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.
$TSLA´s next growth phase may depend less on cars and more on storage and services.
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$AAPL and $AMZN report TODAY after the bell.
Apple is keeping AI spending light. Amazon is going all in.
Which strategy is paying off?
Expected:
AAPL: $1.89 EPS | $108.96B rev
AMZN: $1.82 EPS | $196.43B rev
Yahoo Finance, as of July 29
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Now trading: ELOL — the Leverage Shares 100% TSLA and 100% SPCX Daily ETF.
Providing magnified exposure to both the Tesla and the SpaceX stocks.
Trading now – 24/5 around the clock.
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🍎 $AAPL turns hardware into a subscription:
Apple launches Apple Upgrade in the U.S. today, letting users lease and upgrade iPhones, Macs, iPads and watches.
Lower monthly payments could help support device sales.
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$BA reports TODAY ✈️
Boeing’s turnaround faces its next test, with aircraft deliveries, production and cash flow in focus.
Expected:
- Revenue: $24.27B
- EPS: -$0.31
Source: Yahoo Finance as of July 27, 2026.
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🇺🇸 U.S. AI spending now drives $SKHY.
The U.S. generated 65% of SK Hynix revenue in Q1, as hyperscaler capex fuels HBM demand.
After a 14% Nasdaq debut jump, July 29 earnings will show if that memory growth can justify the hype.
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⚙️ ASML’s chipmaking moat pays off:
$ASML turned €9.3B in quarterly sales into €2.9B in net profit as sales rose 21% YoY and margins hit 54%.
Shares are only about 1% above pre-earnings levels, despite a 69% YTD gain.
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⚡ HPC now drives two thirds of TSMC’s revenue.
Q2 sales hit a record $40.2B as HPC grew 20% QoQ to 66% of the mix, while smartphones fell 4%.
AI may be led by $NVDA and hyperscalers, but the manufacturing toll road runs through $TSM.
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$TSLA reports TODAY
Strongest Q2 ever with 480K deliveries. Earnings will show whether the volume rebound came with stronger margins.
Expected:
- Revenue: $26.36B
- EPS: $0.54
Source: Yahoo Finance as of July 22, 2026.
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🌍 SK Hynix is worth more in New York than Seoul.
Last Tuesday, $SKHY ADRs traded up to a 38% premium as limited supply, strong demand and conversion restrictions created a scarcity gap.
Same company. Two markets. Very different prices.
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Behind every AI breakthrough is the technology that makes it possible.
SKHX - the Leverage Shares 2x SK Hynix ETF is now trading on Cboe.
Not an offer, solicitation or investment advice.
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📈 SpaceX’s IPO buzz is showing up in trading volume.
Less than a month after going public, cumulative trading volume has surpassed 4.3x its free float.
Megacap valuation. IPO level attention. Limited supply.
For $SPCX , scarcity remains part of the story.
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