SMCI Stock Gains as Preliminary Margins Signal Major Profit Boost
Earnings James Calloway

SMCI Stock Gains as Preliminary Margins Signal Major Profit Boost

SMCI shares jumped 3.4% premarket after preliminary Q4 gross margins of 15%-17% nearly doubled earlier guidance, potentially adding $847M in gross profit.

SMCI DELL HPE
Strategy Stock Rises Despite Bitcoin Per Share Decline
Crypto Sarah Chen

Strategy Stock Rises Despite Bitcoin Per Share Decline

Strategy shares climbed 1.6% premarket despite a 4.3% drop in Bitcoin per share, as the company prioritizes liquidity over Bitcoin accumulation.

MSTR STRC
Clark Public Utilities Cuts Outage by 98% Ahead of $161M Bond Sale
Markets Daniel Marsh

Clark Public Utilities Cuts Outage by 98% Ahead of $161M Bond Sale

Clark Public Utilities reduced outages by 97.6% in 90 minutes after a vehicle crash, ahead of a $160.7M bond sale. Ratings remain stable with pricing expected Aug. 19.

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IREN Jumps 12% After Mirantis Deal Closure, Adding $1.2B in Value
Markets Daniel Marsh

IREN Jumps 12% After Mirantis Deal Closure, Adding $1.2B in Value

IREN (NASDAQ:IREN) climbed 8.7% on Friday, adding $1.2B in market value after closing its Mirantis deal. The stock continues to rise in premarket trading.

IREN CRWV NBIS CORZ CIFR
Nvidia's Record $562B Weekly Surge Sets Stage for High-Stakes Earnings
Earnings James Calloway

Nvidia's Record $562B Weekly Surge Sets Stage for High-Stakes Earnings

Nvidia's market value jumped $562 billion last week, exceeding Intel's entire worth. All eyes now turn to its August 26 earnings report for forward guidance.

NVDA INTC AMD AVGO TSM FDS RJF
Rocket Lab Stock Soars 27.5% Ahead of Q2 Earnings: Key Levels to Watch
Earnings James Calloway

Rocket Lab Stock Soars 27.5% Ahead of Q2 Earnings: Key Levels to Watch

Rocket Lab (NASDAQ:RKLB) shares jumped 27.5% last week to $82.83, adding $10.7B in market value before Q2 earnings. Analysts expect revenue of $231.62M and a per-share loss of $0.06.

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United Expands Premium 787 Seating Across Eight Routes
Markets Daniel Marsh

United Expands Premium 787 Seating Across Eight Routes

United Airlines is increasing premium seating on its 787-9s to 44.6% of capacity, deploying the configuration on eight long-haul routes to boost yields.

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SpaceX Shares Rebound 15.8% Post-Lockup, Still Below IPO Price
IPO Michael Okonkwo

SpaceX Shares Rebound 15.8% Post-Lockup, Still Below IPO Price

SpaceX (SPCX) jumped 15.83% to $133.11 on Friday, but shares still sit 1.4% below the IPO price. Heavy capex in Space and AI segments raises valuation concerns despite Starlink's strong profits.

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Palantir's 40% Weekly Surge Tests 54x Sales Valuation
Analysis Daniel Marsh

Palantir's 40% Weekly Surge Tests 54x Sales Valuation

Palantir's stock soared 40% in a week, valuing it at 54x projected sales. Strong Q2 results, led by US growth, justify optimism but raise the bar for future performance.

PLTR
Trade Desk Plunges 22% on Soft Q3 Guidance, Margin Squeeze
Earnings James Calloway

Trade Desk Plunges 22% on Soft Q3 Guidance, Margin Squeeze

The Trade Desk (TTD) shares plunged 21.9% after Q3 guidance pointed to a 12% revenue drop and a sharp margin contraction, sparking analyst downgrades.

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Trade Desk Plunges 22% on Weak Q3 Forecast; Palantir Surges 40%
Markets Daniel Marsh

Trade Desk Plunges 22% on Weak Q3 Forecast; Palantir Surges 40%

The Trade Desk (TTD) fell 22% after forecasting a Q3 revenue decline, while Palantir (PLTR) surged 40% on robust results. Futures mixed as investors await CPI.

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Berkshire's $7.8B Buyback Surge Signals Abel's Capital Strategy Shift
Earnings James Calloway

Berkshire's $7.8B Buyback Surge Signals Abel's Capital Strategy Shift

Berkshire Hathaway repurchased $7.8B in shares from April to July, signaling a more aggressive capital deployment strategy under Greg Abel. Operating profit rose 16%.

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