SMCI Stock Holds Steady as $60B Backlog Raises Cash Flow Concerns
Earnings James Calloway

SMCI Stock Holds Steady as $60B Backlog Raises Cash Flow Concerns

Super Micro Computer (SMCI) shares remained unchanged ahead of its Q4 earnings report, as the company's $60B order backlog raises cash conversion concerns. Analysts expect revenue of $11.56B and EPS of $0.96.

SMCI DELL HPE
Reddit Stock Holds Near Buyback Price Amid Search Traffic Concerns
Earnings James Calloway

Reddit Stock Holds Near Buyback Price Amid Search Traffic Concerns

Reddit (RDDT) shares hover just above Q2 buyback price as revenue jumps 61%, but US user growth slows and search traffic concerns persist.

RDDT GOOGL
SoFi Rebounds 8% as Revenue Outlook Rises, Profit Forecast Steady
Earnings James Calloway

SoFi Rebounds 8% as Revenue Outlook Rises, Profit Forecast Steady

SoFi shares climbed 8% after strong Q2 revenue, but the unchanged profit forecast leaves investors weighing growth against credit risk.

SOFI
Nokia Rebounds as AI Order Backlog Hits €2.8B, Analysts Stay Bullish
Markets Daniel Marsh

Nokia Rebounds as AI Order Backlog Hits €2.8B, Analysts Stay Bullish

Nokia ADRs climbed 3.4% to $9.44 as investors weighed a massive €2.8B AI order backlog against a steep three-month decline. Analysts see upside, but conversion risks remain.

CoreWeave's $99B Backlog Faces Margin Test Ahead of Q2 Report
Earnings James Calloway

CoreWeave's $99B Backlog Faces Margin Test Ahead of Q2 Report

CoreWeave (NASDAQ:CRWV) edges up 1.2% ahead of Q2 earnings; revenue expected to double to $2.56B, but investors eye margin pressure and $99B backlog.

CRWV NBIS SMCI NVDA JPM DB C PIPR WFC
Intel's $20B AI Expansion: Stock Holds Above $95 Offering Price
Technology Sarah Chen

Intel's $20B AI Expansion: Stock Holds Above $95 Offering Price

Intel priced a $20 billion share offering at $95 per share, with shares trading above that level. The funds will support AI manufacturing expansion, despite dilution concerns.

INTC ASML
Ford Rises on DBS Upgrade, Stronger 2026 Outlook
Earnings James Calloway

Ford Rises on DBS Upgrade, Stronger 2026 Outlook

Ford shares advanced after DBS upgraded the stock to Buy, lifting its price target to $17 on a stronger earnings forecast.

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Jabil Stock Surges on UBS Buy Rating, AI Revenue Forecast
Markets Daniel Marsh

Jabil Stock Surges on UBS Buy Rating, AI Revenue Forecast

Jabil (JBL) shares jumped 3.3% after UBS upgraded the stock to Buy, projecting $20.3 billion in AI-related revenue for fiscal 2027.

JBL UBS CLS FLEX
Aramark Stock Soars 10% on AI Data Center Demand and Raised Guidance
Earnings James Calloway

Aramark Stock Soars 10% on AI Data Center Demand and Raised Guidance

Aramark (ARMK) shares hit an all-time high after lifting its fiscal 2026 revenue outlook to 9%-10% growth, fueled by AI data center demand and a strong quarter.

ARMK
AST SpaceMobile Stock Climbs on $1.3B Backlog, H2 Revenue Hurdle Looms
Earnings James Calloway

AST SpaceMobile Stock Climbs on $1.3B Backlog, H2 Revenue Hurdle Looms

AST SpaceMobile shares gained 1.3% to $69.63 after Q2 revenue missed consensus, but contracted backlog rose to $1.30B. The company needs $103.7M-$153.7M in H2 revenue to hit its 2026 target.

ASTS
Semiconductor ETFs Surge 2% as Chip Stocks Outperform Nasdaq
Markets Daniel Marsh

Semiconductor ETFs Surge 2% as Chip Stocks Outperform Nasdaq

The XSD semiconductor ETF rose over 2% while the Nasdaq slipped 0.1%, highlighting robust chip sector breadth ahead of the CPI report.

XSD TER KLAC AMD AMBA PI ALGM MU NVDA AVGO QQQ
Archer Aviation Surges on Boeing Unit Acquisition, Secures $200M Revenue Stream
Markets Daniel Marsh

Archer Aviation Surges on Boeing Unit Acquisition, Secures $200M Revenue Stream

Archer Aviation shares climbed 4.9% Tuesday after Boeing deal to acquire Wisk, Insitu, and SkyGrid, adding a $200M revenue stream and strategic assets.

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