, above estimates for a loss of $0.37 per share, according to S&P Global Market Intelligence. Revenue rose 5% to $3.27 billion, beating Wall Street's expectations of $3.12 billion. Net revenue in the US rose 5.3% to $2.9 billion in the quarter, while international net revenue increased 3.1% to $399 million. "The second quarter was a resounding success, defined by accelerating sales and share gain, in tandem with expanding profitability," Wayfair CEO Niraj Shah said in a statement. "As we have discussed over the last few years, we can and will grow profitably, while taking significant share in the market." Wayfair (W) stock shot up 13% in premarket trading on Monday after the online furniture retailer reported its highest revenue growth and profitability since 2021. Wayfair posted diluted earnings of $0.11 per share, above estimates for a loss of $0.37 per share, according to S&P Global Market Intelligence. Revenue rose 5% to $3.27 billion, beating Wall Street's expectations of $3.12 billion. Net revenue in the US rose 5.3% to $2.9 billion in the quarter, while international net revenue increased 3.1% to $399 million. "The second quarter was a resounding success, defined by accelerating sales and share gain, in tandem with expanding profitability," Wayfair CEO Niraj Shah said in a statement. "As we have discussed over the last few years, we can and will grow profitably, while taking significant share in the market." A look at earnings two-thirds of the way through Q2 reporting season The major stock indexes recorded weekly losses on Friday after a full schedule of earnings, new tariff policy for US trading partners, Federal Reserve interest rate decision, and a weaker-than-expected July jobs report. Data from FactSet published Friday showed that we are two-thirds of the way through the second quarter reporting period, with 66% of S&P 500 companies having reported results so far. As of Aug. 1, S&P 500 firms are tracking for 10.3% earnings growth for Q2. If that rate holds, it will mark the third straight quarter of double-digit earnings growth for the index. Investors are still waiting to hear from the remaining third of companies, however. On deck next week are results from AMD (AMD), Snap (SNAP), McDonald's (MCD), Disney (DIS), Uber (UBER), Lyft (LYFT), and more. Here's a look at the earnings calendar for the next five business days: Monday: BioNTech (BNTX), Hims & Hers (HIMS), Palantir (PLTR) Tuesday: AMD (AMD), Amgen (AMGN), BP (BP), Caterpillar (CAT), Duke Energy (DUK), DuPont (DD), Lemonade (LMND), Marathon Petroleum (MPC), Marriott (MAR), Opendoor (OPEN), Pfizer (PFE), Rivian (RIVN), Snap (SNAP), Super Micro Computer (SMCI), Toast (TOST) Wednesday: Airbnb (ABNB), Disney (DIS), DraftKings (DKNG), Dutch Bros (BROS), e.l.f. (ELF), Joby Aviation (JOBY), Lyft (LYFT), McDonald's (MCD), Novavax (NVAX), Occidental Petroleum (OXY), Shopify (SHOP), Sunrun (RUN), Uber (UBER), Zillow Group (Z) Thursday: Atlassian (TEAM), Block (XYZ), Celsius Holdings (CELH), Crocs (CROX), Eli Lilly (LLY), Hertz (HTZ), Instacart (CART), Intuitive Machines (LUNR), Papa John's (PZZA), Peloton (PTON), Pinterest (PINS), Rocket Lab (RKLB), Texas Roadhouse (TXRH), Sweetgreen (SG), Warner Bros. Discovery (WBD), Wynn (WYNN), Yeti (YETI) Friday: Under Armour (UAA), fuboTV (FUBO) The major stock indexes recorded weekly losses on Friday after a full schedule of earnings, new tariff policy for US trading partners, Federal Reserve interest rate decision, and a weaker-than-expected July jobs report. Data from FactSet published Friday showed that we are two-thirds of the way through the second quarter reporting period, with 66% of S&P 500 companies having reported results so far. As of Aug. 1, S&P 500 firms are tracking for 10.3% earnings growth for Q2. If that rate holds, it will mark the third straight quarter of double-digit earnings growth for the index. Investors are still waiting to hear from the remaining third of companies, however. On deck next week are results from AMD (AMD), Snap (SNAP), McDonald's (MCD), Disney (DIS), Uber (UBER), Lyft (LYFT), and more. Here's a look at the earnings calendar for the next five business days: Monday: BioNTech (BNTX), Hims & Hers (HIMS), Palantir (PLTR) Tuesday: AMD (AMD), Amgen (AMGN), BP (BP), Caterpillar (CAT), Duke Energy (DUK), DuPont (DD), Lemonade (LMND), Marathon Petroleum (MPC), Marriott (MAR), Opendoor (OPEN), Pfizer (PFE), Rivian (RIVN), Snap (SNAP), Super Micro Computer (SMCI), Toast (TOST) Wednesday: Airbnb (ABNB), Disney (DIS), DraftKings (DKNG), Dutch Bros (BROS), e.l.f. 