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Marvell $MRVL says it is actively promoting Nvidia $NVDA NVLink Fusion as one of its three major paths into AI scale up networking🤖 Marvell is also investing in UALink and ESUN, allowing its switching, SerDes and optical technology to support any architecture.

Oracle $ORCL just reported earnings Revenue: $19.34B Vs $19.13B EST EPS: $1.92 Vs $1.74 EST

Adobe $ADBE just reported earnings Revenue: $6.76B Vs $6.70B EST EPS: $6.13 Vs $6.09EST

Oracle $ORCL reports earnings today after close The implied move is: 10.16% The expectations are: Revenue: $19.13B EPS: $1.67 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Palantir $PLTR and Nvidia $NVDA announce a new sovereign supply chain collaboration🤖🔋 They are deploying an AI stack combining NVIDIA Nemotron models with Palantir AIP, Foundry and the Palantir Ontology.

People might just be overlooking GameStop $GME in 2026… Survival in business isn’t always pretty, but they are showing resilience Today, they said they are now making more money from collectibles than video games Pokemon and collectibles are a $100B annual market, the part

Adobe $ADBE reports earnings today after close The implied move is: 7.21% The expectations are: Revenue: $6.7B EPS: $5.84 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

How it feels chasing growth stocks in 2026

Here’s the full SpaceX $SPCX IPO unlock schedule🔓 August 6: 20% August 20: 7% September 9: 7% September 24: 7% October 9: 7% October 24: 7% After Q3 Earnings: 24% December 9: Final block unlock June 12 2027: Elon & Executives unlock

Waiting on the 61 year old to plead guilty to stealing $33B Bitcoin

Here’s exactly how Archer Aviation $ACHR is expanding their eVTOL charging across Texas🚁

The magnificent 7 is off to a flat start🔴🔴🟢🔴🔴🟢🔴 Nvidia $NVDA -2.08%🔴 Amazon $AMZN -0.69%🔴 Apple $AAPL +0.95%🟢 Microsoft $MSFT -0.91%🔴 Tesla $TSLA -1.86%🔴 Meta $META +0.56%🟢 Google $GOOGL -0.40%🔴

Amazon $AMZN & OpenAI have announced an advertising partnership Amazon advertisers will soon be able to buy & run conversational ads within chatGPT This program will begin rolling out for US advertisers as soon as this year

Jensen Huang says AI infrastructure buildout is not tens of billions but tens of trillions That capital will flow downstream into companies like $IREN $CIFR $NBIS $CRWV 🔋

JP Morgan has upgraded Meta $META to overweight with a $820 price target from $640 They had previously held a neutral rating, They have said they see strong upside potential on Meta, they believe Meta’s frontier models will eventually turn into their core business

Retail traders lining up to get slaughtered by Anthropic’s $2T IPO

Lockheed Martin $LMT has been awarded a $953M contract by the Australian Government to advance AIR6500🚀 The program is designed to sense and track incoming threats, integrate with the ADF targeting enterprise, and support rapid integration of future technologies.

Lumentum $LITE now expects $40 EPS in fiscal 2028, driven largely by upside in its Optical Circuit Switch business⚡️ They say the new OCS demand is coming from its largest customer.

Broadcom $AVGO has partnered with Apollo and Blackstone on an initial $35B financing platform supporting 20+ GW of AI compute capacity🤖 The initial deployments include 1 GW for Anthropic in 2026 and 5 GW in 2027.

Here’s how the magnificent 7 closed today🔴🔴🔴🔴🔴🟢🔴 Nvidia $NVDA -0.91%🔴 Amazon $AMZN -1.78%🔴 Apple $AAPL -0.28%🔴 Microsoft $MSFT -0.47%🔴 Tesla $TSLA -0.10%🔴 Meta $META +6.55%🟢 Google $GOOGL -2.28%🔴