Microsoft Shares Climb as Bernstein Boosts Price Target on Disciplined Data-Center Spending
Analysis Daniel Marsh

Microsoft Shares Climb as Bernstein Boosts Price Target on Disciplined Data-Center Spending

Microsoft shares advanced Monday after Bernstein raised its price target to $660, citing disciplined data-center growth and strong backlog, even as free cash flow declined.

MSFT NVDA GOOGL AMZN META
Embraer Soars 5.7% on Record Q2 Revenue, Tax Relief Drives Margin Outlook
Earnings James Calloway

Embraer Soars 5.7% on Record Q2 Revenue, Tax Relief Drives Margin Outlook

Embraer (EMBJ) climbed 5.7% after record Q2 revenue and an improved 2026 outlook, with tax and tariff relief accounting for 96% of the EBIT guidance increase.

EVEX
Walmart's Q2 Margin Expansion Faces Investor Scrutiny
Earnings James Calloway

Walmart's Q2 Margin Expansion Faces Investor Scrutiny

Walmart heads into its Aug. 20 earnings with a growth-stock valuation, but margin expansion and e-commerce profitability will be key tests.

WMT COST TGT KR
S&P 500 Steadies Near Record as Oil Rally Highlights Funding Gap
Markets Daniel Marsh

S&P 500 Steadies Near Record as Oil Rally Highlights Funding Gap

U.S. stocks held near record highs Monday as oil jumped on Hormuz concerns, but a funding divide emerged between cash-rich firms and those issuing new equity.

SPY BRK.B INTC JPM HPE AAPL AMAT CSCO CRWV USO GLD
Varex Imaging Soars 48% on Teledyne's $1.1B Cash Acquisition Offer
Markets Daniel Marsh

Varex Imaging Soars 48% on Teledyne's $1.1B Cash Acquisition Offer

Varex Imaging (VREX) surged 48% in premarket trading after Teledyne (TDY) announced a $1.1 billion cash acquisition at $18.90 per share, a 52% premium.

VREX TDY
Intel's $15B Share Sale to Fund Capex, Dilute Stock by ~3%
Markets Daniel Marsh

Intel's $15B Share Sale to Fund Capex, Dilute Stock by ~3%

Intel (INTC) announced a $15 billion stock offering, diluting shares by ~3% to fund capital spending. Shares fell 3% premarket.

INTC TSM
CoreWeave Stock Surges 26% as Earnings Test Looms
Earnings James Calloway

CoreWeave Stock Surges 26% as Earnings Test Looms

CoreWeave (NASDAQ:CRWV) shares jump 26% this week as investors await Q2 earnings. The company faces margin pressure and high leverage, with options pricing a 13% move.

CRWV NBIS LITE AMAT
Palantir Deal: USA TODAY's Data Bet Faces Tough Test
Analysis Daniel Marsh

Palantir Deal: USA TODAY's Data Bet Faces Tough Test

USA TODAY's new Palantir partnership aims to turn data into dollars, but a 12% audience slump and heavy debt make it a high-stakes gamble.

TDAY PLTR FDS
Tenax Therapeutics Plunges 85% as Phase 3 Trial Misses Key Goals
Markets Daniel Marsh

Tenax Therapeutics Plunges 85% as Phase 3 Trial Misses Key Goals

Tenax Therapeutics (TENX) shares plummeted 85% premarket after its Phase 3 LEVEL trial failed to meet primary endpoints, erasing $425 million in market cap.

TENX
IonQ Beats Q2 Estimates but H2 Revenue Growth Looks Flat
Earnings James Calloway

IonQ Beats Q2 Estimates but H2 Revenue Growth Looks Flat

IonQ (NYSE:IONQ) reported Q2 revenue of $80.1M, beating estimates, and raised its 2026 guidance. However, implied H2 revenue suggests only marginal growth, with shares up 11.9%.

IONQ QBTS RGTI JPM
Rocket Lab and AST SpaceMobile Rise Premarket Ahead of Q2 Earnings
Earnings James Calloway

Rocket Lab and AST SpaceMobile Rise Premarket Ahead of Q2 Earnings

Rocket Lab and AST SpaceMobile shares rose in premarket trading ahead of their Q2 earnings reports. ASTS faces a challenging revenue target for the second half.

RKLB ASTS
Ferguson Beats Q2 Estimates, Raises FY2026 Outlook Amid S&P 500 Inclusion
Earnings James Calloway

Ferguson Beats Q2 Estimates, Raises FY2026 Outlook Amid S&P 500 Inclusion

Ferguson (FERG) reported Q2 adjusted EPS of $3.39, beating estimates, and raised its FY2026 sales outlook. Shares rose 1% premarket as valuation concerns persist.

FERG