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Recent quarterly results from Amazon (AMZN), Alphabet (GOOGL, GOOG), Microsoft (MSFT), and Meta (META) showed Big Tech is still ready to spend hefty sums on artificial intelligence. As the chart below shows, the four tech firms plan to spend $364 billion cumulatively in their fiscal 2025 years. Yahoo Finance's Laura Bratton breaks down Big Tech's AI spending spree: Read more here. Colgate-Palmolive beats quarterly estimates on steady demand for essentials Colgate-Palmolive (CL) stock rose on Friday after the Softsoap maker beat first quarter sales and profit estimates. Despite rising prices and tariffs, consumers continued to purchase essential personal care products, the company said. Colgate reported adjusted profit of $0.92 per share, above analysts' estimates of 90 cents per share, according to data compiled by LSEG. Quarterly net sales reached $5.11 billion, beating estimates of $5.03 billion. Reuters reports: Read more here. Colgate-Palmolive (CL) stock rose on Friday after the Softsoap maker beat first quarter sales and profit estimates. Despite rising prices and tariffs, consumers continued to purchase essential personal care products, the company said. Colgate reported adjusted profit of $0.92 per share, above analysts' estimates of 90 cents per share, according to data compiled by LSEG. Quarterly net sales reached $5.11 billion, beating estimates of $5.03 billion. Reuters reports: Read more here. Regeneron beats second-quarter results estimates on Dupixent sales boost Regeneron Pharmaceuticals (REGN) stock rose more than 5% before the bell on Friday after beating Wall Street estimates for its second-quarter revenue and profit. The pharmaceuticals company was helped by robust demand for its blockbuster eczema product, Dupixent. Reuters reports: Read more here. Regeneron Pharmaceuticals (REGN) stock rose more than 5% before the bell on Friday after beating Wall Street estimates for its second-quarter revenue and profit. The pharmaceuticals company was helped by robust demand for its blockbuster eczema product, Dupixent. Reuters reports: Read more here. Moderna beats Q2 estimates, announces cost cuts and layoffs Moderna (MRNA) stock fell 5% in premarket trading on Friday after the company lowered its 2025 sales forecast on the top end to $1.5 billion to $2.2 billion. The vaccine maker's quarterly results were better than feared, however. Moderna's adjusted loss of $2.13 per share was smaller than the $2.97 a share loss expected. Revenue of $142 million dropped 41% year over year but also came in ahead of estimates of $112.9 million, per LSEG data. Reuters reports: Read more here. Moderna (MRNA) stock fell 5% in premarket trading on Friday after the company lowered its 2025 sales forecast on the top end to $1.5 billion to $2.2 billion. The vaccine maker's quarterly results were better than feared, however. Moderna's adjusted loss of $2.13 per share was smaller than the $2.97 a share loss expected. Revenue of $142 million dropped 41% year over year but also came in ahead of estimates of $112.9 million, per LSEG data. Reuters reports: Read more here. Chevron beats Wall Street profit estimates with record production Chevron (CVX) beat analyst estimates on Friday for second-quarter profit as record oil and gas production and lower capital expenditure helped the US oil producer boost earnings despite weaker crude prices. Chevron shares were flat in premarket trading. Reuters reports: Read more here. Chevron (CVX) beat analyst estimates on Friday for second-quarter profit as record oil and gas production and lower capital expenditure helped the US oil producer boost earnings despite weaker crude prices. Chevron shares were flat in premarket trading. Reuters reports: Read more here. Exxon beats profit estimates with higher production despite weak oil prices Shares in Exxon Mobil (XOM) rose more than 1% before the bell on Friday after the company beat Wall Street estimate for second-quarter profit as higher oil and gas production helped the top US oil producer overcome lower crude prices. Reuters reports: Read more here. Shares in Exxon Mobil (XOM) rose more than 1% before the bell on Friday after the company beat Wall Street estimate for