Dell Surges on AI Sales, MongoDB Slumps as Futures Stay Flat
Earnings James Calloway

Dell Surges on AI Sales, MongoDB Slumps as Futures Stay Flat

Dell Technologies surged 6.5% after reporting strong AI server demand, while MongoDB dropped 13.7% on soft guidance. Stock futures were little changed as oil and bond yields pressured markets.

DELL MDB
SpaceX Slips 1% as AI Capex Strains $1.9T Valuation
Technology Sarah Chen

SpaceX Slips 1% as AI Capex Strains $1.9T Valuation

SpaceX shares dipped 1% as heavy AI spending raised valuation concerns. Q2 revenue surged 92% to $7.814B, but AI losses hit $1.257B.

XLK
Super Micro Revenue Surges 78% but Margin Pressures and Control Gaps Linger
Earnings James Calloway

Super Micro Revenue Surges 78% but Margin Pressures and Control Gaps Linger

Super Micro's fiscal 2026 sales jumped 77.8% to $39.1 billion, but gross margin slipped to 10.8% and one IT control weakness remains unresolved.

SMCI
Bradesco ADRs Edge Up 1.2% as High Rates Challenge Earnings Recovery
Earnings James Calloway

Bradesco ADRs Edge Up 1.2% as High Rates Challenge Earnings Recovery

Bradesco ADRs gained 1.2% to $3.32 as the bank's earnings recovery faces headwinds from Brazil's 14% benchmark rate, despite strong Q2 profit growth.

NU
HPE Stock Surges 3.3% After Hours Ahead of Q3 Earnings
Earnings James Calloway

HPE Stock Surges 3.3% After Hours Ahead of Q3 Earnings

HPE shares climbed 3.3% after hours ahead of its $11.8B Q3 earnings report. Investors eye networking growth and margin sustainability.

HPE DELL
Volatility Spikes 9.5% as Oil and Yields Pressure Equities
Markets Daniel Marsh

Volatility Spikes 9.5% as Oil and Yields Pressure Equities

The VIX jumped 9.5% to 16.34 on Tuesday, driven by higher oil prices and Treasury yields, while the S&P 500 fell 0.71%. The next test comes with August payrolls on Friday.

SPY QQQ DIA USO GLD SLV
Dell Soars 7% After Hours on AI Guidance; MongoDB Tumbles 13%
Earnings James Calloway

Dell Soars 7% After Hours on AI Guidance; MongoDB Tumbles 13%

Dell shares surged 7.2% after hours on raised AI server outlook, while MongoDB dropped 12.5% despite strong results, as tech stocks diverged.

DELL MDB
Transocean Gains 1.9% as Oil Climbs, Spotlighting $6.7B Backlog
Commodities Rebecca Torres

Transocean Gains 1.9% as Oil Climbs, Spotlighting $6.7B Backlog

Transocean (RIG) rose 1.9% as oil prices climbed, drawing attention to its $6.7B backlog. Q2 free cash flow was $212M, with net debt at $4.31B.

RIG BORR VAL NE EQNR USO
SHEIN Ends First Day Flat After Sharp Intraday Drop
IPO Michael Okonkwo

SHEIN Ends First Day Flat After Sharp Intraday Drop

SHEIN shares closed nearly flat in Hong Kong debut after a 10% intraday drop, with a small float complicating price discovery.

Apple Stock Rises as New CEO Takes Helm in AI Era
Technology Sarah Chen

Apple Stock Rises as New CEO Takes Helm in AI Era

Apple's stock rose 1.7% as John Ternus took over as CEO, facing the challenge of leading AI innovation in a $4.7 trillion company.

AAPL
GM Slips 0.8% as C$1.4B Canada Plan Faces Tariff Headwinds
Markets Daniel Marsh

GM Slips 0.8% as C$1.4B Canada Plan Faces Tariff Headwinds

GM shares dropped 0.8% as its C$1.4B Canadian investment faces tariff risks. The Ontario plan is modest relative to capex, but trade policy remains a key uncertainty.

GM
DraftKings Slips 3.5% on $200 Promo, Marketing Costs Surge
Earnings James Calloway

DraftKings Slips 3.5% on $200 Promo, Marketing Costs Surge

DraftKings shares dropped 3.5% after a $200 bonus-bet offer, sparking worries over acquisition costs as Q2 marketing expenses jumped 38.3%.

DKNG