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AAPLStock
Apple Prepping Full Mac Lineup Overhaul for AI Demand
- Apple is preparing to launch new versions of every Mac model across this fall and next year, per Bloomberg.
- The overhaul aims to capitalize on surging demand for AI-capable laptops and desktops.
- Shares closed at $321.66, down 1.3% in a broader market selloff ahead of Apple's earnings next week.
ORCLStock
Oracle Wins Pentagon Software Contract Worth Up to $7 Billion
- Oracle was awarded a 10-year IDIQ contract by the U.S. Department of Defense with a base value of $3.31B and total value of up to $6.99B.
- The contract consolidates the Pentagon's on-premises Oracle software licenses into a single vehicle to cut costs and streamline procurement.
- ORCL shares rose in extended trading Thursday after the announcement, following a -4.61% drop in the regular session to $120.04.
DISStock
Disney (DIS) Falls 3.2% to $92.83
- DIS closed at $92.83, down 3.17% from previous close
- Decline was larger than the broader market's drop on the day
- Stock remains under pressure as Zacks notes underperformance vs market
INTCStock
Intel Q2 Revenue Surges 25%, EPS Beats Estimates
- Intel reported Q2 revenue of $16.1B (up 25% YoY), its fastest growth in 15 years, beating estimates of $14.43B.
- Data Center & AI revenue surged 59% YoY; adjusted gross margin hit 41.8% and operating margin turned positive.
- Stock jumped ~11% in after-hours trading; CEO Lip-Bu Tan said demand is outpacing supply.
NVDAStock
Nvidia, Amkor Sign $1.5 Billion Chip Packaging Deal
- Nvidia and Amkor Technology entered a multi-year, $1.5 billion agreement for advanced semiconductor packaging and test capacity in the U.S.
- Nvidia will provide a prepayment to fund Amkor's U.S. packaging expansion, securing supply for next-gen AI infrastructure.
- NVDA fell 2.18% on Thursday despite the deal, as investors rotated toward memory stocks like Micron and SK Hynix.
AMDStock
AMD Unveils Helios AI Rack System, Partners with Cerebras and Cloud Providers
- AMD launched Helios, its first rack-scale AI system with 72 Instinct MI455X GPUs, at Advancing AI 2026 conference.
- Partnerships announced with Cerebras for disaggregated inference, Schneider Electric for reference design, and cloud providers Vultr, TensorWave for deployment.
- AMD sees $1.4T accelerator market opportunity; stock rose in after-hours trading following Intel's strong earnings.
GOOGLStock
Alphabet Stock Falls 7% After Raising 2026 CapEx to $205 Billion
- Alphabet reported Q2 revenue of $119.8B (up 24%) and Cloud revenue surged 82%, beating estimates.
- Management raised 2026 CapEx guidance to $205B, up from $180-190B, and disclosed $811B in future spending commitments.
- GOOGL fell ~7% as free cash flow turned negative for the first time, spooking investors on AI spending ROI.
TSLAStock
Tesla Stock Crashes 15% After Q2 Earnings Miss
- Tesla reported Q2 earnings that missed estimates, with operating margin collapsing to 1.4% and negative free cash flow.
- CapEx is climbing toward $25 billion for 2026, and Musk told investors he plans to spend "as fast as we can" on AI and autonomy.
- Shares fell ~15% in their worst day in over a year, wiping out $200 billion in market cap and cutting Musk's net worth by $18 billion.
MSFTStock
Microsoft faces AI overbuild warning as cloud gaming and enterprise deals expand
- Rockefeller CIO warned Big Tech's $650B AI CapEx cycle may be masking an overbuild that markets haven't priced in.
- Microsoft is testing ad-supported cloud gaming for owned games, while Amazon brings Luna to Prime Video.
- F9Analytics launched RealAccretive on Microsoft Azure Marketplace to target multifamily profit management.
METAStock
Meta drops out of clean energy pact as natural gas buildout accelerates
- Meta has funded construction of at least a dozen natural gas power plants, including one project that will burn enough gas to match South Dakota's entire electricity usage.
- The company also exited a major clean energy pact, signaling a shift away from its previous renewable commitments as AI data center energy demands surge.
- Meta is expected to report ~$60B in Q2 revenue on July 29, with investors focused on whether Zuckerberg can justify massive AI spending.
AMZNStock
Amazon Falls 4% as Senate Launches China Influence Probe
- A US Senate panel is investigating whether Amazon allowed Chinese influence over its online marketplace, uncovering "compelling evidence" of negligence.
- The probe adds to investor jitters over Big Tech's AI capex spending, with Amazon facing questions on both regulatory and capital allocation fronts ahead of July 30 earnings.
- AMZN dropped 4% to $234.81, breaking a steady July trading range as the China probe and AI-spending overbuild fears converge.
