Today's Top Movers (Intraday %)
$SPCX SPX Technologies (−3.32%)
$JPM JPMorgan Chase (−3.53%)
$NVDA NVIDIA (−3.55%)
$GE GE Aerospace (−3.56%)
$MS Morgan Stanley (−3.99%)
$TSM Taiwan Semiconductor Manufacturing (−4.50%)
$GS Goldman Sachs (−5.09%)
$INTC Intel (−5.12%)
$AMD Advanced Micro Devices (−5.51%)
$LRCX Lam Research (−6.40%)

SPCX-0.98%

SPXC2.44%

JPM-0.09%

NVDA-0.08%

GE2.12%

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07-30 04:08

$SBUX : Operational turnaround focus
Sentiment: Positive
'''Multiple outlets highlighted Starbucks improving speed/service via more labor and scheduling changes while tackling food availability, framing the story as execution-driven rather than purely demand-driven; if in-stock rates improve, it could support sustained traffic and mix recovery.'''

SBUX-0.21%

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07-30 04:04

$MSFT : Azure re-accelerates
Sentiment: Positive
'''Microsoft reported its cloud unit growing at the fastest pace in four years, with Azure revenue up 43% in fiscal Q4, reinforcing that AI + infrastructure demand is still broad-based; the key read-through is continued enterprise AI adoption rather than a one-off quarter.'''

MSFT-0.33%

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07-30 04:01

Top Post-Market Movers (Post-market %)
$FTNT Fortinet (+10.91%)
$MSFT Microsoft (+8.88%)
$LRCX Lam Research (+6.60%)
$SBUX Starbucks (+4.67%)
$SNOW Snowflake (+4.61%)
$DDOG Datadog (+3.54%)
$AMAT Applied Materials (+3.33%)
$ORLY O’Reilly Automotive (−3.32%)
$LHX L3Harris Technologies (−4.21%)
$QCOM Qualcomm (−4.68%)

FTNT-3.30%

MSFT-0.33%

LRCX-1.41%

SBUX-0.21%

SNOW-2.47%

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07-30 03:57

$HIMS : FTC filing triggers legal scrutiny
Sentiment: Negative
'''Hims & Hers is under investigation by a plaintiffs’ firm after noting the FTC filed on July 29, raising regulatory/legal uncertainty; headline risk could weigh on valuation multiples until the scope and potential remedies become clearer.'''

HIMS-2.12%

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07-30 03:54

$CVNA : Strong growth, stock reacts to miss
Sentiment: Negative
'''Carvana posted 40% sales growth and “record” revenue/profits, yet shares fell after missing Wall Street expectations, underscoring that the market is now demanding cleaner beats and consistency—not just turnaround progress.'''

CVNA2.59%

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07-30 03:51

$LRCX : AI capex tailwind, mixed headlines
Sentiment: Neutral
'''Lam Research beat quarterly revenue expectations and guided Q1 revenue above estimates on AI-driven wafer-fab spending, but coverage was mixed across outlets (bullish outlook vs. negative tone), implying investors may still be sensitive to any sign of capex normalization after a strong AI-led run.'''

LRCX-1.41%

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07-24 04:07

$EW : Heart-device demand drives beat
Sentiment: Positive
'''Edwards Lifesciences beat Q2 estimates on strong demand for heart devices, with shares up nearly 7% in extended trading; it also narrowed its full-year sales outlook while raising the low end of its range. Insight: the combination of demand strength and tighter guidance suggests improving visibility, but the narrowed range implies management is balancing optimism with procedure-volume and mix uncertainty.'''

EW-1.03%

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07-24 04:04

$GOOG : Bigger AI spend spooks investors
Sentiment: Negative
'''Alphabet-related headlines centered on a stock drop (noted ~7%) after highlighting aggressive 2026 capex expectations (roughly $200B) and a report that Google’s contracted future spending commitments rose to $811B. Insight: even if AI demand remains strong, the narrative shifts to cash-intensity and execution risk, which can compress multiples despite solid operating momentum.'''

GOOG-0.13%

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07-24 04:00

$TSLA : Earnings-driven tech-led selloff
Sentiment: Very Negative
'''Tesla fell sharply (reported as down ~15%) amid coverage citing an earnings miss, margin pressure, and rising AI spending plus cautious autonomy commentary and price-target cuts. Insight: the market is signaling lower tolerance for heavy investment without clearer payback timing, raising volatility risk into the rest of earnings season.'''

