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Rubrik $RBRK is evolving from cyber recovery into an agentic cyber resilience platform, combining its Security Cloud with a dedicated Agent Cloud🧱
Their stack covers:
- Time series data
- Identity context
- Agent orchestration
- Governance
- Autonomous action
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Rubrik $RBRK reports earnings today after close🧱
The implied move is: $11.30 12.20%
The expectations are:
Revenue: $396.32M
EPS: -$0.04
Expect numbers at 4:05PM EST
Here’s the Historical Earnings Data👇
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SpaceX $SPCX launched NASA’s Roman telescope today🚀
Roman’s field of view is 100x+ Hubble’s, its destination is roughly 1 million miles from Earth, and its primary mission is planned for 5 years with a 10 year operating goal.
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If SpaceX $SPCX & Tesla $TSLA merged, here’s what the combined revenue growth would look like🚗+🚀
2023: Tesla $96.8B + SpaceX $10.4B = Total $107.2B
2024: Tesla $97.7B + SpaceX $14B = $111.7B
2025: Tesla $94.8B + SpaceX $18.7B = Total $113.5B
Tesla 3 year compounded annual growth rate: 2.3% + SpaceX 30.4% =combined 2.90%
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Another interesting week for earnings👀📆
Top watches: $AVGO $SNOW $PANW $DELL
High impact earnings week👀📆
All eyes on Nvidia $NVDA Wednesday after close,
Some eyes on $CRWD, $IREN, $CRM, $MRVL
Before you call the market overvalued or undervalued, read this👀
Here’s the current Price to Earnings ratio on 25 leading companies:
1. Nvidia $NVDA 27.5
2. Apple $AAPL 36.7
3. Google $GOOGL 17.4
4. Microsoft $MSFT 28.6
5. Amazon $AMZN 21.4
6. Meta $META 21.8
7. Tesla $TSLA 323
8. Eli Lilly $LLY 39.4
9. Micron $MU 21.1
10. Berkshire $BRK.B 12.7
11. JPMorgan $JPM 15.3
12. Walmart $WMT 37.2
13. Visa $V 32.8
14. J&J $JNJ 31.1
15. Exxon $XOM 26.4
16. Mastercard $MA 32.7
17. Bank of America $BAC 14.5
18. Oracle $ORCL 25.7
19. Cisco $CSCO 32.9
20. Costco $COST 47.6
21. Chevron $CVX 19.4
22. Coca-cola $KO 26.9
23. Lam Research $LCRX 52.4
24. Caterpillar $CAT 34.4
25. Applied Matericals $AMAT 39.8
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Here’s how the magnificent 7 finished off the week🔴🟢🟢🟢🔴🟢🟢
Nvidia $NVDA -4.57%🔴
Amazon $AMZN +3.97%🟢
Apple $AAPL +1.63%🟢
Microsoft $MSFT +1.68%🟢
Tesla $TSLA -1.71%🔴
Meta $META +1.21%🟢
Google $GOOGL +1.74%🟢
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Traders who are holding over the weekend
JUST IN: Trump announces US has secured 65 billion barrels of Venezuelan oil
Marvell Technologies $MRVL is positioning itself across essentially every layer of AI data movement🤖
The portfolio spans optical interconnect, Ethernet switching, scale up fabrics, CXL memory interfaces and custom XPUs.
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Marvell Technologies $MRVL reports earnings today after close🤖
The implied move is: $20.59 8.56%
The expectations are:
Revenue: $2.71B
EPS: $0.87
Expect numbers at 4:05PM EST
Here’s the Historical Earnings Data👇
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Here’s how the magnificent 7 finished off the week🔴🟢🟢🟢🔴🟢🟢
Nvidia $NVDA -4.57%🔴
Amazon $AMZN +3.97%🟢
Apple $AAPL +1.63%🟢
Microsoft $MSFT +1.68%🟢
Tesla $TSLA -1.71%🔴
Meta $META +1.21%🟢
Google $GOOGL +1.74%🟢
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Here’s how the magnificent 7 opened today🔴🟢🟢🟢🟢🟢🟢
Nvidia $NVDA -0.65%🔴
Amazon $AMZN +0.69%🟢
Apple $AAPL +0.82%🟢
Microsoft $MSFT +0.44%🟢
Tesla $TSLA +0.98%🟢
Meta $META +1.25%🟢
Google $GOOGL +0.58%🟢
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Iren $IREN weekly tokens processed through OpenRouter have increased 16.8x in just 8 months🔋
Demand for GPUs is outpacing supply as new data center capacity can take years to deliver.
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Iren $IREN has 3 layers of the business 🔋
- Data Centers (land, power, cooling)
- Compute (chips, storage, servers & networking
- Software (the managed services compounded)
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Citizens reiterates $80 price target on $IREN 🔋
“While reported financial results remain influenced by the transition away from bitcoin mining, we believe the underlying Al cloud business continues to gain momentum.”
