Alphabet Shares Dip as $200B AI Spending Plan Strains Cash Flow
Earnings James Calloway

Alphabet Shares Dip as $200B AI Spending Plan Strains Cash Flow

Alphabet shares slipped 3.4% in premarket after raising 2026 capital spending to $200B, surpassing trailing operating cash flow and turning free cash flow negative.

GOOGL AMZN MSFT
Super Micro Stock Surges on $847 Million Profit Boost
Earnings James Calloway

Super Micro Stock Surges on $847 Million Profit Boost

Super Micro Computer (SMCI) shares rose 19.8% after analysts projected an $847 million gross profit swing, driven by a sharp margin improvement to 15%-17%.

SMCI DELL HPE
AA108 Disruptions Shed Light on American Airlines' Rising Maintenance Costs Ahead of Q2 Report
Earnings James Calloway

AA108 Disruptions Shed Light on American Airlines' Rising Maintenance Costs Ahead of Q2 Report

Disruptions on American Airlines flight AA108 highlight a 6.5% rise in maintenance costs as investors await Q2 earnings. AAL shares fell 3.2% on Wednesday.

AAL DAL UAL
Peter Rabbit Fruit Pouches Recall Valued Below $1 Million
Markets Daniel Marsh

Peter Rabbit Fruit Pouches Recall Valued Below $1 Million

PT Organics recalls approximately 380,000 Peter Rabbit fruit pouches from Target, Kroger, and Meijer stores due to potential plastic contamination, with an estimated shelf value under $1 million.

TGT KR
Long John Silver's Store Count Shrinks 4.6%, Tests Same-Store Sales Streak
Earnings James Calloway

Long John Silver's Store Count Shrinks 4.6%, Tests Same-Store Sales Streak

Long John Silver's ended 2025 with 479 U.S. restaurants, down 4.6%, while maintaining a 16-quarter same-store sales streak. Analysts estimate 4.8% comp growth needed to offset unit losses.

DPZ QSR WING YUM
Wall Street Futures Dip as AI Costs and Oil Surge Weigh on Sentiment
Markets Daniel Marsh

Wall Street Futures Dip as AI Costs and Oil Surge Weigh on Sentiment

US futures slipped about 0.4-0.5% as rising AI capex from Alphabet and Tesla, coupled with a surge in oil prices due to Middle East attacks, dampened investor sentiment.

GOOGL TSLA INTC TMUS UNP NDAQ BX
Meta Platforms Faces 94% Surge in Quarterly Capex as 2026 Spending Outlook Widens
Earnings James Calloway

Meta Platforms Faces 94% Surge in Quarterly Capex as 2026 Spending Outlook Widens

Meta Platforms stock dropped 2.6% after guidance indicated a 94% rise in average quarterly capital expenditure to $38.39 billion for the remainder of 2026.

META GOOGL
Ondas Soars on $70M Orders, Focus Shifts to Revenue Conversion
Markets Daniel Marsh

Ondas Soars on $70M Orders, Focus Shifts to Revenue Conversion

Ondas Inc. shares climbed 4.4% to $8.00 after reporting $70 million in orders over four weeks, but only $6.9 million was specified. The focus now turns to converting the backlog into revenue.

ONDS RCAT AVAV
United Rentals Soars on Record Q2, Lifts Full-Year Outlook
Earnings James Calloway

United Rentals Soars on Record Q2, Lifts Full-Year Outlook

United Rentals (URI) shares climbed 9% after posting record Q2 revenue and raising its 2026 revenue and EBITDA guidance, driven by robust demand from large-scale projects.

URI HRI
Cracker Barrel Faces Up to $47M in Charges From Maple Street Sale
Earnings James Calloway

Cracker Barrel Faces Up to $47M in Charges From Maple Street Sale

Cracker Barrel (NASDAQ:CBRL) will take $43M-$47M in charges as it exits Maple Street Biscuit Company, a brand that contributed less than 2% of revenue. The move is expected to improve adjusted EBITDA in fiscal 2027.

CBRL
AT&T Stock Jumps on Strong Subscriber Additions, $10B Buyback Plan
Earnings James Calloway

AT&T Stock Jumps on Strong Subscriber Additions, $10B Buyback Plan

AT&T shares gained 3.5% after posting stronger-than-expected subscriber growth and cash flow, supporting a $10 billion buyback plan for 2026.

T TMUS VZ
Molina Healthcare Shares Tumble as First-Half EPS Covers 73.5% of 2026 Floor
Earnings James Calloway

Molina Healthcare Shares Tumble as First-Half EPS Covers 73.5% of 2026 Floor

Molina Healthcare shares fell 9.4% after hours despite an earnings beat, as first-half adjusted EPS of $3.86 covers 73.5% of the 2026 floor, leaving a $1.39 gap to the full-year floor.

MOH UNH ELV CNC