TSLA0.65%

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07-24 03:57

$INTC : Q2 blowout fuels turnaround
Sentiment: Very Positive
'''Intel posted a Q2 2026 double beat with $16.1B revenue (+24% YoY), Data Center & AI up 59%, and Foundry up 31%, with margins improving and management noting demand outpacing supply. Insight: results suggest the AI server cycle is finally translating into broad operating leverage for Intel, potentially shifting sentiment from “value trap” to “execution recovery.”'''

INTC-2.04%

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07-24 03:53

$AMZN : Alexa+ cost discipline becomes the story
Sentiment: Negative
'''Reporting said Amazon is trying to reduce Alexa+ reliance on Anthropic’s Claude models and use GPUs more efficiently to cut AI operating costs, highlighting margin/efficiency pressure as consumer-facing AI features scale.'''

AMZN-0.94%

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07-24 03:49

Top Post-Market Movers (Post-market %)
$THC Tenet Healthcare (+12.56%)
$AMKR Amkor Technology (+12.20%)
$ALLE Allegion (+4.74%)
$INTC Intel (+4.37%)
$EW Edwards Lifesciences (+4.29%)
$LTH Life Time (+3.70%)
$SSNC SS&C Technologies (+3.60%)
$ARM Arm Holdings (+3.05%)
$NWG NatWest Group (−3.01%)
$DECK Deckers Outdoor (−3.91%)

THC0.31%

AMKR2.21%

ALLE-0.96%

INTC-2.04%

EW-1.03%

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07-24 03:45

$ORCL : Pentagon software consolidation win
Sentiment: Very Positive
'''Oracle won an up-to-10-year U.S. defense contract to consolidate on-prem software licenses, cited as worth up to ~$7B (and described as a multi-year IDIQ with large option value). Insight: beyond near-term revenue, this strengthens Oracle’s position in government procurement frameworks and can anchor longer-duration renewals while it pivots toward AI infrastructure.'''

ORCL-3.81%

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07-23 03:29

$MSFT : $60M DOE AI-for-science commitment
Sentiment: Positive
'''Microsoft committed $60M to a “Genesis Mission” (including Azure compute credits) to support the U.S. Department of Energy’s AI-for-science work across national labs; strategically, it strengthens Azure’s position in public-sector and research workloads where long-duration partnerships can anchor future demand.'''

MSFT-0.33%

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07-23 03:25

Today's Top Movers (Intraday %)
$DELL Dell (+9.32%)
$SCCO Southern Copper (+3.97%)
$T AT&T (+3.50%)
$PM Philip Morris (+3.33%)
$SAP SAP (−3.62%)
$SHOP Shopify (−3.75%)
$APP AppLovin (−3.78%)
$SKHY SK hynix (−3.88%)
$CRM Salesforce (−4.15%)
$SPCX S&P 500 Catholic Values ETF (−6.70%)

DELL-0.71%

SCCO-1.54%

T1.11%

PM0.78%

SAP-0.62%

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07-23 03:21

Top Post-Market Movers (Post-market %)
$NOK Nokia (+6.52%)
$NOW ServiceNow (+4.76%)
$CLS Celestica (+4.32%)
$CSX CSX (+3.99%)
$JHX James Hardie (+3.91%)
$NBIS Nebius (+3.87%)
$DGX Quest Diagnostics (+3.66%)
$GOOGL Alphabet (−3.31%)
$CNC Centene (−4.01%)
$TSLA Tesla (−4.13%)

NOK1.74%

NOW-2.52%

CLS-3.61%

CSX0.07%

JHX0.51%

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07-23 03:17

$GOOG : Gemini scale + AI spend
Sentiment: Neutral
'''Alphabet reported an earnings beat alongside disclosure that Gemini has ~950M monthly users, highlighting rapid AI product adoption. The key investor debate remains whether sharply higher capex (noted as doubling year-over-year) translates into durable monetization and efficiency gains before the “scaling phase” matures.'''

GOOG-0.13%

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07-23 03:13

$NVDA : Cheaper AI = more demand?
Sentiment: Positive
'''A bullish thesis argued that cheaper AI models could expand total compute demand, benefiting “picks-and-shovels” suppliers like NVIDIA. If inference and deployment broaden, the upside case hinges less on model pricing and more on volume-driven GPU and infrastructure pull-through.'''

NVDA-0.08%

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07-23 03:09

$NOW : Contract values lift sales
Sentiment: Positive
'''ServiceNow’s Q2 sales rose, with higher contract values and notable U.S. federal demand that pulled forward some on‑prem subscription revenue. The mix suggests strength in large-deal execution, but investors may watch whether acceleration is sustainable once federal timing effects normalize.'''

NOW-2.52%

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