second-quarter profit as higher oil and gas production helped the top US oil producer overcome lower crude prices. Reuters reports: Read more here. Amazon tosses a bone to the Fed chair Fed Chair Jerome Powell should read the Amazon (AMZN) earnings call transcript. Interesting call out by Amazon CEO Andy Jassy: I don't necessarily agree here, as many CEOs have told me they are hiking prices because of tariffs. But it's a good talking point from Jassy nonetheless. Fed Chair Jerome Powell should read the Amazon (AMZN) earnings call transcript. Interesting call out by Amazon CEO Andy Jassy: I don't necessarily agree here, as many CEOs have told me they are hiking prices because of tariffs. But it's a good talking point from Jassy nonetheless. How to think about Apple's quarter... We knew the tariff hit was coming on Apple (AAPL). It came, and it was ugly. The earnings call wasn't that eventful, mostly Tim Cook trying to soothe concerns that Apple will be a player in AI. I did like Apple was another tech player calling out an acceleration in their cloud business (similar to Microsoft (MSFT) and Alphabet (GOOGL). Overall, I like how the Evercore ISI summed things up this evening: "Apple delivered a better than expected quarter and the services growth and commentary around limited impact from the Epic ruling will chip away at part of the services bear case. Stock likely remains relatively range bound as we await the more impactful ruling on the Google revenue sharing deal." We knew the tariff hit was coming on Apple (AAPL). It came, and it was ugly. The earnings call wasn't that eventful, mostly Tim Cook trying to soothe concerns that Apple will be a player in AI. I did like Apple was another tech player calling out an acceleration in their cloud business (similar to Microsoft (MSFT) and Alphabet (GOOGL). Overall, I like how the Evercore ISI summed things up this evening: "Apple delivered a better than expected quarter and the services growth and commentary around limited impact from the Epic ruling will chip away at part of the services bear case. Stock likely remains relatively range bound as we await the more impactful ruling on the Google revenue sharing deal." Apple 'significantly growing' AI investments, sees $1.1 billion tariff hit in current quarter Apple (AAPL) executives offered some color on the iPhone maker's quarterly results Thursday and the outlook ahead amid tariffs and the impact of Google's antitrust lawsuit: Listen to the earnings call live here. Apple (AAPL) executives offered some color on the iPhone maker's quarterly results Thursday and the outlook ahead amid tariffs and the impact of Google's antitrust lawsuit: Listen to the earnings call live here. First Solar raises annual sales outlook, expects higher prices due to tariffs Reuters reports: Read more here. Reuters reports: Read more here. Strategy results show company buoyed by bitcoin in Q2 Strategy (MSTR) stock rose less than 1% after the company soared past estimates, lifted by a Q2 rally in bitcoin (BTC-USD). For the second quarter, the Michael Saylor-led firm reported cash and cash equivalents of $50.1 million, below Bloomberg consensus estimates for $1.11 billion. Diluted earnings per share were $32.60, versus estimates for a $0.03 per share loss, per S&P Global Market Intelligence. Revenue came in at $114 million. For the full year, Strategy expects operating income of $34 billion, net income of $24 billion, and diluted earnings per share of $80. As the largest corporate holder of bitcoin, crypto investors looked to the software maker's results as a bellwether for the crypto market. As of June 30, the company held approximately 597,325 bitcoins and achieved a year-to-date bitcoin yield of 25%. "Strategy has achieved a year-to-date BTC Yield of 25%, meeting our full year target well ahead of our initial timeline," the company said. "As a result, our BTC $ Gain now exceeds $13 billion, and the increase in the price of bitcoin in the second quarter drove second quarter operating income of $14 billion and Q2 diluted EPS of $32.60." Strategy (MSTR) stock rose less than 1% after the company soared past estimates, lifted by a Q2 rally in bitcoin (BTC-USD). For the second quarter, the Michael Saylor-led firm reported cash and cash equivalents of $50.1 million, below Bloomberg consensus estimates for $1.11 billion. Diluted earnings per share were $32.60, versus estimates for a $0.03 per share loss, per S&P Global Market Intelligence. Revenue came in at $114 million. For the full year, Strategy expects operating income of $34 billion, net income of $24 billion, and diluted earnings per share of $80. As the largest corporate holder of bitcoin, crypto investors looked to the software maker's results as a bellwether for the crypto market. As of June 30, the company held approximately 597,325 bitcoins and achieved a year-to-date bitcoin yield of 25%. "Strategy has achieved a year-to-date BTC Yield of 25%, meeting our full year target well ahead of our initial timeline," the company said. "As a result, our BTC $ Gain now exceeds $13 billion, and the increase in the price of bitcoin in the second quarter drove second quarter operating income of $14 billion and Q2 diluted EPS of $32.60." Apple reports earnings, revenue ahead of forecasts Apple reported results Thursday that beat forecasts on the top and bottom lines as the iPhone maker boasted about double-digit revenue growth across its iPhone, Mac, and Services businesses, as well as growth in all of its geographic segments. Earnings per share came in at $1.57, ahead of the $1.43 Wall Street had expected, while revenue tallied $94 billion, up 10% from last year and ahead of forecasts for $89.2 billion. Its Services revenue totaled $27.4 billion, a new record, and comprised nearly 30% of its total revenues in the quarter. Apple stock was up about 2% following the results. Apple reported results Thursday that beat forecasts on the top and bottom lines as the iPhone maker boasted about double-digit revenue growth across its iPhone, Mac, and Services businesses, as well as growth in all of its geographic segments. Earnings per share came in at $1.57, ahead of the $1.43 Wall Street had expected, while revenue tallied $94 billion, up 10% from last year and ahead of forecasts for $89.2 billion. Its Services revenue totaled $27.4 billion, a new record, and comprised nearly 30% of its total revenues in the quarter. Apple stock was up about 2% following the results. Roku reports surprise profit in Q2, revenue beats expectations Roku's (ROKU) second quarter results got a boost from an expanding user base and advertising sales, the company reported Thursday. The company reported profits of $0.07 per share, above the $0.17 per share loss analysts expected. Revenue came in at $1.11 billion for the quarter, compared to the analysts' average estimate of $1.07 billion, according to data compiled by LSEG. Reuters reports: Read more here. Roku's (ROKU) second quarter results got a boost from an expanding user base and advertising sales, the company reported Thursday. The company reported profits of $0.07 per share, above the $0.17 per share loss analysts expected. Revenue came in at $1.11 billion for the quarter, compared to the analysts' average estimate of $1.07 billion, according to data compiled by LSEG. Reuters reports: Read more here. Coinbase stock falls 7% after results disappoint Crypto giant Coinbase (COIN), a recent addition to the S&P 500, saw shares fall more than 7% in after-hours trading on Thursday after the company posted second quarter results that came in below Wall Street forecasts. Coinbase reported second quarter revenue of $1.5 billion, below the $1.59 billion analysts had forecast, while trading volume and transactions revenue both fell shy of expectations. Subscriptions and services revenue in the second quarter totaled $656 million. Adjusted EBITDA in the second quarter totaled $514 million, down from $596 million a year ago. In the third quarter, the company expects subscriptions and services revenue to fall within a range of $665 million-$745 million. Since the April 9 bottom in the stock market, Coinbase shares have roughly doubled; ahead of Thursday's results, the stock was up more than 50% this year. Crypto giant Coinbase (COIN), a recent addition to the S&P 500, saw shares fall more than 7% in after-hours trading on Thursday after the company posted second quarter results that came in below Wall Street forecasts. Coinbase reported second quarter revenue of $1.5 billion, below the $1.59 billion analysts had forecast, while trading volume and transactions revenue both fell shy of expectations. Subscriptions and services revenue in the second quarter totaled $656 million. Adjusted EBITDA in the second quarter totaled $514 million, down from $596 million a year