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.@sam_vadas shares her Wednesday market takeaways and what she's watching for tomorrow, including earnings from $AMAT and July's Producer Price Index (PPI). For more market news, tune in at:
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$ROOT CEO Alex Timm discusses the company's profitable quarter, strong growth and expanding national footprint. He explains how Root's AI-driven underwriting and claims data help deliver more accurate pricing and create a competitive advantage. Timm also highlights the company's embedded insurance strategy, industry partnerships and the evolving role of AI in how consumers shop for insurance. For more market news, tune in at:
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.@sam_vadas and @AlexCoffeyCS break down $CSCO's quarterly earnings and outlook, with the company saying it expects revenue of $18 billion to $18.2 billion in the fiscal first quarter, above analysts' estimates of $16.8 billion. For more market news, tune in at:
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August 12, 2026 • Inflation eased for the second consecutive month, rising at a 3.4% annual pace in July, in line with economists' expectations • $CRWV shares jumped after reporting second-quarter revenue doubled to $2.58 billion and a record $104 billion order backlog • $NBIS rallied following its second-quarter earnings report in which total revenue surged on AI cloud revenue and expansion in large customer contracts. The company reaffirmed full-year 2026 revenue guidance and raised year-end contracted power targets • $CAVA shares surged after the Mediterranean fast-casual chain reported better-than-expected second-quarter earnings • $GOOGL unveiled its new Pixel 11 smartphone lineup, spotlighting Gemini Intelligence, which the company believes could change how people interact with smartphones
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The S&P 500 closed higher near record levels after the inflation report matched economists' expectations and several AI-related stocks rallied
The vibe after today's CPI report? A little more breathing room for the Fed. @DianeKingHall walks through the key numbers, why rate hike expectations moved lower, and what it means for markets. She also highlights how the AI boom is showing up in inflation data. For more market news, tune in at:
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solana:6UGNg119LV6YjSCQ5K6Z6jsLLLetpMJ1vPdhiU8qpump thesis if you are anywhere near the trenches lately, you have been witness to the immense PVP, insiders dumping on your heads, KOL bundles, KOL thesis printing then instantly dumping, the list goes on. solana:6UGNg119LV6YjSCQ5K6Z6jsLLLetpMJ1vPdhiU8qpump represents a return to PvE, a thesis centered around The Solana Bull. we all know solana:So11111111111111111111111111111111111111112 will be going to $1,000+ this cycle. this is the Solana Bull Cycle. my account will be going parabolic, and the solana:6UGNg119LV6YjSCQ5K6Z6jsLLLetpMJ1vPdhiU8qpump holders will be coming with. how high will solana:6UGNg119LV6YjSCQ5K6Z6jsLLLetpMJ1vPdhiU8qpump be when solana:So11111111111111111111111111111111111111112 hits $1,000? the goal we have set out from the very beginning is a price tag of $0.10 ($100M mc), that is more than 500x from here. right now we are recruiting more conviction holders that want to come along for the ride. our whale chat now holds ~50% of total circulating supply (~100M total tokens amongst our whales in the chat). if we can move the remaining ~100M circulating supply into conviction holders hands, we will reach our goals and go parabolic. the time to enter and accumulate solana:6UGNg119LV6YjSCQ5K6Z6jsLLLetpMJ1vPdhiU8qpump is now. let me know if you reach 2M+ solana:6UGNg119LV6YjSCQ5K6Z6jsLLLetpMJ1vPdhiU8qpump (~$300 price tag currently) and you can join the solana:6UGNg119LV6YjSCQ5K6Z6jsLLLetpMJ1vPdhiU8qpump whale chat. also as communicated before, content partnership options are available for those holding 2M+ solana:6UGNg119LV6YjSCQ5K6Z6jsLLLetpMJ1vPdhiU8qpump (you get content amplification/support from me on your project/meme) or those holding 10M+ solana:6UGNg119LV6YjSCQ5K6Z6jsLLLetpMJ1vPdhiU8qpump (you get continuous content amplification/support from me on your project/meme). i am regularly approached for content deals, will continuously get approached as this cycle goes on— this is a way to leverage content deals into value for solana:6UGNg119LV6YjSCQ5K6Z6jsLLLetpMJ1vPdhiU8qpump holders. throughout this cycle i will continue finding ways to provide value to solana:6UGNg119LV6YjSCQ5K6Z6jsLLLetpMJ1vPdhiU8qpump holders. we are just getting started. Solana Bulls will NOT be defeated. solana:6UGNg119LV6YjSCQ5K6Z6jsLLLetpMJ1vPdhiU8qpump
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What stands out in the options market today? @TomWhite_S breaks down three notable options trades and the Big Moves he sees in $CMG, the $QQQ and $LEN. For more:
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Paul Meeks of Freedom Capital Markets says he is "a little bit worried" about Cerebras (CBRS) after the move the stock has made today ahead of its earnings report. "I definitely would not buy this ahead of earnings," he tells @NPetallides, adding that it's "risky and overvalued." He has the lowest price target on the Street for $CBRS at $209. For more market news, tune in at:
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.@CoreWeave Co-Founder & Chief Development Officer @branninmcbee joins @MarleyKayden on Trading 360 to discuss surging AI demand, record revenue, improving operating leverage, and the company's expanding tech stack. Watch live tomorrow at 11:00AM ET:
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