💊 Earnings beat sends UNH higher $UNH EPS $7.23 vs $6.6 est. Stock up +30% past month. #1# globally at $448 B, leading a $3.6T insurance space. - Clear leader by revenue - Gap vs peers still wide - Earnings reinforcing the top spot Defensive sector, strong momentum.

. @nvidia reports Q2 earnings on Wednesday, and @Polymarket has eleven contracts on the result. The earnings beat is priced at 96% and has barely moved since the contract opened on 13 August. Where traders still disagree is the data centre revenue ladder: above $85B went from 55% to 91% in a single session, while above $90B sits at 25%. 28 companies carry the same earnings beat contract this week. Odds mostly track consensus, with the median across the 14 technology names at 93% and only HP at 72% and Marvell at 77% below 80%. The exceptions are what make these markets particularly worth following. Every earnings market, and every other market on @Kalshi and Polymarket, sits in one normalized dataset on Dune:

ROSENBLATT EXPECTS $NVDA EARNINGS BEAT, KEEPS $325 TARGET Analyst Kevin Cassidy expects both revenue and earnings to beat consensus, with Q3 guidance also coming in above estimates. Also sees the Vera Rubin ramp beginning in Q3 as the next major growth catalyst.

Nvidia shares jump after another earnings beat, bitcoin runs into a major wall of supply around $80,000, and AI-generated security reports put Bitcoin's Lightning Network on alert. @uyendoe has what you need to know.