Now live: $SKHQ
The Leverage Shares 2x Short SK Hynix Daily ETF.
-2x daily exposure to the SK Hynix stock in a single ticker.
Trading now – 24/5 around the clock.
Now live: $DSPC
Тhe Leverage Shares 1x Short SpaceX Daily ETF.
-1x daily exposure to the SpaceX stock in a single ticker.
Trading now – 24/5 around the clock.
Buffett’s biggest bets keep getting bigger.
Berkshire’s U.S. equity portfolio hit $299.3B in Q2, up 13.7% QoQ.
$AAPL , $AXP, $GOOGL, $KO and $BAC now make up nearly 72% of the portfolio.
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Former OpenAI researcher Leopold Aschenbrenner built Situational Awareness into a $20.2B AI-heavy portfolio.
This was the last snapshot before the blow-up.
Weeks later, it reportedly lost 67% in July and unwound much of the book to Citadel.
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Banks are running out of S&P 500 upside.
The 2026 targets from $C, $JPM, $GS, $MS, $WFC and $BAC average 7,858, rather close from where the index already trades.
Target hikes are catching up with $SPX, not getting ahead of it.
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New Leverage Shares by Themes 2x single stock ETFs now live on
@cboe.
$MUG: 2x Long Micron Technology
$FIXX: 2x Long Comfort Systems USA
$FLEL: 2x Long Flex
$STMX: 2x Long STMicroelectronics
Trading now – 24/5 around the clock.
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Could Anthropic Top SpaceX’s IPO Record?
Investors are reportedly eyeing a $2T+ valuation for AnthropicAI’s expected October debut, potentially topping $SPCX $1.77T IPO valuation.
The catch: $2T is investor expectation, not a confirmed target.
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$MSFT led July’s AI spenders with a 20.9% gain, while $AMZN also outperformed.
The common trend: massive AI investment, but at a more manageable scale relative to their valuations than peers like $META and $ORCL.
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SpaceX shrugged off its first major lockup expiry.
Around 911.5M shares became eligible for sale on Aug. 6, yet $SPCX surged nearly 16% Friday and 4.2% Monday to $138.74.
Now is back above its $135 IPO price.
Another unlock comes later this month…
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$GOOG is redirecting cash from shareholders to AI infrastructure.
Buybacks fell from $14–15B in early 2025 to $0 for a second straight quarter, while CapEx surged from under $17B to nearly $45 B.
Now investors need to see the returns.
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$SPCX had previously indicated it could buy chips from both NVIDIA and $AMD.
Now Musk says its AI buildout will be NVIDIA-only:
Another high-profile win for $NVDA as rivals fight for a larger share of AI infrastructure spending.
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The new Leverage Shares 2x single stock ETFs are now live on Cboe.
LITG: 2x Long Lumentum Holdings ETF
STLL: 2x Long Sterling Infrastructure ETF
MXLL: 2x Long Maxlinear ETF
Trading now – 24/5 around the clock.
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Palantir’s $5.1B Federal base is no longer the whole story
US federal obligations passed $1B in the first 7 months of 2026.
But $PLTR ´s Q2 US commercial revenue rose 149% to $764M, outpacing 90% growth in government revenue to $809 M.
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Meta’s AI spending is reshaping its earnings.
$META ’s Q2 revenue rose 28%, but costs jumped 55% as AI capex hit $31.1 B.
Operating margin fell to 31%, net income dropped 14% and free cash flow sank to $784 M.
2026 capex: $130–145B.
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⚡Server Memory Now Drives $SKHY DRAM Revenue
AI has flipped the mix: server + graphics now generate 69¢ of every DRAM dollar.
Hyperscaler capex matters more than phone or PC cycles, but reliance on a few AI buyers raises risk.
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$SPCX reports TODAY: its first as a public company.
Key test: whether Starlink growth can offset rising AI and space investment.
Expected:
- Revenue: $6.82B
- EPS: −$0.29
Source: Yahoo Finance as of August 3, 2026
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$AMD reports TODAY
Can MI350 demand and EPYC share gains keep data centre growth accelerating?
Expected:
- Revenue: $11.3B
- EPS: $1.61
Source: Yahoo Finance as of August 3, 2026
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Tesla’s Q2 profit came with a $1.1B cash burn.
$TSLA delivered a record 480K vehicles and grew revenue 26% to $28.2 B.
But CapEx doubled to $5.8B, FCF fell to −$1.1B and operating income sank 57%.
Net income was lifted by a $1B SpaceX gain.
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🏦 Investment banking roared back in Q2:
Deal fees surged across the board as M&A, IPOs and debt issuance picked up.
Banks kept teams in place through the slowdown, so recovering volumes can now lift revenue much faster than costs.
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⚡Tesla’s Smallest Segments Are Growing the Fastest
Auto revenue remains near 2022 peaks, but energy hit $3.1B and services a record $4.6B, up 50% YoY.
$TSLA´s next growth phase may depend less on cars and more on storage and services.
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