ago. In the third quarter, the company expects subscriptions and services revenue to fall within a range of $665 million-$745 million. Since the April 9 bottom in the stock market, Coinbase shares have roughly doubled; ahead of Thursday's results, the stock was up more than 50% this year. Reddit stock soars as company posts fastest quarterly revenue growth in 3 years Reddit (RDDT) stock jumped as much as 13% after hours after the social media company reported its fastest revenue growth in three years. Profits reached $0.48 per share in the second quarter, above the $0.19 per share projected by Wall Street analysts. Revenue grew 78% to $500 million, higher than the $425 million expected. Yahoo Finance's Laura Bratton reports: Read more here. Reddit (RDDT) stock jumped as much as 13% after hours after the social media company reported its fastest revenue growth in three years. Profits reached $0.48 per share in the second quarter, above the $0.19 per share projected by Wall Street analysts. Revenue grew 78% to $500 million, higher than the $425 million expected. Yahoo Finance's Laura Bratton reports: Read more here. Amazon posts earnings beat but stock slips Amazon (AMZN) profits and sales beat estimates for the second quarter, the company reported: AWS revenue rose 17% to hit $30.8 billion versus an expected $30.7 billion. It topped $26.2 billion in Q2 last year. The company's report follows Google's (GOOG, GOOGL) and Microsoft's (MSFT) own blowout announcements, highlighting growth across their respective cloud businesses on the back of increased customer spending on AI. Rival Microsoft reported that its Azure business generated $75 billion in fiscal 2025. Amazon widened its guidance for operating income on the lower end. For the third quarter, Amazon expects the operating income to come in between $15.5 billion and $20 billion, potentially indicating a headwind from tariffs. The initial reaction on the Street was downbeat, with Amazon stock slipping 2% after hours. Read more here. Amazon (AMZN) profits and sales beat estimates for the second quarter, the company reported: AWS revenue rose 17% to hit $30.8 billion versus an expected $30.7 billion. It topped $26.2 billion in Q2 last year. The company's report follows Google's (GOOG, GOOGL) and Microsoft's (MSFT) own blowout announcements, highlighting growth across their respective cloud businesses on the back of increased customer spending on AI. Rival Microsoft reported that its Azure business generated $75 billion in fiscal 2025. Amazon widened its guidance for operating income on the lower end. For the third quarter, Amazon expects the operating income to come in between $15.5 billion and $20 billion, potentially indicating a headwind from tariffs. The initial reaction on the Street was downbeat, with Amazon stock slipping 2% after hours. Read more here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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SNIA Announces Storage.AI
SANTA CLARA, Calif.--(BUSINESS WIRE)--Aug 4, 2025-- SNIA, a not-for-profit global organization for technologies related to handling and optimizing data, today announced an open standards project for efficient data services related to AI workloads. will focus on industry-standard, non-proprietary, and neutral approaches to solving AI-related data problems to optimize the performance, efficiency, and cost-effectiveness of AI workloads. This press release features multimedia. View the full release here: Improving storage technologies for all AI workloads Initial industry leaders who have signed on to include AMD, Cisco, DDN, Dell, IBM, Intel, KIOXIA, Microchip, Micron, NetApp, Pure Storage, Samsung, Seagate, Solidigm, and WEKA. In addition to SNIA's substantial membership, the project will work to build broad ecosystem support with SNIA's partners, including UEC, NVM Express®, OCP, OFA, DMTF, SPEC, and others. AI workloads are extraordinarily complex and constrained by issues related to latency, space, power and cooling, memory, and cost. Addressing these problems through an open industry initiative is the fastest path to optimization and adoption. SNIA's 25+ year track record of developing industry standards, together with its technical accomplishments to accelerate, store, unify, and optimize the compute, movement, and performance of data, makes it uniquely positioned to lead the SNIA data project. 