分组1 - Peloton reported Q2 2026 results that missed expectations, lowering its fiscal 2026 revenue guidance by 3% to $2.42 billion at the midpoint, with adjusted EBITDA of $475 million [1] - The company continues to face profitability issues and challenges in sustaining revenue growth, primarily due to its hardware business model [2] - Peloton's shares have dropped 23% following the weak guidance, despite launching new products [6] 分组2 - Advanced Micro Devices (AMD) experienced a 17% drop in share price after CEO Lisa Su provided weak guidance for Q1 2026, projecting revenue of $9.8 billion, which is $420 million above Wall Street estimates [5][6] - AMD's adjusted EBITDA margin for 2026 is projected to be 19.6%, which is 340 basis points higher than in 2025 [6] - Investors remain optimistic about AMD's future due to AI investments, although some believe revenue growth should be more robust given the spending [5] 分组3 - Boston Scientific reported Q4 2025 earnings that did not achieve sequential growth in certain product lines, leading to a negative market reaction [13] - The company expects revenue growth of 11% in 2026 at the midpoint of its guidance, with earnings per share projected at $3.46, which is 13% higher than in 2025 [14] - Analysts are generally bullish on Boston Scientific, with 29 out of 31 rating it a Buy, and a target price significantly above its current price [14] 分组4 - Uber Technologies' shares fell 5% after Q1 2026 earnings-per-share guidance was below Wall Street estimates, but the company remains optimistic about future growth [17][18] - Uber's revenues have increased nearly fivefold over the past five years, transitioning from an EBITDA loss of $3.93 billion to a profit of $6.31 billion, with a margin of 12.1% [17] - The expected move for Uber's stock is $8.37 (11.05%), with a recommendation for a short strangle strategy in the near term [19]