AI Infrastructure Stocks Lead Futures Higher as Earnings Beat Rates Soar
Markets Daniel Marsh

AI Infrastructure Stocks Lead Futures Higher as Earnings Beat Rates Soar

U.S. stock futures advanced as AI infrastructure plays outperformed, with Palantir, Onsemi, and Caterpillar leading premarket gains. Earnings beat rates remain strong.

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Nokia Stock Jumps 5.9% on €2.8B AI Orders; Conversion Key
Markets Daniel Marsh

Nokia Stock Jumps 5.9% on €2.8B AI Orders; Conversion Key

Nokia shares climbed 5.9% after reporting €2.8B in AI and cloud orders. Investors are focused on how quickly these orders convert to revenue, with an estimated €1.4B expected over 12 months.

McDonald's Beats Q2 Earnings Despite Slowing U.S. Traffic
Earnings James Calloway

McDonald's Beats Q2 Earnings Despite Slowing U.S. Traffic

McDonald's beat Q2 earnings estimates with adjusted EPS of $3.38, but U.S. comparable sales rose only 0.8%, missing expectations. Loyalty sales grew over 20%.

MCD
Pfizer Beats Q2 Forecasts, Raises 2026 Sales Outlook
Earnings James Calloway

Pfizer Beats Q2 Forecasts, Raises 2026 Sales Outlook

Pfizer's Q2 results beat expectations, driven by strong performance of key drugs, leading to a modest increase in its 2026 revenue forecast.

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EchoStar's Hughes Bankruptcy: Contract Backlog Won't Cover Matured Debt
Markets Daniel Marsh

EchoStar's Hughes Bankruptcy: Contract Backlog Won't Cover Matured Debt

Hughes Satellite Systems filed Chapter 11 after $1.5B bonds matured. Only $406M of its $1.4B contract backlog is due within a year, leaving a funding gap.

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Caterpillar Q2 Earnings Crush Estimates, Stock Jumps 7.5%
Earnings James Calloway

Caterpillar Q2 Earnings Crush Estimates, Stock Jumps 7.5%

Caterpillar (CAT) surged 7.5% premarket after Q2 adjusted EPS of $8.17 beat by 31.8% and revenue rose 24% to $20.54B, with construction leading growth and backlog at record $72.1B.

CAT
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.

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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.

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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.

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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.

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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.

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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.

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