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Iren $IREN has 3 layers of the business 🔋
- Data Centers (land, power, cooling)
- Compute (chips, storage, servers & networking
- Software (the managed services compounded)
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Nscale almost secured Microsoft $MSFT & Google $GOOGL as capacity clients🔋
Anthropic most likely outbid both of them at $45B for 460mw of compute capacity
Before, both tech giants explored renting capacity from their West Virginia location.
Regardless, this tells us hyper scalers are confident in Nscale’s ability to deliver capacity at a high quantity
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Wells Fargo has raised their price target on Microsoft $MSFT ⬆️💸🎯
They have raised it to $700 from $650 while maintaining an overweight rating
Their main reason behind the increase was a CIO survey that told them customers are gradually shifting towards a hybrid model approach favoring Microsoft
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Scott Bessent trying to get 30 year yields below 5%
Meta $META is testing robots to complete manual labor in data centers🤖🔋
They will be swapping cables, resetting hardware, and power cycle services.
Meta has said a singular robot could be capable of replacing 80% of data center technician roles
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Evercore ISI has said they believe Meta $META youth safety concerns are now mostly in the past🏛️
They have reiterated their $860 price target & outperform rating
Data center stocks are getting slammed today🔴🔴🔴🔴🔴🔴🔴🔴
Nebius $NBIS -5.12%🔴
Iren Limited $IREN -12.60%🔴
Cipher Digital $CIFR -9.09%🔴
Terawulf $WULF -7.46%🔴
Galaxy Digital $GLXY -6.56%🔴
Coreweave $CRWV -3.45%🔴
Hut 8 $HUT -7.58%🔴
Applied Digital $APLD -7.43%🔴
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Here’s how the magnificent 7 opened today🔴🟢🟢🟢🟢🟢🟢
Nvidia $NVDA -0.65%🔴
Amazon $AMZN +0.69%🟢
Apple $AAPL +0.82%🟢
Microsoft $MSFT +0.44%🟢
Tesla $TSLA +0.98%🟢
Meta $META +1.25%🟢
Google $GOOGL +0.58%🟢
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Oppenheimer has raised their price target on Marvell Technologies $MRVL 🎯⬆️
They have raised their target to $325 from $300 while maintaining an outperform rating
Their main reasoning behind the raise was management 2026 top line outlook
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Marvell Technologies $MRVL just reported earnings🤖
Revenue: $2.73B Vs $2.71B EST
EPS: $0.94 Vs $0.93 EST
How the world will be moving when GTA 6 comes out
JUST IN: GTA 6 will let players doom scroll on social media in-game
Here’s how the magnificent 7 opened today🔴🟢🟢🟢🟢🟢🟢
Nvidia $NVDA -0.65%🔴
Amazon $AMZN +0.69%🟢
Apple $AAPL +0.82%🟢
Microsoft $MSFT +0.44%🟢
Tesla $TSLA +0.98%🟢
Meta $META +1.25%🟢
Google $GOOGL +0.58%🟢
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Here’s how the magnificent 7 opened trading today🟢🔴🔴🔴🟢🔴🔴
Nvidia $NVDA +6.87%🟢
Amazon $AMZN -0.43%🔴
Apple $AAPL -0.50%🔴
Microsoft $MSFT -0.20%🔴
Tesla $TSLA +0.33%🟢
Meta $META -0.61%🔴
Google $GOOGL -0.55%🔴
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Crowdstrike $CRWD is expanding its Falcon platform into 33 security modules🔒
The architecture is built around a single sensor and real time data pipelines and spans AI security, cloud, identity, endpoint, SIEM, threat intelligence and agentic workflows.
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Crowdstrike $CRWD just reported earnings🔒
Revenue: $1.47B Vs $1.44B EST
EPS: $0.31 Vs $0.29 EST
Iren $IREN has 3 layers of the business 🔋
- Data Centers (land, power, cooling)
- Compute (chips, storage, servers & networking
- Software (the managed services compounded)
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Affirm $AFRM just reported earnings🏦
Revenue: $1.16B Vs $1.11B EST
EPS: $4.62 Vs $0.35EST
Affirm $AFRM reports earnings today after close🏦💳
The implied move is: 8.97% $6.99
The expectations are:
Revenue: $1.11B
EPS: $0.72
Expect numbers at 4:05PM EST
Here’s the Historical Earnings Data👇
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Iren $IREN has seen growth on their contract economies🔋
- 3 year contracts have seen +125% growth
- 5 year contracts have seen +70%
Iren $IREN says their demand is strengthening🔋
They have already sold out their 2026 capacity
Their 2027-2028 plan positions them for a broader customer base