AVGOStock
Broadcom edges out Cerebras in AI infrastructure race
- Zacks compares Broadcom (AVGO) vs Cerebras (CBRS), giving AVGO the edge due to strong AI bookings and customer commitments extending through 2028.
- Broadcom's long-term AI revenue visibility contrasts with Cerebras, which remains fast-growing but unprofitable.
- Semiconductor ETFs are up 25%+ YTD, with Intel earnings expected to test sector momentum.
PFEStock
Pfizer's Talzenna Combo Gets FDA Priority Review for Prostate Cancer
- FDA granted priority review to Pfizer's Talzenna plus Xtandi for HRR gene-mutated metastatic castration-sensitive prostate cancer.
- If approved, it would expand Talzenna's label into a broader prostate cancer patient population.
- Pfizer also maintains a 7% dividend yield, though payout ratio remains elevated.
BACStock
FTXO Outperforms Leveraged UYG Over One Year
- Traditional financial ETF FTXO returned 28.40% over the past year.
- Leveraged fund UYG returned just 7.81% in the same period.
- FTXO's lower costs contributed to its outperformance vs. the leveraged structure.
MUStock
Alphabet Spending Boost Lifts Micron Stock
- Alphabet is increasing AI infrastructure spending, with a significant portion expected to flow to Micron for high-bandwidth memory.
- Micron is riding a supply-constrained HBM market where AI data center demand is outstripping available memory supply.
- Shares popped on the news, though some analysts warn the broader $650B AI CapEx cycle may be masking an overbuild.
COINStock
Block and Coinbase Launch Bitcoin Security Consortium
- Block, Coinbase and other crypto firms formed the Bitcoin Security Consortium to promote long-term security of the Bitcoin network.
- The initiative is backed by $15 million in pledges from member companies.
- The consortium aims to coordinate security efforts and ensure the network's survival as Bitcoin adoption grows.
LLYStock
Eli Lilly delays retatrutide FDA filing to Q1
- Eli Lilly pushed back its FDA submission for next-gen weight-loss drug retatrutide from 2024 to Q1 2025.
- Delay gives compounded drug makers more runway to capture market share before the new treatment hits the market.
- Investors see the delay as a potential headwind for Lilly's competitive position in the GLP-1 race.
PLTRStock
Citi raises Palantir earnings estimates on US commercial business growth
- Citi raised its earnings estimates for Palantir, citing expectations for growth in the company's US commercial business.
- Palantir's Ontology and AIP Bootcamps are helping enterprises move AI models into production, deepening customer relationships.
- PLTR is down ~30% year to date vs. the S&P 500's ~10% gain, reflecting high valuation pressure despite AI momentum.
MRKStock
Tessera Therapeutics appoints Joseph Romanelli as President and CEO
- Tessera Therapeutics, a gene writing biotech, named Joseph Romanelli as its new President and CEO.
- Romanelli brings leadership experience to the company pioneering Gene Writing, a novel approach to genetic medicine.
- No financial terms or immediate impact on MRK disclosed; Tessera is a separate private biotech.
NFLXStock
Netflix faces questions on new hit shows as old content drives value
- Analysts flag Netflix's difficulty in generating new massive hit shows
- Existing library content remains a key competitive advantage and growth driver
- Post-earnings outlook mixed as Roku also draws investor attention alongside Netflix
JPMStock
+0.14% ▲
JPMorgan posts record $21.2B quarterly profit, up 41%
- JPMorgan reported the most profitable quarter in U.S. banking history at $21.2B, driven by surging trading and investment banking revenue.
- CEO Jamie Dimon warned the results reflect peak conditions and are not a sustainable earnings baseline, signaling caution on future quarters.
- Common stock trades at ~3x tangible book; analysts rate preferred shares (JPM.PR.D) a Buy near $24 for ~6% yield, common stock a Hold.
JNJStock
+1.08% ▲
Judge casts doubt on 69,000 talc lawsuits against J&J
- Federal judge said plaintiffs in ~69,000 ovarian cancer cases must provide more specific evidence or risk dismissal
- Ruling challenges the core mass-tort claim that J&J's baby powder caused ovarian cancer
- Shares reacted positively as legal overhang from talc litigation may ease significantly
UNHStock
-1.97% ▼
American Investment Services acquires $1M stake in UnitedHealth
- American Investment Services Inc. purchased 3,802 shares of UnitedHealth Group during Q4, valued at ~$1.03M.
- The new stake signals institutional interest in the healthcare conglomerate amid ongoing market volatility.
- UNH shares saw no material price movement on the disclosure; filing is a routine regulatory update.
UBERStock
-1.86% ▼
Uber closes at $70.33, down 1.71%
- Uber shares fell 1.71% to close at $70.33 in the latest trading session
- The decline outpaced the broader market's performance on the day
- Stock remains down from recent levels with no company-specific catalyst cited