'The unprecedented demands of AI require a holistic view of the data pipeline, from storage and memory to networking and processing,' said Dr. J Metz, SNIA Chair. 'No single company can solve these challenges alone. SNIA's provides the essential, vendor-neutral framework for the industry to coordinate a wide range of data services, building the efficient, non-proprietary solutions needed to accelerate AI for everyone.' The project will create an open ecosystem for efficient data services to address the most difficult challenges related to AI workloads, closing current gaps in processing and accessing data. The founding members share common goals. For more information, visit Industry Response AMD 'The enterprise technologies powering today's most demanding AI workloads are only as effective as the data they can access,' said Robert Hormuth, corporate vice president, Data Center Solutions Group, AMD. 'As a member of we're excited to collaborate with other leaders to give the industry a neutral, open path to fix data bottlenecks and unlock true AI performance.' Cisco 'Storage networking has long been a foundational pillar of our customers' digital infrastructure. As AI continues to expand across the enterprise, integrating robust storage solutions with AI workloads has become increasingly important. In today's AI-driven landscape, data sets our customers apart, and the performance and reliability of that data are essential to realizing the full benefits of AI.' Jeremy Foster, SVP and GM, Cisco Compute. DDN 'As AI continues to reshape every industry, the demand for open, scalable, and intelligent data infrastructure has never been greater,' said Santosh Erram, VP of Public Cloud Alliances at DDN . 'At DDN, we're proud to support SNIA's initiative—an important step toward fostering collaboration, driving interoperability, and setting open standards that enable the AI ecosystem to thrive. By working together, we can unlock faster innovation and more meaningful outcomes for customers and partners across the AI landscape.' Dell 'To fully realize the potential of AI, enterprises must transform raw data into structured, governed knowledge. Storage and Data Engines play a pivotal role in this journey—powering data pipelines from training and continuous learning to agentic outcomes. These engines must evolve rapidly, embracing innovation across flash media, drives, networking, compute and foundational software. Dell Technologies is proud to collaborate with SNIA to advance the technologies and standards that make this transformation possible,' said Rajesh Rajaraman, CTO and VP Dell Storage, Data and Cyber Resilience. IBM 'Effective data management is fundamental to the performance, quality, and cost-efficiency of AI projects. AI-optimized storage plays a critical role in enabling this, and the industry urgently needs a consistent methodology and interface for consuming AI-optimized storage. IBM is proud to collaborate with SNIA in advancing these standards and solutions,' said Vincent Hsu, IBM Fellow, CTO and VP for IBM Storage. Intel 'AI workloads are redefining the boundaries of compute and data infrastructure. offers a critical, vendor-neutral foundation that unites innovation across the ecosystem from storage architecture to memory hierarchy, helping to ensure scalable, efficient solutions, purpose-built for the AI era,' said Ronak Singhal, Intel Senior Fellow, Xeon Products. Microchip 'Microchip is pleased to support the new open standard project under SNIA focused on optimizing AI data solutions,' said Brian McCarson, corporate vice president of Microchip's data center solutions business unit. 'Advancing features and capabilities in both our storage and flash controllers is key to providing solutions for complex AI-related data workloads across both Large Language Model and Inference specific hardware architectures.' Micron 'AI workloads demand unprecedented levels of data throughput, efficiency and scalability,' said Karthik Ganesan, Fellow, Storage Solutions Architecture at Micron. 'As the leaders in memory and storage products for AI workloads, enabling standards to ensure interoperability is critical to our ability to stay on the leading edge of delivering new solutions like our PCIe Gen6 SSDs. By building together using an open approach, we can speed up innovation and create the data infrastructure AI needs to thrive.' NetApp 'AI workloads demand unprecedented efficiency, scalability, and performance from storage solutions,' said Ed Fiore, Vice President and Fellow, Chief Systems Architect at NetApp. 