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Doximity $DOCS was the week's standout winner, surging 33% after Q1 earnings showed AI Scribe users growing 10x year-over-year and management raised full-year guidance โ the CEO says AI is unlocking a bigger market than expected. The Trade Desk $TTD plunged more than 22% to a 7-year low after Q2 revenue missed estimates ($715M vs $752M expected) and the company guided for a 12% revenue decline next quarter, triggering downgrades from Evercore, Guggenheim, BMO, and others. CVRx $CVRX also cratered after slashing its 2026 revenue outlook to $58โ60M from $63โ67M, citing sales-force turnover and reimbursement problems. Not financial advice. Which of these earnings stories changes your view heading into next week's packed calendar?
Had an okay time โ friendly folks, food was alright!