AST SpaceMobile Surges as BlueBird Launch Nears, Financing Eases Concerns
Analysis Daniel Marsh

AST SpaceMobile Surges as BlueBird Launch Nears, Financing Eases Concerns

AST SpaceMobile (ASTS) jumps 4.9% premarket as BlueBird launch approaches; recent $1.15B convertible note sale eases funding stress but raises dilution concerns.

ASTS GSAT IRDM
AMD Data Center Growth to Drive Q2 Results as Stock Rises
Earnings James Calloway

AMD Data Center Growth to Drive Q2 Results as Stock Rises

AMD shares rose 4.3% premarket as investors await Q2 earnings. Data center is projected to contribute 91% of growth, with revenue estimates at $11.3B.

AMD NVDA
Apple's Earnings Beat Largely Driven by Tariff Refunds as Shares Slide
Earnings James Calloway

Apple's Earnings Beat Largely Driven by Tariff Refunds as Shares Slide

Apple's Q3 earnings beat was largely due to tariff refunds, not core operations. Shares fell as investors question the sustainability of its high valuation.

AAPL NVDA GOOGL MSFT AMZN
Amazon Shares Dip on Bezos Filing Despite AWS Margin Strength
Earnings James Calloway

Amazon Shares Dip on Bezos Filing Despite AWS Margin Strength

Amazon shares slipped 1.7% premarket after Bezos filed to sell shares, but AWS's stellar margins underpin a $3 trillion valuation.

AMZN MSFT GOOGL
SoFi Shares Surge 10.5% as EBITDA Target Signals Strong H2
Earnings James Calloway

SoFi Shares Surge 10.5% as EBITDA Target Signals Strong H2

SoFi Technologies (SOFI) rallied 10.5% on Monday, rebounding from last week's losses. The company's guidance implies a 29% jump in second-half EBITDA.

SOFI HOOD UPST
AMC's Record Weekend Could Fuel 14% of Quarterly Core Revenue
Earnings James Calloway

AMC's Record Weekend Could Fuel 14% of Quarterly Core Revenue

AMC's record five-day weekend generated an estimated $206 million in ticket and concession sales, potentially 14.3% of Q2 core revenue, yet shares lagged peers amid debt concerns.

AMC CNK IMAX MCS
Grab Stock Climbs on Q2 Margin Gains and $750M Buyback
Earnings James Calloway

Grab Stock Climbs on Q2 Margin Gains and $750M Buyback

Grab shares jumped 4% premarket after Q2 revenue rose 22% to $997M, adjusted EBITDA surged 54%, and a $750M buyback was announced.

GRAB UBER DASH
Applied Optoelectronics Surges 23% on AI Optics Demand
Earnings James Calloway

Applied Optoelectronics Surges 23% on AI Optics Demand

AAOI stock jumped 23% since Friday, adding $1.77B in market value ahead of Q2 earnings. Optical sector rallies on AI infrastructure demand.

AAOI LITE COHR FN
Snap Beats Q2 Estimates, Non-Ad Revenue Drives Growth
Earnings James Calloway

Snap Beats Q2 Estimates, Non-Ad Revenue Drives Growth

Snap shares jumped 8.5% in premarket after Q2 revenue and user numbers beat consensus, with non-ad revenue leading growth. The company also raised Q3 guidance.

SNAP META
Intel Stock Rises 0.9% to $91 as AI Server Growth Offsets Foundry Losses
Technology Sarah Chen

Intel Stock Rises 0.9% to $91 as AI Server Growth Offsets Foundry Losses

Intel shares rose 0.9% to $91.00, lagging the Nasdaq's 2.1% gain, as strong AI server growth was offset by persistent foundry losses and minimal external revenue.

INTC AMD NVDA TSM
Alphabet's AI Chip Financing Edge Narrows Cost Gap by 220 Basis Points
Technology Sarah Chen

Alphabet's AI Chip Financing Edge Narrows Cost Gap by 220 Basis Points

Alphabet's $43.8 billion credit backstop enables Google-backed data centers to borrow at 7.1% vs. 9.3% for Nvidia-based projects, a 220-basis-point edge. GOOGL shares up 4.9%.

GOOGL NVDA AVGO JEF
Appeals Court Upholds $23B Student Loan Relief; Servicers Face Limited Risk
Analysis Daniel Marsh

Appeals Court Upholds $23B Student Loan Relief; Servicers Face Limited Risk

A federal appeals court kept the $23 billion student-loan relief settlement on track, expanding borrower coverage. Servicers Maximus and Nelnet face limited direct financial exposure.

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