'NetApp is committed to delivering innovative storage technologies that optimize AI data pipelines, ensuring seamless data access and management. By joining SNIA's initiative, we are excited to collaborate with industry leaders to develop open standards that drive interoperability and unlock the full potential of AI. Together, we will accelerate AI advancements and create a robust ecosystem that benefits everyone.' Pure Storage ' highlights the role of data infrastructure and management as organizations evolve, interoperate, and scale for an AI future,' said Rob Lee, Pure Storage CTO. 'Pure Storage has long led the storage industry in championing open standards and deep ecosystem integration. As the industry tackles AI-related data challenges to drive real outcomes, Pure Storage sees the foundation in seamless data movement across environments, policy-aware storage orchestration, and a clear focus on ensuring data sovereignty is never a strategic landmine. Artificial intelligence is only as powerful as the data storage platform beneath it, and the future of AI demands modern, scalable infrastructure that is built for flexibility, performance, and governance.' Samsung 'As AI workloads require faster and more efficient data processing, a collaborative approach is required to address the storage challenges that come with it,' said Leno Park, Vice President of Storage Solutions Product Planning, Samsung Electronics. 'We are excited to join the SNIA initiative and contribute our expertise in memory and storage solutions to help develop industry-standard, non-proprietary approaches that optimize AI performance and efficiency.' Seagate 'Hard drive storage is critical to unlocking the full value of data in AI workloads—delivering scalable, efficient and cost-effective solutions that support global innovation,' said Jason Feist, Senior Vice President of Cloud Marketing at Seagate Technology. 'By advancing open standards through Seagate is helping to enable infrastructure growth that meets the increased demand for performance required by the next-gen technology ecosystem.' Solidigm 'Solidigm is excited to be a founding supporter of the next big data project from SNIA,' said Greg Matson, Senior Vice President and Head of Products and Marketing, Solidigm. 'Data is the fuel of the AI engine, and we have found, working with our customers, that SSDs are ideal for the AI pipeline—helping reduce power consumption and physical footprint with greater capacity. We look forward to working with SNIA and our industry partners to help advance AI and storage together in this evolving ecosystem.' WEKA 'AI is pushing infrastructure to its limits, creating efficiency, power, and scale challenges that require industry-wide solutions. Building on SNIA's legacy of advancing storage standards, WEKA is excited to join the initiative to help develop open standards that will benefit the entire AI ecosystem,' said Ajay Singh, chief product officer at WEKA. 'We've long believed that AI needs a new class of data architecture—one that scales with the workload, without compromising performance or resiliency. By working with stakeholders across the entire infrastructure stack, we can better address these core technical challenges and unlock AI's potential to transform the future of innovation.' Join The power and impact of industry cooperation in developing open standards are proven. Technical work is beginning now. Companies and industry organizations interested in participating in the groundbreaking project should contact [email protected] About SNIA SNIA is a not-for-profit global organization made up of corporations, universities, startups, and individuals. The members collaborate to develop and promote vendor-neutral architectures as well as international standards and specifications. SNIA promotes technologies related to the storage, transport, optimization of infrastructure, acceleration, format, and protection of data. Follow SNIA at View source version on Inquiries:[email protected] KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA INDUSTRY KEYWORD: DATA MANAGEMENT TECHNOLOGY SOFTWARE NETWORKS ARTIFICIAL INTELLIGENCE INTERNET SOURCE: SNIA Copyright Business Wire 2025. PUB: 08/04/2025 11:30 AM/DISC: 08/04/2025 11:29 AM
