8.4B in capex — well above the ~3B expectation — sends shares down ~7% after hours." /> 16.70 from 25.33 on Tuesday Aug 4 after first-ever public earnings — Q2 2026 revenue $7.81B (+92% Y/Y from $4.06B) beats $6.93B est, adj EBITDA $3.5B vs $2.0B est on AI +247% Y/Y to $2.56B and Connectivity +66% to $4.29B; capex 8.4B blows past ~3B est; CFO Johnsen guides 00B annualized run-rate by year-end" /> 8.4B in capex — well above the ~3B expectation — sends shares down ~7% after hours." /> 16.70 from 25.33 on Tuesday Aug 4 after first-ever public earnings — Q2 2026 revenue $7.81B (+92% Y/Y from $4.06B) beats $6.93B est, adj EBITDA $3.5B vs $2.0B est on AI +247% Y/Y to $2.56B and Connectivity +66% to $4.29B; capex 8.4B blows past ~3B est; CFO Johnsen guides 00B annualized run-rate by year-end" /> 8.4B in capex — well above the ~3B expectation — sends shares down ~7% after hours." />