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GeneDx’s second-quarter results, while undeniably sprightly, were not merely a matter of numbers on a page. Revenue had taken a brisk turn for the better, and the bottom line, once a forlorn figure, had now donned a waistcoat and declared itself in the black. Yet it was the manner in which these figures surpassed the consensus forecasts that truly set the tone for the week. Management, in a moment of uncharacteristic exuberance, had also tweaked its guidance, as though adjusting the sails of a ship in a gale.

This week, the stock’s year-to-date ascent of 65% might be mistaken for a dance. But the music is faint, and the floorboards creak. Investors, like moths, cluster around its modest valuation, convinced the fireflies ahead will soon blaze into constellations. Yet earnings reports, those brittle parchment leaves, have seldom stirred the stock from its drowsy drift.

Throughout the year 2025, the eerie dance continued—Nebius, cloaked in ambition, became an unwilling accomplice in Nvidia’s latest alchemy: equipping data centers with the Blackwell GPU architecture. One might wonder if the company’s true purpose is to serve as a repository for silicon spirits, helping Nvidia’s GPUs breathe life into the data-hungry abyss. Yet, Nebius’ ambitions extend beyond simple hardware—its tentacles reach into the realms of software, autonomous vehicles, and artificial intelligence, each a siren song promising riches and ruin alike.

This quarter, Meta didn’t just beat the Street’s guesses; it delivered an uncommonly large wallop, like a blue whale dropping onto a trampoline. Revenues bounded upward by 22%, touching $47.5 billion, while profits per share twirled higher by 38%. It’s almost as if the whole digital planet was tethered to Meta’s advertising balloon, bobbing and floating with giddy abandon—3.48 billion people peering daily into Meta’s dazzling labyrinth, and advertisers flinging their shiny coins at screens with both hands at once. Even their ads, drab as porridge, found themselves 11% more bountiful and 9% pricier than before.

By 2:45 p.m. ET, the shares had climbed 9.7%, a sputtering ember compared to their earlier 12.7% blaze. Such volatility, one might muse, mirrors the capriciousness of the sun itself—now a beacon, now a phantom.